| 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 | $315K | — | $315K | 3.47% |
| HOLMES MURPHY & ASSOCIATES Filed as: HOLMES, MURPHY & ASSOCIATES, INC | PO BOX 441 DES MOINES, IA 50302 | AETNA HEALTH, INC | $227K | — | $227K | 2.50% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | AETNA LIFE INSURANCE CO. | $100K | $10K | $110K | 4.18% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY & ASSOCIATES, INC | PO BOX 441 DES MOINES, IA 50302 | AETNA LIFE INSURANCE CO. | $67K | — | $67K | 2.55% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14614 N KIERLAND BLVD STE 150 SCOTTSDALE, AZ 852542745 | METROPOLITAN LIFE INSURANCE COMPANY | $35K | $3K | $38K | 5.64% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY & ASSOCIATES, INC | PO BOX 441 DES MOINES, IA 503020441 | METROPOLITAN LIFE INSURANCE COMPANY | $27K | — | $27K | 3.97% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $43K | $22K | $65K | 13.71% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY & ASSOCIATES, INC | 7047 E GREENWAY PKWY STE 210 SCOTTSDALE, AZ 852542745 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $28K | — | $28K | 5.90% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $38K | $20K | $58K | 13.94% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY & ASSOCIATES, INC | 7047 E GREENWAY PKWY STE 210 SCOTTSDALE, AZ 852542745 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $24K | — | $24K | 5.84% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $32K | $18K | $50K | 14.19% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY & ASSOCIATES, INC | 7047 E GREENWAY PKWY STE 210 SCOTTSDALE, AZ 852542745 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $21K | — | $21K | 5.90% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $2K | $4K | 14.46% |
| HOLMES MURPHY & ASSOCIATES3 Filed as: HOLMES, MURPHY & ASSOCIATES, INC | 7047 E GREENWAY PKWY STE 210 SCOTTSDALE, AZ 852542745 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 6.36% |
| DULEY BOLWAR & ASSOCIATES INC3 Filed as: DULEY-BOLWAR & ASSOCIATES | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | — | $0 | — |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF ARIZONA LLC | 14805 N 73RD ST SCOTTSDALE, AZ 85260 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | — | $0 | — |
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 | 2,066 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,066 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 1,636 | $3.7M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,279 | $680K |
| Vision(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 1,636 | $2.6M |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,066 | $505K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 600 | $413K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 344 | $351K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,066 | $29K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,066 | — |
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.