| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ROGERS BENEFIT GROUP INC3 | 5110 N 40TH STREET PHOENIX, AZ 85018 | BANNER HEALTH AND AETNA HEALTH | $8K | — | $8K | 2.48% |
| MARK METTILLE3 Filed as: MARK J. MATSOCK & ASSOCIATES INC | 2400 E ARIZONA BILTMORE CIRCLE SUITE 1100 PHOENIX, AZ 85016 | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | $4K | — | $4K | 8.95% |
| HEALTHIEST YOU3 | DEPT LA 24542 PASADENA, CA 91185 | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | $4K | — | $4K | 8.24% |
| INFOARMOR3 | 7350 N DOBSON RD STE 101 SCOTTSDALE, AZ 85256 | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | $1K | — | $1K | 2.52% |
| MARK J MATSOCK3 Filed as: MARK J. MASOCK & ASSOCIATES INC | 2400 E AZ BILTMORE CIR #1100 PHOENIX, AZ 85016 | AXIS INSURANCE COMPANY | $2K | — | $2K | 10.28% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 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% |
| ROGERS BENEFIT GROUP INC3 | 5110 N 40TH STREET PHOENIX, AZ 85018 | AETNA LIFE INSURANCE CO. | $90 | — | $90 | 0.71% |
| 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 | 14.99% |
| MARK METTILLE3 Filed as: MARK J. MATSOCK & ASSOCIATES INC | 2400 E. ARIZONA BILTMORE CIRCLE STE 1100 PHOENIX, AZ 85016 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $965 | — | $965 | 15.00% |
| MARK METTILLE3 Filed as: MARK J. MATSOCK & ASSOCIATES INC | 2400 E ARIZONA BILTMORE CIR #1100 PHOENIX, AZ 85016 | EYEMED VISION CARE | $733 | — | $733 | 11.94% |
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 | 291 | 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) | 291 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BANNER HEALTH AND AETNA HEALTH | 98 | $366K |
| Dental | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | 85 | $49K |
| Vision | EYEMED VISION CARE | 116 | $6K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 291 | $26K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 32 | $13K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 30 | $8K |
| Prescription drug | AXIS INSURANCE COMPANY | 19 | $24K |
| Other(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 291 | $26K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 291 | — |
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.