| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $92K | — | $92K | 10.83% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES | 1103 HUNTER DRIVE MOUNT PLEASANT, WI 53406 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $11K | — | $11K | 10.00% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES | 1103 HUNTER DRIVE MOUNT PLEASANT, WI 43406 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | — | $8K | 10.00% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES | 1103 HUNTER DRIVE MOUNT PLEASANT, WI 53406 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 10.00% |
| GLORIA A OLSON3 | 1002 WEST OLSON TRAIL HUACHUCA CITY, AZ 85616 | AFLAC | $3K | $525 | $3K | 7.82% |
| KEVIN DALE HARLOW3 | 2960 NORTH ACADEMY BOULEVARD COLORADO SPRINGS, CO 80917 | AFLAC | $405 | — | $405 | 0.95% |
| SETH G KNOWLTON3 | PO BOX 68766 TUCSON, AZ 85737 | AFLAC | $287 | $31 | $318 | 0.75% |
| MARK HILL3 | PO BOX 85715 TUCSON, AZ 85754 | AFLAC | $252 | $31 | $283 | 0.67% |
| CAROL E MONTGOMERY3 | 104 SOUTH 3RD AVENUE TUCSON, AZ 85701 | AFLAC | $231 | — | $231 | 0.54% |
| ZAKERY ALLEN HARLOW3 | 2960 NORTH ACADEMY BOULEVARD SUITE 101 COLORADO SPRINGS, CO 80917 | AFLAC | $225 | $3 | $228 | 0.54% |
| KEVIN DALE HARLOW3 | 3204 NORTH ACADEMY BOULEVARD SUITE 130 COLORADO SPRINGS, CO 80917 | AFLAC | $107 | $104 | $211 | 0.50% |
| LESLIE J BAILEY3 | 4234 NORTH PORTAGE AVENUE MERIDIAN, ID 83646 | AFLAC | $166 | — | $166 | 0.39% |
| DAVID CALKINS3 | 10741 NORTH RANIER AVENUE TUCSON, AZ 85737 | AFLAC | $79 | $57 | $136 | 0.32% |
| ZAKERY ALLEN HARLOW3 | 3204 NORTH ACADEMY BOULEVARD SUITE 130 COLORADO SPRINGS, CO 80917 | AFLAC | $28 | $102 | $130 | 0.31% |
| DONALD GREEN3 Filed as: DONALD A GREEN | 1611 WEST PLACITA GARBO GREEN VALLEY, AZ 85622 | AFLAC | $115 | — | $115 | 0.27% |
| PATTY J NATIONS3 | 7850 NORTH SILVERBELL ROAD #114-310 TUCSON, AZ 85743 | AFLAC | $109 | — | $109 | 0.26% |
| JACKIE G BARTA3 | 3600 NORTH MALLARD CIRCLE SIERRA VISTA, AZ 86636 | AFLAC | $55 | $52 | $107 | 0.25% |
| SANDRA L SARFF3 | 7090 NORTH ORACLE ROAD PMB 152 TUCSON, AZ 85704 | AFLAC | $84 | — | $84 | 0.20% |
| GUADALUPE PARRA3 | PO BOX 91403 TUCSON, AZ 85752 | AFLAC | $70 | — | $70 | 0.17% |
| PATTY J NATIONS3 | 7850 NORTH SILVERBELL ROAD #114-310 TUCSON, AZ 85743 | AFLAC | $69 | — | $69 | 0.16% |
| MARK K HASLEY3 | 21732 NORTH 86TH DRIVE PEORIA, AZ 85382 | AFLAC | $48 | — | $48 | 0.11% |
| MICHAEL LOUIS D'ANGELO3 | 8251 NORTH SUWANNEE DRIVE TUCSON, AZ 85741 | AFLAC | $43 | — | $43 | 0.10% |
| JACOB C ECHOLS3 | 3850 EAST BASELINE ROAD SUITE 116 MESA, AZ 85206 | AFLAC | $35 | — | $35 | 0.08% |
| V LAMAR ECHOLS3 | 3723 EAST WASHINGTON COURT GILBERT, AZ 85234 | AFLAC | $33 | — | $33 | 0.08% |
| TAD H DRYDEN3 | 32380 NORTH FELIX ROAD SAN TAN VALLEY, AZ 85143 | AFLAC | $31 | — | $31 | 0.07% |
| ERIC PEDERSON3 | 2615 NORTH 4TH STREET SUITE 1 FLAGSTAFF, AZ 86004 | AFLAC | $31 | — | $31 | 0.07% |
| WAKHAM ENTERPRISES INC3 | 168 SOUTH QUARTZ STREET GILBERT, AZ 85296 | AFLAC | $30 | — | $30 | 0.07% |
| CHAD P SCHNEIDER3 | 360 WEST HUBBARD STREET APARTMENT 1105 CHICAGO, IL 60654 | AFLAC | $29 | — | $29 | 0.07% |
| BRAD D FRAPWELL3 | 755 BRIGHTON WAY NEW HOPE, PA 18938 | AFLAC | $29 | — | $29 | 0.07% |
| TAMMY A PEDERSON3 | 2532 NORTH 4TH STREET PMB 556 FLAGSTAFF, AZ 86004 | AFLAC | $28 | — | $28 | 0.07% |
| SCOTT WEBB3 | 12366 WEST MILTON DRIVE PEORIA, AZ 85383 | AFLAC | $26 | — | $26 | 0.06% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INSURANCE SERVICE | PO BOX 632886 CINCINNATI, OH 45263 | AFLAC | $26 | — | $26 | 0.06% |
