| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET PHOENIX, AZ 85018 | BANNER HEALTH AND AETNA HEALTH | $9K | — | $9K | 2.53% |
| HEALTHIEST YOU3 | DEPARTMENT LA 24542 PASADENA, CA 91185 | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | $5K | — | $5K | 8.99% |
| MARK J MATSOCK3 Filed as: MARK J. MATSOCK & ASSOC, INC. | 5110 NORTH 40TH STREET SUITE #242 PHOENIX, AZ 85018 | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | $5K | — | $5K | 8.95% |
| INFOARMOR3 | 7350 NORTH DOBSON ROAD SUITE 101 SCOTTSDALE, AZ 85256 | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | $2K | — | $2K | 3.04% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 2400 EAST ARIZONA BILTMORE CIRCLE SUITE 1100 PHOENIX, AZ 85016 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| MARK J MATSOCK3 Filed as: MARK J MASTOCK & ASSOCIATES INC | 2400 EAST ARIZONA BILTMORE CIRCLE #1100 PHOENIX, AZ 85016 | AXIS INSURANCE COMPANY | $1K | — | $1K | 10.48% |
| MARK METTILLE3 Filed as: MARK J. MATSOCK & ASSOCIATES INC | 2400 EAST ARIZONA BILTMORE CIRCLE SUITE 1100 PHOENIX, AZ 85016 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 2400 EAST ARIZONA BILTMORE CIRCLE SUITE 1100 PHOENIX, AZ 85016 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 2400 EAST ARIZONA BILTMORE CIRCLE SUITE 1100 PHOENIX, AZ 85016 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 15.01% |
| MARK METTILLE3 Filed as: MARK J. MATSOCK & ASSOCIATES INC | 5110 NORTH 40TH STREET #242 PHOENIX, AZ 85016 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $403 | — | $403 | 6.79% |
| MARK METTILLE3 Filed as: MARK J. MATSOCK & ASSOCIATES, INC. | 2400 EAST AZ BILTMORE CIRCLE #1100 PHOENIX, AZ 85016 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $203 | — | $203 | 263.64% |
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 | 256 | 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) | 256 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BANNER HEALTH AND AETNA HEALTH | 94 | $384K |
| Dental | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | 87 | $52K |
| Vision(2 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 99 | $6K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 313 | $27K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 27 | $12K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 27 | $13K |
| Prescription drug | AXIS INSURANCE COMPANY | 13 | $14K |
| Other(4 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 313 | $52K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 313 | — |
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.