| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES | — | AETNA | — | $22K | $22K | 5.21% |
| ROGERS BENEFIT GROUP INC3 | — | AETNA | $10K | — | $10K | 2.44% |
| 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 | $6K | — | $6K | 9.49% |
| HEALTHIEST YOU3 | DEPARTMENT LA 24542 PASADENA, CA 91185 | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | $6K | — | $6K | 8.86% |
| INFOARMOR3 | 7350 NORTH DOBSON ROAD SUITE 101 SCOTTSDALE, AZ 85256 | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | $3K | — | $3K | 4.66% |
| 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 | 13.70% |
| MARK J MATSOCK3 Filed as: MARK J MATSOCK & ASSOC INC | 2400 EAST ARIZONA BILTMORE CIRCLE PHOENIX, AZ 85016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $1K | $6K | 30.73% |
| NOAH OROPEZA3 | 5305 NORTH GINNING DRIVE LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | 23.46% |
| KIRSTEN MEIKLE3 | 18250 NORTH 25TH AVENUE PHOENIX, AZ 85023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $715 | $495 | $1K | 6.64% |
| DUSTIN HEZEKIAH KING3 | 815 NORTH 52ND STREET APARTMENT 2065 PHOENIX, AZ 85008 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $647 | $130 | $777 | 4.26% |
| RENE ADRIAN RODRIGUEZ3 | 1814 EAST BELL ROAD APARTMENT 2009 PHOENIX, AZ 85022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $505 | $27 | $532 | 2.92% |
| GLORIA TEJEDA3 | 18525 NORTH SCOTTSDALE ROAD UNIT 400 SCOTTSDALE, AZ 85255 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $473 | — | $473 | 2.60% |
| MARIA LOZANO3 | 4124 EAST VEST AVENUE GILBERT, AZ 85295 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $380 | — | $380 | 2.09% |
| WILLIAM JAMES MONSON3 | 2716 WEST TRAPANOTTO ROAD PHOENIX, AZ 85086 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $239 | $123 | $362 | 1.99% |
| MIRANDELLY HERNANDEZ3 | 16055 WEST SHANGRI LA ROAD SURPRISE, AZ 85379 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $87 | $5 | $92 | 0.50% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: KERWIN VAUGHN BROWN | 7329 NORTH 11TH STREET PHOENIX, AZ 85020 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $66 | $22 | $88 | 0.48% |
| KENT BISWANGER3 | 17010 SOUTH 32ND PLACE PHOENIX, AZ 85048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $74 | $1 | $75 | 0.41% |
| GCG FINANCIAL LLC3 Filed as: TAMI SUE DICKERSON | 1719 SOUTH PINTO DRIVE APACHE JUNCTION, AZ 85120 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $69 | — | $69 | 0.38% |
| KURZ & VALDEZ BENEFIT ENROLLMENT SO3 | 8601 NORTH BLACK CANYON HIGHWAY SUITE 20 PHOENIX, AZ 85021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $22 | $33 | 0.18% |
| DENA KOLLOWAY OROPEZA3 | 5305 NORTH GINNING DRIVE LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | $7 | $25 | 0.14% |
| 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 | 13.68% |
| MARK J MATSOCK3 Filed as: MARK J MASTOCK & ASSOCIATES INC | 2400 EAST ARIZONA BILTMORE CIRCLE #1100 PHOENIX, AZ 85016 | AXIS INSURANCE COMPANY | $1K | — | $1K | 9.65% |
| 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 | 15.00% |
| MARK METTILLE3 Filed as: MARK J. MATSOCK & ASSOCIATES INC | 5110 NORTH 40TH STREET #242 PHOENIX, AZ 85018 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $624 | — | $624 | 9.88% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 2400 EAST ARIZONA BILTMORE CIRCLE SUITE 1100 PHOENIX, AZ 85016 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 100.00% |
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 | 283 | 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) | 283 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA | 100 | $433K |
| Dental | AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS | 123 | $65K |
| Vision(2 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 115 | $6K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 342 | $11K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 65 | $25K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 54 | $17K |
| Prescription drug | AXIS INSURANCE COMPANY | 25 | $15K |
| Other(6 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 342 | $71K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 342 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.