| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAVID D AINGE3 Filed as: DAVID AINGE | 5232 WEST CASTLE PINE WAY HIGHLAND, UT 84003 | STANDARD INSURANCE COMPANY | $425K | — | $425K | 10.00% |
| MARSH & MCLENNAN AGENCY LLC3 | THE BENEFIT PLANNING GROUP 2301 SUGAR BUSH RD #600 RALEIGH, NC 27612 | STANDARD INSURANCE COMPANY | $276K | — | $276K | 6.50% |
| DAVID D AINGE3 Filed as: DAVID AINGE | 5232 WEST CASTLE PINE WAY HIGHLAND, UT 84003 | STANDARD INSURANCE COMPANY | $126K | — | $126K | 12.00% |
| MARSH & MCLENNAN AGENCY LLC3 | THE BENEFIT PLANNING GROUP 2301 SUGAR BUSH RD, #600 RALEIGH, NC 27612 | STANDARD INSURANCE COMPANY | $68K | — | $68K | 6.52% |
| KATHLEEN LEININGER INS SERVICES INC3 | 13655 NIMES CT CHINO HILLS, CA 91709 | AFLAC | $53K | $2K | $55K | 5.47% |
| KEN MAJOR3 Filed as: KEN L MAJOR | 2211 MICHELSON DR STE 1150 IRVINE, CA 92612 | AFLAC | $18K | $707 | $19K | 1.87% |
| CARYN LESLIE ESQUIVEL3 | 972 HEDGES DR CORONA, CA 92878 | AFLAC | $17K | $539 | $18K | 1.74% |
| REGINA MARES3 Filed as: REGINA F CORONADO-MARES | 16250 HOMECOMING DR UNIT 1302 CHINO, CA 91708 | AFLAC | $13K | $520 | $14K | 1.34% |
| JUSTIN LEE BUMPUS3 | 15787 ROAN RD CHINO HILLS, CA 91709 | AFLAC | $13K | $332 | $13K | 1.30% |
| KATHLEEN LEININGER INS SERVICES INC3 Filed as: KATHLEEN K LEININGER | 13655 NIMES CT CHINO HILLS, CA 91709 | AFLAC | $10K | $203 | $11K | 1.04% |
| DIANE BURKETT3 | 2575 5TH ST LA VERNE, CA 91750 | AFLAC | $9K | $231 | $9K | 0.88% |
| CHRISTINA ANNE LEININGER3 | 27636 FALKIRK MISSION VIEJO, CA 92691 | AFLAC | $8K | $691 | $8K | 0.82% |
| DOUGLAS J SUCHECKI3 | 21 HEARTWOOD DR CATAULA, GA 31804 | AFLAC | $6K | — | $6K | 0.61% |
| AMANDA ESCARZAGA3 | 7585 SUNNY RIDGE LOOP HIGHLAND, CA 92346 | AFLAC | $5K | $304 | $6K | 0.57% |
| JEFFREY T JOHNSON3 | 30766 MAINMAST DR AGOURA HILLS, CA 91301 | AFLAC | $5K | — | $5K | 0.52% |
| JAMES M PITZ3 Filed as: JAMES R LANDINGHAM | 21 HEARTWOOD DR CATAULA, GA 31804 | AFLAC | $5K | — | $5K | 0.45% |
| CYNTHIA JAYNE GOODNICK3 | 1607 N MOUNTAIN AVE STE 238 UPLAND, CA 91784 | AFLAC | $4K | — | $4K | 0.41% |
| DANIEL MARTIN BREDESON3 | 19043 META RD CORNELIUS, NC 28031 | AFLAC | $3K | — | $3K | 0.34% |
| DAWN T SUCHECKI3 | 225 S WATER ST WILMINGTON, NC 28401 | AFLAC | $3K | — | $3K | 0.33% |
| RYAN RUSSELL VORELL3 | 24461 PEACOCK ST LAKE FOREST, CA 92630 | AFLAC | $3K | — | $3K | 0.32% |
| VALERIE LOGAN3 | 11093 RAYMOND RD MORENO VALLEY, CA 92555 | AFLAC | $3K | — | $3K | 0.32% |
| JOSE M ROMERO3 | 9398 STONE CANYON RD CORONA, CA 92883 | AFLAC | $3K | — | $3K | 0.26% |
| MARK D GOLDEN3 | 30788 MALIBU DR WINCHESTER, CA 92596 | AFLAC | $2K | — | $2K | 0.17% |
| JULIA LOGAN3 | 2533 S MADDOCK ST SANTA ANA, CA 92704 | AFLAC | $1K | $120 | $1K | 0.14% |
