| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| F.B.P. INSURANCE SERVICES, LLC3 Filed as: F.B.P. INSURANCE SERVICES, INC | 130 THEORY STREET, SUITE 200 IRVINE, CA 926173065 | KAISER FOUNDATION HEALTH PLAN INC | $113K | — | $113K | 3.00% |
| F.B.P. INSURANCE SERVICES, LLC3 | 130 THEORY STREET, SUITE 200 IRVINE, CA 926173065 | AETNA LIFE INSURANCE COMPANY | $16K | — | $16K | 4.99% |
| F.B.P. INSURANCE SERVICES, LLC3 Filed as: F.B.P. INSURANCE SERVICES INC | 130 THEORY STREET, SUITE 200 IRVINE, CA 926173065 | PRINCIPAL LIFE INSURANCE COMPANY | $8K | — | $8K | 3.01% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES INC | 414 GALLIMORE DAIRY RD STE F GREENSBORO, NC 27409 | PRINCIPAL LIFE INSURANCE COMPANY | — | $1K | $1K | 0.47% |
| WADE OLSON/FBP INSURANCE SERVICES3 | 130 THEORY, SUITE 200 IRVINE, CA 92617 | SIMNSA | $9K | — | $9K | 7.00% |
| WADE OLSON/FBP INSURANCE SERVICES3 | 130 THEORY, SUITE 200 IRVINE, CA 92617 | SIMNSA | $8K | — | $8K | 7.00% |
| F.B.P. INSURANCE SERVICES, LLC3 | 414 GALLIMORE DAIRY ROAD GREENSBORO, NC 27409 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11K | $2K | $13K | 11.49% |
| PROVIEW ADVANCED SOLUTIONS3 | 130 THEORY, STE 200 IRVINE, CA 92617 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $5K | $5K | 4.89% |
| F.B.P. INSURANCE SERVICES, LLC3 | 414 GALLIMORE DAIRY ROAD GREENSBORO, NC 27409 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9K | $2K | $10K | 11.30% |
| PROVIEW ADVANCED SOLUTIONS3 | 130 THEORY, STE 200 IRVINE, CA 92617 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $4K | $4K | 4.81% |
| WADE OLSON/FBP INSURANCE SERVICES3 | 130 THEORY, SUITE 200 IRVINE, CA 92617 | SIMNSA | $4K | — | $4K | 7.00% |
| WADE OLSON/FBP INSURANCE SERVICES3 | 130 THEORY, SUITE 200 IRVINE, CA 92617 | SIMNSA | $3K | — | $3K | 7.00% |
| FBP INSURANCE SERVICES3 Filed as: FBP INSURANCE SERVICES INC | 130 THEORY, STE 200 IRVINE, CA 926173065 | VISION SERVICE PLAN | $2K | — | $2K | 4.10% |
| F.B.P. INSURANCE SERVICES, LLC3 Filed as: F.B.P INSURANCE SERVICES, LLC | 414 GALLIMORE DAIRY RD. STE F GREENSBORO, NC 27409 | CALIFORNIA DENTAL NETWORK, INC | $1K | — | $1K | 3.00% |
| WADE OLSON/FBP INSURANCE SERVICES3 | 130 THEORY, SUITE 200 IRVINE, CA 92617 | SIMNSA | $2K | — | $2K | 7.00% |
| WADE OLSON/FBP INSURANCE SERVICES3 | 130 THEORY, SUITE 200 IRVINE, CA 92617 | SIMNSA | $2K | — | $2K | 7.00% |
| FBP INSURANCE SERVICES3 Filed as: FBP INSURANCE SERVICES INC | 130 THEORY IRVINE, CA 92617 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 12.34% |
| BRETT WELTY INSURANCE AGENCY INC3 | 5675 RUFFIN RD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $429 | $2K | 7.96% |
| CLIENT BENEFIT INSURANCE SERVICES3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $242 | $1K | 4.80% |
| UZIEL RIVERA3 | 543 CHEROKEE CIRCLE BANNING, CA 92220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $901 | $302 | $1K | 4.14% |
| LORI LAINE3 | 35837 CARTER ST YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $570 | $183 | $753 | 2.59% |
| MARGARITA ALEJANDRA RAMIREZ3 | 1356 CALLE COLNETT SAN MARCOS, CA 92069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $525 | $192 | $717 | 2.47% |
| JOSEPH GLENN SANDLIN3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $399 | $1 | $400 | 1.38% |
| NICOLE ANGELES RAMIREZ3 | 201 N ATLANTIC BLVD #A ALHAMBRA, CA 91801 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $238 | $61 | $299 | 1.03% |
| EDWIN MANUEL VELASQUEZ3 | 33013 SEVILLE ST LAKE ELSINORE, CA 92530 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $241 | $52 | $293 | 1.01% |
| AN DESMARAIS3 | 687 COPPER DR. VISTA, CA 92083 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $104 | $12 | $116 | 0.40% |
