| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| KRISTI KIM GOODELL3 | 10017 E. MOUNTAIN VIEW RD. UNIT 1074 SCOTTSDALE, AZ 85258 | AFLAC | $125 | — | $125 | 0.17% |
| J M ELLWOOD3 | 8220 E. SAN MIGUEL AVENUE SCOTTSDALE, AZ 85250 | AFLAC | $101 | — | $101 | 0.14% |
| JAMES HUNT3 Filed as: JAMES K. HUNT | 15010 N. 61ST PL. SCOTTSDALE, AZ 85254 | AFLAC | $52 | — | $52 | 0.07% |
| WALTER W. MEYER II3 | 13830 W. FIGUEROA DR. SUN CITY WEST, AZ 85375 | AFLAC | $45 | — | $45 | 0.06% |
| NATALIE MALHAM3 | 3850 E. BASELINE ROAD SUITE 116 MESA, AZ 85206 | AFLAC | $35 | — | $35 | 0.05% |
| TOM KOCH3 Filed as: TOM L. KOCH | 884 E. ERIE CT. GILBERT, AZ 85295 | AFLAC | $22 | $7 | $29 | 0.04% |
| THEODORE C. FRIEDLI3 Filed as: THEODORE C. FRIEDL | 5001 N. CRESTRIDGE DRIVE TUCSON, AZ 85718 | AFLAC | $23 | — | $23 | 0.03% |
| SHARON MCKELVEY3 Filed as: SHARON I. MCKELVEY | 30969 N. MUSCOVITE DR. SAN TAN VALLEY, AZ 85143 | AFLAC | $2K | $160 | $2K | 6.42% |
| HEROLD W. ELLIOT, LLC3 | 15838 S. 1ST AVE. PHOENIX, AZ 85045 | AFLAC | $1K | $129 | $1K | 3.57% |
| GLEN DOUGLAS GABLE3 | 3850 E. BASELINE RD. SUITE 116 MESA, AZ 85206 | AFLAC | $644 | $38 | $682 | 1.83% |
| S. PREBLE WARE III3 | 1512 E. NORTHSHORE DR. TEMPE, AZ 85283 | AFLAC | $543 | $0 | $543 | 1.46% |
| SHERIDAN PAULA MCATEE3 Filed as: SHERIDAN WARE MCATEE | 1312 W. BROOKS ST. CHANDLER, AZ 85224 | AFLAC | $420 | $0 | $420 | 1.13% |
| ARPIL L. FARRELL3 | 14301 N. 87TH ST. SUITE 313 SCOTTSDALE, AZ 85260 | AFLAC | $258 | $80 | $338 | 0.91% |
| SCOTT WEBB3 | 2355 W. PINNACLE PEAK RD. SUITE 380 PHOENIX, AZ 85027 | AFLAC | $145 | $74 | $219 | 0.59% |
| DENNEY MOLLIHAN INC3 Filed as: DENNEY MOLLIHAN, INC. | 6245 N. 24TH PARKWAY SUITE 201 PHOENIX, AZ 85016 | GILSBAR, LLC | $15K | — | $15K | 78.24% |
| IAN B. ACKERMAN, LTD3 | 4747 N. 7TH ST. SUITE 426 PHOENIX, AZ 850143678 | VISION SERVICE PLAN | $1K | — | $1K | 6.04% |
| IAN B. ACKERMAN, LTD3 Filed as: IAN ACKERMAN,LTD | 4747 NORTH 7TH ST #426 PHOENIX, AZ 85014 | SUN LIFE ASSURANCE COMPANY OF CANADA | $1K | — | $1K | 10.00% |
| MEDICAL GROUP INSURANCE SERVICES5 | 1849 WEST NORTH TEMPLE SALT LAKE CITY, UT 84116 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $360 | $360 | 2.99% |
| BRITTON JOHNSON3 Filed as: BRITTON L. JOHNSON | 1069 W. BROAD ST. SUITE 153 FALLS CHURCH, VA 22046 | AFLAC | $297 | $61 | $358 | — |
| JACOB C ECHOLS3 Filed as: JACOB C. ECHOLS | 3850 E. BASELINE RD. SUITE 116 MESA, AZ 85206 | AFLAC | $141 | — | $141 | — |
| PATRICK V. PATTILLO3 Filed as: PATRICK V. PATILLO | 6007 SHADY SPRING AVE. ROSEDALE, MD 21237 | AFLAC | $134 | — | $134 | — |
| MELISSA B BOYLE3 Filed as: MELISSA B. BOYLE | 14301 N. 87TH STREET SUITE 313 SCOTTSDALE, AZ 85260 | AFLAC | $100 | — | $100 | — |
| BRYAN TUCKER3 Filed as: BRYAN D. TUCKER | 27495 N. LAKE PLEASANT PKWY 103-465 PEORIA, AZ 85383 | AFLAC | $68 | $24 | $92 | — |
| DENISE JANE FORCONI3 | 30411 N. 72ND PL. SCOTTSDALE, AZ 85266 | AFLAC | $57 | $13 | $70 | — |
| DUSTIN SWIGER3 Filed as: DUSTIN W. SWIGER | P.O. BOX 72 MCHENRY, MD 21541 | AFLAC | $6 | — | $6 | — |
| IAN B. ACKERMAN, LTD3 | 4747 N. 7TH ST. SUITE 426 PHOENIX, AZ 850143678 | SUN LIFE ASSURANCE COMPANY OF CANADA | $7K | — | $7K | — |
| BRYAN TUCKER3 Filed as: BRYAN D. TUCKER | 27495 N. 97TH DR PEORIA, AZ 85383 | AFLAC | $24 | — | $24 | — |
| CHAD T NEVINS3 Filed as: CHAD R. NEVINS | 11811 N. TATUM BLVD. SUITE P129 PHOENIX, AZ 85028 | AFLAC | $10 | — | $10 | — |
| SHAWN HOLTORF3 | 5522 W. NORTHWOOD DRIVE GLENDALE, AZ 85310 | AFLAC | $8 | — | $8 | — |
| NATALIE MALHAM3 | 5642 E. EDGEMONTH AVENUE SCOTTSDALE, AZ 85257 | AFLAC | $237 | $6 | $243 | — |
| DONALD GREEN3 Filed as: DONALD A. GREEN | 1611 W. PLACITA GARBO GREEN VALLEY, AZ 85622 | AFLAC | $40 | — | $40 | — |
| KATHY LEE BRIGHT3 | 788 E. PEPPER DR. CASA GRANDE, AZ 85122 | AFLAC | $37 | — | $37 | — |
| JOHN A DONALDSON3 Filed as: JOHN A. DONALDSON | 507 N. SAM HOUSTON PKWY E SUITE 450 HOUSTON, TX 77060 | AFLAC | $29 | — | $29 | — |
| PREFERRED MARKETING CORP3 | 7402 KINGS RIVER CT. HUMBLE, TX 77346 | AFLAC | $10 | — | $10 | — |
| M & O AGENCIES INC3 Filed as: M & O AGENCIES, INC. | 1835 S. EXTENSION RD. MESA, AZ 85210 | AFLAC | $7 | — | $7 | — |
| GREGORY F STENZEL3 Filed as: GREGORY F. STENZER | 6800 STONEY HILL ROAD MCKINNEY, TX 75070 | AFLAC | $1 | $0 | $1 | — |
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 | 130 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 130 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts) | AFLAC | 49 | $110K |
| Vision | VISION SERVICE PLAN | 94 | $17K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 161 | $12K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 20 | $0 |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 161 | $12K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 161 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.