| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AMWINS3 Filed as: AMWNS CONNECT INS SVCS LLC | 2677 N MAIN STREET. SUITE 800 SANTA ANA, CA 94402 | BLUE CROSS OF CALIFORNIA | — | $18K | $18K | 0.96% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS SVCS LLC | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | BLUE CROSS OF CALIFORNIA | $2K | $392 | $3K | 0.15% |
| GCG FINANCIAL LLC3 Filed as: SHOMER INS SVCS AN ALERA GROUP | 5805 SEPULVEDA BLVD, SUITE 500 VAN NUYS, CA 91411 | BLUE CROSS OF CALIFORNIA | $9 | — | $9 | 0.00% |
| AMWINS3 Filed as: AMWINS CONNECT INSURANCE SVCS | 2677 N MAIN STREET, SUITE 800 SANTA ANA, CA 927056687 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | — | $2K | $2K | 0.96% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $241 | $39 | $280 | 0.15% |
| SHOMER INSURANCE AGENCY3 Filed as: SHOMER INSURANCE SERVICES | 5805 SEPULVEDA BLVD #500 VAN NUYS, CA 91411 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $447 | $6K | 6.45% |
| GCG FINANCIAL LLC3 Filed as: ALERA GROUP, INC. DBA BARKLE | PO BOX 5086 OXNARD, CA 93031 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $496 | $4K | 4.50% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $932 | $70 | $1K | 6.45% |
| GCG FINANCIAL LLC3 Filed as: ALERA GROUP, INC. DBA BARKLE | PO BOX 5086 OXNARD, CA 93031 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $621 | $78 | $699 | 4.50% |
| COLONIAL LIFE & ACCIDENT3 Filed as: COLONIAL - SEE ATTACHEMENT | PO BOX 1365 COLUMBIA, SC 29202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $218 | $27 | $245 | 30.78% |
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 | 369 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 372 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CROSS OF CALIFORNIA | 368 | $2.3M |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 393 | $190K |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 393 | $190K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 364 | $115K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 364 | $99K |
| Prescription drug(3 contracts, 3 carriers) | BLUE CROSS OF CALIFORNIA | 368 | $2.3M |
| Other(4 contracts, 3 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 393 | $306K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 393 | — |
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.