| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ANTHONY S JONES3 | 3131 4TH AVE SAN DIEGO, CA 92103 | UNITED HEALTH CARE INSURANCE COMPANY | $102K | — | $102K | 2.64% |
| GAMIE, LLC3 Filed as: GAMIE,LLC | 404 CAMINO DEL RIO S STE 410 SAN DIEGO, CA 921083503 | UNITED HEALTH CARE INSURANCE COMPANY | $102K | — | $102K | 2.64% |
| ANTHONY S JONES3 | 3131 FOURTH AVENUE SAN DIEGO, CA 92103 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $22K | — | $22K | 3.04% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $14K | $150 | $14K | 22.31% |
| ANTHONY S JONES3 | 3131 4TH AVE SAN DIEGO, CA 92103 | UNITED HEALTH CARE INSURANCE COMPANY | $5K | — | $5K | 10.00% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $9K | $252 | $10K | 20.94% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $10K | $452 | $11K | 25.39% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $8K | $409 | $8K | 19.59% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $9K | — | $9K | 27.98% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $4K | $184 | $4K | 16.55% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $11K | $134 | $11K | 48.72% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $6K | $349 | $6K | 27.70% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $4K | — | $4K | 28.69% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $4K | $133 | $4K | 28.84% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $3K | $88 | $4K | 25.33% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $4K | $100 | $4K | 26.79% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $2K | $86 | $2K | 17.55% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $2K | $125 | $2K | 18.23% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $2K | — | $2K | 30.10% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $589 | — | $589 | 19.32% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $322 | — | $322 | 22.21% |
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 | 597 | 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) | 597 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 540 | $4.6M |
| Dental(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 540 | $4.6M |
| Vision(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 540 | $4.6M |
| Life insurance | UNITED HEALTH CARE INSURANCE COMPANY | 790 | $53K |
| Short-term disability(17 contracts) | AFLAC | 113 | $385K |
| Prescription drug(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 540 | $4.6M |
| Other(18 contracts, 2 carriers) | AFLAC | 790 | $438K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 790 | — |
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.