| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER AND COMPANY | 50 CALIFORNIA STREET, 12TH FLOOR SAN FRANCISCO, CA 94111 | BLUE CROSS OF CALIFORNIA | $97K | — | $97K | 2.79% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 24005 VENTURA BOULEVARD CALABASAS, CA 91302 | BLUE CROSS OF CALIFORNIA | $59K | — | $59K | 1.70% |
| JULIE BRUINSMA3 | 12021 WILSHIRE BOULEVARD, SUITE 820 LOS ANGELES, CA 90025 | AFLAC | $3K | $474 | $3K | 5.34% |
| MJ INSURANCE3 Filed as: JOSEPH AGAGON AND VARIOUS AGENTS | 421 WEST BROADWAY LONG BEACH, CA 90802 | AFLAC | $2K | $64 | $2K | 2.70% |
| DAVID HERNANDEZ3 | 3848 WEST CARSON STREET, SUITE 110 TORRANCE, CA 90503 | AFLAC | $1K | $95 | $1K | 2.35% |
| STEVEN R. JOHNSON3 Filed as: STEVEN JOHNSON | 6167 BRISTOL PARKWAY, SUITE 106 CULVER CITY, CA 90230 | AFLAC | $981 | $95 | $1K | 1.80% |
| ROCCO TUCCI JR.3 | 73 STETSON DRIVE MARLBOROUGH, MA 01752 | AFLAC | $1K | — | $1K | 1.68% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER AND COMPANY | 50 CALIFORNIA STREET, 12TH FLOOR SAN FRANCISCO, CA 94111 | AFLAC | $930 | — | $930 | 1.56% |
| SALLY COKER3 | 6511 EAST REDINA STREET LONG BEACH, CA 90815 | AFLAC | $522 | — | $522 | 0.87% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER AND COMPANY | 50 CALIFORNIA STREET, 12TH FLOOR SAN FRANCISCO, CA 94111 | VISION SERVICE PLAN | $799 | — | $799 | 1.65% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD, SUITE 100 AGOURA HILLS, CA 91301 | VISION SERVICE PLAN | $608 | — | $608 | 1.26% |
| ALBERT BRUCKNER3 | 30 18 BROADWAY APARTMENT 2E ASTORIA, NY 11108 | AFLAC | $191 | — | $191 | 7.41% |
| JEAN PAUL DAVID3 | 125 JERICHO TURNPIKE, SUITE 201 JERICHO, NY 11753 | AFLAC | $103 | — | $103 | 4.00% |
| JAQUES P DAVID CORPORATION3 Filed as: JAQUES P. DAVID CORPORATION | 125 JERICHO TURNPIKE, SUITE 201 JERICHO, NY 11753 | AFLAC | $54 | — | $54 | 2.10% |
| KENNETH C MEIER CORP3 Filed as: KENNETH C. MEIER CORPORATION | 401 FRANKLIN AVENUE, SUITE 312 GARDEN CITY, NY 11530 | AFLAC | $19 | — | $19 | 0.74% |
| BRIAN WHITE3 | 6 COWDIN LANE CHAPPAQUA, NY 10514 | AFLAC | $1 | — | $1 | 0.04% |
| TODD J BURKE CORP3 Filed as: TODD J. BURKE CORPORATION | 2 IRIS LANE GARDEN CITY, NY 11530 | AFLAC | $1 | — | $1 | 0.04% |
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 | 470 | 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) | 470 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS OF CALIFORNIA | 837 | $3.5M |
| Dental | BLUE CROSS OF CALIFORNIA | 837 | $3.5M |
| Vision | VISION SERVICE PLAN | 393 | $48K |
| Life insurance | BLUE CROSS OF CALIFORNIA | 837 | $3.5M |
| Other(4 contracts, 3 carriers) | BLUE CROSS OF CALIFORNIA | 837 | $3.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 837 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.