| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | KAISER FOUNDATION HEALTH PLAN INC. | $30K | — | $30K | 3.21% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | KAISER FOUNDATION HEALTH PLAN INC. | $26K | — | $26K | 3.23% |
| AON CONSULTING INC3 Filed as: AON CONSULTING WORLDWIDE | 29840 NETWORK PLACE CHICAGO, IL 606731298 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2K | — | $2K | 0.36% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 725 S. FIGUEROA STREET, 35TH FLOOR LOS ANGELES, CA 90017 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $152 | — | $152 | 0.02% |
| AON CONSULTING INC3 Filed as: AON CONSULTING & INSURANCE SERVICES | 425 MARKET STREET, SUITE 2800 SAN FRANCISCO, CA 941052490 | PRINCIPAL LIFE INSURANCE COMPANY | $29K | — | $29K | 10.22% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | P.O. BOX 905494 CHARLOTTE, NC 28290 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $10K | — | $10K | 5.00% |
| JOHN D EVANGELISTA3 Filed as: JOHN D. EVANGELISTA | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $3K | $9K | 9.14% |
| BENEFITS COORDINATOR3 | 29448 TOURS STREET LAKE ELSINORE, CA 92530 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $821 | $3K | 3.13% |
| ARIADNE DE BASABE-MACHICHE3 | 1102 NIMROD CIRCLE CORONA, CA 92880 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $83 | $3K | 3.09% |
| AON CONSULTING INC3 Filed as: AON CONSULTING & INSURANCE SERVICES | 29840 NETWORK PLACE CHICAGO, IL 60673 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 2.65% |
| BENJAMIN ACEVEDO3 | 16211 E. GROVECENTER STREET COVINA, CA 91722 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $100 | $1K | 1.22% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF OREGON LLC | P.O BOX 29018 PORTLAND, OR 97296 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $901 | — | $901 | 0.96% |
| STEPHEN W DOUGLASS3 Filed as: STEPHEN W. DOUGLAS | 45 MORNING GLORY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $826 | $30 | $856 | 0.91% |
| SUSAN GOLD STOKES3 Filed as: SUSAN G. STOKES | 3113 W. 187TH PLACE TORRANCE, CA 90504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $222 | — | $222 | 0.24% |
| SADIE BLACKMON3 | 34 WOODCROSS DR., APT. 914 COLUMBIA, SC 29212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $94 | — | $94 | 0.10% |
| CENTENNIAL GROUP BENEFITS INSURANCE3 Filed as: CENTENNIAL GROUP BENEFITS & INS. | P.O. BOX 26457 SANTA ANA, CA 92799 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | — | $92 | 0.10% |
| RITA J ROBINSON3 Filed as: RITA J. ROBINSON | P.O. BOX 34 WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $69 | — | $69 | 0.07% |
| MARY ESTHER TAYLOR3 | P.O. BOX 70334 SPRINGFIELD, OR 97475 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $69 | — | $69 | 0.07% |
| MARIA VERONICA JARQUE3 | 4085 NOBEL DR #29 SAN DIEGO, CA 92122 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $8 | $49 | 0.05% |
| MARTHA R BAEZ3 Filed as: MARTHA R. BAEZ | 2179 OLD BRIDGE ROAD RIVERSIDE, CA 92506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $4 | $30 | 0.03% |
| ERIC BROGAN3 Filed as: ERIC SWANSON | 23522 VIA ALONDRA TRABUCO CANYON, CA 92679 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.03% |
| SARAH COURTNEY KNAPP3 | 61 SKLAR LADERA RANCH, CA 92694 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.02% |
| ALLYN INCORPORATED3 | 14813 SEMINOLE TRAIL SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.02% |
| VOLUNTARY BENEFITS ADVISORY NETWORK3 | 1151 SOUZA WAY FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| DANA MARIE MOWATT3 Filed as: DANA MORIE MOWATT | 23701 S. WESTERN AVE., SUITE 112 TORRANCE, CA 90501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| WENDY DAWN PACK3 | 16109 WATT WAY RAMONA, CA 92065 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| PAMELA KAY LONG3 | 200 S. LEXINGTON DRIVE FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
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 | 1,873 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,877 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 222 | $2.0M |
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 2,692 | $975K |
| Vision | HM LIFE INSURANCE COMPANY | 2,439 | $114K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 2,383 | $285K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 53 | $94K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 2,383 | $285K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,692 | — |
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.