| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| IAN B. ACKERMAN, LTD3 | 4747 N. 7TH ST. SUITE 426 PHOENIX, AZ 85014 | SUN LIFE ASSURANCE COMPANY OF CANADA | $7K | — | $7K | 10.00% |
| DENNEY MOLLIHAN INC3 Filed as: DENNEY MOLLIHAN | 6245 N. 24TH PARKWAY SUITE 201 PHOENIX, AZ 85016 | GILSBAR, LLC | $15K | $0 | $15K | 42.57% |
| IAN B. ACKERMAN, LTD3 Filed as: IAN B. ACKERMN, LTD | 4747 N. 7TH ST. SUITE 426 PHOENIX, AZ 85014 | VISION SERVICE PLAN | $1K | $0 | $1K | 5.52% |
| IAN B. ACKERMAN, LTD3 Filed as: IAN ACKERMAN, LT | 4747 NORTH 7TH ST 426 PHOENIX, AZ 85014 | SUN LIFE ASSURANCE COMPANY OF CANADA | $1K | — | $1K | 10.00% |
| MEDICAL GROUP INSURANCE SERVICES5 | 10 WEST BROADWAY SUITE 800 SALT LAKE CITY, UT 84101 | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $334 | $334 | 2.71% |
| SHARON MCKELVEY3 Filed as: SHARON I. MCKELVEY | 197 N. NOTTINGHAM LN LOT 3 PAYSON, AZ 85541 | AFLAC HEALTH | $5K | $115 | $5K | — |
| HAROLD W ELLIOTT LLC3 Filed as: HAROLD W. ELLIOTT LLC | 15838 S. 1ST AVE PHOENIX, AZ 85045 | AFLAC HEALTH | $2K | $58 | $2K | — |
| GLEN DOUGLAS GABLE3 | 3850 E. BASELINE RD. SUITE 116 MESA, AZ 85206 | AFLAC HEALTH | $1K | $16 | $1K | — |
| DAVID R LATTIMER3 Filed as: DAVID R. LATTIMER | 3029 N. SONORAN HILLS. MESA, AZ 85207 | AFLAC HEALTH | $613 | $0 | $613 | — |
| MELISSA B BOYLE3 Filed as: MELISSA B. BOYLE | 14301 N. 87TH ST.RD. SUITE 313 SCOTTSDALE, AZ 85260 | AFLAC HEALTH | $362 | $12 | $374 | — |
| S. PREBLE WARE III3 | 1512 E. NORTHSHORE DR. TEMPE, AZ 85283 | AFLAC HEALTH | $355 | $3 | $358 | — |
| SHERIDAN PAULA MCATEE3 Filed as: SHERIDAN WARE MCATEE | 1312 W. BROOKS ST. CHANDLER, AZ 85224 | AFLAC HEALTH | $274 | $0 | $274 | — |
| JEFFERY S GIBSON3 Filed as: JEFFERY S. GIBSON | 14301 N. 87TH ST. SUITE 313 SCOTTSDALE, AZ 85260 | AFLAC HEALTH | $228 | — | $228 | — |
| APRIL L FARRELL3 Filed as: APRIL L. FARRELL | 14301 N. 87TH ST SUITE 313 SCOTTSDALE, AZ 85260 | AFLAC HEALTH | $137 | — | $137 | — |
| BRITTON JOHNSON3 Filed as: BRITTON L. JOHNSON | 1069 W. BROAD ST. SUITE 153 FALLS CHURCH, VA 22046 | AFLAC HEALTH | $118 | $12 | $130 | — |
| KRISTI KIM GOODELL3 | 10017 E. MOUTAIN VIEW RD UNIT 1074 SCOTTSDALE, AZ 85258 | AFLAC HEALTH | $127 | — | $127 | — |
| NATALIE MALHAM3 | 5642 E. EDGEMONT AVE. SCOTTSDALE, AZ 85257 | AFLAC HEALTH | $90 | $16 | $106 | — |
| JACOB C ECHOLS3 Filed as: JACOB C. ECHOLS | 3850 E. BASELINE RD. SUITE 116 MESA, AZ 85206 | AFLAC HEALTH | $105 | $0 | $105 | — |
| PATRICK V. PATTILLO3 | 6007 SHADY SPRING AVE. ROSEDALE, MD 21237 | AFLAC HEALTH | $77 | $0 | $77 | — |
| BRYAN TUCKER3 Filed as: BRYAN D. TUCKER | 24654 NORTH LAKE PLEASANTS PKWY 103-465 PEORIA, AZ 85383 | AFLAC HEALTH | $65 | $0 | $65 | — |
| J M ELLWOOD3 | 8220 E. SAN MIGUEL AVE SCOTTSDALE, AZ 85250 | AFLAC HEALTH | $57 | $0 | $57 | — |
| WALTER W. MEYER II3 | 13830 W. FIGUEROA DR. SUN CITY WEST, AZ 85375 | AFLAC HEALTH | $50 | $0 | $50 | — |
| SCOTT WEBB3 | 2355 W. PINNACLE PEAK RD. SUITE 380 PHOENIX, AZ 85027 | AFLAC HEALTH | $50 | $0 | $50 | — |
| LISA VALDEZ LEE3 | 9437 N. 51ST DR GLENDALE, AZ 85302 | AFLAC HEALTH | $42 | $0 | $42 | — |
