| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAVID D AINGE3 | 16869 65TH AVE STE 210 LAKE OSWEGO, OR 97035 | STANDARD INSURANCE COMPANY | $262K | — | $262K | 9.99% |
| MARSH & MCLENNAN AGENCY LLC3 | THE BENEFIT PLANNING GROUP 3400 CROASDAILE DR STE 206 DURHAM, NC 27705 | STANDARD INSURANCE COMPANY | $176K | — | $176K | 6.72% |
| MARSH & MCLENNAN AGENCY LLC3 | THE BENEFIT PLANNING GROUP 3400 CROASDAILE DR STE 206 DURHAM, NC 27705 | STANDARD INSURANCE COMPANY | $99K | — | $99K | 3.79% |
| MARSH & MCLENNAN AGENCY LLC3 | PARK 80 PLAZA 2 250 BEHLE AVE W #400 SADDLE BROOK, NJ 07663 | STANDARD INSURANCE COMPANY | $32K | — | $32K | 1.20% |
| DAVID D AINGE3 | 16869 65TH AVE STE 210 LAKE OSWEGO, OR 97035 | STANDARD INSURANCE COMPANY | $90K | — | $90K | 11.99% |
| MARSH & MCLENNAN AGENCY LLC3 | THE BENEFIT PLANNING GROUP 3400 CROASDAILE DR STE 206 DURHAM, NC 27705 | STANDARD INSURANCE COMPANY | $55K | — | $55K | 7.30% |
| MARSH & MCLENNAN AGENCY LLC3 | THE BENEFIT PLANNING GROUP 3400 CROASDAILE DR STE 206 DURHAM, NC 27705 | STANDARD INSURANCE COMPANY | $28K | — | $28K | 3.77% |
| MARSH & MCLENNAN AGENCY LLC3 | PARK 80 PLAZA 2 250 BEHLE AVE W #400 SADDLE BROOK, NJ 07663 | STANDARD INSURANCE COMPANY | $9K | — | $9K | 1.22% |
| DAWN T SUCHECKI3 Filed as: DAWN SUCHECKI | 225 S WATER ST WILMINGTON, NC 28401 | AFLAC | $26K | $50 | $26K | 3.54% |
| DOUGLAS J SUCHECKI3 Filed as: DOUGLAS SUCHECKI | 3850 VINE ST STE 130 RIVERSIDE, CA 92507 | AFLAC | $18K | $2K | $20K | 2.65% |
| JAMES M PITZ3 Filed as: JAMES LANDINGHAM | 3702 EXCALIBUR WAY APT 106 WILMINGTON, NC 28403 | AFLAC | $18K | $1K | $19K | 2.57% |
| VALERIE LOGAN3 | 11093 RAYMOND RD MORENO VALLEY, CA 92555 | AFLAC | $11K | $794 | $12K | 1.63% |
| CYNTHIA JAYNE GOODNICK3 Filed as: CYNTHIA GOODNICK | 201 N 1ST AVE SUITE 101 UPLAND, CA 91786 | AFLAC | $11K | $477 | $11K | 1.50% |
| JEFFREY T JOHNSON3 Filed as: JEFFREY JOHNSON | 27321 PROVIDENT RD AGOURA HILLS, CA 91301 | AFLAC | $11K | — | $11K | 1.44% |
| MARCELA YOLANDA SOTELO MALDONADO3 Filed as: MARCELA SOTELO MALDONADO | 4390 MERRILL AVE RIVERSIDE, CA 92506 | AFLAC | $10K | — | $10K | 1.27% |
| DANIEL MARTIN BREDESON3 Filed as: DANIEL BREDESON | 19043 META RD CORNELIUS, NC 28031 | AFLAC | $6K | — | $6K | 0.81% |
| JOSE M ROMERO3 Filed as: JOSE ROMERO | 9398 STONE CANYON RD CORONA, CA 92883 | AFLAC | $5K | — | $5K | 0.70% |
