| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| VON KAMPEN-BILINSKI, MARGRIT3 | PO BOX 13898 SCOTTSDALE, AZ 85267 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $16K | $93K | $110K | 5.59% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | — | $42K | $42K | 2.16% |
| MARGRIT A VONKAMPER-BILIN3 Filed as: MARGRIT ANNE VONKAMPEN-BILINSKI | 3935 EAST ROUGH RIDER ROAD UNIT 1284 PHOENIX, AZ 85050 | KAISER FOUNDATION HEALTH PLAN INC | $5K | — | $5K | 2.96% |
| MARGRIT A VONKAMPER-BILIN3 Filed as: MARGRIT ANNE VONKAMPEN-BILINSKI | 3935 EAST ROUGH RIDER ROAD UNIT 1284 PHOENIX, AZ 85050 | KAISER FOUNDATION HEALTH PLAN INC | $4K | — | $4K | 2.87% |
| MARGRIT A VONKAMPER-BILIN3 | PO BOX 13898 SCOTTSDALE, AZ 85267 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 5.00% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $2K | $2K | 5.00% |
| MARGRIT A VONKAMPER-BILIN3 | PO BOX 13898 SCOTTSDALE, AZ 85267 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 5.00% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $1K | $1K | 5.00% |
| MARGRIT A VONKAMPER-BILIN3 Filed as: MARGRIT A VONKAMPEN BILINSKI | 9935 EAST ROUGH RIDER ROAD UNIT 1327 PHOENIX, AZ 85050 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 13.67% |
| ROGERS BENEFIT GROUP INC3 | 12222 MERIT DRIVE #1780 DALLAS, TX 75251 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 5.00% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN DRISCOLL & COMPANY INC | 5080 NORTH 40TH STREET #400 PHOENIX, AZ 85018 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $80 | — | $80 | 0.38% |
| MARGRIT A VONKAMPER-BILIN3 | PO BOX 13898 SCOTTSDALE, AZ 85267 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $981 | — | $981 | 5.00% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $981 | $981 | 5.00% |
| MARGRIT A VONKAMPER-BILIN3 | PO BOX 13898 SCOTTSDALE, AZ 85267 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $755 | — | $755 | 5.00% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $755 | $755 | 5.00% |
| MARGRIT A VONKAMPER-BILIN3 Filed as: MARGRIT VON KAMPEN-BILINSKI | PO BOX 13898 SCOTTSDALE, AZ 85267 | CIGNA DENTAL HEALTH OF FLORIDA, INC. | $1K | — | $1K | 10.00% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF FLORIDA, INC. | — | $542 | $542 | 4.00% |
| MARGRIT A VONKAMPER-BILIN3 Filed as: MARGRIT A VONKAMPEN BILINSKI | 9935 EAST ROUGH RIDER ROAD UNIT 1327 PHOENIX, AZ 85050 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 13.00% |
| ROGERS BENEFIT GROUP INC3 | 12222 MERIT DRIVE #1780 DALLAS, TX 75251 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $642 | — | $642 | 5.00% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN DRISCOLL & COMPANY INC | 5080 NORTH 40TH STREET #400 PHOENIX, AZ 85018 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $33 | — | $33 | 0.26% |
| MARGRIT A VONKAMPER-BILINSKI3 Filed as: MARGRIT A VON KAMPEN-BILINSKI | PO BOX 13898 SCOTTSDALE, AZ 85267 | CIGNA DENTAL HEALTH OF CALIFORNIA, INC. | $669 | — | $669 | 10.00% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF CALIFORNIA, INC. | — | $268 | $268 | 4.01% |
| MARGRIT A VONKAMPER-BILIN3 Filed as: MARGRIT VON KAMPEN-BILINSKI | PO BOX 13898 SCOTTSDALE, AZ 85267 | CIGNA DENTAL HEALTH OF TEXAS, INC. | $297 | — | $297 | 10.01% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF TEXAS, INC. | — | $119 | $119 | 4.01% |
| MARGRIT A VONKAMPER-BILIN3 Filed as: MARGRIT VON KAMPEN-BILINSKI | PO BOX 13898 SCOTTSDALE, AZ 85267 | CIGNA DENTAL HEALTH OF COLORADO, INC. | $254 | — | $254 | 10.02% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF COLORADO, INC. | — | $101 | $101 | 3.98% |
| MARGRIT A VONKAMPER-BILIN3 Filed as: MARGRIT VON KAMPEN-BILINSKI | PO BOX 13898 SCOTTSDALE, AZ 85267 | CIGNA DENTAL HEALTH OF NORTH CAROLINA, INC. | $248 | — | $248 | 9.99% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF NORTH CAROLINA, INC. | — | $99 | $99 | 3.99% |
| MARGRIT A VONKAMPER-BILINSKI3 | PO BOX 13898 SCOTTSDALE, AZ 85267 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $111 | — | $111 | 5.00% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $111 | $111 | 5.00% |
| MARGRIT A VONKAMPER-BILIN3 Filed as: MARGRIT VON KAMPEN-BILINSKI | PO BOX 13898 SCOTTSDALE, AZ 85267 | CIGNA DENTAL HEALTH OF NEW JERSEY, INC. | $146 | — | $146 | 10.02% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF NEW JERSEY, INC. | — | $58 | $58 | 3.98% |
| MARGRIT A VONKAMPER-BILIN3 Filed as: MARGRIT VON KAMPEN-BILINSKI | PO BOX 13898 SCOTTSDALE, AZ 85267 | CIGNA DENTAL HEALTH OF MISSOURI, INC. | $130 | — | $130 | 10.04% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF MISSOURI, INC. | — | $52 | $52 | 4.02% |
| MARGRIT A VONKAMPER-BILIN3 Filed as: MARGRIT VON KAMPEN-BILINSKI | PO BOX 13898 SCOTTSDALE, AZ 85267 | CIGNA DENTAL HEALTH OF ILLINOIS, INC. | $113 | — | $113 | 9.97% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF ILLINOIS, INC. | — | $45 | $45 | 3.97% |
| MARGRIT A VONKAMPER-BILIN3 | PO BOX 13898 SCOTTSDALE, AZ 85267 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $37 | — | $37 | 4.98% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $37 | $37 | 4.98% |
| MARGRIT A VONKAMPER-BILIN3 Filed as: MARGRIT VON KAMPEN-BILINSKI | PO BOX 13898 SCOTTSDALE, AZ 85267 | CIGNA DENTAL HEALTH PLAN OF ARIZONA, INC. | $54 | — | $54 | 10.00% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH PLAN OF ARIZONA, INC. | — | $22 | $22 | 4.07% |
| MARGRIT A VONKAMPER-BILIN3 Filed as: MARGRIT VON KAMPEN-BILINSKI | PO BOX 13898 SCOTTSDALE, AZ 85267 | CIGNA DENTAL HEALTH OF KANSAS, INC. | $22 | — | $22 | 10.19% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF KANSAS, INC. | — | $9 | $9 | 4.17% |
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 | 294 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 299 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 211 | $2.3M |
| Dental(11 contracts, 11 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 211 | $2.0M |
| Vision | VISION SERVICE PLAN | 174 | $24K |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 294 | $54K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 294 | $15K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 294 | $26K |
| Other(5 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 294 | $71K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 294 | — |
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.