| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AMES-GRENZ INSURANCE SERVICES, INC.3 | 3435 AMERICAN RIVER DR STE C SACRAMENTO, CA 95864 | KAISER FOUNDATION HEALTH PLAN INC | $18K | $0 | $18K | 1.97% |
| AMES-GRENZ INSURANCE SERVICES, INC.3 | 3435 AMERICAN RIVER DR STE C SACRAMENTO, CA 95864 | WESTERN HEALTH ADVANTAGE | $43K | $0 | $43K | 5.00% |
| AMES-GRENZ INSURANCE SERVICES, INC.3 | 3435 AMERICAN RIVER DR STE C SACRAMENTO, CA 95864 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 14.96% |
| CELITA ANN PEDRO3 | 6705 MIRAVISTA DR ROCKLIN, CA 95677 | AFLAC | $5K | $264 | $5K | 18.97% |
| AMES-GRENZ INSURANCE SERVICES, INC.3 | 3435 AMERICAN RIVER DR STE C SACRAMENTO, CA 95864 | AFLAC | $3K | $0 | $3K | 9.36% |
| JACE G KUERSTEN3 | 1574 SAN FERNANDO DR CORONA, CA 92882 | AFLAC | $646 | $50 | $696 | 2.47% |
| ANDY B GLENN II3 | 2999 DOUGLAS BLVD STE 180 ROSEVILLE, CA 95661 | AFLAC | $638 | $3 | $641 | 2.27% |
| RONDA MATHEW3 | 2030 13TH STREET APT 3 SACRAMENTO, CA 95818 | AFLAC | $592 | $0 | $592 | 2.10% |
| JAMES S SARANTIS3 Filed as: JAMES SARANTIS | 14132 SE FIRCREST CT PORTLAND, OR 97236 | AFLAC | $329 | $53 | $382 | 1.35% |
| MARCI MARIE OTIS3 | 200 JULINA LN ROSEBURG, OR 97471 | AFLAC | $239 | $0 | $239 | 0.85% |
| LARS J RONTEN3 | 3178 SOFIA DR LINCOLN, CA 95648 | AFLAC | $222 | $0 | $222 | 0.79% |
| PETER JAMES SARANTIS3 | 7775 DUTRA BEND DR SACRAMENTO, CA 95831 | AFLAC | $209 | $0 | $209 | 0.74% |
| LEE C GARLAND3 | 1398 ALBERTON CIR LINCOLN, CA 95648 | AFLAC | $107 | $0 | $107 | 0.38% |
| AUSTIN J RICE3 Filed as: AUSTIN RICE | 205 PERSIMMON TRL WOODSTOCK, CA 30188 | AFLAC | $96 | $0 | $96 | 0.34% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 734004 CHICAGO, IL 60673 | AFLAC | $71 | $0 | $71 | 0.25% |
| LES HEINSEN INS SERVICES INC3 | 4416 VIA PALAGIO FAIR OAKS, CA 95628 | AFLAC | $55 | $0 | $55 | 0.19% |
| LAWLEN INSURANCE SOLUTIONS, LLC3 Filed as: LAWLEN INSURANCE SOLUTIONS LLC | 1901 66TH AVE SACRAMENTO, CA 95822 | AFLAC | $54 | $0 | $54 | 0.19% |
| MICHAEL C WALKER3 Filed as: MICHAEL JAMES RHODD | 4160 GREEN VALLEY RD FAIRFIELD, CA 94534 | AFLAC | $51 | $0 | $51 | 0.18% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF CA INS SERV LLC | 1455 RESPONSE RD STE 260 SACRAMENTO, CA 95815 | AFLAC | $46 | $0 | $46 | 0.16% |
| MARK C. HUBER3 Filed as: MARK HUBER | 4161 LEISURE LN PLACERVILLE, CA 95667 | AFLAC | $35 | $0 | $35 | 0.12% |
| RYAN OLSON3 | 1140 MANGROVE AVE STE D CHICO, CA 95926 | AFLAC | $31 | $0 | $31 | 0.11% |
| DARRYL W VIDOR3 | 3314 EUROPA ST ROSEVILLE, CA 95661 | AFLAC | $28 | $0 | $28 | 0.10% |
| APRIL MARIE ROBERTS3 | 3540 SPRINGFIELD DR FAIRFIELD, CA 94534 | AFLAC | $22 | $0 | $22 | 0.08% |
| DANNY J LEON3 | 10550 BAYMEADOWS RD UNIT 429 JACKSONVILLE, FL 32256 | AFLAC | $15 | $0 | $15 | 0.05% |
| AMY E COHEN3 Filed as: AMY MARIE LUDWICK | 316 BARBATO LN SACRAMENTO, CA 95814 | AFLAC | $11 | $0 | $11 | 0.04% |
| SLR INSURANCE SOLUTIONS INC3 | 179 PINE HAVEN DR ST JOHNS, FL 32259 | AFLAC | $7 | $0 | $7 | 0.02% |
| CHRIS KELLY3 | 252 WIKIUP MEADOWS DR SANTA ROSA, CA 95403 | AFLAC | $6 | $0 | $6 | 0.02% |
| DERREK LYN KECK3 | 18080 DAMIAN WAY SALINAS, CA 93907 | AFLAC | $5 | $0 | $5 | 0.02% |
| TALLY RHOADES3 | 32 SOLAR DR PUEBLO, CO 81005 | AFLAC | $5 | $0 | $5 | 0.02% |
| NICHOLAS E VIGIL3 | 7808 E CYPRESS ST SCOTTSDALE, AZ 85257 | AFLAC | $5 | $0 | $5 | 0.02% |
| ROBERT PILKENTON3 | 6643 FM 2187 RD SEALY, TX 77474 | AFLAC | $4 | $0 | $4 | 0.01% |
| DAVID B. KITCHEN3 Filed as: DAVID B KITCHEN | 1260 N DUTTON AVE STE 180 SANTA ROSA, CA 95401 | AFLAC | $4 | $0 | $4 | 0.01% |
| JAMES SPROUSE3 | 13122 MESA CREST PL SAN DIEGO, CA 92129 | AFLAC | $3 | $0 | $3 | 0.01% |
| LISA A PERRI3 Filed as: LISA HUTCHERSON | 5690 LILYVIEW WAY ELK GROVE, CA 95757 | AFLAC | $3 | $0 | $3 | 0.01% |
| AMES-GRENZ INSURANCE SERVICES, INC.3 | 3435 AMERICAN RIVER DR STE C SACRAMENTO, CA 95864 | DIRECT DENTAL ADMINISTRATORS, LLC | $5K | $0 | $5K | 33.32% |
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 | 331 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 331 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 240 | $1.8M |
| Dental | DIRECT DENTAL ADMINISTRATORS, LLC | 258 | $14K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 331 | $70K |
| Short-term disability | AFLAC | 31 | $28K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 240 | $1.8M |
| Other(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 331 | $70K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 331 | — |
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.