| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | THE BENEFIT PLANNING GROUP 2301 SUGAR BUSH RD #600 RALEIGH, NC 27612 | STANDARD INSURANCE COMPANY | $320K | — | $320K | 10.72% |
| DAVID D AINGE3 | 16869 65TH AVE STE 210 LAKE OSWEGO, OR 97035 | STANDARD INSURANCE COMPANY | $298K | — | $298K | 10.00% |
| DOUGLAS J SUCHECKI3 | 3850 VINE ST STE 130 RIVERSIDE, CA 92507 | AFLAC | $32K | $190 | $33K | 3.69% |
| CYNTHIA JAYNE GOODNICK3 | 8880 BENSON AVE STE 106 MONTCLAIR, CA 91763 | AFLAC | $17K | $827 | $17K | 1.97% |
| DAWN T SUCHECKI3 | 225 S WATER ST WILMINGTON, NC 28401 | AFLAC | $11K | $2K | $13K | 1.47% |
| VALERIE LOGAN3 | 11093 RAYMOND RD MORENO VALLEY, CA 92555 | AFLAC | $12K | $645 | $12K | 1.39% |
| JAMES M PITZ3 Filed as: JAMES R LANDINGHAM | 1701 WILLIAMS CT APT 502 COLUMBUS, GA 31904 | AFLAC | $11K | $734 | $12K | 1.36% |
| JEFFREY T JOHNSON3 | 30766 MAINMAST DR AGOURA HILLS, CA 91301 | AFLAC | $11K | — | $11K | 1.19% |
| KATHLEEN LEININGER INS SERVICES INC3 | 8880 BENSON AVE STE 106 MONTCLAIR, CA 91763 | AFLAC | $9K | $239 | $9K | 1.06% |
| JAMES M PITZ3 Filed as: JAMES R LANDINGHAM | 3702 EXCALIBUR WAY APT 106 WILMINGTON, NC 28403 | AFLAC | $7K | $372 | $8K | 0.86% |
| DOUGLAS J SUCHECKI3 | 1224 PEACOCK AVE STE 205 COLUMBUS, GA 31906 | AFLAC | $6K | $758 | $7K | 0.82% |
| CHRISTINA ANNE LEININGER3 | 8880 BENSON AVE STE 106 MONTCLAIR, CA 91763 | AFLAC | $7K | $50 | $7K | 0.79% |
| DANIEL MARTIN BREDESON3 | 19043 META RD CORNELIUS, NC 28031 | AFLAC | $6K | — | $6K | 0.69% |
| JOSE M ROMERO3 | 9398 STONE CANYON RD CORONA, CA 92883 | AFLAC | $5K | — | $5K | 0.60% |
| MEAGHAN DIVOKY3 | 3108 UPSHUR AVE APT A TWENTYNINE PALMS, CA 92277 | AFLAC | $4K | $1 | $4K | 0.43% |
| MARCELA YOLANDA SOTELO MALDONADO3 | 4390 MERRILL AVE RIVERSIDE, CA 92506 | AFLAC | $3K | $886 | $4K | 0.42% |
| MARK D GOLDEN3 | 10370 HEMET ST SUITE 210 RIVERSIDE, CA 92503 | AFLAC | $3K | — | $3K | 0.32% |
| SHIRLEY ANDERSON3 | 10657 FELIX DR SANTEE, CA 92071 | AFLAC | $2K | $16 | $3K | 0.28% |
| JULIUS ROBERT BOTELHO3 | PO BOX 1675 INYOKERN, CA 93527 | AFLAC | $2K | — | $2K | 0.23% |
| JOHN C MILNER3 | 2445 OAK AVE CORONA, CA 92882 | AFLAC | $2K | — | $2K | 0.22% |
| RONALD SCOTT WATTENBARGER3 | 3850 VINE ST STE 130 RIVERSIDE, CA 92507 | AFLAC | $2K | — | $2K | 0.22% |
| TERRANCE M LUCZAJ3 | 435 HARRODS LN CHARLESTON, SC 29412 | AFLAC | $2K | — | $2K | 0.19% |
| CYNTHIA JAYNE GOODNICK3 | 201 N 1ST AVE SUITE 101 UPLAND, CA 91786 | AFLAC | $2K | $3 | $2K | 0.19% |
| LEAH ALEXIS WILSON-MOORE3 | 631 W CYPRESS AVE REDLANDS, CA 92373 | AFLAC | $2K | — | $2K | 0.18% |
| JILL A FREEHLING3 | 1123 VIA BARCELONA REDLANDS, CA 92374 | AFLAC | $973 | — | $973 | 0.11% |
| THE HORTON GROUP3 Filed as: VERNA M HORTON | 2536 FOREST LK SANTA ANA, CA 92705 | AFLAC | $669 | — | $669 | 0.08% |
