| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE | 8700 EAST PINNACLE PEAK ROAD SCOTTSDALE, AZ 85255 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $11K | — | $11K | 9.83% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES | 555 MAIN STREET SUITE 291 RACINE, WI 53403 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | $989 | $9K | 11.21% |
| GLORIA A OLSON3 | 999 EAST FRY BOULEVARD SUITE 306 SIERRA VISTA, AZ 85635 | AFLAC | $9K | $49 | $9K | 16.25% |
| DAVID CALKINS3 | 10741 NORTH RANIER AVENUE TUCSON, AZ 85737 | AFLAC | $2K | — | $2K | 4.01% |
| KEVIN DALE HARLOW3 | 3204 NORTH ACADEMY BOULEVARD SUITE 130 COLORADO SPRINGS, CO 80917 | AFLAC | $2K | — | $2K | 3.38% |
| ZAKERY ALLEN HARLOW3 | 3204 NORTH ACADEMY BOULEVARD SUITE 130 COLORADO SPRINGS, CO 80917 | AFLAC | $1K | — | $1K | 2.19% |
| CAROL E MONTGOMERY3 | 104 SOUTH 3RD AVENUE TUCSON, AZ 85701 | AFLAC | $365 | — | $365 | 0.63% |
| MARK HILL3 | PO BOX 85715 TUCSON, AZ 85754 | AFLAC | $290 | — | $290 | 0.50% |
| LESLIE J BAILEY3 | 4234 NORTH PORTAGE AVENUE MERIDIAN, ID 83646 | AFLAC | $258 | — | $258 | 0.45% |
| PATTY J NATIONS3 | 7850 NORTH SILVERBELL ROAD #114-310 TUCSON, AZ 85743 | AFLAC | $240 | — | $240 | 0.42% |
| KEVIN DALE HARLOW3 | 6281 NORTH ORACLE ROAD UNIT 35072 TUCSON, AZ 85740 | AFLAC | $211 | $10 | $221 | 0.38% |
| SETH G KNOWLTON3 | PO BOX 68766 TUCSON, AZ 85737 | AFLAC | $174 | — | $174 | 0.30% |
| DONALD GREEN3 Filed as: DONALD A GREEN | 1611 WEST PLACITA GARBO GREEN VALLEY, AZ 85622 | AFLAC | $151 | — | $151 | 0.26% |
| ZAKERY ALLEN HARLOW3 | 3755 NORTH BUSINESS CENTER DRIVE TUCSON, AZ 85705 | AFLAC | $136 | $10 | $146 | 0.25% |
| SANDRA L SARFF3 | 7090 NORTH ORACLE ROAD 178 PMB 152 TUCSON, AZ 85704 | AFLAC | $100 | — | $100 | 0.17% |
| GUADALUPE PARRA3 | PO BOX 91403 TUCSON, AZ 85752 | AFLAC | $83 | — | $83 | 0.14% |
| MICHAEL LOUIS D'ANGELO3 | 8251 NORTH SUWANNEE DRIVE TUCSON, AZ 85741 | AFLAC | $55 | — | $55 | 0.10% |
| TAD H DRYDEN3 | PO BOX 1476 THATCHER, AZ 85552 | AFLAC | $53 | — | $53 | 0.09% |
| JACOB C ECHOLS3 | 3850 EAST BASELINE ROAD SUITE 116 MESA, AZ 85206 | AFLAC | $51 | — | $51 | 0.09% |
| ERIC PEDERSON3 | 2615 NORTH 4TH STREET SUITE 1 FLAGSTAFF, AZ 86004 | AFLAC | $43 | — | $43 | 0.07% |
| MARK K HASLEY3 | 21732 NORTH 86TH DRIVE PEORIA, AZ 85382 | AFLAC | $39 | — | $39 | 0.07% |
| V LAMAR ECHOLS3 | 3723 EAST WASHINGTON COURT GILBERT, AZ 85234 | AFLAC | $39 | — | $39 | 0.07% |
| TAMMY A PEDERSON3 | 2532 NORTH 4TH STREET PMB 556 FLAGSTAFF, AZ 86004 | AFLAC | $39 | — | $39 | 0.07% |
| SCOTT WEBB3 | 2155 WEST PINNACLE PEAK ROAD SUITE 205 PHOENIX, AZ 85027 | AFLAC | $35 | — | $35 | 0.06% |
| CHAD P SCHNEIDER3 | 14430 BENEFIT STREET APARTMENT 308 SHERMAN OAKS, CA 91423 | AFLAC | $35 | — | $35 | 0.06% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INSURANCE SERVICE | PO BOX 632886 CINCINNATI, OH 45263 | AFLAC | $31 | — | $31 | 0.05% |
| EGGERT & EDWARDS INS INC3 Filed as: EGGERT & EDWARDS INSURANCE INCORPOR | 6430 NORTH CAMINO ARTURO TUCSON, AZ 85718 | AFLAC | $31 | — | $31 | 0.05% |
| VINCENT TAYLOR ECHOLS3 Filed as: VINCENT T ECHOLS | PO BOX 594 THATCHER, AZ 85552 | AFLAC | $28 | — | $28 | 0.05% |
| JENNIFER GOOCH3 Filed as: JENNIFER L GOOCH | 4897 WEST HURSTON DRIVE TUCSON, AZ 85742 | AFLAC | $25 | — | $25 | 0.04% |
| PREFERRED MARKETING CORP3 Filed as: PREFERRED MARKETING CORPORATION | 1194 EAST LAKEVIEW DRIVE SAN TAN VALLEY, AZ 85143 | AFLAC | $18 | — | $18 | 0.03% |
