| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JEFFREY GRIFFIN3 | 6720 NORTH SCOTTSDALE ROAD SUITE 310 SCOTTSDALE, AZ 85253 | STANDARD INSURANCE COMPANY | $3K | $689 | $4K | 4.66% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES | 3390 UNIVERSITY AVENUE SUITE 300 RIVERSIDE, CA 92501 | STANDARD INSURANCE COMPANY | $3K | $0 | $3K | 3.60% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY, LLC | 4703 EAST CAMP LOWELL, SUITE 101 TUCSON, AZ 85712 | STANDARD INSURANCE COMPANY | $423 | $0 | $423 | 0.48% |
| JP GRIFFIN COMPANIES LLC3 Filed as: JP GRIFFIN COMPANIES, LLC | 8777 NORTH GAINEY CENTER DRIVE SUITE 100 SCOTTSDALE, AZ 85258 | COMPANION LIFE INSURANCE | $6K | $0 | $6K | 9.67% |
| LOVITT AND TOUCHE, INC.3 Filed as: LOVITT AND TOUCHE | 8605 EAST RAINTREE DRIVE, SUITE 200 SCOTTSDALE, AZ 85260 | COMPANION LIFE INSURANCE | $657 | $0 | $657 | 1.12% |
| JP GRIFFIN COMPANIES LLC3 Filed as: JP GRIFFIN COMPANIES, LLC | 6720 NORTH SCOTTSDALE ROAD SCOTTSDALE, AZ 85253 | AETNA LIFE INSURANCE COMPANY | $815 | — | $815 | 5.03% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS, INC. | 6565 AMERICAS PARKWAY NE ALBUQUERQUE, NM 87110 | AETNA LIFE INSURANCE COMPANY | $654 | — | $654 | 4.04% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY, LLC | PARK 80 WEST PLAZA 2 SADDLE BROOK, NJ 07663 | AETNA LIFE INSURANCE COMPANY | $140 | $0 | $140 | 0.86% |
| JP GRIFFIN COMPANIES LLC3 Filed as: JP GRIFFIN COMPANIES, LLC | 8777 NORTH GAINEY CENTER DRIVE SUITE 100 SCOTTSDALE, AZ 85253 | TOTAL DENTAL ADMINISTRATORS HEALTH PLANS | $525 | $0 | $525 | 6.70% |
| LOVITT AND TOUCHE, INC.3 Filed as: LOVITT AND TOUCHE | 8605 EAST RAINTREE DRIVE, SUITE 200 SCOTTSDALE, AZ 85260 | TOTAL DENTAL ADMINISTRATORS HEALTH PLANS | $62 | — | $62 | 0.79% |
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 | 163 | 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) | 163 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BANNER HEALTH AND AETNA HEALTH | 250 | $962K |
| Dental(2 contracts, 2 carriers) | COMPANION LIFE INSURANCE | 193 | $66K |
| Vision | AETNA LIFE INSURANCE COMPANY | 254 | $16K |
| Life insurance | STANDARD INSURANCE COMPANY | 158 | $89K |
| Short-term disability | STANDARD INSURANCE COMPANY | 158 | $89K |
| Long-term disability | STANDARD INSURANCE COMPANY | 158 | $89K |
| Prescription drug | BANNER HEALTH AND AETNA HEALTH | 250 | $962K |
| Other(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 180 | $96K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 254 | — |
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."
No prospect flags tripped on this filing.