Benefits BrokerAtlas

Filipe a Coelho

Broker or agent named on 9 employee benefit plan filings, Tempe, AZ

Named in Form 5500 filings

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Public-record details

Address
4515 S McClintock Dr, Ste 212, Tempe, AZ 85282
Listed under
Health and welfare plans, Median plan 200 to 999 participants
Plan filings naming this broker (2024 plan year)
9
Commissions disclosed on Schedule A
$649
Fees disclosed on Schedule A
None reported
Total disclosed
$649 (higher than 19% of the 22,186 brokers listed)
Average disclosed per filing
$72 (higher than 13% of listed brokers' per-filing averages)
Median plan size (participants)
223
Health and welfare filings / retirement filings
9 / 0
Plan sponsors' states (filings)
AZ (3), NY (2), CT (2), ND (1), CA (1)

Named as a broker or agent on 9 Schedule A filings in the DOL's 2024 plan-year Form 5500 data. Source: DOL EBSA Form 5500 Schedule A (2024 plan year) (record). Data as of 2026-10-02.

Public record, not an endorsement. This listing was compiled from public records as of 2026-10-02 and may be incomplete or out of date. Benefits Broker Atlas does not vet, employ, recommend or guarantee benefits brokers; a badge reflects only what the public record showed on that date. Confirm current details with the official record before you decide. The information on Benefits Broker Atlas is not a recommendation or a guarantee of anyone's work. A license record shows registration status on the date shown, not workmanship, insurance coverage at the time of your job, or suitability for your project. Confirm license, insurance and permits directly before you hire. Full disclaimer · Report an error

How to read these figures

Insurance carriers report on Schedule A of Form 5500 the commissions and fees they paid to brokers and agents for each insurance contract of an employee benefit plan. We add up the amounts for each broker name and ZIP code in the 2024 plan-year data. Amounts depend on the size of the plans, the benefits bought, how many carriers are involved and how compensation is arranged, so a larger or smaller total is not a measure of a broker's price or quality. Percentages compare this broker with the other brokers listed here and are not judgments. Schedule A does not capture every form of broker compensation, such as fees paid directly by the employer.

Grouped by broker name and ZIP code as filed; the same firm can appear under several offices or spellings. The data has no phone number or website. Confirm a broker's insurance license with your state insurance department.

These are amounts insurers reported on Schedule A of Form 5500 for 2024 plan-year filings. They depend on plan size and benefits bought and are not a price list. See how to read Schedule A.

Other benefits brokers in Tempe

Lovitt and Touche, INC.1050 West Washington Street, Suite 233 · Tempe, AZ 85281 · Health and welfare plans17 plan filings · $477,035 disclosed · median 400 participantsNamed in Form 5500 filingsGbs Arizona, INC.2333 West University Drive, Suite C103 · Tempe, AZ 85281 · Health and welfare plans15 plan filings · $639,496 disclosed · median 203 participantsNamed in Form 5500 filingsWillis Towers Watson Ins Svcs West1144 W Washington St · Tempe, AZ 85281 · Health and welfare plans8 plan filings · $465,308 disclosed · median 377 participantsNamed in Form 5500 filingsBenifit LLC425 South Mill Avenue, Suite 401 · Tempe, AZ 85281 · Health and welfare plans7 plan filings · $635,168 disclosed · median 204 participantsNamed in Form 5500 filingsJeffrey ThomasPO Box 11312 · Tempe, AZ 85284 · Health and welfare plans5 plan filings · $5,708 disclosed · median 215 participantsNamed in Form 5500 filingsMarsh and McLennan Agency1050 West Washington Street, Suite 233 · Tempe, AZ 85281 · Health and welfare plans3 plan filings · $293,383 disclosed · median 307 participantsNamed in Form 5500 filingsSegal Company Arizona INC1230 W Washington St #501 · Tempe, AZ 85281 · Health and welfare plans3 plan filings · $124,615 disclosed · median 1,799 participantsNamed in Form 5500 filingsSequoia Benefits & Ins. Svcs, LLC350 W Washington Street #301 · Tempe, AZ 85288 · Health and welfare plans3 plan filings · $5,907 disclosed · median 501 participantsNamed in Form 5500 filings

All 15 in Tempe →