| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEAVITT GROUP3 Filed as: LEAVITT INSURANCE SERVICES | OF LOS ANGELES 21820 BURBANK BLVD, STE 300 WOODLAND HILLS, CA 91367 | BLUE CROSS OF CALIFORNIA | $16K | — | $16K | 2.30% |
| THE INSURANCE GROUP3 Filed as: INSURANCE GROUP | 143 W. FIFTH STREET OXNARD, CA 93030 | BLUE CROSS OF CALIFORNIA | $16K | — | $16K | 2.24% |
| MCCAREY INC3 | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $4K | $9K | 7.86% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $466 | $2K | 1.56% |
| DANA MARIE MOWATT3 | 23701 S WESTERN AVENUNE #112 TORRANCE, CA 90501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $121 | $1K | 1.25% |
| THE INSURANCE GROUP3 Filed as: INSURANCE GROUP | 143 W FIFTH ST OXNARD, CA 93030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $882 | $0 | $882 | 0.79% |
| CYD M WYATT3 | 1011 N 49TH AVE OMAHA, NE 68132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $834 | $0 | $834 | 0.75% |
| CLARICE R MIMS3 | 172-90 HIGHLAND AVE JAMAICA ESTATES, NY 11432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $522 | $133 | $655 | 0.59% |
| CD FRAZIER ASSOCIATES INC3 | 8631 STONEFACE ROAD CHARLOTTE, NC 28214 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $460 | $152 | $612 | 0.55% |
| JAMES M EANES3 | 1700 E JACKSON ST PENSACOLA, FL 32501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $433 | $122 | $555 | 0.50% |
| BRAD BIEL3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $72 | $265 | $337 | 0.30% |
| MARIA VERONICA JARQUE3 | 4085 NOBEL DR #29 SAN DIEGO, CA 92122 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $281 | $7 | $288 | 0.26% |
| BARBARA J LAKE3 | 226 N HIGH ST MORRISTOWN, IN 46161 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $220 | $46 | $266 | 0.24% |
| GENE BISSINGER3 | 4077 SNOWGOOSE ST SIMI VALLEY, CA 93065 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $247 | $0 | $247 | 0.22% |
| ELIZABETH LOUISE FENDER3 | 335 S EMERSON AVE INDIANAPOLIS, IN 46219 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $160 | $42 | $202 | 0.18% |
| ROBERT G. RELPH AGENCY, INC.3 Filed as: ROBERT E ELLIS | 11261 WRIGHT CIRCLE OMAHA, NE 68144 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $169 | $0 | $169 | 0.15% |
| STALTARE BENEFITS INC3 | 700 E ATLANTIC BLVD POMPANO BEACH, FL 33060 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | $34 | $95 | 0.09% |
| DOUGLAS LOYAL NERDAHL3 | 4808 NW 77TH ST OKLAHOMA CITY, OK 73132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $81 | $0 | $81 | 0.07% |
| JEFFREY D BRINDLE3 | 10811 LAKEVIEW DRIVE CARMEL, IN 46033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $11 | $66 | 0.06% |
| JACQUELINE BARTHELEMY3 Filed as: JACQUELINE MARIE STUEMKY | 10208 MIDDLE DARLEEN LEANDER, TX 78641 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | $0 | $61 | 0.05% |
| PHYLLIS ILENE SHALLMAN3 | 1121 UNIVERSITY BLVD W SILVER SPRING, MD 20902 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | $0 | $51 | 0.05% |
| THOMAS & FARR AGENCY INC3 Filed as: THOMAS AND FARR AGENCY INC | 2200 TOWER DR MONROE, LA 71201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | $0 | $50 | 0.04% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP BENEFIT SERVICES INC | 7881 W CHARLESTON BLVD LAS VEGAS, NV 89117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $6 | $47 | 0.04% |
| ALAN ROSENBERGER3 | 13 PHAROAHS RUN RD RIVESVILLE, WV 26588 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | $0 | $47 | 0.04% |
| VINCENT GERARD MCLAUGHLIN3 | 30310 HORSETHIEF DRIVE TEHACHAPI, CA 93561 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | $0 | $46 | 0.04% |
| GIOVANNA HUGHES3 | PO BOX 1161 STUDIO CITY, CA 91614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $0 | $41 | 0.04% |
| EDWIN MANUEL VELASQUEZ3 | 33013 SEVILLE ST LAKE ELSINORE, CA 92530 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $0 | $41 | 0.04% |
| KYM ELIZABETH DUNHAM3 | 828 SAFFLOWER CT HENDERSON, NV 89015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | $0 | $31 | 0.03% |
| CARL L REED3 | 11727 TIMBER RIDGE DRIVE KEITHVILLE, LA 71047 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | $0 | $30 | 0.03% |
| KRISTEN ELISE RANDALL3 | 22 S GAY DRIVE LONGMONT, CO 80501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $0 | $23 | 0.02% |
| MERRICK D. SWENSON3 Filed as: MERRICK D SWENSON | 11104 S GARDNER ROAD CHENEY, WA 99004 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $0 | $23 | 0.02% |
| SARA SORENSEN-CONNICK3 | 8547 E ARAPAHOE GREENWOOD VILLAGE, CO 80112 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $11 | $20 | 0.02% |
| CONRAD R SUECHTING3 | 27362 POTATO FARM ROAD ONTONAGON, MI 49953 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.01% |
| BENEFITTING YOU INC3 | 2497 CITRUS GARDEN CIRCLE HENDERSON, NV 89052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $7 | $13 | 0.01% |