| DARLENE L RYLAND3 | 2951 VIA MILANO UNIT 108 CORONA, CA 92879 | AFLAC | $605 | — | $605 | 0.07% |
| MARVIN L FORTMAN3 | 277 S 79TH ST UNIT 501 WEST DES MOINES, IA 50266 | AFLAC | $603 | — | $603 | 0.07% |
| RONALD I MARTINDALE3 | 2220 E ROUTE 66 STE 215 GLENDORA, CA 91740 | AFLAC | $519 | — | $519 | 0.06% |
| SALOMON CARMONA3 | 1505 NORTHPARK BLVD APT H83 SAN BERNARDINO, CA 92407 | AFLAC | $296 | $100 | $396 | 0.04% |
| TOMMY C FLEESON3 | 1300 SHETTER AVE APT 1041 JACKSONVILLE BEACH, FL 32250 | AFLAC | $374 | — | $374 | 0.04% |
| TIFFANY ANNE KING3 | 1010 LAKE ST STE 430 OAK PARK, IL 60301 | AFLAC | $363 | — | $363 | 0.04% |
| ACQUANETTA D GOSLEE3 | 53 CORTE MADERA LAKE ELSINORE, CA 92532 | AFLAC | $337 | — | $337 | 0.04% |
| JOHN PATTON3 | 13497 EAGLE NEST CT CORONA, CA 92880 | AFLAC | $259 | $66 | $325 | 0.04% |
| BRENDA FINDLEY-SUTTON3 | 340 W 9TH ST # 4 SAN BERNARDINO, CA 92401 | AFLAC | $230 | $60 | $290 | 0.03% |
| ANDREW R GRETHEL3 | 11739 HICKORY RUN CT LOVELAND, OH 45140 | AFLAC | $285 | — | $285 | 0.03% |
| JOY E GUNDERSON3 | 4531 VALLECITO LN YORBA LINDA, CA 92886 | AFLAC | $224 | — | $224 | 0.03% |
| CYNTHIA LEE MACK MILLER3 | 3015 SHADID DR COLTON, CA 92324 | AFLAC | $223 | — | $223 | 0.03% |
| CLINT D SALMON3 | 34 DOWNFIELD WAY TRABUCO CANYON, CA 92679 | AFLAC | $197 | — | $197 | 0.02% |
| KRISTEN NICOLE GLENN3 | 1604 VIA TULIPAN SAN CLEMENTE, CA 92673 | AFLAC | $195 | — | $195 | 0.02% |
| MATTHEW D PAULUS3 | 100 TENNESSEE ST APT 1 REDLANDS, CA 92373 | AFLAC | $142 | — | $142 | 0.02% |
| MARY NANTKER3 | 164 E 6TH ST NATALIA, TX 78059 | AFLAC | $134 | — | $134 | 0.02% |
| EVELYN FRAZIER3 | 2379 OLD RANCH RD ESCONDIDO, CA 92027 | AFLAC | $132 | — | $132 | 0.01% |
| SHANE M OWEN3 Filed as: SHANE CRAIG DAVISON | 120 PROVIDENCE TRL APT 1200 MT JULIET, TN 37122 | AFLAC | $127 | — | $127 | 0.01% |
| NORMA ALICIA MIRANDA3 | 27946 CAPTIVA PL CATHEDRAL CITY, CA 92234 | AFLAC | $118 | — | $118 | 0.01% |
| JOHN C WILLY3 | 4850 SAN JOSE ST APT 160 MONTCLAIR, CA 91763 | AFLAC | $116 | — | $116 | 0.01% |
| JAMES J GRETHEL3 | 865 CEDAR DR LOVELAND, OH 45140 | AFLAC | $103 | — | $103 | 0.01% |
| NANCY L BOTELHO3 | PO BOX 1675 INYOKERN, CA 93527 | AFLAC | $92 | — | $92 | 0.01% |
| COLLEEN M LAPRADE3 | 6005 HIDDEN VALLEY RD STE 150 CARLSBAD, CA 92011 | AFLAC | $90 | — | $90 | 0.01% |
| VANZANTEN INSURANCE SERVICES INC3 | 33530 PAUBA RD TEMECULA, CA 92592 | AFLAC | $84 | — | $84 | 0.01% |
| MARK J WOOD3 | 315 W HACIENDA DR CORONA, CA 92882 | AFLAC | $84 | — | $84 | 0.01% |
| PEGGY K SALMON3 | 2203 AVENIDA OLIVA SAN CLEMENTE, CA 92673 | AFLAC | $68 | — | $68 | 0.01% |
| THOMPSON & ASSOCIATES INSURANCE INC3 | 2743 S SANDPIPER AVE ONTARIO, CA 91761 | AFLAC | $62 | — | $62 | 0.01% |
| RICHARD M GITMED3 | 78463 BLACKSTONE CT BERMUDA DUNES, CA 92203 | AFLAC | $57 | — | $57 | 0.01% |
