| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 2400 KATELLA AVENUE SUITE 1100 ANAHEIM, CA 92806 | BLUE SHIELD OF CALIFORNIA | — | $53K | $53K | 3.93% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3605 GLENWOOD AVENUE RALEIGH, NC 27612 | BLUE SHIELD OF CALIFORNIA | — | $35K | $35K | 2.54% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 2400 E. KATELLA AVENUE SUITE 1100 ANAHEIM, CA 928065980 | AMERITAS LIFE INSURANCE CORP. | $11K | — | $11K | 10.00% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 750 B STREET SUITE 2400 SAN DIEGO, CA 921012476 | AMERITAS LIFE INSURANCE CORP. | — | $2K | $2K | 1.76% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 47 AIRPARK COURT PO BOX 27149 GREENVILLE, SC 296162149 | AMERITAS LIFE INSURANCE CORP. | — | $2K | $2K | 1.53% |
| BB&T INSURANCE SERVICES, INC.3 | 2400 EAST KATELLA AVENUE SUITE 1100 ANAHEIM, CA 92806 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $4K | $10K | 15.86% |
| JAMES P BOADA3 Filed as: JAMES P. BOADA | 25501 PURPLE SAGE LANE SAN JUAN CAPISTRANO, CA 92675 | AFLAC | $3K | — | $3K | 5.31% |
| AURELIO VELA INSURANCE SERVICES INC3 | 1561 E. ORANGETHORPE AVENUE SUITE 200 FULLERTON, CA 92831 | AFLAC | $1K | — | $1K | 2.31% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 2400 EAST KATELLA AVENUE SUITE 1100 ANAHEIM, CA 92806 | AFLAC | $807 | — | $807 | 1.36% |
| CHARLES A. WOODWARD3 | 23456 MADERO SUITE 240 MISSION VIEJO, CA 92691 | AFLAC | $556 | — | $556 | 0.94% |
| JONATHAN ALI HAJIMOMEN3 | 1561 EAST ORANGETHORPE AVENUE SUITE 200 FULLERTON, CA 92831 | AFLAC | $380 | — | $380 | 0.64% |
| PEGGY K SALMON3 Filed as: PEGGY K. SALMON | 2203 AVENIDA OLIVA SAN CLEMENTE, CA 92673 | AFLAC | $338 | — | $338 | 0.57% |
| TABELLO INS SERVICES INC3 Filed as: TABELLO INSURANCE SERVICES, INC. | 1561 E. ORANGETHORPE AVENUE STE 200 FULLERTON, CA 92831 | AFLAC | $267 | — | $267 | 0.45% |
| ANDREW R GRETHEL3 Filed as: ANDREW R. GRETHEL | 11739 HICKORY RUN COURT LOVELAND, OH 45140 | AFLAC | $195 | — | $195 | 0.33% |
| MIRIAM F HUNGERFORD3 Filed as: MIRIAM F. HUNGERFORD | 33622 HOLTZ HILL ROAD DANA POINT, CA 92629 | AFLAC | $133 | — | $133 | 0.22% |
| G SCOTT COOKE3 Filed as: G. SCOTT COOKE | 2832 NE 17TH AVENUE WILTON MANORS, FL 33334 | AFLAC | $111 | — | $111 | 0.19% |
| DAVID A. HOWARD3 | 2230 SKYVIEW LANE APT. 143 COLORADO SPRINGS, CO 80904 | AFLAC | $89 | — | $89 | 0.15% |
| VICTORIA K. HIRSCH-BOADA3 | 30991 VIA MIRADOR SAN JUAN CAPISTRANO, CA 92675 | AFLAC | $83 | — | $83 | 0.14% |
| DUANE A ADAMS3 Filed as: DUANE ANDREW FRY | 641 HIGUERA STREET SUITE 300 SAN LUIS OBISPO, CA 93401 | AFLAC | $78 | — | $78 | 0.13% |
| SUWAT ASSAWAMATIYANONT3 | 8171 HAMPTON WOOD DRIVE BOCA RATON, FL 33433 | AFLAC | $77 | — | $77 | 0.13% |
| SCOTT W BLACKSHEAR3 Filed as: SCOTT W. BLACKSHEAR | 3453 CATHRYN DRIVE COLUMBUS, GA 31906 | AFLAC | $76 | — | $76 | 0.13% |
| MOLLIE D PEARSON3 | 360 E 1ST ST #130 TUSTIN, CA 92780 | AFLAC | $58 | — | $58 | 0.10% |
| CESAR A TORRES3 Filed as: CESAR A. TORRES | 26312 VALENZUELA CIRCLE MISSION VIEJO, CA 92691 | AFLAC | $56 | — | $56 | 0.09% |
| JAMES J GRETHEL3 Filed as: JAMES J. GRETHEL | 865 CEDAR DRIVE LOVELAND, OH 45140 | AFLAC | $53 | — | $53 | 0.09% |