| PAUL WAYNE GUILLOT3 | 8829 SHIRLEY-FRANCIS SHREVEPORT, LA 71129 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.01% |
| EVELYN GARCIA3 | 55 BROADWAY NEW YORK, NY 10028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.01% |
| GREYHAVENS CONSULTING LLC3 | 1313 E MAPLE STREET BELLINGHAM, WA 98225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| JOE GORDON3 | 5417 WINTHROP AVE INDIANAPOLIS, IN 46220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $4 | $5 | 0.00% |
| ANN LAURA TRICHEL3 | 223 CREEKSTONE DR WEST MONROE, LA 71291 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| ELEE TRICHEL3 | P.O. BOX 2447 MONROE, LA 71207 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| D'ARCIPRETE & ASSOCIATES INC3 Filed as: D'ARCIPRETE AND ASSOCIATES INC | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $3 | $5 | 0.00% |
| MICHAEL C WALKER3 Filed as: MICHAEL J MINNEY | PO BOX 365 POWAY, CA 92074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $1 | $4 | 0.00% |
| JAKORP INC3 | PO BOX 27207 SAN DIEGO, CA 92119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| TONI JACKSON3 | 17341 BIRCHCREST DETROIT, MI 48221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| PATRICIA REED3 | 22500 LUCERNE DRIVE SOUTHFIELD, MI 48075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| GREG HOPE3 | 111 CHESTNUT ST WESTON, WV 26452 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| GINA M WESOLEK3 | 114 LAKE WOOD CIRCLE WOODLAND PARK, CO 80863 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| BSK BENEFITS PLUS LLC3 | 205 PINECREST DR COVINGTON, LA 70433 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| DAVID MASON DOKELL3 | 127 GREAT POINT DR MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| DAVID M RYDEN3 | 2950 BENT TREE HILLS DR NEW BRIGHTON, MN 55112 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| FLORENCE RYDEN3 | 2950 BENT TREE HILLS DR NEW BRIGHTON, MN 55112 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| WAYNE RIMMER3 | 7454 FARMERS RD PENSACOLA, FL 32526 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| STEVE BUFFONE3 | C/O BUFFONE AND ASSOCIATES LAS VEGAS, NV 89123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| CATHY BUFFONE3 | 1412 PENINSULA PT AVE LAS VEGAS, NV 89123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| HELEN RODRIGUEZ-BURTON3 | PO BOX 10021 AMARILLO, TX 79116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| LEAVITT GROUP3 Filed as: LEAVITT INSURANCE SERVICES | OF LOS ANGELES 21820 BURBANK BL, STE 300 WOODLAND HILLS, CA 91367 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $291 | — | $291 | 2.30% |
| THE INSURANCE GROUP3 Filed as: INSURANCE GROUP | 143 W. 5TH ST. OXNARD, CA 93030 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $283 | — | $283 | 2.24% |
| MCCAREY INC3 | 965 MESA DRIVE CAMARILLO, CA 93010 | THE PAUL REVERE LIFE INSURANCE COMPANY | $107 | $0 | $107 | 2.87% |
| CYD M WYATT3 | 1011 N 49TH AVE OMAHA, NE 68132 | THE PAUL REVERE LIFE INSURANCE COMPANY | $45 | $0 | $45 | 1.21% |
| DOUOGLAS LOYAL NERDAHL3 | 4808 NW 77TH ST OKLAHOMA CITY, OK 73132 | THE PAUL REVERE LIFE INSURANCE COMPANY | $34 | $0 | $34 | 0.91% |
| ROBERT G. RELPH AGENCY, INC.3 Filed as: ROBERT E ELLIS | 11261 WRIGHT CIRCLE OMAHA, NE 68144 | THE PAUL REVERE LIFE INSURANCE COMPANY | $9 | $0 | $9 | 0.24% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | THE PAUL REVERE LIFE INSURANCE COMPANY | $7 | $0 | $7 | 0.19% |
| MARIA VERONICA JARQUE3 | 4085 NOBEL DR #29 SAN DIEGO, CA 92122 | THE PAUL REVERE LIFE INSURANCE COMPANY | $7 | $0 | $7 | 0.19% |
| THE INSURANCE GROUP3 Filed as: INSURANCE GROUP | 143 W FIFTH ST OXNARD, CA 93030 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2 | $0 | $2 | 0.05% |
| LEAVITT GROUP3 Filed as: LEAVITT INSURANCE SERVICES | 21820 BURBANK BLVD STE 300 WOODLAND HILLS, CA 913677822 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $197 | — | $197 | 5.99% |
| INSGROUP INC3 Filed as: THE INSURANCE GROUP DBA BARKLE | 143 W 5TH ST OXNARD, CA 93030 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $132 | $10 | $142 | 4.32% |
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 | 306 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 306 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | BLUE CROSS OF CALIFORNIA | 138 | $696K |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 147 | $13K |
| Life insurance(3 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 291 | $119K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 161 | $115K |
| Prescription drug | BLUE CROSS OF CALIFORNIA | 138 | $696K |
| Other(3 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 291 | $119K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 291 | — |
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.