| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARK METTILLE3 Filed as: MARK J. MATSOCK & ASSOCIATES | — | AETNA | $27K | — | $27K | 6.13% |
| ROGERS BENEFIT GROUP INC3 | — | AETNA | $10K | — | $10K | 2.20% |
| HEALTHIEST YOU3 | — | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | $5K | — | $5K | 8.55% |
| MARK METTILLE3 Filed as: MARK J. MATSOCK & ASSOCIATES INC | — | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | $5K | — | $5K | 8.17% |
| INFOARMOR3 | — | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | $1K | — | $1K | 1.68% |
| MARK J MATSOCK3 Filed as: MARK J. MATSOCK | — | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | $57 | — | $57 | 0.09% |
| MARK J MATSOCK3 Filed as: MARK J. MASOCK & ASSOCIATES INC | — | AXIS INSURANCE COMPANY | $5K | — | $5K | 9.44% |
| MARK METTILLE3 Filed as: MARK J. MATSOCK & ASSOCIATES | 2400 E. ARIZONA BILTMORE CIRCLE STE 1100 PHOENIX, AZ 85016 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 2400 E. ARIZONA BILTMORE CIRCLE STE. 1100 PHOENIX, AZ 85016 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| MARK METTILLE3 Filed as: MARK J. MATSOCK & ASSOCIATES INC | 2400 E. ARIZONA BILTMORE CIRCLE STE 1100 PHOENIX, AZ 85016 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 15.00% |
| MARK METTILLE3 Filed as: MARK J. MATSOCK & ASSOCIATES INC | — | EYEMED VISION CARE | $816 | — | $816 | 10.47% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ARIZONA INC. | — | EYEMED VISION CARE | $359 | — | $359 | 4.60% |
| MARK METTILLE3 Filed as: MARK J. MATSOCK & ASSOCIATES INC | 2400 E. ARIZONA BILTMORE CIRCLE STE 1100 PHOENIX, AZ 85016 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 15.01% |
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 | 305 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 305 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA | 65 | $497K |
| Dental | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | 88 | $60K |
| Vision | EYEMED VISION CARE | 124 | $8K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 305 | $28K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 59 | $13K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 44 | $8K |
| Prescription drug | AXIS INSURANCE COMPANY | 34 | $56K |
| Other(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 305 | $28K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 305 | — |
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.