| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GCG FINANCIAL LLC3 Filed as: SHOMER INS SVCS AN ALERA GROUP | 5805 SEPULVEDA BLVD, SUITE 500 VAN NUYS, CA 91411 | BLUE CROSS OF CALIFORNIA | $60K | — | $60K | 3.15% |
| AMWINS3 Filed as: AMWNS CONNECT INS SVCS LLC | 2677 N MAIN STREET. SUITE 800 SANTA ANA, CA 94402 | BLUE CROSS OF CALIFORNIA | — | $15K | $15K | 0.79% |
| GCG FINANCIAL LLC3 Filed as: SHOMER INS SVCS AN ALERA GROUP | 5805 SEPULVEDA BLVD, SUITE 500 SHERMAN OAKS, CA 91411 | KAISER FOUNDATION HEALTH PLAN INC. | $9K | — | $9K | 2.69% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | KAISER FOUNDATION HEALTH PLAN INC. | $6K | — | $6K | 1.78% |
| SHOMER INSURANCE AGENCY3 | 5805 SEPULVEDA BLVD. SHERMAN OAKS, CA 91411 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | $357 | $5K | 4.69% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: DICKERSON EMPLOYEE BENEFITS | 1918 RIVERSIDE DRIVE LOS ANGELES, CA 90039 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $274 | $4K | 3.43% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 3.35% |
| GCG FINANCIAL LLC3 Filed as: DICKERSON AN ALERA GROUP | 1918 RIVERSIDE DRIVE LOS ANGELES, CA 90039 | KAISER FOUNDATION HEALTH PLAN INC - HAWAII | $519 | — | $519 | 1.59% |
| COLONIAL LIFE & ACCIDENT3 Filed as: COLONIAL - SEE ATTACHEMENT | PO BOX 1365 COLUMBIA, SC 29202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $404 | $2K | 25.10% |
| SHOMER INSURANCE AGENCY3 | 5805 SEPULVEDA BLVD. SHERMAN OAKS, CA 91411 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $703 | $55 | $758 | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: DICKERSON EMPLOYEE BENEFITS | 1918 RIVERSIDE DRIVE LOS ANGELES, CA 90039 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $515 | $42 | $557 | — |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $540 | — | $540 | — |
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 | 246 | $2.3M |
| Dental | BLUE CROSS OF CALIFORNIA | 246 | $1.9M |
| Vision | BLUE CROSS OF CALIFORNIA | 246 | $1.9M |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 377 | $104K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 377 | $104K |
| Prescription drug(3 contracts, 3 carriers) | BLUE CROSS OF CALIFORNIA | 246 | $2.3M |
| Other(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 377 | $112K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 377 | — |
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."
No prospect flags tripped on this filing.