| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES, LLC | 1103 HUNTER DRIVE MOUNT PLEASANT, WI 53406 | BLUE CROSS BLUE SHIELD OF ARIZONA | $35K | $0 | $35K | 5.05% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES, LLC | 1103 HUNTER DRIVE MOUNT PLEASANT, WI 53406 | STANDARD INSURANCE COMPANY | $4K | $0 | $4K | 10.00% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES, LLC | 1103 HUNTER DRIVE MOUNT PLEASANT, WI 53406 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $249 | $3K | 18.04% |
| BRYAN TUCKER3 | 24654 NORTH LAKE PLEASANT PARKWAY SUITE 103-465 PEORIA, AZ 85383 | AFLAC | $982 | $0 | $982 | 8.24% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES, LLC | 1103 HUNTER DRIVE MOUNT PLEASANT, WI 53406 | AFLAC | $702 | $0 | $702 | 5.89% |
| DAVID R LATTIMER3 Filed as: DAVID R. LATTIMER AND OTHER AGENTS | 3029 NORTH SONORAN HILLS MESA, AZ 85207 | AFLAC | $405 | $0 | $405 | 3.40% |
| ROBERT ALLEN3 | 11632 WEST TENAZA DRIVE PEORIA, AZ 85383 | AFLAC | $383 | $0 | $383 | 3.21% |
| JEANNETTE YVONNE DURRANI3 | 4515 SOUTH MCCLINTOCK DRIVE SUITE 212 TEMPE, AZ 85282 | AFLAC | $272 | $0 | $272 | 2.28% |
| GLEN DOUGLAS GABLE3 | 3521 SOUTH CAMELLIA PLACE CHANDLER, AZ 85248 | AFLAC | $149 | $0 | $149 | 1.25% |
| EXEL IVAN CARABALLO JR3 Filed as: EXEL IVAN CARABOLLO, JR. | 2329 EAST BOWKER STREET PHOENIX, AZ 85040 | AFLAC | $101 | $0 | $101 | 0.85% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES, LLC | 318 SOUTH WASHINGTON STREET SUITE 200 GREEN BAY, WI 54301 | VISION SERVICE PLAN | $738 | $0 | $738 | 8.16% |
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 | 98 | 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) | 98 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ARIZONA | 72 | $688K |
| Dental | STANDARD INSURANCE COMPANY | 75 | $44K |
| Vision | VISION SERVICE PLAN | 72 | $9K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 104 | $15K |
| Short-term disability(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 104 | $27K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ARIZONA | 72 | $688K |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 104 | $27K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 104 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.