| JANICE M ADAMSON3 | 405 S HIBISCUS WAY ANAHEIM, CA 92808 | AFLAC | $52 | — | $52 | 0.01% |
| CYNTHIA B GOLDEN3 | 27500 BOTTLE BRUSH WAY MURRIETA, CA 92562 | AFLAC | $50 | — | $50 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET FL 6 SAN DIEGO, CA 92101 | AFLAC | $43 | — | $43 | 0.00% |
| SHAMON D THOMPSON3 | 2743 S SANDPIPER AVE ONTARIO, CA 91761 | AFLAC | $41 | — | $41 | 0.00% |
| MARIAN E LENCIONI3 | 1109 W 9TH ST UPLAND, CA 91786 | AFLAC | $39 | — | $39 | 0.00% |
| AXEL DUBON3 | 2877 WOODSORREL DR CHINO HILLS, CA 91709 | AFLAC | $36 | — | $36 | 0.00% |
| RMANN GROUP INC3 | 1518 BUCKINGHAM AVE MYRTLE BEACH, SC 29577 | AFLAC | $36 | — | $36 | 0.00% |
| SETH JAFFE3 Filed as: SETH L JAFFE | 4127 E MASSACHUSETTS ST LONG BEACH, CA 90814 | AFLAC | $36 | — | $36 | 0.00% |
| ROBERT C WAITE3 | 1277 BREAKWAY DR OCEANSIDE, CA 92057 | AFLAC | $35 | — | $35 | 0.00% |
| DAVID A APFFEL3 | 244 WOODHAVEN DR COPLEY, OH 44321 | AFLAC | $31 | — | $31 | 0.00% |
| GEORGE HUDSON3 | 3916 N POTSDAM AVE #1224 SIOUX FALLS, SD 57104 | AFLAC | $31 | — | $31 | 0.00% |
| GEORGE PEREZ3 | 2097 NAVARRO AVE ALTADENA, CA 91001 | AFLAC | $31 | — | $31 | 0.00% |
| SHAWN M GLENN3 | 1604 VIA TULIPAN SAN CLEMENTE, CA 92673 | AFLAC | $30 | — | $30 | 0.00% |
| DAVIS & GRAEBER INS SERV INC3 | 470 E HIGHLAND AVE REDLANDS, CA 92373 | AFLAC | $30 | — | $30 | 0.00% |
| DAVID J REESOR3 | 2220 E ROUTE 66 STE 215 GLENDORA, CA 91740 | AFLAC | $30 | — | $30 | 0.00% |
| KEN MAJOR3 Filed as: KEN L MAJOR | 2211 MICHELSON DR STE 1150 IRVINE, CA 92612 | AFLAC | $30 | — | $30 | 0.00% |
| JOESPH H FERRELL3 | 709 WEST FERN AVE REDLANDS, CA 92373 | AFLAC | $25 | — | $25 | 0.00% |
| RONALD B SALMON3 | 2203 AVENIDA OLIVA SAN CLEMENTE, CA 92673 | AFLAC | $25 | — | $25 | 0.00% |
| ERNESTO T GONZALEZ3 | 22720 CANYON VIEW DR CORONA, CA 92883 | AFLAC | $24 | — | $24 | 0.00% |
| CHRISTOHPER S DISBROW3 | 10981 LOYOLA CT RANCHO CUCAMONGA, CA 91701 | AFLAC | $17 | — | $17 | 0.00% |
| KERSTIN J VANZANTEN3 | 40152 STOWE ROAD TEMECULA, CA 92591 | AFLAC | $16 | — | $16 | 0.00% |
| CA INS MARKETING SERVICE3 | 685 CARNEGIE DR STE 265 SAN BERNARDINO, CA 92408 | AFLAC | $14 | — | $14 | 0.00% |
| MARIA H SANCHEZ3 | 14471 CEDAR ST HESPERIA, CA 92344 | AFLAC | $14 | — | $14 | 0.00% |
| GARY W WARE JR3 | 2306 VALLEYBROOK DR CHAMPAIGN, IL 61822 | AFLAC | $13 | — | $13 | 0.00% |
| MIRIAM F HUNGERFORD3 | 33622 HOLTZ HILL RD DANA POINT, CA 92629 | AFLAC | $12 | — | $12 | 0.00% |
| KEVIN WAYNE FRAZIER3 | 1651 E 70TH ST PMB 236 SHREVEPORT, LA 71105 | AFLAC | $10 | — | $10 | 0.00% |
| JANICE M ADAMSON3 | 495 E RINCON ST STE 212 CORONA, CA 92879 | AFLAC | $10 | — | $10 | 0.00% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES INC | 100 N FIRST ST STE 301 BURBANK, CA 91502 | AFLAC | $8 | — | $8 | 0.00% |
| KIM V JETTON INSURANCE SERVICES INC3 | PO BOX 1200 RANCHO CUCAMONGA, CA 91729 | AFLAC | $8 | — | $8 | 0.00% |