| JOHN C MILNER3 | 2445 OAK AVE CORONA, CA 92882 | AFLAC | $1K | — | $1K | 0.10% |
| JULIUS ROBERT BOTELHO3 | PO BOX 1675 INYOKERN, CA 93527 | AFLAC | $985 | — | $985 | 0.10% |
| TERRANCE M LUCZAJ3 | 1052 S DEWCREST DR ANAHEIM, CA 92808 | AFLAC | $910 | — | $910 | 0.09% |
| THE HORTON GROUP3 Filed as: VERNA M HORTON | 2536 FOREST LK SANTA ANA, CA 92705 | AFLAC | $480 | — | $480 | 0.05% |
| STEEN DOLAN SPROUFFSKE3 | PO BOX 14 CHINO HILLS, CA 91709 | AFLAC | $457 | — | $457 | 0.05% |
| ASHLEY-MARIE PENAFLOR ASPURIA3 | 1486 HEATHERTON AVE ROWLAND HEIGHTS, CA 91748 | AFLAC | $421 | — | $421 | 0.04% |
| JENNIFER L JOHNSON3 | 1824 PEPPER TREE DR COLTON, CA 92324 | AFLAC | $406 | — | $406 | 0.04% |
| DARLENE L RYLAND3 | 2951 VIA MILANO UNIT 108 CORONA, CA 92879 | AFLAC | $385 | — | $385 | 0.04% |
| MARVIN L FORTMAN3 | 277 S 79TH ST UNIT 501 WEST DES MOINES, IA 50266 | AFLAC | $374 | — | $374 | 0.04% |
| JILL A FREEHLING3 | 16072 W SAND HILLS RD SURPRISE, AZ 85387 | AFLAC | $360 | — | $360 | 0.04% |
| DENISE A ORTEGA3 | 14138 DEERBROOK LN CHINO HILLS, CA 91709 | AFLAC | $292 | — | $292 | 0.03% |
| MARCELA YOLANDA SOTELO MALDONADO3 | 4390 MERRILL AVE RIVERSIDE, CA 92506 | AFLAC | $281 | — | $281 | 0.03% |
| DAYLON RAYMOND PHILLIPS3 | 16448 LOS COYOTES ST FONTANA, CA 92336 | AFLAC | $257 | — | $257 | 0.03% |
| JOHN ABRIL3 | 3200 E GUASTI RD STE 100 ONTARIO, CA 91761 | AFLAC | $252 | — | $252 | 0.02% |
| RONALD I MARTINDALE3 | 1281 RUNNING CREEK LN UPLAND, CA 91784 | AFLAC | $235 | — | $235 | 0.02% |
| DAVID HERNANDEZ3 | 2239 W 190TH ST TORRANCE, CA 90504 | AFLAC | $206 | — | $206 | 0.02% |
| KRISTEN NICOLE GLENN3 | 1604 VIA TULIPAN SAN CLEMENTE, CA 92673 | AFLAC | $195 | — | $195 | 0.02% |
| ACQUANETTA D GOSLEE3 | 53 CORTE MADERA LAKE ELSINORE, CA 92532 | AFLAC | $188 | — | $188 | 0.02% |
| TOMMY C FLEESON3 | 3395 MICHELSON DR APT 5155 IRVINE, CA 92612 | AFLAC | $182 | — | $182 | 0.02% |
| CLINT D SALMON3 | 34 DOWNFIELD WAY TRABUCO CANYON, CA 92679 | AFLAC | $175 | — | $175 | 0.02% |
| ANDREW R GRETHEL3 | 11739 HICKORY RUN CT LOVELAND, OH 45140 | AFLAC | $137 | — | $137 | 0.01% |
| MATTHEW D PAULUS3 | 100 TENNESSEE ST APT 1 REDLANDS, CA 92373 | AFLAC | $132 | — | $132 | 0.01% |
| EVELYN FRAZIER3 | 2379 OLD RANCH RD ESCONDIDO, CA 92027 | AFLAC | $131 | — | $131 | 0.01% |
| TIFFANY ANNE KING3 | 1010 LAKE ST STE 430 OAK PARK, IL 60301 | AFLAC | $127 | — | $127 | 0.01% |
| JOY E GUNDERSON3 | 2824 SAINT ANDREWS RD FAIRFIELD, CA 94534 | AFLAC | $116 | — | $116 | 0.01% |
| BRENDA FINDLEY-SUTTON3 | 25281 VAN LEUVEN ST APT C219 LOMA LINDA, CA 92354 | AFLAC | $105 | — | $105 | 0.01% |
| CASSANDRA MARIE HERNANDEZ3 | 914 FAIRVIEW AVE APT 11 ARCADIA, CA 91007 | AFLAC | $99 | — | $99 | 0.01% |
