| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | AETNA HEALTH, INC | $559K | $20K | $578K | 6.35% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | AETNA LIFE INSURANCE CO. | $220K | $2K | $222K | 7.05% |
| DULEY BOLWAR & ASSOCIATES INC3 Filed as: DULEY-BOLWAR & ASSOCIATES | 14805 NORTH 73RD ST SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $47K | $23K | $69K | 13.70% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $29K | — | $29K | 5.74% |
| DULEY BOLWAR & ASSOCIATES INC3 Filed as: DULEY-BOLWAR & ASSOCIATES | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $38K | $18K | $56K | 13.69% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $24K | — | $24K | 5.78% |
| DULEY BOLWAR & ASSOCIATES INC3 Filed as: DULEY-BOLWAR & ASSOCIATES INC | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $31K | $18K | $49K | 14.43% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $19K | — | $19K | 5.66% |
| DULEY BOLWAR & ASSOCIATES INC3 Filed as: DULEY-BOLWAR & ASSOCIATES | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | $12K | $23K | 12.33% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | — | $7K | 3.85% |
| DULEY BOLWAR & ASSOCIATES INC3 Filed as: DULEY-BOLWAR & ASSOCIATES | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $2K | $4K | 14.42% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 6.06% |
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 | 2,263 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,263 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 2,263 | $3.9M |
| Dental | AETNA LIFE INSURANCE CO. | 2,263 | $3.2M |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 960 | $188K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,175 | $536K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 610 | $410K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 358 | $342K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,175 | $29K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,263 | — |
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.