| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF CA INS SVCS. | 1300 DOVE STREET, SUITE 300 NEWPORT BEACH, CA 92660 | BLUE CROSS OF CALIFORNIA | $157K | $0 | $157K | 3.98% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF COLORADO, LLC | 4582 SOUTH ULSTER STREET, SUITE 600 DENVER, CO 80237 | BLUE CROSS OF CALIFORNIA | $14K | $0 | $14K | 0.37% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL, LLC | 435 WHITTINGTON PARKWAY, SUITE 300 LOUISVILLE, KY 40222 | BLUE CROSS OF CALIFORNIA | $0 | $4K | $4K | 0.09% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF CA INS SVCS. | 1300 DOVE STREET SUITE 300 NEWPORT BEACH, CA 92660 | ANTHEM LIFE INSURANCE COMPANY | $11K | $0 | $11K | 0.48% |
| LORI ROBIN NISHIMORI3 | 9204 HOXIE COURT BAKERSFIELD, CA 93311 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10K | $419 | $11K | 6.83% |
| SALVADOR HEREDIA3 | 700 EL CAMINITO LIVERMORE, CA 94550 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $1K | $7K | 4.60% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF COLORADO, LLC | 1873 SOUTH BELLAIRE DENVER, CO 80222 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $0 | $5K | 3.41% |
| JAMES W. COLLIER INSURANCE AGENCY3 Filed as: JAMES W. COLLIER INS. AGCY & OTHERS | PO BOX 10630 BAKERSFIELD, CA 93389 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $283 | $2K | 1.57% |
| MARK TETSUO IWASAKI3 | 133 CRABAPPLE COURT HERCULES, CA 94547 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 1.46% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF CALIFORNIA INS. | 5001 CALIFORIA AVENUE BAKERSFIELD, CA 93309 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $87 | $2K | 1.03% |
| CASEY JAMES KUGLER3 | 21068 VALLEY CIRCLE ELKHORN, NE 68022 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $26 | $410 | $436 | 0.28% |
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 | 273 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 276 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS OF CALIFORNIA | 534 | $3.9M |
| Dental | BLUE CROSS OF CALIFORNIA | 534 | $3.9M |
| Vision | BLUE CROSS OF CALIFORNIA | 534 | $3.9M |
| Life insurance(2 contracts, 2 carriers) | ANTHEM LIFE INSURANCE COMPANY | 122 | $2.5M |
| Long-term disability | ANTHEM LIFE INSURANCE COMPANY | 0 | $2.4M |
| Prescription drug | BLUE CROSS OF CALIFORNIA | 534 | $3.9M |
| Other(2 contracts, 2 carriers) | ANTHEM LIFE INSURANCE COMPANY | 122 | $2.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 534 | — |
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."
No prospect flags tripped on this filing.