| MARK K HASLEY3 | 21925 NORTH 70TH AVENUE GLENDALE, AZ 85310 | AFLAC | $16 | — | $16 | 0.03% |
| DONNA NORTHRUP3 Filed as: DONNA D NORTHRUP | 3501 NORTH FREEWAY SPACE 65 TUCSON, AZ 85705 | AFLAC | $15 | — | $15 | 0.03% |
| JACK GATHINGS3 | 7235 SOUTH GOLFSIDE LANE PHOENIX, AZ 85042 | AFLAC | $11 | — | $11 | 0.02% |
| WAKHAM ENTERPRISES INC3 Filed as: WAKHAM ENTERPRISES INCORPORATION | 168 SOUTH QUARTZ STREET GILBERT, AZ 85296 | AFLAC | $10 | — | $10 | 0.02% |
| JULIA ANN COAST3 | 1409 EAST MALIBU DRIVE TEMPE, AZ 85282 | AFLAC | $8 | — | $8 | 0.01% |
| KERI A PARKER3 | 4033 WEST HELENA DRIVE GLENDALE, AZ 85308 | AFLAC | $7 | — | $7 | 0.01% |
| SHELLEY A MATSON3 | 11529 NORTH KRISCOTT COURT TUCSON, AZ 85737 | AFLAC | $6 | — | $6 | 0.01% |
| MICHAEL G GLADNICK3 | 3850 EAST BASELINE ROAD SUITE 116 MESA, AZ 85206 | AFLAC | $6 | — | $6 | 0.01% |
| NATALIE MALHAM3 | 3850 EAST BASELINE ROAD SUITE 116 MESA, AZ 85206 | AFLAC | $6 | — | $6 | 0.01% |
| JEFFREY S GIBSON3 | 4805 LAKE BROOK DRIVE SUITE 220 GLEN ALLEN, VA 23060 | AFLAC | $5 | — | $5 | 0.01% |
| SHARON MCKELVEY3 Filed as: SHARON I MCKELVEY | 197 NORTH NOTTINGHAM LANE LOT 3 PAYSON, AZ 85541 | AFLAC | $5 | — | $5 | 0.01% |
| CLAUDIA L FELDMAN3 | 9037 EAST CASITAS DEL RIO DRIVE SCOTTSDALE, AZ 85255 | AFLAC | $3 | — | $3 | 0.01% |
| SHAWN HOLTORF3 | 5522 WEST NORTHWOOD DRIVE GLENDALE, AZ 85310 | AFLAC | $3 | — | $3 | 0.01% |
| JEFFREY A KLEINMAN SR3 | 3420 EAST SHEA BOULEVARD SUITE 168 PHOENIX, AZ 85028 | AFLAC | $3 | — | $3 | 0.01% |
| JOHN BURLEY3 Filed as: JOHN DOUGLAS BURLEY | 3060 WEST CALLE LUCINDA TUCSON, AZ 85741 | AFLAC | $2 | — | $2 | 0.00% |
| LINDA J DOSS3 | 6556 SOUTH VAN BUREN AVENUE TUCSON, AZ 85756 | AFLAC | $2 | — | $2 | 0.00% |
| BARBARA ANN MCNAUGHTON3 | 10000 NORTH 31ST AVENUE SUITE C107 PHOENIX, AZ 85051 | AFLAC | $1 | — | $1 | 0.00% |
| GREGORY F STENZEL3 | 2302 KNOX WAY MELISSA, TX 75454 | AFLAC | $1 | — | $1 | 0.00% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES | 555 MAIN STREET SUITE 291 RACINE, WI 53403 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | $685 | $6K | 11.20% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES | 555 MAIN STREET SUITE 291 RACINE, WI 53403 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | $361 | $3K | 11.25% |
| CSA GENERAL INSURANCE AGENCY3 | C/O BCBS ATTN CASH CONTROL PHOENIX, AZ 85069 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 9.65% |
| CSA GENERAL INSURANCE AGENCY3 | 2480 WEST LAS PALMARITAS PHOENIX, AZ 85021 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $735 | — | $735 | 3.00% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES | 555 MAIN STREET SUITE 291 RACINE, WI 53403 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $471 | $59 | $530 | 11.25% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $76K | — | $76K | — |
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 | 326 | 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) | 326 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 279 | $0 |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 246 | $111K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 376 | $24K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 302 | $29K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 302 | $82K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 302 | $57K |
| Other(4 contracts, 3 carriers) | AFLAC | 588 | $97K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 588 | — |
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.