| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ANTHONY S JONES3 | 3585 5TH AVE, STE 100 SAN DIEGO, CA 92103 | UNITED HEALTH CARE INSURANCE COMPANY | $104K | — | $104K | 2.65% |
| GAMIE, LLC3 Filed as: GAMIE,LLC | 404 CAMINO DEL RIO S STE 410 SAN DIEGO, CA 921083503 | UNITED HEALTH CARE INSURANCE COMPANY | $104K | — | $104K | 2.65% |
| ANTHONY S JONES3 | 3131 FOURTH AVENUE SAN DIEGO, CA 92103 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $24K | — | $24K | 3.57% |
| ANTHONY S JONES3 | 3585 5TH AVE, STE 100 SAN DIEGO, CA 92103 | UNITED HEALTH CARE INSURANCE COMPANY | $7K | — | $7K | 10.00% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $8K | $673 | $9K | 14.81% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $11K | $397 | $11K | 20.98% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $23K | $116 | $24K | 51.46% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $10K | $362 | $11K | 23.89% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $15K | $498 | $15K | 34.49% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $19K | $432 | $19K | 52.06% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $5K | $493 | $5K | 14.54% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $15K | $196 | $15K | 45.50% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $15K | $221 | $15K | 50.83% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $4K | $92 | $4K | 16.93% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $5K | $421 | $5K | 25.10% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $3K | $116 | $3K | 25.44% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $1K | $54 | $1K | 12.07% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $2K | $20 | $2K | 24.69% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $2K | $22 | $2K | 28.35% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $774 | $43 | $817 | 19.00% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $819 | $12 | $831 | 34.73% |
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 | 575 | 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) | 575 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 530 | $4.6M |
| Dental(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 530 | $4.6M |
| Vision(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 530 | $4.6M |
| Life insurance | UNITED HEALTH CARE INSURANCE COMPANY | 999 | $72K |
| Short-term disability(17 contracts) | AFLAC | 119 | $474K |
| Prescription drug(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 530 | $4.6M |
| Other(18 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 999 | $546K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 999 | — |
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.