| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 5110 NORTH 40TH STREET SUITE 242 PHOENIX, AZ 85016 | BLUE CROSS BLUE SHIELD OF ARIZONA | $56K | — | $56K | 5.08% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP | 7310 NORTH 16TH STREET SUITE 226 PHOENIX, AZ 85020 | BLUE CROSS BLUE SHIELD OF ARIZONA | $22K | — | $22K | 2.03% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 5110 NORTH 40TH STREET #242 PHOENIX, AZ 85018 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $6K | — | $6K | 9.19% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 5110 NORTH 40TH STREET #242 PHOENIX, AZ 85018 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 6.63% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 5110 NORTH 40TH STREET #242 PHOENIX, AZ 85018 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 6.67% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 5110 NORTH 40TH STREET #242 PHOENIX, AZ 85018 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 6.73% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 5110 NORTH 40TH STREET #242 PHOENIX, AZ 85018 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 19.99% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $385 | $385 | 6.88% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $31 | $31 | 0.55% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 5110 NORTH 40TH STREET #242 PHOENIX, AZ 85018 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $541 | — | $541 | 10.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $358 | $358 | 6.62% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 5110 NORTH 40TH STREET #242 PHOENIX, AZ 85018 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $947 | — | $947 | 20.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $314 | $314 | 6.63% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $21 | $21 | 0.44% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 5110 NORTH 40TH STREET #242 PHOENIX, AZ 85018 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $909 | — | $909 | 20.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $315 | $315 | 6.93% |
| BOON CHAPMAN BNFT ADMNSTRS INC3 | PO BOX 9039 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $19 | $19 | 0.42% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 5110 NORTH 40TH STREET #242 PHOENIX, AZ 85018 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $571 | — | $571 | 15.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $252 | $252 | 6.62% |
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 | 118 | 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) | 118 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ARIZONA | 181 | $1.1M |
| Dental | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 122 | $68K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 122 | $68K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 118 | $30K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 31 | $17K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 17 | $16K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ARIZONA | 181 | $1.1M |
| Other(8 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 118 | $82K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 181 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.