| CONSUMER DRIVEN BENEFITS LLC3 | 3737 BIRCH ST NEWPORT BEACH, CA 92660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $74 | $109 | 0.38% |
| MARTIN MENDOZA3 | 26443 SAND PALM CT MORENO VALLEY, CA 92555 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $98 | — | $98 | 0.34% |
| CALIFORNIA INSURANCE ADVOCATES INC3 | 41960 AVENIDA DE ANITA TEMECULA, CA 92592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | $28 | $91 | 0.31% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | $12 | $48 | 0.17% |
| LUIS RAFAEL VALLE3 | 2354 CHATKA LANE SAN BERNANDINO, CA 92410 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.05% |
| MICHAEL C WALKER3 Filed as: MICHAEL J MINNEY | PO BOX 365 POWAY, CA 92074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $4 | $12 | 0.04% |
| WENDY DAWN PACK3 | 16109 WATT WAY RAMONA, CA 92065 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $2 | $10 | 0.03% |
| KEVIN ROBERT NEWBY3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| ROGER STUART KENCHEL3 | 2588 EL CAMINO REAL CARLSBAD, CA 92008 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| WADE OLSON/FBP INSURANCE SERVICES3 | 130 THEORY, SUITE 200 IRVINE, CA 92617 | SIMNSA | $2K | — | $2K | 7.00% |
| FBP INSURANCE SERVICES3 Filed as: FBP INSURANCE SERVICES INC | 130 THEORY IRVINE, CA 92617 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 14.47% |
| BRETT WELTY INSURANCE AGENCY INC3 | 5675 RUFFIN RD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $588 | $3K | 10.73% |
| UZIEL RIVERA3 | 543 CHEROKEE CIRCLE BANNING, CA 92220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $578 | $2K | 7.93% |
| CLIENT BENEFIT INSURANCE SERVICES3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $275 | $2K | 5.42% |
| LORI LAINE3 | 35837 CARTER ST YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $624 | $215 | $839 | 3.03% |
| EDWIN MANUEL VELASQUEZ3 | 33013 SEVILLE ST LAKE ELSINORE, CA 92530 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $453 | $98 | $551 | 1.99% |
| MARGARITA ALEJANDRA RAMIREZ3 | 1356 CALLE COLNETT SAN MARCOS, CA 92069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $242 | $85 | $327 | 1.18% |
| JOSEPH GLENN SANDLIN3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $186 | — | $186 | 0.67% |
| STEPHEN LEE MILLER3 | 12576 RIDEABOUT COURT SAN DIEGO, CA 92129 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | $9 | $79 | 0.28% |
| CALIFORNIA INSURANCE ADVOCATES INC3 | 41960 AVENIDA DE ANITA TEMECULA, CA 92592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | $12 | $40 | 0.14% |
| MICHAEL C WALKER3 Filed as: MICHAEL J MINNEY | PO BOX 365 POWAY, CA 92074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $6 | $17 | 0.06% |
| FBP INSURANCE SERVICES3 Filed as: FBP INSURANCE SERVICES INC | 130 THEORY IRVINE, CA 92617 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 12.97% |
| BRETT WELTY INSURANCE AGENCY INC3 | 5675 RUFFIN RD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $412 | $2K | 8.04% |
| UZIEL RIVERA3 | 543 CHEROKEE CIRCLE BANNING, CA 92220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $550 | $2K | 7.76% |
| CLIENT BENEFIT INSURANCE SERVICES3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $233 | $1K | 4.84% |
| LORI LAINE3 | 35837 CARTER ST YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $559 | $183 | $742 | 2.72% |
| NICOLE ANGELES RAMIREZ3 | 201 N ATLANTIC BLVD #A ALHAMBRA, CA 91801 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $405 | $104 | $509 | 1.86% |
| MARGARITA ALEJANDRA RAMIREZ3 | 1356 CALLE COLNETT SAN MARCOS, CA 92069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $293 | $102 | $395 | 1.45% |
| JOSEPH GLENN SANDLIN3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $299 | $1 | $300 | 1.10% |
