| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DANONE SIMPSON INSURANCE SERVICES3 Filed as: DANONE SIMPSON INSURANCE | SERVICES, LLC 5550 TOPANGA CANYON BL., SUITE 310 WOODLAND HILLS, CA 913676478 | KAISER FOUNDATION HEALTH PLAN INC. | $24K | — | $24K | 4.18% |
| FRANK CRYSTAL & CO INC3 Filed as: FRANK CRYSTAL & CO. OF CALIF., INC. | 575 MARKET ST., SUITE 3600 SAN FRANCISCO, CA 941052874 | KAISER FOUNDATION HEALTH PLAN INC. | $5K | — | $5K | 0.80% |
| DANONE SIMPSON INSURANCE SERVICES3 | DBA MONTAGE INSURANCE SERVICES 22110 CLARENDON ST., SUITE 210 WOODLAND HILLS, CA 91367 | AETNA LIFE INSURANCE CO. | $5K | — | $5K | 1.21% |
| DANONE SIMPSON INSURANCE SERVICES3 | DBA MONTAGE INSURANCE SERVICES 5550 TOPANGA CANYON BLVD., SUITE 31 WOODLAND HILLS, CA 91367 | AETNA LIFE INSURANCE CO. | $3K | — | $3K | 0.78% |
| FRANK CRYSTAL & CO INC3 Filed as: FRANK CRYSTAL & CO. OF CA INC. | 575 MARKET STREET, SUITE 3600 SAN FRANCISCO, CA 94105 | AETNA LIFE INSURANCE CO. | $3K | — | $3K | 0.73% |
| DANONE SIMPSON INSURANCE SERVICES3 | DBA MONTAGE INSURANCE SERVICES 22110 CLARENDON STREET, SUITE 210 WOODLAND HILLS, CA 91367 | AETNA HEALTH, INC. | $2K | — | $2K | 1.16% |
| DANONE SIMPSON INSURANCE SERVICES3 | DBA MONTAGE INSURANCE SERVICES 5550 TOPANGA CANYON BL., SUITE 310 WOODLAND HILLS, CA 91367 | AETNA HEALTH, INC. | $2K | — | $2K | 0.77% |
| FRANK CRYSTAL & CO INC3 Filed as: FRANK CRYSTAL & CO. OF CA INC. | 575 MARKET STREET, SUITE 3600 SAN FRANCISCO, CA 94105 | AETNA HEALTH, INC. | $2K | — | $2K | 0.72% |
| DANONE SIMPSON INSURANCE SERVICES3 | LLC 5550 TOPANGA CANYON BL., SUITE 300 WOODLAND HILLS, CA 913677448 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 3.91% |
| CRYSTAL IBC LLC3 | 32 OLD SLIP, FL 17 NEW YORK, NY 100053557 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 1.70% |
| MICHELLE DERAS3 | 5805 SEPULVEDA BLVD. SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $2K | $214 | $2K | 5.14% |
| BETTY MURDOCK3 | 1409 N. YALE BLVD. RICHARDSON, TX 75081 | AFLAC | $1K | $54 | $1K | 2.97% |
| CRYSTAL IBC LLC3 | 1 FINANCIAL SQ FL 32 FINANCIAL SQUARE NEW YORK, NY 10005 | AFLAC | $1K | — | $1K | 2.34% |
| STANTON HUNTON3 | 2516 VIA TEJON, SUITE 307 PALOS VERDES ESTATES, CA 90274 | AFLAC | $686 | — | $686 | 1.41% |
| PAUL GALLEGOS3 | 10519 SHOSHONE AVE. GRANADA HILLS, CA 91344 | AFLAC | $586 | — | $586 | 1.21% |
| RENEE SUZANNE CORSO3 Filed as: RENEE CORSO | 5805 SEPULVEDA BLVD. SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $381 | — | $381 | 0.78% |
| KATHLEEN S HANSON3 Filed as: KATHLEEN HANSON | 2581 HILLCREST ST. SIGNAL HILL, CA 90755 | AFLAC | $283 | — | $283 | 0.58% |