| RICHARD M GITMED3 | 78463 BLACKSTONE CT BERMUDA DUNES, CA 92203 | AFLAC | $89 | — | $89 | 0.01% |
| MARIAN E LENCIONI3 | 30065 WILDWOOD PL SAND SPRINGS, OK 74063 | AFLAC | $83 | — | $83 | 0.01% |
| MEAGHAN DIVOKY3 | 46 MENUSA DR OCEANSIDE, CA 92058 | AFLAC | $77 | — | $77 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET FL 6 SAN DIEGO, CA 92101 | AFLAC | $67 | — | $67 | 0.01% |
| PEGGY K SALMON3 | 2203 AVENIDA OLIVA SAN CLEMENTE, CA 92673 | AFLAC | $65 | — | $65 | 0.01% |
| SHANE M OWEN3 Filed as: SHANE CRAIG DAVISON | 3013 LARGE HOP LN ANTIOCH, TN 37013 | AFLAC | $61 | — | $61 | 0.01% |
| MARK J WOOD3 | 315 W HACIENDA DR CORONA, CA 92882 | AFLAC | $53 | — | $53 | 0.01% |
| JOHN C WILLY3 | 8651 FOOTHILL BLVD SPC 31 RANCHO CUCAMONGA, CA 91730 | AFLAC | $53 | — | $53 | 0.01% |
| CHRISTOHPER S DISBROW3 | 10981 LOYOLA CT RANCHO CUCAMONGA, CA 91701 | AFLAC | $49 | — | $49 | 0.00% |
| COLLEEN M LAPRADE3 | 1053 HERMES AVE ENCINITAS, CA 92024 | AFLAC | $48 | — | $48 | 0.00% |
| KERSTIN J VANZANTEN3 | 40152 STOWE RD TEMECULA, CA 92591 | AFLAC | $47 | — | $47 | 0.00% |
| JAMES J GRETHEL3 | 865 CEDAR DR LOVELAND, OH 45140 | AFLAC | $47 | — | $47 | 0.00% |
| ROBERT D AHEARN3 | 13646 MORNINGSIDE DR YUCAIPA, CA 92399 | AFLAC | $44 | — | $44 | 0.00% |
| JANICE M ADAMSON3 | 405 S HIBISCUS WAY ANAHEIM, CA 92808 | AFLAC | $41 | — | $41 | 0.00% |
| THOMPSON & ASSOCIATES INSURANCE INC3 | 2743 S SANDPIPER AVE ONTARIO, CA 91761 | AFLAC | $40 | — | $40 | 0.00% |
| NANCY L BOTELHO3 | PO BOX 1675 INYOKERN, CA 93527 | AFLAC | $39 | — | $39 | 0.00% |
| ROBIN MANN3 | 18876 W 93RD AVE ARVADA, CO 80007 | AFLAC | $36 | — | $36 | 0.00% |
| AXEL DUBON3 | 2921 GALLOPING HILLS RD CHINO HILLS, CA 91709 | AFLAC | $35 | — | $35 | 0.00% |
| ROBERT C WAITE3 | 1277 BREAKAWAY DR OCEANSIDE, CA 92057 | AFLAC | $34 | — | $34 | 0.00% |
| GEORGE HUDSON3 | 5892 SECOND RD MACY, IN 46951 | AFLAC | $34 | — | $34 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES INC | 3390 UNIVERSITY AVE STE 300 RIVERSIDE, CA 92501 | AFLAC | $31 | — | $31 | 0.00% |
| SHAMON D THOMPSON3 | 2743 S SANDPIPER AVE ONTARIO, CA 91761 | AFLAC | $29 | — | $29 | 0.00% |
| SHAWN M GLENN3 | 1604 VIA TULIPAN SAN CLEMENTE, CA 92673 | AFLAC | $27 | — | $27 | 0.00% |
| DAVID A APFFEL3 | 107 HIDDEN OAK DR MARS, PA 16046 | AFLAC | $25 | — | $25 | 0.00% |
| WORKSITE BENEFITS GROUP INC3 Filed as: WORKSITE BENEFITS CONSULTANTS | 10653 W LEILANI DR BOISE, ID 83709 | AFLAC | $24 | — | $24 | 0.00% |
| SETH JAFFE3 Filed as: SETH L JAFFE | 4127 E MASSACHUSETTS ST LONG BEACH, CA 90814 | AFLAC | $23 | — | $23 | 0.00% |
| RONALD B SALMON3 | 2203 AVENIDA OLIVA SAN CLEMENTE, CA 92673 | AFLAC | $23 | — | $23 | 0.00% |