| KATHLEEN LEININGER INS SERVICES INC3 | 8880 BENSON AVE STE 106 MONTCLAIR, CA 91763 | AFLAC | $4K | $136 | $4K | 0.57% |
| JILL A FREEHLING3 Filed as: JILL FREEHLING | 1123 VIA BARCELONA REDLANDS, CA 92374 | AFLAC | $2K | $687 | $3K | 0.41% |
| MARK D GOLDEN3 Filed as: MARK GOLDEN | 10370 HEMET ST SUITE 210 RIVERSIDE, CA 92503 | AFLAC | $3K | — | $3K | 0.39% |
| JOHN C MILNER3 Filed as: JOHN MILNER | 2445 OAK AVE CORONA, CA 92882 | AFLAC | $2K | — | $2K | 0.29% |
| JULIUS ROBERT BOTELHO3 Filed as: JULIUS BOTELHO | PO BOX 1675 INYOKERN, CA 93527 | AFLAC | $2K | — | $2K | 0.28% |
| TERRANCE M LUCZAJ3 Filed as: TERRANCE LUCZAJ | 255 E RINCON STREET SUITE 110 CORONA, CA 92879 | AFLAC | $2K | — | $2K | 0.23% |
| SALOMON CARMONA3 | 1505 NORTHPARK BLVD APT H83 SAN BERNARDINO, CA 92407 | AFLAC | $1K | $2 | $1K | 0.14% |
| JOHN PATTON3 | 13497 EAGLE NEST CT CORONA, CA 92880 | AFLAC | $936 | — | $936 | 0.13% |
| RONALD I MARTINDALE3 Filed as: RONALD MARTINDALE | 2220 E ROUTE 66 STE 215 GLENDORA, CA 91740 | AFLAC | $746 | $24 | $770 | 0.10% |
| THE HORTON GROUP3 Filed as: VERNA HORTON | 2536 FOREST LK SANTA ANA, CA 92705 | AFLAC | $678 | — | $678 | 0.09% |
| MARVIN L FORTMAN3 Filed as: MARVIN FORTMAN | 277 S 79TH ST UNIT 501 WEST DES MOINES, IA 50266 | AFLAC | $593 | — | $593 | 0.08% |
| DARLENE L RYLAND3 Filed as: DARLENE RYLAND | 2951 VIA MILANO UNIT 108 CORONA, CA 92879 | AFLAC | $592 | — | $592 | 0.08% |
| BRENDA FINDLEY-SUTTON3 | 340 W 9TH ST # 4 SAN BERNARDINO, CA 92401 | AFLAC | $501 | — | $501 | 0.07% |
| TOMMY C FLEESON3 Filed as: TOMMY FLEESON | 1300 SHETTER AVE APT 1041 JACKSONVILLE BEACH, FL 32250 | AFLAC | $388 | — | $388 | 0.05% |
| TIFFANY KING3 | 14143 DENVER WEST PKWY STE 100 GOLDEN, CO 80401 | AFLAC | $357 | — | $357 | 0.05% |
| ACQUANETTA D GOSLEE3 Filed as: ACQUANETTA GOSLEE | 53 CORTE MADERA LAKE ELSINORE, CA 92532 | AFLAC | $350 | — | $350 | 0.05% |
| PATRICK LEE3 | 850 E VISTA CHINO #42 PALM SPRINGS, CA 92262 | AFLAC | $311 | — | $311 | 0.04% |
| ANDREW R GRETHEL3 Filed as: ANDREW GRETHEL | 600 S HIDDEN VALLEY RD #150 CARLSBAD, CA 92011 | AFLAC | $300 | — | $300 | 0.04% |
| JOY E GUNDERSON3 Filed as: JOY GUNDERSON | 4531 VALLECITO LN YORBA LINDA, CA 92886 | AFLAC | $238 | — | $238 | 0.03% |
| CYNTHIA LEE MACK MILLER3 Filed as: CYNTHIA MACK MILLER | 3015 SHADID DR COLTON, CA 92324 | AFLAC | $219 | — | $219 | 0.03% |