| CONSUMER DRIVEN BENEFITS LLC3 | 3737 BIRCH ST NEWPORT BEACH, CA 92660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $69 | $147 | $216 | 0.79% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | $20 | $81 | 0.30% |
| CALIFORNIA INSURANCE ADVOCATES INC3 | 41960 AVENIDA DE ANITA TEMECULA, CA 92592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $15 | $48 | 0.18% |
| FBP INSURANCE SERVICES3 Filed as: FBP INSURANCE SERVICES INC | 130 THEORY IRVINE, CA 92617 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 12.83% |
| BRETT WELTY INSURANCE AGENCY INC3 | 5675 RUFFIN RD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $267 | $1K | 8.17% |
| UZIEL RIVERA3 | 543 CHEROKEE CIRCLE BANNING, CA 92220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $652 | $230 | $882 | 5.09% |
| CLIENT BENEFIT INSURANCE SERVICES3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $689 | $142 | $831 | 4.80% |
| NICOLE ANGELES RAMIREZ3 | 201 N ATLANTIC BLVD #A ALHAMBRA, CA 91801 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $519 | $133 | $652 | 3.77% |
| LORI LAINE3 | 35837 CARTER ST YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $346 | $119 | $465 | 2.69% |
| MARGARITA ALEJANDRA RAMIREZ3 | 1356 CALLE COINETT SAN MARCOS, CA 92069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $281 | $96 | $377 | 2.18% |
| EDWIN MANUEL VELASQUEZ3 | 33013 SEVILLE ST LAKE ELSINORE, CA 92530 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $178 | $39 | $217 | 1.25% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | $25 | $103 | 0.59% |
| CALIFORNIA INSURANCE ADVOCATES INC3 | 41960 AVENIDA DE ANITA TEMECULA, CA 92592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | $14 | $45 | 0.26% |
| MARIA VERONICA JARQUE3 | 8366 VIA SONOMA, UNIT E LA JOLLA, CA 92037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 0.22% |
| KEVIN ROBERT NEWBY3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | — | $36 | 0.21% |
| ELTHON ISRAEL CRUZ3 | 3800 WEST DEVONSHIRE AVENUE HEMET, CA 92545 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| FBP INSURANCE SERVICES3 Filed as: FBP INSURANCE SERVICES INC | 130 THEORY IRVINE, CA 92617 | COLONIAL LIFE & ACCIDENT INSURANCE COMPNY | $2K | — | $2K | 14.49% |
| BRETT WELTY INSURANCE AGENCY INC3 | 5675 RUFFIN RD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPNY | $1K | $288 | $1K | 9.04% |
| CLIENT BENEFIT INSURANCE SERVICES3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPNY | $774 | $173 | $947 | 5.83% |
| JOSEPH GLENN SANDLIN3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPNY | $569 | $1 | $570 | 3.51% |
| EDWIN MANUEL VELASQUEZ3 | 33013 SEVILLE ST LAKE ELSINORE, CA 92530 | COLONIAL LIFE & ACCIDENT INSURANCE COMPNY | $415 | $90 | $505 | 3.11% |
| LORI LAINE3 | 35837 CARTER ST YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPNY | $364 | $129 | $493 | 3.04% |
| MARIA LOURDES MENDOZA3 | 26443 SAND PALM CT. MORENO VALLEY, CA 92555 | COLONIAL LIFE & ACCIDENT INSURANCE COMPNY | $424 | $54 | $478 | 2.94% |
| UZIEL RIVERA3 | 543 CHEROKEE CIRCLE BANNING, CA 92220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPNY | $204 | $67 | $271 | 1.67% |
| MARGARITA ALEJANDRA RAMIREZ3 | 1356 CALLE COINETT SAN MARCOS, CA 92069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPNY | $124 | $46 | $170 | 1.05% |
| LUIS RAFAEL VALLE3 | 2354 CHATKA LANE SAN BERNANDINO, CA 92410 | COLONIAL LIFE & ACCIDENT INSURANCE COMPNY | $63 | $1 | $64 | 0.39% |
| KEVIN ROBERT NEWBY3 Filed as: KEVIN ROBET NEWBY | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPNY | $27 | — | $27 | 0.17% |