| MARIAN E LENCIONI3 | 3400 INLAND EMPIRE BLVD STE 101 ONTARIO, CA 91764 | AFLAC | $7 | — | $7 | 0.00% |
| JOSE BECERRA3 | 205 W CARLTON ST ONTARIO, CA 91762 | AFLAC | $4 | — | $4 | 0.00% |
| SCOTT W BLACKSHEAR3 | 3453 CATHRYN DR COLUMBUS, GA 31906 | AFLAC | $4 | — | $4 | 0.00% |
| TODD V MASON3 | 6164 LAWRENCE ST CYPRESS, CA 90630 | AFLAC | $4 | — | $4 | 0.00% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BLVD STE 254 NORTHRIDGE, CA 91325 | AFLAC | $3 | — | $3 | 0.00% |
| JOANNA G MATHERLY3 | 2000 GLEN ECHO RD STE 204 NASHVILLE, TN 37215 | AFLAC | $3 | — | $3 | 0.00% |
| AARON D MCGOVERN3 | 1794 AVENIDA REGINA SAN MARCOS, CA 92069 | AFLAC | $2 | — | $2 | 0.00% |
| CHRISTOPHER L KENNEDY3 | 2888 LOKER AVE E STE 210 CARLSBAD, CA 92010 | AFLAC | $1 | — | $1 | 0.00% |
| BRENDAN W DEASY3 | 534 W 7TH AVE WEST HOMESTEAD, PA 15120 | AFLAC | $1 | — | $1 | 0.00% |
| BRIAN W PATTEN3 | 120 MARGUERITE DR STE 101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC | $1 | — | $1 | 0.00% |
| KAREN ANN KAVOOSSI3 | 2134 OAKHURST CT UPLAND, CA 91784 | AFLAC | $0 | — | $0 | 0.00% |
| AMANDA M GRIFFITH3 | 11400 SE 8TH ST STE 375 BELLEVUE, WA 98004 | AFLAC | $0 | — | $0 | 0.00% |
| AMANDA BATES3 Filed as: AMANDA M BATES | 578 HAZELWOOD AVE PITTSBURG, PA 15207 | AFLAC | $0 | — | $0 | 0.00% |
| MANDELBAUM INSURANCE SERVICES LLC3 | PO BOX 480350 LOS ANGELES, CA 90048 | AFLAC | $0 | — | $0 | 0.00% |
| LABAN MATTHEW SPALDING3 | 4297 KLUMP AVE STUDIO CITY, CA 91602 | AFLAC | $0 | $0 | $0 | 0.00% |
| HEATHER BARTLEY3 | 120 MARGUERITE DR STE 101 CRANBERRY TOWNSHIP, PA 16066 | AFLAC | $0 | — | $0 | 0.00% |
| MORGAN E PETTIT3 | 115 SEWICKLEY FARM CIR MARS, PA 16046 | AFLAC | $0 | — | $0 | 0.00% |
| DAVID D AINGE3 | 16869 65TH AVE STE 210 LAKE OSWEGO, OR 97035 | STANDARD INSURANCE COMPANY | $99K | — | $99K | 12.00% |
| MARSH & MCLENNAN AGENCY LLC3 | THE BENEFIT PLANNING GROUP 2301 SUGAR BUSH RD, #600 RALEIGH, NC 27612 | STANDARD INSURANCE COMPANY | $93K | — | $93K | 11.20% |
| DAVID D AINGE3 | 16869 65TH AVE STE 210 LAKE OSWEGO, OR 97035 | STANDARD INSURANCE COMPANY | $69K | — | $69K | 12.00% |
| MARSH & MCLENNAN AGENCY LLC3 | THE BENEFIT PLANNING GROUP 2301 SUGAR BUSH RD #600 RALEIGH, NC 27612 | STANDARD INSURANCE COMPANY | $64K | — | $64K | 11.14% |
| 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 | 1,914 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,920 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(3 contracts, 3 carriers) | AFLAC | 3,105 | $1.9M |
| Short-term disability(2 contracts, 2 carriers) | AFLAC | 1,115 | $1.5M |
| Long-term disability | STANDARD INSURANCE COMPANY | 876 | $3.0M |
| Other(2 contracts, 2 carriers) | AFLAC | 3,105 | $1.0M |
| 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."
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.