| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ANTHONY S JONES3 | 3131 4TH AVE SAN DIEGO, CA 92103 | UNITED HEALTH CARE INSURANCE COMPANY | $91K | $8K | $99K | 2.88% |
| GAMIE, LLC3 Filed as: GAMIE,LLC | 404 CAMINO DEL RIO S STE 410 SAN DIEGO, CA 921083503 | UNITED HEALTH CARE INSURANCE COMPANY | $92K | — | $92K | 2.67% |
| EGGERT INSURANCE BROKERAGE INC3 | 2764 CARLSBAD BLVD UNIT 104 CARSLBAD, CA 920082265 | UNITED HEALTH CARE INSURANCE COMPANY | -$849 | $8K | $7K | 0.21% |
| AMWINS3 Filed as: AMWINS CONNECT INS SVCS LLC | 2677 N MAIN STREET, SUITE 800 SANTA ANA, CA 927056687 | UNITED HEALTH CARE INSURANCE COMPANY | -$425 | — | -$425 | -0.01% |
| ANTHONY S JONES3 | 3131 FOURTH AVENUE SAN DIEGO, CA 92103 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $24K | — | $24K | 3.27% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $6K | $93 | $6K | 11.88% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $7K | $10 | $7K | 16.59% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $7K | $17 | $7K | 19.77% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $6K | $34 | $6K | 18.12% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $4K | $66 | $4K | 15.56% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $1K | — | $1K | 6.50% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $5K | $29 | $5K | 24.94% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $5K | — | $5K | 29.75% |
| ANTHONY S JONES3 | 3131 4TH AVE SAN DIEGO, CA 92103 | UNITED HEALTH CARE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $4K | — | $4K | 26.17% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $5K | — | $5K | 31.15% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $3K | — | $3K | 16.43% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $3K | — | $3K | 20.49% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $2K | — | $2K | 17.57% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $388 | $13 | $401 | 5.14% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $468 | $122 | $590 | 10.98% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $327 | — | $327 | 8.30% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $298 | — | $298 | 10.41% |
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 | 543 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 543 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 1,007 | $4.2M |
| Dental(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 1,007 | $4.2M |
| Vision(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 1,007 | $4.2M |
| Life insurance | UNITED HEALTH CARE INSURANCE COMPANY | 176 | $17K |
| Short-term disability(17 contracts) | AFLAC | 114 | $342K |
| Prescription drug(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 1,007 | $4.2M |
| Other(18 contracts, 2 carriers) | AFLAC | 176 | $360K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,007 | — |
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.