| CLINT D SALMON3 Filed as: CLINT SALMON | 34 DOWNFIELD WAY TRABUCO CANYON, CA 92679 | AFLAC | $186 | — | $186 | 0.02% |
| JOHN C WILLY3 Filed as: JOHN WILLY | 4850 SAN JOSE ST APT 160 MONTCLAIR, CA 91763 | AFLAC | $178 | — | $178 | 0.02% |
| KRISTEN NICOLE GLENN3 Filed as: KRISTEN GLENN | 1604 VIA TULIPAN SAN CLEMENTE, CA 92673 | AFLAC | $177 | — | $177 | 0.02% |
| MARY NANTKER3 | 164 E 6TH ST NATALIA, TX 78059 | AFLAC | $154 | — | $154 | 0.02% |
| DANIEL CARDINEL3 | 80 E DAWES ST SPC 85 PERRIS, CA 92571 | AFLAC | $139 | — | $139 | 0.02% |
| MATHEW PAULUS3 | 100 TENNESSEE ST APT 1 REDLANDS, CA 92373 | AFLAC | $127 | — | $127 | 0.02% |
| SHANE DAVISON3 | 120 PROVIDENCE TRL APT 1200 MT JULIET, TN 37122 | AFLAC | $125 | — | $125 | 0.02% |
| JAMES J GRETHEL3 Filed as: JAMES GRETHEL | 865 CEDAR DR LOVELAND, OH 45140 | AFLAC | $109 | — | $109 | 0.01% |
| NORMA ALICIA MIRANDA3 Filed as: NORMA MIRANDA | 68710 TORTUGA RD CATHEDRAL CITY, CA 92234 | AFLAC | $107 | — | $107 | 0.01% |
| VANZANTEN INSURANCE SERVICES INC3 | 40152 STOWE ROAD TEMECULA, CA 92591 | AFLAC | $104 | — | $104 | 0.01% |
| COLLEEN LAPRADE3 | 6005 HIDDEN VALLEY RD STE 150 CARLSBAD, CA 92011 | AFLAC | $101 | — | $101 | 0.01% |
| EVELYN FRAZIER3 | 2379 OLD RANCH RD ESCONDIDO, CA 92027 | AFLAC | $91 | — | $91 | 0.01% |
| NANCY L BOTELHO3 Filed as: NANCY BOTELHO | PO BOX 1675 INYOKERN, CA 93527 | AFLAC | $85 | — | $85 | 0.01% |
| MARK WOOD3 | 315 W HACIENDA DR CORONA, CA 92882 | AFLAC | $85 | — | $85 | 0.01% |
| JEREMY MCFARLAND3 | 1117 W J ST ONTARIO, CA 91762 | AFLAC | $78 | — | $78 | 0.01% |
| PEGGY K SALMON3 Filed as: PEGGY SALMON | 2203 AVENIDA OLIVA SAN CLEMENTE, CA 92673 | AFLAC | $62 | — | $62 | 0.01% |
| JANICE ADAMSON3 | 405 S HIBISCUS WAY ANAHEIM, CA 92808 | AFLAC | $62 | — | $62 | 0.01% |
| RICHARD M GITMED3 Filed as: RICHARD GITMED | 80113 MARAMAR DR INDIO, CA 92203 | AFLAC | $55 | — | $55 | 0.01% |
| THOMPSON & ASSOCIATES INSURANCE INC3 | 2743 S SANDPIPER AVE ONTARIO, CA 91761 | AFLAC | $51 | — | $51 | 0.01% |
| MARIAN E LENCIONI3 Filed as: MARIAN LENCIONI | 1109 W 9TH ST UPLAND, CA 91786 | AFLAC | $40 | — | $40 | 0.01% |
| SHAMON D THOMPSON3 Filed as: SHAMON THOMPSON | 2743 S SANDPIPER AVE ONTARIO, AZ 91761 | AFLAC | $34 | — | $34 | 0.00% |
| SETH JAFFE3 | 4127 E MASSACHUSETTS ST LONG BEACH, CA 90814 | AFLAC | $34 | — | $34 | 0.00% |
