| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAVID D AINGE3 | 3838 UPPER DR LAKE OSWEGO, OR 97035 | STANDARD INSURANCE COMPANY | $345K | — | $345K | 9.11% |
| MARSH & MCLENNAN AGENCY LLC3 | THE BENEFIT PLANNING GROUP 2301 SUGAR BUSH RD #600 RALEIGH, NC 27612 | STANDARD INSURANCE COMPANY | $210K | — | $210K | 5.54% |
| DAVID D AINGE3 | 3838 UPPER DR LAKE OSWEGO, OR 97035 | STANDARD INSURANCE COMPANY | $108K | — | $108K | 10.94% |
| MARSH & MCLENNAN AGENCY LLC3 | THE BENEFIT PLANNING GROUP 2301 SUGAR BUSH RD, #600 RALEIGH, NC 27612 | STANDARD INSURANCE COMPANY | $55K | — | $55K | 5.55% |
| KATHLEEN LEININGER INS SERVICES INC3 | 13655 NIMES CT CHINO HILLS, CA 91709 | AFLAC | $52K | $3K | $54K | 5.62% |
| KEN MAJOR3 Filed as: KEN L MAJOR | 2211 MICHELSON DR STE 1150 IRVINE, CA 92612 | AFLAC | $14K | $888 | $15K | 1.56% |
| CYNTHIA JAYNE GOODNICK3 | 1607 N MOUNTAIN AVE STE 238 UPLAND, CA 91784 | AFLAC | $14K | $709 | $15K | 1.51% |
| CARLA SPROUFFSKE3 | 8880 BENSON AVE STE 106 MONTCLAIR, CA 91763 | AFLAC | $11K | $221 | $11K | 1.18% |
| REGINA MARES3 | 16250 HOMECOMING DR UNIT 1302 CHINO, CA 91708 | AFLAC | $10K | $548 | $11K | 1.10% |
| CHRISTINA ANNE LEININGER3 | 8880 BENSON AVE STE 106 MONTCLAIR, CA 91763 | AFLAC | $7K | $30 | $7K | 0.77% |
| DOUGLAS J SUCHECKI3 | 1224 PEACOCK AVE STE 205 COLUMBUS, GA 31906 | AFLAC | $7K | — | $7K | 0.76% |
| JEFFREY T JOHNSON3 | 30766 MAINMAST DR AGOURA HILLS, CA 91301 | AFLAC | $7K | — | $7K | 0.69% |
| JAMES M PITZ3 Filed as: JAMES R LANDINGHAM | 21 HEARTWOOD DR CATAULA, GA 31804 | AFLAC | $6K | — | $6K | 0.62% |
| CARYN LESLIE ESQUIVEL3 | 972 HEDGES DR CORONA, CA 92878 | AFLAC | $5K | — | $5K | 0.56% |
| DIANE BURKETT3 | 2575 5TH ST LA VERNE, CA 91750 | AFLAC | $5K | $72 | $5K | 0.48% |
| STEEN DOLAN SPROUFFSKE3 | PO BOX 14 CHINO HILLS, CA 91709 | AFLAC | $4K | $237 | $4K | 0.46% |
| DAWN T SUCHECKI3 | 225 S WATER ST WILMINGTON, NC 28401 | AFLAC | $4K | — | $4K | 0.45% |
| DANIEL MARTIN BREDESON3 | 19043 META RD CORNELIUS, NC 28031 | AFLAC | $4K | — | $4K | 0.44% |
| VALERIE LOGAN3 | 11093 RAYMOND RD MORENO VALLEY, CA 92555 | AFLAC | $4K | $3 | $4K | 0.44% |
| JOSE M ROMERO3 | 9398 STONE CANYON RD CORONA, CA 92883 | AFLAC | $3K | — | $3K | 0.35% |
| KATHLEEN LEININGER INS SERVICES INC3 Filed as: KATHLEEN K LEININGER | 13655 NIMES CT CHINO HILLS, CA 91709 | AFLAC | $3K | $130 | $3K | 0.32% |
| MARK D GOLDEN3 | 36125 CREIGHTON AVE APT 18204 MURRIETA, CA 92563 | AFLAC | $2K | — | $2K | 0.21% |
| JOHN C MILNER3 | 2445 OAK AVE CORONA, CA 92882 | AFLAC | $1K | — | $1K | 0.14% |
| JULIUS ROBERT BOTELHO3 | PO BOX 1675 INYOKERN, CA 93527 | AFLAC | $1K | — | $1K | 0.13% |
| DENISE A ORTEGA3 | 14138 DEERBROOK LN CHINO HILLS, CA 91709 | AFLAC | $873 | — | $873 | 0.09% |
| DOUGLAS J SUCHECKI3 | 21 HEARTWOOD DR CATAULA, GA 31804 | AFLAC | $667 | — | $667 | 0.07% |