| EGGERT & EDWARDS INS INC3 | 6430 NORTH CAMINO ARTURO TUCSON, AZ 85718 | AFLAC | $26 | — | $26 | 0.06% |
| BROOKE K FRAPWELL3 | 4 FOX HOLLOW COURT FLEMINGTON, NJ 08822 | AFLAC | $23 | — | $23 | 0.05% |
| JENNIFER GOOCH3 Filed as: JENNIFER L GOOCH | 4897 WEST HURSTON DRIVE TUCSON, AZ 85742 | AFLAC | $21 | — | $21 | 0.05% |
| KERI A PARKER3 | 4033 WEST HELENA DRIVE GLENDALE, AZ 85308 | AFLAC | $21 | — | $21 | 0.05% |
| VINCENT TAYLOR ECHOLS3 Filed as: VINCENT T ECHOLS | PO BOX 594 THATCHER, AZ 85552 | AFLAC | $20 | — | $20 | 0.05% |
| PREFERRED MARKETING CORP3 Filed as: PREFERRED MARKETING CORPORATION | 1194 EAST LAKEVIEW DRIVE SAN TAN VALLEY, AZ 85143 | AFLAC | $16 | — | $16 | 0.04% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWN CENTRE DRIVE SUITE 500 SAN DIEGO, CA 92122 | AFLAC | $12 | — | $12 | 0.03% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: DANIEL A JAIME | 1150 GUSTINE STREET CHULA VISTA, CA 91913 | AFLAC | $12 | — | $12 | 0.03% |
| JACK GATHINGS3 | 7235 SOUTH GOLFSIDE LANE PHOENIX, AZ 85042 | AFLAC | $10 | — | $10 | 0.02% |
| CLAUDIA L FELDMAN3 | 9037 EAST CASITAS DEL RIO DRIVE SCOTTSDALE, AZ 85255 | AFLAC | $9 | — | $9 | 0.02% |
| JULIA ANN COAST3 | 1409 EAST MALIBU DRIVE TEMPE, AZ 85282 | AFLAC | $6 | — | $6 | 0.01% |
| ANDREW R GRETHEL3 | 11739 HICKORY RUN COURT LOVELAND, OH 45140 | AFLAC | $6 | — | $6 | 0.01% |
| SHELLEY A MATSON3 | 11529 NORTH KRISCOTT COURT TUCSON, AZ 85737 | AFLAC | $5 | — | $5 | 0.01% |
| MICHAEL G GLADNICK3 | 3850 EAST BASELINE ROAD SUITE 116 MESA, AZ 85206 | AFLAC | $5 | — | $5 | 0.01% |
| NATALIE MALHAM3 | 3850 EAST BASELINE ROAD SUITE 116 MESA, AZ 85206 | AFLAC | $5 | — | $5 | 0.01% |
| JEFFREY S GIBSON3 | 4805 LAKE BROOK DRIVE SUITE 220 GLEN ALLEN, VA 23060 | AFLAC | $4 | — | $4 | 0.01% |
| SHARON MCKELVEY3 Filed as: SHARON I MCKELVEY | 197 NORTH NOTTINGHAM LANE LOT 3 PAYSON, AZ 85541 | AFLAC | $3 | — | $3 | 0.01% |
| JEFFREY A KLEINMAN SR3 | 3420 EAST SHEA BOULEVARD SUITE 168 PHOENIX, AZ 85028 | AFLAC | $3 | — | $3 | 0.01% |
| GREGORY F STENZEL3 | 1249 KIOWA DRIVE WEST GAINESVILLE, TX 76240 | AFLAC | $3 | — | $3 | 0.01% |
| MICHAEL LOUIS D'ANGELO3 | 8251 NORTH SUWANNE DRIVE TUCSON, AZ 85741 | AFLAC | $3 | — | $3 | 0.01% |
| SHAWN HOLTORF3 | 5522 WEST NORTHWOOD DRIVE GLENDALE, AZ 85310 | AFLAC | $2 | — | $2 | 0.00% |
| LINDA J DOSS3 | 6556 SOUTH VAN BUREN AVENUE TUCSON, AZ 85756 | AFLAC | $2 | — | $2 | 0.00% |
| ROBERT C WAITE3 | 1277 BREAKAWAY DRIVE OCEANSIDE, CA 92057 | AFLAC | $1 | — | $1 | 0.00% |
| BARBARA ANN MCNAUGHTON3 | 4910 CORPORATE DRIVE NORTHWEST SUITE G HUNTSVILLE, AL 35802 | AFLAC | $1 | — | $1 | 0.00% |
| CSA GENERAL INSURANCE AGENCY3 | C/O BCBS ATTN CASH CONTROL PHOENIX, AZ 85069 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $5K | — | $5K | 12.72% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES | 1103 HUNTER DRIVE MOUNT PLEASANT, WI 53406 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $642 | — | $642 | 10.01% |
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 | 341 | 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) | 341 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 278 | $850K |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 278 | $850K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 418 | $36K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 341 | $43K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 341 | $114K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 341 | $80K |
| Other(4 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 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.