| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | P.O. BOX 6030 PASADENA, CA 911026030 | KAISER FOUNDATION HEALTH PLAN INC. | $31K | $1 | $31K | 4.58% |
| LAURA K. LYNCH3 | 117 PROSPECT AVENUE HERMOSA BEACH, CA 90254 | AFLAC | $845 | $54 | $899 | 7.07% |
| DAVID HERNANDEZ3 | 2239 W. 190TH STREET TORRANCE, CA 90504 | AFLAC | $748 | $54 | $802 | 6.31% |
| TALHA ZAQUIR RAHMAN3 | 8811 ELDORADO PARKWAY APT. 4101 FRISCO, TX 75033 | AFLAC | $225 | $18 | $243 | 1.91% |
| STEVEN R. JOHNSON3 | 6167 BRISTOL PARKWAY SUITE 106 CULVER CITY, CA 90230 | AFLAC | $8 | — | $8 | 0.06% |
| STEVEN R. JOHNSON3 | 2239 W. 190TH STREET TORRANCE, CA 90504 | AFLAC | $7 | — | $7 | 0.06% |
| ADAM H MICHAELS3 Filed as: ADAM H. MICHAELS | 2922 CORDA LANE LOS ANGELES, CA 90049 | AFLAC | $7 | — | $7 | 0.06% |
| KENNETH G. BARCLAY3 | 1600 ARDMORE AVENUE UNIT 424 HERMOSA BEACH, CA 90254 | AFLAC | $6 | — | $6 | 0.05% |
| JESSICA PEREZ3 | 6167 BRISTOL PARKWAY SUITE 106 CULVER CITY, CA 90230 | AFLAC | $4 | — | $4 | 0.03% |
| SARAH BLISS DALY3 | 276 CONNORS AVENUE CHICO, CA 95926 | AFLAC | $2 | — | $2 | 0.02% |
| CHRISTIAN A. CULLINAN3 | 11501 HATTERAS STREET UNIT 5 NORTH HOLLYWOOD, CA 91601 | AFLAC | $2 | — | $2 | 0.02% |
| CHRISTOPHER HAGER3 | 8021 TRUXTON AVENUE LOS ANGELES, CA 90045 | AFLAC | $2 | — | $2 | 0.02% |
| ARLICE C. MARSHALL3 | 14737 BELLFLOWER BLVD. APT. 4 BELLFLOWER, CA 90706 | AFLAC | $1 | — | $1 | 0.01% |
| STEPHANIE M. GALLOWAY3 | 2115 GRANT AVENUE APT. 14 REDONDO BEACH, CA 90278 | AFLAC | $1 | — | $1 | 0.01% |
| JOSEPH A BUZZELLO3 Filed as: JOSEPH A. BUZZELLO | 14747 N. NORTHSIGHT BLVD. SUITE 111-454 SCOTTSDALE, AZ 85260 | AFLAC | $1 | — | $1 | 0.01% |
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 | 130 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 130 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC. | 130 | $687K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC. | 130 | $687K |
| Other | AFLAC | 18 | $13K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 130 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.