| TERRANCE M LUCZAJ3 | 435 HARRODS LN CHARLESTON, SC 29412 | AFLAC | $653 | — | $653 | 0.07% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: NOAH BROWN | 8880 BENSON AVE STE 106 MONTCLAIR, CA 91763 | AFLAC | $481 | $45 | $526 | 0.05% |
| THE HORTON GROUP3 Filed as: VERNA M HORTON | 2536 FOREST LK SANTA ANA, CA 92705 | AFLAC | $490 | — | $490 | 0.05% |
| TERRANCE M LUCZAJ3 | 29 CRESTVIEW DR RANCHO SANTA MARGARITA, CA 92688 | AFLAC | $477 | — | $477 | 0.05% |
| DARLENE L RYLAND3 | 2951 VIA MILANO UNIT 108 CORONA, CA 92879 | AFLAC | $458 | — | $458 | 0.05% |
| JENNIFER L JOHNSON3 | 1824 PEPPER TREE DR COLTON, CA 92324 | AFLAC | $426 | — | $426 | 0.04% |
| JILL A FREEHLING3 | 1025 JASMINE ST REDLANDS, CA 92374 | AFLAC | $423 | — | $423 | 0.04% |
| MARVIN L FORTMAN3 | 277 S 79TH ST UNIT 501 WEST DES MOINES, IA 50266 | AFLAC | $423 | — | $423 | 0.04% |
| ANGELA VALERIE GUZMAN3 | 222 S KENDALL WAY COVINA, CA 91723 | AFLAC | $346 | $22 | $368 | 0.04% |
| MARCELA YOLANDA SOTELO MALDONADO3 | 4390 MERRILL AVE RIVERSIDE, CA 92506 | AFLAC | $346 | — | $346 | 0.04% |
| RONALD I MARTINDALE3 | 128 RUNNING CREEK LN UPLAND, CA 91784 | AFLAC | $257 | — | $257 | 0.03% |
| ACQUANETTA D GOSLEE3 | 53 CORTE MADERA LAKE ELSINORE, CA 92532 | AFLAC | $233 | — | $233 | 0.02% |
| TOMMY C FLEESON3 | 3395 MICHELSON DR APT 5155 IRVINE, CA 92612 | AFLAC | $225 | — | $225 | 0.02% |
| CLINT D SALMON3 | 34 DOWNFIELD WAY TRABUCO CANYON, CA 92679 | AFLAC | $223 | — | $223 | 0.02% |
| CASSANDRA MARIE HERNANDEZ3 | 235 E DEL AMO BLVD APT 204 CARSON, CA 90745 | AFLAC | $174 | $14 | $188 | 0.02% |
| ANDREW R GRETHEL3 | 11739 HICKORY RUN CT LOVELAND, OH 45140 | AFLAC | $184 | — | $184 | 0.02% |
| KRISTEN NICOLE GLENN3 | 1604 VIA TULIPAN SAN CLEMENTE, CA 92673 | AFLAC | $179 | — | $179 | 0.02% |
| TIFFANY ANNE KING3 | 1010 LAKE ST STE 430 OAK PARK, IL 60301 | AFLAC | $140 | — | $140 | 0.01% |
| JOY E GUNDERSON3 | 4531 VALLECITO LN YORBA LINDA, CA 92886 | AFLAC | $139 | — | $139 | 0.01% |
| MARIAN E LENCIONI3 | 3400 INLAND EMPIRE BLVD STE 101 ONTARIO, CA 91764 | AFLAC | $132 | — | $132 | 0.01% |
| ROBERT D AHEARN3 | 13646 MORNINGSIDE DR YUCAIPA, CA 92399 | AFLAC | $120 | — | $120 | 0.01% |
| EVELYN FRAZIER3 | 2379 OLD RANCH RD ESCONDIDO, CA 92027 | AFLAC | $120 | — | $120 | 0.01% |
| MATTHEW D PAULUS3 | 100 TENNESSEE ST APT 1 REDLANDS, CA 92373 | AFLAC | $119 | — | $119 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET FL 6 SAN DIEGO, CA 92101 | AFLAC | $105 | — | $105 | 0.01% |
| MEAGHAN DIVOKY3 | 46 MENUSA DR OCEANSIDE, CA 92058 | AFLAC | $101 | — | $101 | 0.01% |
| BRENDA FINDLEY-SUTTON3 | 340 W 9TH ST # 4 SAN BERNARDINO, CA 92401 | AFLAC | $96 | — | $96 | 0.01% |
| SHIRLEY ANDERSON3 | 10657 FELIX DR SANTEE, CA 92071 | AFLAC | $87 | — | $87 | 0.01% |