| AXEL DUBON3 | 2877 WOODSORREL DR CHINO HILLS, CA 91709 | AFLAC | $33 | — | $33 | 0.00% |
| KIM V JETTON INSURANCE SERVICES INC3 | PO BOX 1200 RANCHO CUCAMONGA, CA 91729 | AFLAC | $31 | — | $31 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92122 | AFLAC | $30 | — | $30 | 0.00% |
| DAVID A APFFEL3 Filed as: DAVID APFFEL | 504 RANDALL RD BALLSTON SPA, NY 12020 | AFLAC | $30 | — | $30 | 0.00% |
| GEORGE HUDSON3 | 0116 N POTSDAM AVE #1224 SIOUX FALLS, SD 57104 | AFLAC | $29 | — | $29 | 0.00% |
| CYNTHIA BETH GOLDEN3 Filed as: CYNTHIA GOLDEN | 27500 BOTTLE BRUSH WAY MURRIETA, CA 92562 | AFLAC | $28 | — | $28 | 0.00% |
| SHAWN M GLENN3 Filed as: SHAWN GLENN | 1604 VIA TULIPAN SAN CLEMENTE, CA 92673 | AFLAC | $27 | — | $27 | 0.00% |
| DAVIS & GRAEBER INS SERV INC3 | 470 E HIGHLAND REDLANDS, CA 92373 | AFLAC | $26 | — | $26 | 0.00% |
| JOESPH H FERRELL3 Filed as: JOESPH FERRELL | 709 WEST FERN AV REDLANDS, CA 92373 | AFLAC | $25 | — | $25 | 0.00% |
| GEORGE PEREZ3 | 2097 NAVARRO AVE ALTADENA, CA 91001 | AFLAC | $25 | — | $25 | 0.00% |
| RMANN GROUP INC3 | 1518 BUCKINGHAM AVE MYRTLE BEACH, SC 29577 | AFLAC | $25 | — | $25 | 0.00% |
| DAVID REESOR3 | 2220 E ROUTE 66 STE 215 GLENDORA, CA 91740 | AFLAC | $24 | — | $24 | 0.00% |
| ROBERT C WAITE3 Filed as: ROBERT WAITE | 1277 BREAKWAY DR OCEANSIDE, CA 92057 | AFLAC | $23 | — | $23 | 0.00% |
| ERNESTO GONZALEZ3 | 700 E OCEAN BLVD UNIT 1201 LONG BEACH, CA 90802 | AFLAC | $22 | — | $22 | 0.00% |
| RONALD B SALMON3 Filed as: RONALD SALMON | 2203 AVENIDA OLIVA SAN CLEMENTE, CA 92673 | AFLAC | $21 | — | $21 | 0.00% |
| CHRISTOHPER S DISBROW3 Filed as: CHRISTOHPER DISBROW | 10981 LOYOLA CT RANCHO CUCAMONGA, CA 91701 | AFLAC | $16 | — | $16 | 0.00% |
| CA INS MARKETING SERVICE3 | 685 E CARNEGIE DR STE 265 SAN BERNARDINO, CA 92408 | AFLAC | $13 | — | $13 | 0.00% |
| MARIA H SANCHEZ3 Filed as: MARIA SANCHEZ | 14471 CEDAR ST HESPERIA, CA 92344 | AFLAC | $13 | — | $13 | 0.00% |
| GARY W WARE JR3 Filed as: GARY WARE JR | 2306 VALLEYBROOK DR CHAMPAIGN, IL 61822 | AFLAC | $11 | — | $11 | 0.00% |
| MIRIAM HUNGERFORD3 | 33622 HOLTZ HILL RD DANA POINT, CA 92629 | AFLAC | $11 | — | $11 | 0.00% |
| KEVIN WAYNE FRAZIER3 Filed as: KEVIN FRAZIER | 1651 E 70TH ST ATTN PMB 236 SHREVEPORT, LA 71105 | AFLAC | $7 | — | $7 | 0.00% |
| JOSE BECERRA3 | 205 W CARLTON ST ONTARIO, CA 91762 | AFLAC | $4 | — | $4 | 0.00% |