| CALIFORNIA INSURANCE ADVOCATES INC3 Filed as: CALIFORNIA INSURANCE ADVOCATES | 41960 AVENIDA DE ANITA TEMECULA, CA 92592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPNY | $15 | $7 | $22 | 0.14% |
| BRUCE W BUSSER3 | 22461 SAN JOAQUIN DRIVE WEST CANYON LAKE, CA 92587 | COLONIAL LIFE & ACCIDENT INSURANCE COMPNY | $19 | — | $19 | 0.12% |
| FBP INSURANCE SERVICES3 Filed as: FBP INSURANCE SERVICES INC | 130 THEORY IRVINE, CA 92617 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 9.49% |
| BRETT WELTY INSURANCE AGENCY INC3 | 5675 RUFFIN RD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $731 | $144 | $875 | 5.91% |
| JOSEPH GLENN SANDLIN3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $660 | $1 | $661 | 4.46% |
| CLIENT BENEFIT INSURANCE SERVICES3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $542 | $104 | $646 | 4.36% |
| UZIEL RIVERA3 | 543 CHEROKEE CIRCLE BANNING, CA 92220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $380 | $142 | $522 | 3.52% |
| LORI LAINE3 | 35837 CARTER ST YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $228 | $67 | $295 | 1.99% |
| KEVIN ROBERT NEWBY3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 0.25% |
| FBP INSURANCE SERVICES3 Filed as: FBP INSURANCE SERVICES INC | 130 THEORY IRVINE, CA 92617 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 14.58% |
| BRETT WELTY INSURANCE AGENCY INC3 | 5675 RUFFIN RD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $904 | $222 | $1K | 9.99% |
| CLIENT BENEFIT INSURANCE SERVICES3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $493 | $111 | $604 | 5.36% |
| EDWIN MANUEL VELASQUEZ3 | 33013 SEVILLE ST LAKE ELSINORE, CA 92530 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $318 | $69 | $387 | 3.43% |
| LORI LAINE3 | 35837 CARTER ST YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $255 | $89 | $344 | 3.05% |
| AN DESMARAIS3 | 687 COPPER DR. VISTA, CA 92083 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $305 | $36 | $341 | 3.02% |
| MARIA LOURDES MENDOZA3 | 26443 SAND PALM CT. MORENO VALLEY, CA 92555 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $213 | $27 | $240 | 2.13% |
| UZIEL RIVERA3 | 543 CHEROKEE CIRCLE BANNING, CA 92220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $157 | $45 | $202 | 1.79% |
| JOSEPH GLENN SANDLIN3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $140 | — | $140 | 1.24% |
| MICHAEL C WALKER3 Filed as: MICHAEL J MINNEY | PO BOX 365 POWAY, CA 92074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $13 | $36 | 0.32% |
| LUIS RAFAEL VALLE3 | 2354 CHATKA LANE SAN BERNANDINO, CA 92410 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $1 | $33 | 0.29% |
| WENDY DAWN PACK3 | 16109 WATT WAY RAMONA, CA 92065 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $5 | $28 | 0.25% |
| WADE OLSON/FBP INSURANCE SERVICES3 | 130 THEORY, SUITE 200 IRVINE, CA 92617 | SIMNSA | $671 | — | $671 | 7.00% |
| FBP INSURANCE SERVICES3 Filed as: FBP INSURANCE SERVICES INC | 130 THEORY IRVINE, CA 92617 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 17.70% |
| BRETT WELTY INSURANCE AGENCY INC3 | 5675 RUFFIN RD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $656 | $171 | $827 | 11.28% |
| MARIA LOURDES MENDOZA3 | 26443 SAND PALM CT. MORENO VALLEY, CA 92555 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $646 | $82 | $728 | 9.93% |
| CLIENT BENEFIT INSURANCE SERVICES3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $352 | $84 | $436 | 5.95% |
| LORI LAINE3 | 35837 CARTER ST YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $198 | $74 | $272 | 3.71% |
| LAMBERT MONTALBO3 | 26197 MIRADA ST HIGHLAND, CA 92346 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $226 | $26 | $252 | 3.44% |
| UZIEL RIVERA3 | 543 CHEROKEE CIRCLE BANNING, CA 92220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | $27 | $120 | 1.64% |