| MICHAEL P SCHNEIDER3 Filed as: MICHAEL P. SCHNEIDER | 1201 FAIRHAVEN AVE APT 11M SANTA ANA, CA 92705 | AFLAC | $40 | — | $40 | 0.07% |
| JOY E GUNDERSON3 Filed as: JOY E. GUNDERSON | 4531 VALLECITO LANE YORBA LINDA, CA 92886 | AFLAC | $34 | — | $34 | 0.06% |
| HOWARD SETH KAMLET3 | 11070 KATY FWY APT. 1468 HOUSTON, TX 77043 | AFLAC | $33 | — | $33 | 0.06% |
| KERSTIN J VANZANTEN3 Filed as: KERSTIN J. VANZANTEN | 40152 STOWE ROAD TEMECULA, CA 92591 | AFLAC | $29 | — | $29 | 0.05% |
| MARIA CRISTINA VALENCIA3 | 7707 E. VIEWRIM DRIVE ANAHEIM, CA 92808 | AFLAC | $17 | — | $17 | 0.03% |
| OWEN JOHNSTON3 | 796 N. HART STREET ORANGE, CA 92867 | AFLAC | $14 | — | $14 | 0.02% |
| SETH JAFFE3 Filed as: SETH L. JAFFE | 4127 E. MASSACHUSETTS STREET LONG BEACH, CA 90814 | AFLAC | $13 | — | $13 | 0.02% |
| VANZANTEN INSURANCE SERVICES INC3 Filed as: VANZANTEN INSURANCE SERVICES INC. | 33530 PAUBA ROAD TEMECULA, CA 92591 | AFLAC | $10 | — | $10 | 0.02% |
| AMANDA M GRIFFITH3 Filed as: AMANDA M. GRIFFITH | 11400 SE 8TH STREET #375 BELLEVUE, WA 98004 | AFLAC | $9 | — | $9 | 0.02% |
| KRISTIN BEAN3 | 5058 HAWLEY BLVD. SAN DIEGO, CA 92116 | AFLAC | $9 | — | $9 | 0.02% |
| IOANNIS T GRATSINOPOULOS3 Filed as: IOANNIS T. GRATSINOPOULOS | 3565 SUMMERLINN DRIVE WEST LINN, OR 97068 | AFLAC | $6 | — | $6 | 0.01% |
| BARRY MCPHERSON INC3 Filed as: BARRY MCPHERSON INC. | 2211 MICHELSON DRIVE SUITE 1150 IRVINE, CA 92612 | AFLAC | $6 | — | $6 | 0.01% |
| DALE I DAVIS3 Filed as: DALE I. DAVIS | 1856 TRAVELLER ROAD LEXINGTON, KY 40504 | AFLAC | $4 | — | $4 | 0.01% |
| IOANNIS T GRATSINOPOULOS3 Filed as: IOANNIS T. GRATSINOPOULOS | 1893 EAST DAULBY STREET MERIDIAN, ID 83642 | AFLAC | $2 | — | $2 | 0.00% |
| DALE I DAVIS3 Filed as: DALE I. DAVIS | 5892 CEDARCREEK LANE LEXINGTON, KY 40515 | AFLAC | $1 | — | $1 | 0.00% |
| BB&T INSURANCE SERVICES, INC.3 | 2400 EAST KATELLA AVENUE SUITE 1100 ANAHEIM, CA 92806 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $967 | $3K | 15.92% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC. | 2400 EAST KATELLA AVENUE SUITE 1100 ANAHEIM, CA 92806 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $696 | $2K | 15.57% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC | 3150 SOUTH MAIN STREET HARRISONBURG, VA 22801 | WESTERN DENTAL SERVICES, INC. | $654 | — | $654 | 9.99% |
| BB&T INSURANCE SERVICES, INC.3 | 2400 EAST KATELLA AVENUE SUITE 1100 ANAHEIM, CA 92806 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $552 | $329 | $881 | 15.96% |
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 | 268 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 268 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE SHIELD OF CALIFORNIA | 261 | $1.4M |
| Dental(2 contracts, 2 carriers) | AMERITAS LIFE INSURANCE CORP. | 228 | $114K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 228 | $107K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 268 | $66K |
| Long-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 73 | $29K |
| Prescription drug | BLUE SHIELD OF CALIFORNIA | 261 | $1.4M |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 268 | $125K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 268 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.