| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| VON KAMPEN-BILINSKI, MARGRIT3 | 7330 EAST CONQUISTADORS DRIVE SCOTTSDALE, AZ 85255 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $15K | $71K | $86K | 5.09% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUPINC | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | — | $37K | $37K | 2.19% |
| MARGRIT A VONKAMPER-BILIN3 Filed as: MARGRIT ANNE VONKAMPEN-BILINSKI | 7330 EAST CONQUISTADORES DRIVE SCOTTSDALE, AZ 85255 | KAISER FOUNDATION HEALTH PLAN INC | $7K | — | $7K | 2.99% |
| MARGRIT A VONKAMPER-BILIN3 Filed as: MARGRIT ANNE VONKAMPEN-BILINSKI | 7330 EAST CONQUISTADORES DRIVE SCOTTSDALE, AZ 85255 | KAISER FOUNDATION HEALTH PLAN INC | $2K | — | $2K | 3.01% |
| 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 | $949 | — | $949 | 5.00% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $949 | $949 | 5.00% |
| MARGRIT A VONKAMPER-BILIN3 | PO BOX 13898 SCOTTSDALE, AZ 85267 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $637 | — | $637 | 5.00% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $637 | $637 | 5.00% |
| MARGRIT A VONKAMPER-BILIN3 Filed as: MARGRIT A VONKAMPEN-BILIN | PO BOX 13898 SCOTTSDALE, AZ 85267 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $561 | — | $561 | 5.00% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $561 | $561 | 5.00% |
| MARGRIT A VONKAMPER-BILIN3 | PO BOX 13898 SCOTTSDALE, AZ 85267 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $555 | — | $555 | 5.00% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $555 | $555 | 5.00% |
| VON KAMPEN-BILINSKI, MARGRIT3 | 7330 EAST CONQUISTADORS DRIVE SCOTTSDALE, AZ 85255 | CIGNA DENTAL HEALTH OF FLORIDA, INC. | $634 | — | $634 | 10.00% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF FLORIDA, INC. | — | $253 | $253 | 3.99% |
| VON KAMPEN-BILINSKI, MARGRIT3 | 7330 EAST CONQUISTADORS DRIVE SCOTTSDALE, AZ 85255 | CIGNA DENTAL HEALTH OF CALIFORNIA, INC. | $513 | — | $513 | 9.99% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF CALIFORNIA, INC. | — | $205 | $205 | 3.99% |
| VON KAMPEN-BILINSKI, MARGRIT3 | 7330 EAST CONQUISTADORS DRIVE SCOTTSDALE, AZ 85255 | CIGNA DENTAL HEALTH OF TEXAS, INC. | $144 | — | $144 | 9.97% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF TEXAS, INC. | — | $58 | $58 | 4.02% |
| VON KAMPEN-BILINSKI, MARGRIT3 | 7330 EAST CONQUISTADORS DRIVE SCOTTSDALE, AZ 85255 | CIGNA DENTAL HEALTH PLAN OF ARIZONA, INC. | $96 | — | $96 | 9.97% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH PLAN OF ARIZONA, INC. | — | $39 | $39 | 4.05% |
| VON KAMPEN-BILINSKI, MARGRIT3 | 7330 EAST CONQUISTADORS DRIVE SCOTTSDALE, AZ 85255 | CIGNA DENTAL HEALTH OF ILLINOIS, INC. | $60 | — | $60 | 9.97% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF ILLINOIS, INC. | — | $24 | $24 | 3.99% |
| VON KAMPEN-BILINSKI, MARGRIT3 | 7330 EAST CONQUISTADORS DRIVE SCOTTSDALE, AZ 85255 | CIGNA DENTAL HEALTH OF NORTH CAROLINA, INC. | $60 | — | $60 | 9.97% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF NORTH CAROLINA, INC. | — | $24 | $24 | 3.99% |
| VON KAMPEN-BILINSKI, MARGRIT3 | 7330 EAST CONQUISTADORS DRIVE SCOTTSDALE, AZ 85255 | CIGNA DENTAL HEALTH OF COLORADO, INC. | $48 | — | $48 | 9.98% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF COLORADO, INC. | — | $19 | $19 | 3.95% |
| VON KAMPEN-BILINSKI, MARGRIT3 | 7330 EAST CONQUISTADORS DRIVE SCOTTSDALE, AZ 85255 | CIGNA DENTAL HEALTH OF MISSOURI, INC. | $48 | — | $48 | 9.98% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF MISSOURI, INC. | — | $19 | $19 | 3.95% |
| VON KAMPEN-BILINSKI, MARGRIT3 | 7330 EAST CONQUISTADORS DRIVE SCOTTSDALE, AZ 85255 | CIGNA DENTAL HEALTH OF NEW JERSEY, INC. | $48 | — | $48 | 9.98% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET SUITE 234 PHOENIX, AZ 85018 | CIGNA DENTAL HEALTH OF NEW JERSEY, INC. | — | $19 | $19 | 3.95% |
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 | 274 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 276 | 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 | 203 | $2.0M |
| Dental(10 contracts, 10 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 203 | $1.7M |
| Vision | VISION SERVICE PLAN | 178 | $24K |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 391 | $30K |
| Short-term disability(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 323 | $46K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 391 | $11K |
| Other(4 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 391 | $1.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 391 | — |
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.