| MOLOKAI MYLES HAND3 Filed as: MOLOKAI HAND | 1409 S. LAMAR ST. APT. 716 DALLAS, TX 75215 | AFLAC | $245 | — | $245 | 0.50% |
| RYAN KARRER3 | 11800 GOSHEN AVE. APT. 206 LOS ANGELES, CA 90049 | AFLAC | $158 | $43 | $201 | 0.41% |
| JUANITA BURKS & ASSOCIATES3 | 6100 CENTER DR., SUITE 670 LOS ANGELES, CA 90045 | AFLAC | $187 | $11 | $198 | 0.41% |
| BRIAN GEORGE JAEGGI3 Filed as: BRIAN JAEGGI | 5700 CHICOPEE AVE. ENCINO, CA 91316 | AFLAC | $148 | $43 | $191 | 0.39% |
| CLAY W CAMPBELL3 Filed as: CLAY CAMPBELL | 14720 LIBLEN AVE. BELLFLOWER, CA 90706 | AFLAC | $179 | — | $179 | 0.37% |
| KRISTOPHER KEAHIOLALO3 | 725 KAPIOLANI BLVD. SUITE C302 HONOLULU, HI 96813 | AFLAC | $92 | — | $92 | 0.19% |
| KRISTINA J KUNZ3 Filed as: KRISTINA KUNZ | 351 CALIFORNIA ST., SUITE 450 SAN FRANCISCO, CA 94104 | AFLAC | $80 | — | $80 | 0.16% |
| KAREN M HUGHES3 Filed as: KAREN HUGHES | 3120 NE 47TH ST. FORT LAUDERDALE, FL 33308 | AFLAC | $71 | — | $71 | 0.15% |
| HECTOR CARTAGENA3 | 4114 ELM AVE. APT. 7 LONG BEACH, CA 90807 | AFLAC | $69 | — | $69 | 0.14% |
| ANDREA M MACIAS3 Filed as: ANDREA MACIAS | 7216 TESSERA PKWY LAGO VISTA, TX 78645 | AFLAC | $56 | — | $56 | 0.12% |
| DANONE SIMPSON INSURANCE SERVICES3 Filed as: DANONE SIMPSON INS SVCS LLC | 22110 CLARENDON ST. SUITE 201 WOODLAND HILLS, CA 91367 | AFLAC | $49 | — | $49 | 0.10% |
| RAVONE MARVELLE GRAHAM3 Filed as: RAVONE GRAHAM | 5315 E. BIG SKY LN ANAHEIM, CA 92807 | AFLAC | $43 | — | $43 | 0.09% |
| TODD V MASON3 Filed as: TODD MASON | 6164 LAWRENCE ST. CYPRESS, CA 90630 | AFLAC | $40 | — | $40 | 0.08% |
| CHRISTOPHER HAGER3 | 8201 PARK HILL DR. LOS ANGELES, CA 90045 | AFLAC | $23 | $11 | $34 | 0.07% |
| ACEVES INSURANCE SERVICES INC.3 | 9959 BROOKSHIRE AVE. DOWNEY, CA 90240 | AFLAC | $22 | — | $22 | 0.05% |
| BARRY MCPHERSON INC3 Filed as: BARRY MCPHERSON INC. | 2211 MICHELSON DR. SUITE 1150 IRVINE, CA 92612 | AFLAC | $19 | — | $19 | 0.04% |
| JOANNA G MATHERLY3 Filed as: JOANNA MATHERLY | 2000 GLEN ECHO RD. SUITE 204 NASHVILLE, TN 37215 | AFLAC | $15 | — | $15 | 0.03% |
| ADAM H MICHAELS3 Filed as: ADAM MICHAELS | 12121 WILSHIRE BLVD. SUITE 1225 LOS ANGELES, CA 90025 | AFLAC | $14 | — | $14 | 0.03% |
| H THOMSON3 Filed as: H. THOMSON | 65 PINE AVE. 102 LONG BEACH, CA 90802 | AFLAC | $14 | — | $14 | 0.03% |
| ALFRED RIETKERK3 | 3120 NE 47TH ST. FT. LAUDERDALE, FL 33308 | AFLAC | $14 | — | $14 | 0.03% |
| LIVIER MARIA RAMIREZ3 Filed as: LIVIER RAMIREZ | 1107 FAIR OAK AVE. UNIT 882 SOUTH PASADENA, CA 91030 | AFLAC | $9 | — | $9 | 0.02% |
| JOSEPH A BUZZELLO3 Filed as: JOSEPH BUZZELLO | 9018 BALBOA BLVD. SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $8 | — | $8 | 0.02% |
