| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GAMIE, LLC3 Filed as: GAMIE,LLC | 404 CAMINO DEL RIO S STE 410 SAN DIEGO, CA 921083503 | UNITED HEALTH CARE INSURANCE COMPANY | $113K | — | $113K | 2.65% |
| ANTHONY S JONES3 | 3585 5TH AVE, STE 100 SAN DIEGO, CA 92103 | UNITED HEALTH CARE INSURANCE COMPANY | $113K | — | $113K | 2.65% |
| ANTHONY S JONES3 | 3585 5TH AVE, STE 100 SAN DIEGO, CA 92103 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $26K | — | $26K | 3.01% |
| ANTHONY S JONES3 | 3585 5TH AVE, STE 100 SAN DIEGO, CA 92103 | UNITED HEALTH CARE INSURANCE COMPANY | $17K | — | $17K | 10.00% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $10K | $168 | $10K | 17.08% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $14K | $422 | $14K | 27.07% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $13K | $699 | $13K | 26.23% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $8K | $425 | $9K | 20.65% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $9K | $1K | $11K | 25.53% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $7K | $85 | $7K | 22.30% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $11K | $577 | $12K | 39.97% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $6K | $641 | $6K | 24.37% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $7K | $77 | $7K | 30.59% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $3K | $180 | $3K | 13.80% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $8K | $215 | $8K | 44.87% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $3K | $153 | $3K | 27.32% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $6K | $33 | $6K | 53.20% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $1K | $41 | $1K | 12.05% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $3K | $43 | $3K | 34.19% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $676 | $107 | $783 | 14.80% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHED | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $2K | $36 | $2K | 49.26% |
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 | 540 | 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) | 540 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 567 | $5.1M |
| Dental(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 567 | $5.1M |
| Vision(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 567 | $5.1M |
| Life insurance | UNITED HEALTH CARE INSURANCE COMPANY | 1,328 | $173K |
| Short-term disability(17 contracts) | AFLAC | 93 | $439K |
| Prescription drug(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 567 | $5.1M |
| Other(18 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 1,328 | $612K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,328 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.