| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES | — | AETNA | — | $39K | $39K | 9.92% |
| ROGERS BENEFIT GROUP INC3 | — | AETNA | $9K | — | $9K | 2.35% |
| ASSUREDPARTNERS3 Filed as: EMERSON, ROGERS LLC | — | AETNA | $9K | — | $9K | 2.29% |
| MARK J MATSOCK3 Filed as: MARK J MATSOCK & ASSOC, INC. | 5110 NORTH 40TH STREET SUITE #242 PHOENIX, AZ 85018 | EDIS | $4K | — | $4K | 8.00% |
| MARK METTILLE3 Filed as: MARK J MATSOCK & ASSOCIATES INC | 2400 EAST ARIZONA BILTMORE CIRCLE SUITE 1100 PHOENIX, AZ 85016 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 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 | $4K | — | $4K | 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 | $3K | — | $3K | 15.00% |
| NOAH OROPEZA3 | 5305 NORTH GINNING DRIVE LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 16.96% |
| MARK J MATSOCK3 Filed as: MARK J MATSOCK & ASOC INC | 2400 EAST ARIZONA BITMORE CIRCLE PHOENIX, AZ 85016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 11.91% |
| DUSTIN HEZEKIAH KING3 | 1701 ROCK SPRINGS DRIVE LAS VEGAS, NV 89128 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $245 | — | $245 | 1.35% |
| KIRSTEN MEIKLE3 | 18250 NORTH 25TH AVENUE PHOENIX, AZ 85023 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $101 | — | $101 | 0.55% |
| MARIA LOZANO3 | 4124 EAST VEST AVENUE GILBERT, AZ 85295 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | — | $86 | 0.47% |
| GLORIA TEJEDA3 | 18525 NORTH SCOTTSDALE ROAD UNITE 400 SCOTTSDALE, AZ 85255 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $75 | — | $75 | 0.41% |
| RENE ADRIAN RODRIGUEZ3 | 1814 EAST BELL ROAD APARTMENT 2009 PHOENIX, AZ 85022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | $5 | $70 | 0.38% |
| WILLIAM JAMES MONSON3 | 2716 WEST TRAPANOTTO ROAD PHOENIX, AZ 85086 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | — | $52 | 0.29% |
| GCG FINANCIAL LLC3 Filed as: TAMI SUE DICKERSON | 1719 SOUTH PINTO DRIVE APACHE JUNCTION, AZ 85120 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | — | $52 | 0.29% |
| MIRANDELLY HERNANDEZ3 | 16055 WEST SHANGRI LA ROAD SURPRISE, AZ 85379 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $1 | $26 | 0.14% |
| DENA KOLLOWAY OROPEZA3 | 5305 NORTH GINNING DRIVE LITCHFIELD PARK, AZ 85340 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.12% |
| KENT BISWANGER3 | 17010 SOUTH 32ND PLACE PHOENIX, AZ 85048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.08% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: KERWIN VAUGHN BROWN | 7329 NORTH 11TH STREET PHOENIX, AZ 85020 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $2 | $8 | 0.04% |
| KURZ & VALDEZ BENEFIT ENROLLMENT SO3 | 8601 NORTH BLACK CANYON HIGHWAY SUITE 20 PHOENIX, AZ 85021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $2 | $4 | 0.02% |
| MARK J MATSOCK3 Filed as: MARK J MASTOCK & ASSOCIATES INC | 2400 EAST AZ BILTMORE CIRCLE #1100 PHOENIX, AZ 85016 | AXIS INSURANCE COMPANY | $1K | — | $1K | 10.85% |
| 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 | $544 | — | $544 | 10.09% |
| MARK METTILLE3 Filed as: MARK J. MATSOCK & ASSOCIATES INC | 5110 NORTH 40TH STREET PHOENIX, AZ 85018 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $9 | — | $9 | 10.00% |
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 | 303 | 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) | 303 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA | 101 | $404K |
| Dental | EDIS | 83 | $47K |
| Vision(2 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 58 | $5K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 283 | $34K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 64 | $24K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 58 | $20K |
| Prescription drug | AXIS INSURANCE COMPANY | 10 | $10K |
| Other(7 contracts, 4 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 283 | $106K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 283 | — |
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.