| OWEN JOHNSTON3 | 796 N. HART ST. ORANGE, CA 92867 | AFLAC | $8 | — | $8 | 0.02% |
| DALE I DAVIS3 Filed as: DALE DAVIS | 350 E. SHORT ST. NUMBER 416 LEXINGTON, KY 40507 | AFLAC | $8 | — | $8 | 0.02% |
| PARTEE INSURANCE ASSOCIATES INC.3 | 584 S. GRAND AVENUE COVINA, CA 91724 | AFLAC | $5 | — | $5 | 0.01% |
| MICHAEL C WALKER3 Filed as: MICHAEL STACHOWIAK | 12121 WILSHIRE BLVD. LOS ANGELES, CA 90025 | AFLAC | $3 | — | $3 | 0.01% |
| HENRY SAUCEDA3 | 2268 ALPHA CIR. LA VERNE, CA 91750 | AFLAC | $2 | — | $2 | 0.00% |
| DE VITA B MCKENZIE3 Filed as: DE VITA MCKENZIE | 110 SE 6TH ST. SUITE 1700 FT. LAUDERDALE, FL 33301 | AFLAC | $2 | — | $2 | 0.00% |
| SETH JAFFE3 | 4127 E. MASSACHUSETTS ST. LONG BEACH, CA 90814 | AFLAC | $1 | — | $1 | 0.00% |
| DANONE SIMPSON INSURANCE SERVICES3 | 5550 TOPANGA CANYON BLVD. SUITE 300 WOODLAND HILLS, CA 91367 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 7.62% |
| CRYSTAL & COMPANY3 | 601 S. FIGUEROA ST., SUITE 4480 LOS ANGELES, CA 90017 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $367 | — | $367 | 1.77% |
| DANONE SIMPSON INSURANCE SERVICES3 Filed as: SIMPSON, DANONE | 5550 TOPANGA CANYON BLVD. SUITE 130 WOODLAND HILLS, CA 91367 | CALIFORNIA DENTAL NETWORK, INC. | $768 | — | $768 | 10.00% |
| DANONE SIMPSON INSURANCE SERVICES3 | 5550 TOPANGA CANYON BLVD. SUITE 310 WOODLAND HILLS, CA 91367 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $321 | — | $321 | 8.32% |
| CRYSTAL & COMPANY3 | 601 S. FIGUEROA ST., SUITE 4480 LOS ANGELES, CA 90017 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $65 | — | $65 | 1.69% |
| DANONE SIMPSON INSURANCE SERVICES3 | 5550 TOPANGA CANYON BLVD. SUITE 310 WOODLAND HILLS, CA 91367 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $168 | — | $168 | 12.54% |
| CRYSTAL & COMPANY3 | 601 S. FIGUEROA ST., SUITE 4480 LOS ANGELES, CA 90017 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $33 | — | $33 | 2.46% |
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 | 165 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 166 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 108 | $1.2M |
| Dental(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 233 | $88K |
| Vision | RELIANCE STANDARD LIFE INSURANCE COMPANY | 233 | $80K |
| Life insurance(2 contracts, 2 carriers) | AFLAC | 148 | $69K |
| Short-term disability | AFLAC | 59 | $49K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 23 | $4K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC. | 108 | $570K |
| Other(3 contracts, 2 carriers) | AFLAC | 148 | $71K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 233 | — |
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.