| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PAGE E DEWITT3 | 2211 E QUINCE MESA, AZ 85213 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $25K | — | $25K | 7.38% |
| RODGERS BENEFIT GROUP INC3 | 5110 N 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $10K | $10K | 2.95% |
| PAGE E DEWITT3 | 2211 E QUINCE MESA, AZ 85213 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 9.08% |
| ROGERS BENEFIT GROUP INC3 | 5110 N 40TH STREET SUITE 234 PHOENIX, AZ 85018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 4.54% |
| PAGE E DEWITT3 | 1616 E LEHI ROAD MESA, AZ 85203 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $4K | — | $4K | 9.91% |
| ROGERS BENEFIT GROUP INC3 | 5110 N 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | — | $1K | $1K | 3.96% |
| PAGE E DEWITT3 | 2211 E QUINCE MESA, AZ 85213 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 13.77% |
| ROGERS BENEFIT GROUP INC3 | 5110 N 40TH STREET SUITE 234 PHOENIX, AZ 85018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $905 | — | $905 | 4.59% |
| PAGE E DEWITT3 | 2211 E QUINCE MESA, AZ 85213 | UNUM LIFE INSURANCE COMPANY | $1K | — | $1K | 16.51% |
| ROGERS BENEFIT GROUP INC3 | 5110 N 40TH STREET SUITE 234 PHOENIX, AZ 85018 | UNUM LIFE INSURANCE COMPANY | -$325 | — | -$325 | -4.21% |
| PAGE E DEWITT3 | 2211 E QUINCE MESA, AZ 85213 | STARTMOUNT LIFE INSURANCE COMPANY | $752 | — | $752 | 11.04% |
| ROGERS BENEFIT GROUP INC3 | 5110 N 40TH STREET SUITE 234 PHOENIX, AZ 85018 | STARTMOUNT LIFE INSURANCE COMPANY | $313 | — | $313 | 4.60% |
| PAGE E DEWITT3 | 2211 E QUINCE MESA, AZ 85213 | UNUM LIFE INSURANCE COMPANY | $1K | — | $1K | 16.91% |
| ROGERS BENEFIT GROUP INC3 | 5110 N 40TH STREET SUITE 234 PHOENIX, AZ 85018 | UNUM LIFE INSURANCE COMPANY | -$269 | — | -$269 | -4.01% |
| PAGE E DEWITT3 | 1616 E LEHI ROAD MESA, AZ 85203 | CIGNA DENTAL HEALTH PLAN OF ARIZONA INC | $589 | — | $589 | 10.00% |
| ROGERS BENEFIT GROUP INC3 | 5110 N 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH PLAN OF ARIZONA INC | — | $236 | $236 | 4.01% |
| PAGE E DEWITT3 | 2211 E QUINCE MESA, AZ 85213 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $529 | — | $529 | 9.17% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC. | 5110 N 40TH STREET SUITE 234 PHOENIX, AZ 85018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $264 | — | $264 | 4.58% |
| PAGE E DEWITT3 | 2211 E QUINCE MESA, AZ 85213 | UNUM LIFE INSURANCE COMPANY | $709 | — | $709 | 13.91% |
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 | 104 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 9 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 113 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 79 | $336K |
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 68 | $43K |
| Vision | STARTMOUNT LIFE INSURANCE COMPANY | 60 | $7K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 104 | $25K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 56 | $55K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 56 | $55K |
| Other(5 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 104 | $45K |
| 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.