| GEORGE PEREZ3 | 2097 NAVARRO AVE ALTADENA, CA 91001 | AFLAC | $22 | — | $22 | 0.00% |
| AARON D MCGOVERN3 | 1794 AVENIDA REGINA SAN MARCOS, CA 92069 | AFLAC | $20 | — | $20 | 0.00% |
| DAVID J REESOR3 | 1615 WILSON AVE UPLAND, CA 91784 | AFLAC | $19 | — | $19 | 0.00% |
| CA INS MARKETING SERVICE3 | 22400 BARTON RD STE 21-372 GRAND TERRACE, CA 92313 | AFLAC | $16 | — | $16 | 0.00% |
| CYNTHIA B GOLDEN3 | 307889 MALIBU DRIVE WINCHESTER, CA 92596 | AFLAC | $15 | — | $15 | 0.00% |
| JOESPH H FERRELL3 | 709 W FERN AVE REDLANDS, CA 92373 | AFLAC | $15 | — | $15 | 0.00% |
| GARY W WARE JR3 | 3103 MEADOWBROOK DR CHAMPAIGN, IL 61822 | AFLAC | $14 | — | $14 | 0.00% |
| STEPHANIE HUGHES3 | 3400 INLAND EMPIRE BLVD STE 101 ONTARIO, CA 91764 | AFLAC | $11 | — | $11 | 0.00% |
| KEVIN WAYNE FRAZIER3 | 8437 TUTTLE AVE PMB 256 SARASOTA, FL 34243 | AFLAC | $10 | — | $10 | 0.00% |
| KORNELIJA NUMIC3 | 17621 17TH ST APT 27B TUSTIN, CA 92780 | AFLAC | $9 | — | $9 | 0.00% |
| MIRIAM F HUNGERFORD3 | 33622 HOLTZ HILL RD DANA POINT, CA 92629 | AFLAC | $8 | — | $8 | 0.00% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES INC | 100 N FIRST ST STE 301 BURBANK, CA 91502 | AFLAC | $5 | — | $5 | 0.00% |
| SCOTT W BLACKSHEAR3 | 108 ALSACE CT PONTE VEDRA BEACH, FL 32082 | AFLAC | $4 | — | $4 | 0.00% |
| STEPHANIE A REYNOSO3 | 21 CERVANTES NEWPORT BEACH, CA 92660 | AFLAC | $4 | — | $4 | 0.00% |
| TODD V MASON3 | 1607 W PACIFIC COAST HWY APT 144 WILMINGTON, CA 90744 | AFLAC | $3 | — | $3 | 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% |
| CHRISTOPHER L KENNEDY3 | 4865 ROBERTSON RD APT 102 CARLSBAD, CA 92010 | 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 Filed as: DAVID AINGE | 5232 WEST CASTLE PINE WAY HIGHLAND, UT 84003 | STANDARD INSURANCE COMPANY | $96K | — | $96K | 12.00% |
| MARSH & MCLENNAN AGENCY LLC3 | THE BENEFIT PLANNING GROUP 2301 SUGAR BUSH RD #600 RALEIGH, NC 27612 | STANDARD INSURANCE COMPANY | $52K | — | $52K | 6.50% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | PO BOX 850502 MINNEAPOLIS, MN 554850502 | RELIASTAR LIFE INSURANCE COMPANY | $8K | $0 | $8K | 1.67% |
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 | 2,143 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,151 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(3 contracts, 3 carriers) | STANDARD INSURANCE COMPANY | 3,617 | $2.5M |
| Short-term disability(2 contracts, 2 carriers) | AFLAC | 1,087 | $1.8M |
| Long-term disability(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 3,617 | $4.7M |
| Other(2 contracts, 2 carriers) | AFLAC | 3,617 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,617 | — |
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.