| SHANE M OWEN3 Filed as: SHANE CRAIG DAVISON | 3013 LARGE HOP LN ANTIOCH, TN 37013 | AFLAC | $84 | — | $84 | 0.01% |
| RICHARD M GITMED3 | 78463 BLACKSTONE CT BERMUDA DUNES, CA 92203 | AFLAC | $82 | — | $82 | 0.01% |
| NANCY L BOTELHO3 | PO BOX 1675 INYOKERN, CA 93527 | AFLAC | $74 | — | $74 | 0.01% |
| PEGGY K SALMON3 | 2203 AVENIDA OLIVA SAN CLEMENTE, CA 92673 | AFLAC | $73 | — | $73 | 0.01% |
| KERSTIN J VANZANTEN3 | 40152 STOWE RD TEMECULA, CA 92591 | AFLAC | $65 | — | $65 | 0.01% |
| JAMES J GRETHEL3 | 865 CEDAR DR LOVELAND, OH 45140 | AFLAC | $64 | — | $64 | 0.01% |
| JOHN C WILLY3 | 4850 SAN JOSE ST APT 160 MONTCLAIR, CA 91763 | AFLAC | $59 | — | $59 | 0.01% |
| MARK J WOOD3 | 315 W HACIENDA DR CORONA, CA 92882 | AFLAC | $58 | — | $58 | 0.01% |
| COLLEEN M LAPRADE3 | 1053 HERMES AVE ENCINITAS, CA 92024 | AFLAC | $51 | — | $51 | 0.01% |
| AARON D MCGOVERN3 | 1794 AVENIDA REGINA SAN MARCOS, CA 92069 | AFLAC | $50 | — | $50 | 0.01% |
| JANICE M ADAMSON3 | 405 S HIBISCUS WAY ANAHEIM, CA 92808 | AFLAC | $49 | — | $49 | 0.01% |
| THOMPSON & ASSOCIATES INSURANCE INC3 | 2743 S SANDPIPER AVE ONTARIO, CA 91761 | AFLAC | $43 | — | $43 | 0.00% |
| RMANN GROUP INC3 | 18876 W 93RD AVE ARVADA, CO 80007 | AFLAC | $33 | — | $33 | 0.00% |
| ROBERT C WAITE3 | 1277 BREAKAWAY DR OCEANSIDE, CA 92057 | AFLAC | $31 | — | $31 | 0.00% |
| CHRISTOHPER S DISBROW3 | 10981 LOYOLA CT RANCHO CUCAMONGA, CA 91701 | AFLAC | $27 | — | $27 | 0.00% |
| SETH JAFFE3 Filed as: SETH L JAFFE | 4127 E MASSACHUSETTS ST LONG BEACH, CA 90814 | AFLAC | $27 | — | $27 | 0.00% |
| DAVID A APFFEL3 | 107 HIDDEN OAK DR MARS, PA 16046 | AFLAC | $27 | — | $27 | 0.00% |
| SHAMON D THOMPSON3 | 2743 S SANDPIPER AVE ONTARIO, CA 91761 | AFLAC | $26 | — | $26 | 0.00% |
| SHAWN M GLENN3 | 1604 VIA TULIPAN SAN CLEMENTE, CA 92673 | AFLAC | $25 | — | $25 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES INC | 3390 UNIVERSITY AVE STE 300 RIVERSIDE, CA 92501 | AFLAC | $23 | — | $23 | 0.00% |
| DAVID J REESOR3 | 1615 WILSON AVE UPLAND, CA 91784 | AFLAC | $23 | — | $23 | 0.00% |
| RONALD B SALMON3 | 2203 AVENIDA OLIVA SAN CLEMENTE, CA 92673 | AFLAC | $21 | — | $21 | 0.00% |
| GEORGE PEREZ3 | 2097 NAVARRO AVE ALTADENA, CA 91001 | AFLAC | $20 | — | $20 | 0.00% |
| GEORGE HUDSON3 | 1124 S 7TH ST ATCHISON, KS 66002 | AFLAC | $19 | — | $19 | 0.00% |
| AXEL DUBON3 | 2921 GALLOPING HILLS RD CHINO HILLS, CA 91709 | AFLAC | $18 | — | $18 | 0.00% |
| CYNTHIA B GOLDEN3 | 36125 CREIGHTON AVE APT 18204 MURRIETA, CA 92563 | AFLAC | $17 | — | $17 | 0.00% |
| JOESPH H FERRELL3 | 709 W FERN AVE REDLANDS, CA 92373 | AFLAC | $14 | — | $14 | 0.00% |
| CA INS MARKETING SERVICE3 | 22421 BARTON RD 372 GRAND TERRACE, CA 92313 | AFLAC | $14 | — | $14 | 0.00% |
| GARY W WARE JR3 | 3103 MEADOWBROOK DR CHAMPAIGN, IL 61822 | AFLAC | $13 | — | $13 | 0.00% |
