| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BENEFIT COMMERCE GROUP | 16220 N SCOTTSDALE RD STE 100 SCOTTSDALE, AZ 85254 | BLUE CROSS BLUE SHIELD OF ARIZONA | $33K | $0 | $33K | 6.09% |
| MARREEL SLATER INSURANCE LLC3 | 7855 S RIVER PKWY STE 210 TEMPE, AZ 852841826 | BLUE CROSS BLUE SHIELD OF ARIZONA | $12K | $0 | $12K | 2.30% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BENEFIT COMMERCE GROUP | 16220 N SCOTTSDALE RD 100 SCOTTSDALE, AZ 85254 | DELTA DENTAL OF ARIZONA | $13K | $0 | $13K | 7.49% |
| MARREEL SLATER INSURANCE LLC3 Filed as: MARREEL SLATER INSURANCE | 7855 S RIVER PKWY STE 210 TEMPE, AZ 85254 | DELTA DENTAL OF ARIZONA | $4K | $0 | $4K | 2.54% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BENEFIT COMMERCE GROUP | 16220 N SCOTTSDALE RD STE 100 SCOTTSDALE, AZ 85254 | MUTUAL OF OMAHA INSURANCE COMPANY | $11K | $2K | $13K | 11.77% |
| FMLA SOURCE INC3 | 455 CITYFRONT PLZ DR 13TH FLOOR CHICAGO, IL 60611 | MUTUAL OF OMAHA INSURANCE COMPANY | $0 | $5K | $5K | 4.30% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS | 7855 S RIVER PKWY STE 210 TEMPE, AZ 85284 | MUTUAL OF OMAHA INSURANCE COMPANY | $3K | $0 | $3K | 2.53% |
| MARREEL SLATER INSURANCE LLC3 | 7855 S RIVER PKWY STE 210 TEMPE, AZ 85284 | MUTUAL OF OMAHA INSURANCE COMPANY | $3K | $0 | $3K | 2.46% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK STE A STE A BEACHWOOD, OH 44122 | MUTUAL OF OMAHA INSURANCE COMPANY | $0 | $2K | $2K | 1.51% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BENEFIT COMMERCE GROUP | 16220 N SCOTTSDALE RD STE 100 SCOTTSDALE, AZ 85254 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $2K | $11K | 11.81% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS | 7855 S RIVER PKWY STE 210 TEMPE, AZ 85284 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 2.53% |
| MARREEL SLATER INSURANCE LLC3 | 7855 S RIVER PKWY STE 210 TEMPE, AZ 85284 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 2.45% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK STE A STE A BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 1.53% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BENEFIT COMMERCE GROUP | 16220 N SCOTTSDALE RD STE 100 SCOTTSDALE, AZ 85254 | MUTUAL OF OMAHA INSURANCE COMPANY | $3K | $646 | $4K | 12.08% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS | 7855 S RIVER PKWY STE 210 TEMPE, AZ 85284 | MUTUAL OF OMAHA INSURANCE COMPANY | $789 | $0 | $789 | 2.50% |
| MARREEL SLATER INSURANCE LLC3 | 7855 S RIVER PKWY STE 210 TEMPE, AZ 85284 | MUTUAL OF OMAHA INSURANCE COMPANY | $777 | $0 | $777 | 2.46% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK STE A STE A BEACHWOOD, OH 44122 | MUTUAL OF OMAHA INSURANCE COMPANY | $0 | $554 | $554 | 1.76% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BENEFIT COMMERCE GROUP | 16220 N SCOTTSDALE RD STE 100 SCOTTSDALE, AZ 85254 | VISION SERVICE PLAN | $2K | $0 | $2K | 6.68% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS | 7855 S RIVER PKWY STE 210 TEMPE, AZ 85284 | VISION SERVICE PLAN | $985 | $0 | $985 | 3.29% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BENEFIT COMMERCE GROUP | 16220 N SCOTTSDALE RD STE 100 SCOTTSDALE, AZ 85254 | MUTUAL OF OMAHA INSURANCE COMPANY | $1K | $394 | $2K | 8.42% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS | 7855 S RIVER PKWY STE 210 TEMPE, AZ 85284 | MUTUAL OF OMAHA INSURANCE COMPANY | $369 | $0 | $369 | 1.73% |
| MARREEL SLATER INSURANCE LLC3 | 7855 S RIVER PKWY STE 210 TEMPE, AZ 85284 | MUTUAL OF OMAHA INSURANCE COMPANY | $363 | $0 | $363 | 1.70% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK STE A STE A BEACHWOOD, OH 44122 | MUTUAL OF OMAHA INSURANCE COMPANY | $0 | $338 | $338 | 1.58% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BENEFIT COMMERCE GROUP | 16220 N SCOTTSDALE RD STE 100 SCOTTSDALE, AZ 85254 | MUTUAL OF OMAHA INSURANCE COMPANY | $2K | $274 | $2K | 11.58% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS | 7855 S RIVER PKWY STE 210 TEMPE, AZ 85284 | MUTUAL OF OMAHA INSURANCE COMPANY | $417 | $0 | $417 | 2.63% |
| MARREEL SLATER INSURANCE LLC3 | 7855 S RIVER PKWY STE 210 TEMPE, AZ 85284 | MUTUAL OF OMAHA INSURANCE COMPANY | $398 | $0 | $398 | 2.51% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK STE A STE A BEACHWOOD, OH 44122 | MUTUAL OF OMAHA INSURANCE COMPANY | $0 | $235 | $235 | 1.48% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BENEFIT COMMERCE GROUP | 16220 N SCOTTSDALE RD STE 100 SCOTTSDALE, AZ 85254 | MUTUAL OF OMAHA INSURANCE COMPANY | $875 | $246 | $1K | 8.48% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS | 7855 S RIVER PKWY STE 210 TEMPE, AZ 85284 | MUTUAL OF OMAHA INSURANCE COMPANY | $227 | $246 | $473 | 3.58% |
| MARREEL SLATER INSURANCE LLC3 | 7855 S RIVER PKWY STE 210 TEMPE, AZ 85284 | MUTUAL OF OMAHA INSURANCE COMPANY | $220 | $0 | $220 | 1.66% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK STE A STE A BEACHWOOD, OH 44122 | MUTUAL OF OMAHA INSURANCE COMPANY | $0 | $211 | $211 | 1.60% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 233 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 233 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ARIZONA | 419 | $541K |
| Dental | DELTA DENTAL OF ARIZONA | 460 | $175K |
| Vision | VISION SERVICE PLAN | 187 | $30K |
| Life insurance(2 contracts) | MUTUAL OF OMAHA INSURANCE COMPANY | 233 | $47K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 127 | $90K |
| Long-term disability | MUTUAL OF OMAHA INSURANCE COMPANY | 204 | $110K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF ARIZONA | 419 | $541K |
| Other(4 contracts) | MUTUAL OF OMAHA INSURANCE COMPANY | 233 | $82K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 460 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.