| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EMPLOYEE BENEFITS INTL AZ INC3 Filed as: EMPLOYEE BENEFITS INT. AZ. INC. | 2525 E. ARIZONA BILTMORE CIRCLE SUITE D144 PHOENIX, AZ 85016 | BLUE CROSS BLUE SHIELD OF ARIZONA | $32K | $0 | $32K | 3.50% |
| EMPLOYEE BENEFITS INTERNATIONAL AZ3 | 2525 E ARIZONA BILTMORE CIRCLE SUITE D144 PHOENIX, AZ 85016 | HARTFORD LIFE AND ACCIDENT | $10K | $0 | $10K | 9.93% |
| EMPLOYEE BENEFITS INTL AZ INC3 Filed as: EMPLOYEE BENEFITS INT ARIZONA | 2525 E ARIZONA BILTMORE CIRCLE SUITE D144 PHOENIX, AZ 85016 | DELTA DENTAL OF ARIZONA | $7K | $0 | $7K | 7.99% |
| EMPLOYEE BENEFITS INTERNATIONAL3 | 2525 ARIZONA BILTMORE CIRCLE PHOENIX, AZ 85016 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $0 | $6K | 10.00% |
| EMPLOYEE BENEFITS INTERNATIONAL3 Filed as: EMPLOYEE BENEFITS INTERNATIONAL INC | 2525 E ARIZONA BILTMORE CIRCLE SUITE D144 PHOENIX, AZ 85016 | AVESIS INSURANCE INCORPORATED | $2K | $0 | $2K | 10.01% |
| SUSAN HENDRICKS3 | 6718 N PALM CANYON DRIVE PHOENIX, AZ 85018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $129 | $0 | $129 | 1.49% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 2375 E CAMELBACK ROAD PHOENIX, AZ 85016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $117 | $0 | $117 | 1.35% |
| MW BAGNALL COMPANY3 Filed as: THE MW BAGNALL COMPANY | 1345 E CHANDLER BOULEVARD PHOENIX, AZ 85048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $115 | $0 | $115 | 1.33% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1345 E CHANDLER BOULEVARD PHOENIX, AZ 85048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $96 | $0 | $96 | 1.11% |
| GEORGE E GENTRY3 | 9140 W COOLBROOK AVENUE PEORIA, AZ 85382 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $66 | $0 | $66 | 0.76% |
| GENTRY INSURANCE INC3 Filed as: GENTRY INSURANCE INC. | 9140 W COOLBROOK AVENUE PEORIA, AZ 85382 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $0 | $23 | 0.27% |
| MJ INSURANCE3 Filed as: JAROLD WELKER AND VARIOUS AGENTS | 1922 N 45TH STREET PHOENIX, AZ 85008 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.08% |
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 | 378 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 382 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ARIZONA | 265 | $923K |
| Dental | DELTA DENTAL OF ARIZONA | 257 | $93K |
| Vision(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 471 | $939K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 386 | $97K |
| Short-term disability(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 386 | $106K |
| Long-term disability(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 386 | $152K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ARIZONA | 265 | $923K |
| Other(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 386 | $106K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 471 | — |
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.