| WORKSITE BENEFITS GROUP INC3 Filed as: WORKSITE BENEFITS CONSULTANTS | 10653 W LEILANI DR BOISE, ID 83709 | AFLAC | $12 | — | $12 | 0.00% |
| LABAN MATTHEW SPALDING3 | 29404 QUAIL RUN DR AGOURA HILLS, CA 91301 | AFLAC | $9 | — | $9 | 0.00% |
| KEVIN WAYNE FRAZIER3 | 8437 TUTTLE AVE PMB 256 SARASOTA, FL 34243 | AFLAC | $9 | — | $9 | 0.00% |
| MIRIAM F HUNGERFORD3 | 33622 HOLTZ HILL RD DANA POINT, CA 92629 | AFLAC | $8 | — | $8 | 0.00% |
| STEPHANIE HUGHES3 | 3400 INLAND EMPIRE BLVD STE 101 ONTARIO, CA 91764 | AFLAC | $6 | — | $6 | 0.00% |
| DAVIS & GRAEBER INS SERV INC3 | 470 E HIGHLAND AVE REDLANDS, CA 92373 | AFLAC | $5 | — | $5 | 0.00% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES INC | 100 N FIRST ST STE 301 BURBANK, CA 91502 | AFLAC | $4 | — | $4 | 0.00% |
| SCOTT W BLACKSHEAR3 | 181 OLETA WAY ST AUGUSTINE, FL 32095 | AFLAC | $4 | — | $4 | 0.00% |
| SPALDING GROUP ENTERPRISES3 | 29404 QUAIL RUN DR AGOURA HILLS, CA 91301 | AFLAC | $3 | — | $3 | 0.00% |
| NORMA ALICIA MIRANDA3 | 27946 CAPTIVA PL CATHEDRAL CITY, CA 92234 | AFLAC | $2 | — | $2 | 0.00% |
| TODD V MASON3 | 1607 W PACIFIC COAST HWY APT 144 WILMINGTON, CA 90744 | AFLAC | $2 | — | $2 | 0.00% |
| JOSEPH A BUZZELLO3 | 14747 N NORTHSIGHT BLVD STE 111-454 SCOTTSDALE, AZ 85260 | AFLAC | $2 | — | $2 | 0.00% |
| JOANNA G MATHERLY3 | 2000 GLEN ECHO RD STE 204 NASHVILLE, TN 37215 | AFLAC | $2 | — | $2 | 0.00% |
| STEPHANIE A REYNOSO3 | 21 CERVANTES NEWPORT BEACH, CA 92660 | AFLAC | $1 | — | $1 | 0.00% |
| KAREN ANN KAVOOSSI3 | 2134 OAKHURST CT UPLAND, CA 91784 | AFLAC | $1 | — | $1 | 0.00% |
| CHRISTOPHER L KENNEDY3 | 24328 N 74TH PL SCOTTSDALE, AZ 85255 | AFLAC | $1 | — | $1 | 0.00% |
| KORNELIJA NUMIC3 | 17621 17TH ST APT 27B TUSTIN, CA 92780 | AFLAC | $1 | — | $1 | 0.00% |
| AMANDA M GRIFFITH3 | 11400 SE 8TH ST STE 375 BELLEVUE, WA 98004 | AFLAC | $0 | — | $0 | 0.00% |
| DAVID D AINGE3 | 3838 UPPER DR LAKE OSWEGO, OR 97035 | STANDARD INSURANCE COMPANY | $79K | — | $79K | 10.94% |
| MARSH & MCLENNAN AGENCY LLC3 | THE BENEFIT PLANNING GROUP 2301 SUGAR BUSH RD #600 RALEIGH, NC 27612 | STANDARD INSURANCE COMPANY | $40K | — | $40K | 5.54% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | RELIASTAR LIFE INSURANCE COMPANY | $9K | $0 | $9K | 3.50% |
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 | 2,062 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 23 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,085 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(3 contracts, 3 carriers) | STANDARD INSURANCE COMPANY | 3,286 | $2.2M |
| Short-term disability(2 contracts, 2 carriers) | AFLAC | 1,036 | $1.7M |
| Long-term disability | STANDARD INSURANCE COMPANY | 1,036 | $3.8M |
| Other(2 contracts, 2 carriers) | AFLAC | 3,286 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,286 | — |
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.