| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC | $49K | — | $49K | 3.91% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | AETNA HEALTH, INC. | $34K | — | $34K | 3.62% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | AETNA LIFE INSURANCE COMPANY | $9K | $7K | $16K | 8.66% |
| ALLIANT INSURANCE SERVICES, INC.3 | 570 RANCHEROS DRIVE, SUITE 100 SAN MARCOS, CA 92069 | AETNA LIFE INSURANCE COMPANY | — | $195 | $195 | 0.11% |
| GEORGE MICHAEL SORRENTINO3 | 1123 ALEXANDRIA DRIVE SAN DIEGO, CA 92107 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8K | $7K | $15K | 20.48% |
| BELLE NATIONAL BENEFITS LLC3 | 9655 WAUKEGAN AVENUE LOS VEGAS, NV 89148 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $417 | $1K | 1.98% |
| MJ INSURANCE3 Filed as: FERNAN E. LOPEZ AND VARIOUS AGENTS | 735 DOLORES STREET, SUITE 1 SAN FRANCISCO, CA 94110 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $282 | $1K | 1.97% |
| EDWIN MANUEL VELASQUEZ3 | 33013 SEVILLE STREET LAKE ELSINORE, CA 92530 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $135 | $1K | 1.77% |
| WENDY DAWN PACK3 Filed as: WENDY GERSHOW | 3217 STAR AVENUE OAKLAND, CA 94619 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $41 | $1K | 1.69% |
| RAYMOND KWOCKMAN GONG3 Filed as: RAYMOND GONG | 2180 FENTON PARKWAY SAN DIEGO, CA 92108 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $665 | $182 | $847 | 1.14% |
| LAMBERT MONTALBO3 | 26197 MIRANDA STREET HIGHLAND, CA 92346 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $298 | $10 | $308 | 0.41% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92112 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
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 | 206 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 206 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 484 | $2.4M |
| Dental | AETNA LIFE INSURANCE COMPANY | 484 | $182K |
| Life insurance(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 484 | $202K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 484 | $2.4M |
| Other(3 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 484 | $276K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 484 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.