| G SCOTT COOKE3 Filed as: SCOTT BLACKSHEAR | 3453 CATHRYN DR COLUMBUS, GA 31906 | AFLAC | $4 | — | $4 | 0.00% |
| TODD V MASON3 Filed as: TODD MASON | 6164 LAWRENCE ST CYPRESS, CA 90630 | AFLAC | $3 | — | $3 | 0.00% |
| JOSEPH A BUZZELLO3 Filed as: JOSEPH BUZZELLO | 9018 BALBOA BLVD STE 254 NORTHRIDGE, CA 91325 | AFLAC | $2 | — | $2 | 0.00% |
| JOANNA G MATHERLY3 Filed as: JOANNA MATHERLY | 2000 GLEN ECHO RD STE 204 NASHVILLE, TN 37215 | AFLAC | $2 | — | $2 | 0.00% |
| AARON D MCGOVERN3 Filed as: AARON MCGOVERN | 1794 AVENIDA REGINA SAN MARCOS, CA 92069 | AFLAC | $2 | — | $2 | 0.00% |
| CHRISTOPHER L KENNEDY3 Filed as: CHRISTOPHER KENNEDY | 2888 LOKER AVE E STE 210 CARLSBAD, CA 92010 | AFLAC | $1 | — | $1 | 0.00% |
| AMANDA M GRIFFITH3 Filed as: AMANDA GRIFFITH | 11400 SE 8TH STREET #375 BELLEVUE, WA 98004 | AFLAC | $0 | — | $0 | 0.00% |
| DAVID D AINGE3 | 16869 65TH AVE STE 210 LAKE OSWEGO, OR 97035 | STANDARD INSURANCE COMPANY | $61K | — | $61K | 11.99% |
| MARSH & MCLENNAN AGENCY LLC3 | THE BENEFIT PLANNING GROUP 3400 CROASDAILE DR STE 206 DURHAM, NC 27705 | STANDARD INSURANCE COMPANY | $37K | — | $37K | 7.21% |
| MARSH & MCLENNAN AGENCY LLC3 | THE BENEFIT PLANNING GROUP 3400 CROASDAILE DR STE 206 DURHAM, NC 27705 | STANDARD INSURANCE COMPANY | $19K | — | $19K | 3.78% |
| MARSH & MCLENNAN AGENCY LLC3 | PARK 80 PLAZA 2 250 BEHLE AVE W #400 SADDLE BROOK, NJ 07663 | STANDARD INSURANCE COMPANY | $6K | — | $6K | 1.21% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: ADVENTIST RISK MANAGEMENT | 12501 OLD COLUMBIA PIKE SILVER SPRING, MD 209046601 | RELIASTAR LIFE INSURANCE COMPANY | $5K | $0 | $5K | 3.00% |
| PSA FINANCIAL, INC.3 | 11311 MCCORMICK RD 5 FL HUNT VALLEY, MD 210311004 | RELIASTAR LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.00% |
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 | 1,801 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,817 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(3 contracts, 3 carriers) | STANDARD INSURANCE COMPANY | 3,105 | $1.7M |
| Short-term disability(2 contracts, 2 carriers) | AFLAC | 1,025 | $1.3M |
| Long-term disability | STANDARD INSURANCE COMPANY | 760 | $2.6M |
| Other(2 contracts, 2 carriers) | AFLAC | 3,105 | $905K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,105 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.