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Form 5500 · Employee benefit plan · PHOENIX, AZ

SNELL & WILMER L.L.P.

The filing calls this plan SNELL & WILMER L.L.P. HEALTH AND WELFARE BENEFITS PLAN.

SNELL & WILMER L.L.P. of PHOENIX, AZ is a 1,027-participant professional services employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is MJ INSURANCE. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 5 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0089731 · plan 511 · plan year 2024, filed Oct 14, 2025

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

859 other employer plans in Arizona have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Funding not settled by the filing

The filing does not report enough to settle how this plan pays for benefits.

All participants at the start of the year
1,027
Active at start of year
1,019
Active at end of year
1,068
Disclosed commissions
$308,778
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — KEPRO973 of 1,027 participants (95%)
Dentalinsured — DELTA DENTAL OF ARIZONA1,690 of 1,027 participants
Visioninsured — DELTA DENTAL OF ARIZONA1,261 of 1,027 participants
Lifeinsured — UNUM LIFE INSURANCE COMPANY OF AMERICA1,999 of 1,027 participants
Disabilityinsured — UNUM LIFE INSURANCE COMPANY OF AMERICA1,999 of 1,027 participants on the largest contract

Also declared: death benefits, other welfare.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 11 insured contracts covering health, dental, vision, life and disability; the largest, with UNUM LIFE INSURANCE COMPANY OF AMERICA, covers 1,999 people.

Reported premium across the insured contracts is $4,895,406, with $308,778 in disclosed broker commissions — about 6.3% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

MJ INSURANCE is the broker of record on 5 of the 11 contracts; the rest name a different broker or none.

6 carriers appear on the filing, including UNUM LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF ARIZONA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY and THE PAUL REVERE LIFE INSURANCE COMPANY. UNUM LIFE INSURANCE COMPANY OF AMERICA writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability1,999Jan 1, 2025$3,228,967$175,692
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYDisability91Jan 1, 2025$244,304$37,216
DELTA DENTAL OF ARIZONADental1,690Jan 1, 2025$711,453$35,378
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYDisability35Jan 1, 2025$132,224$22,404
UNUM LIFE INSURANCE COMPANY OF AMERICADisability324Jan 1, 2025$164,842$16,484
DELTA DENTAL OF ARIZONAVision1,261Jan 1, 2025$90,064$9,765
THE PAUL REVERE LIFE INSURANCE COMPANYDisability53Jan 1, 2025$102,542$6,638
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYDisability55Jan 1, 2025$139,417$3,011
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYDisability12Jan 1, 2025$38,957$2,082
FIRST UNUM LIFE INSURANCE COMPANYDisability1Jan 1, 2025$719$108
KEPROHealth973Jan 1, 2025$41,917$0

Premium and claims on this contract

DELTA DENTAL OF ARIZONA, contract 06585. For the contract year on this filing, the carrier reported $711,062 in premium earned and $568,359 in claims incurred. Dividing one by the other gives 80%.

  • DELTA DENTAL OF ARIZONA, contract 06585 reported $168,948 in retention.

Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.

Only experience-rated contracts report these figures, so most filings leave them blank.

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
WELFARE PLAN ADMIN. COMMITTEE
EIN 86-0639461

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

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Renewal calendar

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