| LUIS RAFAEL VALLE3 | 2354 CHATKA LANE SAN BERNANDINO, CA 92410 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $97 | $2 | $99 | 1.35% |
| GROUP SUPPLEMENTAL BENEFITS INC3 | 31805 TEMECULA PARKWAY TEMECULA, CA 92592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $15 | $32 | 0.44% |
| SAMUEL TADLOCK3 | 3713 LYNWOOD DR HIGHLAND, CA 92346 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $4 | $21 | 0.29% |
| MARGARITA ALEJANDRA RAMIREZ3 | 1356 CALLE COINETT SAN MARCOS, CA 92069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.04% |
| FBP INSURANCE SERVICES3 Filed as: FBP INSURANCE SERVICES INC | 130 THEORY IRVINE, CA 92617 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $431 | — | $431 | 19.18% |
| UZIEL RIVERA3 | 543 CHEROKEE CIRCLE BANNING, CA 92220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $243 | $91 | $334 | 14.86% |
| BRETT WELTY INSURANCE AGENCY INC3 | 5675 RUFFIN RD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $215 | $57 | $272 | 12.11% |
| CLIENT BENEFIT INSURANCE SERVICES3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $118 | $29 | $147 | 6.54% |
| LORI LAINE3 | 35837 CARTER ST YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | $25 | $90 | 4.01% |
| AN DESMARAIS3 | 687 COPPER DR. VISTA, CA 92083 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | $7 | $68 | 3.03% |
| JOSEPH GLENN SANDLIN3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.80% |
| MICHAEL C WALKER3 Filed as: MICHAEL J MINNEY | PO BOX 365 POWAY, CA 92074 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $3 | $8 | 0.36% |
| WENDY DAWN PACK3 | 16109 WATT WAY RAMONA, CA 92065 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $1 | $6 | 0.27% |
| BRET WELTY INSURANCE AGENCY INC3 | 5675 RUFFIN RD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $438 | $118 | $556 | 34.49% |
| FBP INSURANCE SERVICES3 Filed as: FBP INSURANCE SERVICES INC | 130 THEORY IRVINE, CA 92617 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $337 | — | $337 | 20.91% |
| CLIENT BENEFIT INSURANCE SERVICES3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $126 | $32 | $158 | 9.80% |
| LORI LAINE3 | 35837 CARTER ST YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | $20 | $70 | 4.34% |
| UZIEL RIVERA3 | 543 CHEROKEE CIRCLE BANNING, CA 92220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | $12 | $43 | 20.98% |
| FBP INSURANCE SERVICES3 Filed as: FBP INSURANCE SERVICES INC | 130 THEORY IRVINE, CA 92617 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | — | $41 | 20.00% |
| BRETT WELTY INSURANCE AGENCY INC3 | 5675 RUFFIN RD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $6 | $27 | 13.17% |
| CLIENT BENEFIT INSURANCE SERVICES3 | 5675 RUFFIN ROAD SAN DIEGO, CA 92123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $3 | $14 | 6.83% |
| LORI LAINE3 | 35837 CARTER ST YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $2 | $8 | 3.90% |
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 | 1,068 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 28 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,096 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(12 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 814 | $4.5M |
| Dental(12 contracts, 3 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 636 | $763K |
| Vision | VISION SERVICE PLAN | 333 | $40K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 989 | $201K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 989 | $111K |
| Other(12 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 989 | $266K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 989 | — |
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.