| DENISE JANE FORCONI3 | 30411 N. 72ND PL. SCOTTSDALE, AZ 85266 | AFLAC HEALTH | $39 | $0 | $39 | — |
| JAMES HUNT3 Filed as: JAMES K. HUNT | 15010 N. 61ST PL SCOTTSDALE, AZ 85254 | AFLAC HEALTH | $29 | $0 | $29 | — |
| DONALD GREEN3 Filed as: DONALD A. GREEN | 1611 W. PLACITA GARBO GREEN VALLEY, AZ 85622 | AFLAC HEALTH | $26 | $0 | $26 | — |
| JOHN A DONALDSON3 Filed as: JOHN A. DONALDSON | 800 ROCKMEAD DR. STE 208 KINGWOOD, TX 77339 | AFLAC HEALTH | $26 | $0 | $26 | — |
| THEODORE C. FRIEDLI3 | 5001 N. CRESTRIDGE DR. TUCSON, AZ 85718 | AFLAC HEALTH | $13 | $0 | $13 | — |
| TOM KOCH3 Filed as: TOM L. KOCH | 34 TAMARRON CLIFFS ST. LAS VEGAS, NV 89148 | AFLAC HEALTH | $11 | $0 | $11 | — |
| SHAWN HOLTORF3 | 6234 WEST DEHREND DR. APT 1135 GLENDALE, AZ 85308 | AFLAC HEALTH | $10 | $0 | $10 | — |
| PREFERRED MARKETING CORP3 | 1194 E. LAKEVIEW DR. SAN TAN VALLEY, AZ 85143 | AFLAC HEALTH | $8 | $0 | $8 | — |
| CHAD T NEVINS3 Filed as: CHAD T. NEVINS | 11811 N. TATUM BLVD. SUITE P129 PHOENIX, AZ 85028 | AFLAC HEALTH | $7 | $0 | $7 | — |
| DUSTIN SWIGER3 | PO BOX 72 MCHENRY, MD 21541 | AFLAC HEALTH | $6 | $0 | $6 | — |
| JOHN A DONALDSON3 Filed as: JOHN A. DONALDSON | 507 N. SAM HOUSTON PKWY E SUITE 450 HOUSTON, TX 77060 | AFLAC HEALTH | $3 | $0 | $3 | — |
| TOM KOCH3 | 884 E. ERIE CT GILBERT, AZ 85295 | AFLAC HEALTH | $3 | $0 | $3 | — |
| GREGORY F STENZEL3 Filed as: GREGORY F. STENZEL | 2302 KNOX WAY MELISSA, TX 75454 | AFLAC HEALTH | $1 | $0 | $1 | — |
| MICHAEL G GLADNICK3 Filed as: MICHAEL G. GLADNICK | 3850 E. BASELINE RD STUITE 116 MESA, AZ 85206 | AFLAC HEALTH | $1 | $0 | $1 | — |
| NATALIE MALHAM3 | 3850 E. BASELINE RD SUITE 116 MESA, AZ 85206 | AFLAC HEALTH | $1 | — | $1 | — |
| JEFFREY A KLEINMAN SR3 Filed as: JEFFREY A. KLEINMAN SR | 3420 E. SHEA BLVD. SUITE 168 PHOENIX, AZ 85028 | AFLAC HEALTH | $1 | $0 | $1 | — |
| CHAD P SCHNEIDER3 Filed as: CHAD P. SCHNEIDER | 14430 BENEFIT ST APT 308 SHERMAN OAKS, CA 91423 | AFLAC HEALTH | $1 | $0 | $1 | — |
| BABARA ANN MCNAUGHTON3 | 10000 N. 31ST AVE SUITE C107 PHOENIX, AZ 85051 | AFLAC HEALTH | $0 | $0 | $0 | — |
| JULIA ANN COAST3 | 1409 E. MALIBU DR. TEMPE, AZ 85282 | AFLAC HEALTH | $0 | $0 | $0 | — |
| MICHAEL G RYAN3 Filed as: MICHAEL G. RYAN | 836 HOOSIER PASS PRESCOTT, AZ 86301 | AFLAC HEALTH | $0 | $0 | $0 | — |
| LINDA J DOSS3 Filed as: LINDA J. DOSS | 6556 S. VAN BUREN AVE. TUCSON, AZ 85756 | AFLAC HEALTH | $0 | $0 | $0 | — |
| KATHY LEE BRIGHT3 | 788 E. PEPPER DR. CASA GRANDE, AZ 85122 | AFLAC HEALTH | $0 | $0 | $0 | — |
| JOHN BURLEY3 Filed as: JOHN DOUGLAS BURLEY | 3060 W. CALLE LUCINDA TUCSON, AZ 85741 | AFLAC HEALTH | $0 | $0 | $0 | — |
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 | 193 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 193 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | GILSBAR, LLC | 163 | $35K |
| Vision | VISION SERVICE PLAN | 120 | $21K |
| Life insurance(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 193 | $80K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 193 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.