Form 5500 · Employee benefit plan · PHOENIX, AZ
SUMCO PHOENIX CORPORATION
SUMCO PHOENIX CORPORATION of PHOENIX, AZ spreads its employee benefits across 5 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is USI INSURANCE SERVICES SOUTHWEST. Coverage is written through BLUE CROSS BLUE SHIELD OF ARIZONA and 4 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-3014284 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 5 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF ARIZONA, covers 1,128 people.
Reported premium across the insured contracts is $9,146,603, with $12,068 in disclosed broker commissions — about 0.1% of premium.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
USI INSURANCE SERVICES SOUTHWEST is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
5 carriers appear on the filing — BLUE CROSS BLUE SHIELD OF ARIZONA, RELIASTAR LIFE INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORPORATION and MAGELLAN HEALTH, INC. among them — with BLUE CROSS BLUE SHIELD OF ARIZONA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORPORATION | Dental, Vision | 1,216 | May | $570,771 | $8,630 |
| RELIASTAR LIFE INSURANCE COMPANY | Life, Disability | 739 | May | $724,394 | $3,438 |
| BLUE CROSS BLUE SHIELD OF ARIZONA | Health | 1,128 | May | $7,835,849 | $0 |
| MAGELLAN HEALTH, INC. | — | 578 | May | $13,543 | $0 |
| VOYA FINANCIAL | — | 596 | May | $2,046 | $0 |
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