| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JAMES G. PARKER INSURANCE3 Filed as: JAMES G. PARKER INSURANCE ASSOCIATE | PO BOX 3947 FRESNO, CA 93650 | AETNA LIFE INSURANCE COMPANY | $0 | $27K | $27K | 2.73% |
| MORETON & COMPANY3 Filed as: FRED A. MORETON & COMPANY | PO BOX 58139 SALT LAKE CITY, UT 84158 | AETNA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 0.35% |
| JAMES G. PARKER INSURANCE3 Filed as: JAMES G. PARKER INSURANCE ASSOCIATE | PO BOX 3947 FRESNO, CA 93650 | AETNA HEALTH, INC. | $0 | $5K | $5K | 2.71% |
| MORETON & COMPANY3 Filed as: FRED A. MORETON & COMPANY | PO BOX 58139 SALT LAKE CITY, UT 84158 | AETNA HEALTH, INC. | $0 | $678 | $678 | 0.37% |
| JAMES G. PARKER INSURANCE3 Filed as: JAMES G. PARKER INSURANCE ASSOCIATE | 1753 EAST FIR AVENUE FRESNO, CA 93650 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | $0 | $11K | 15.00% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC. | 225 WIRELESS BOULEVARD, 2ND FLOOR HAUPPAUGE, NY 11788 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $4K | $4K | 5.00% |
| JAMES G. PARKER INSURANCE3 Filed as: JAMES G. PARKER INSURANCE ASSOCIATE | 1753 EAST FIR AVENUE FRESNO, CA 93650 | DELTA DENTAL INSURANCE COMPANY | $4K | $0 | $4K | 7.68% |
| JAMES G. PARKER INSURANCE3 Filed as: JAMES G. PARKER INSURANCE ASSOCIATE | PO BOX 3947 FRESNO, CA 93650 | DELTA DENTAL INSURANCE COMPANY | $1K | $0 | $1K | 2.32% |
| JAMES G. PARKER INSURANCE3 Filed as: JAMES G. PARKER INSURANCE ASSOCIATE | PO BOX 3947 FRESNO, CA 93650 | COLONIAL LIFE & ACCIDENT INSURANCE | $734 | $0 | $734 | 7.40% |
| CUSTOM INSURANCE SPECIALISTS INC3 Filed as: CUSTOM INSURANCE SPECIALITS, INC. | 886 EAST 3200 NORTH KAMAS, UT 84036 | COLONIAL LIFE & ACCIDENT INSURANCE | $576 | $16 | $592 | 5.97% |
| JILL HUGHES3 | 6510 TAMARA DRIVE SALT LAKE CITY, UT 84129 | COLONIAL LIFE & ACCIDENT INSURANCE | $170 | $4 | $174 | 1.75% |
| DESIREE ROBERTSON3 | 5691 SOUTH STONE BLUFF WAY TAYLORSVILLE, UT 84118 | COLONIAL LIFE & ACCIDENT INSURANCE | $161 | $3 | $164 | 1.65% |
| DOROTHY RING3 | 8300 PLAZA GATE LANE JACKSONVILLE, FL 32217 | COLONIAL LIFE & ACCIDENT INSURANCE | $153 | $3 | $156 | 1.57% |
| MORETON & COMPANY3 Filed as: FRED A. MORETON & COMPANY | PO BOX 58139 SALT LAKE CITY, UT 84158 | COLONIAL LIFE & ACCIDENT INSURANCE | $100 | $3 | $103 | 1.04% |
| HEATHER WOMBLE LLC3 Filed as: HEATHER WOMBLE, LLC AND OTHER AGENT | 2409 PIRATE COURT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE | $28 | $25 | $53 | 0.53% |
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 | 137 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 138 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 156 | $1.2M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 107 | $54K |
| Vision | DELTA DENTAL INSURANCE COMPANY | 107 | $54K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 137 | $76K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 137 | $76K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 137 | $76K |
| Prescription drug(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 156 | $1.2M |
| Other(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 137 | $86K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 156 | — |
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.