| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | BLUE SHIELD OF CALIFORNIA | $35K | — | $35K | 2.47% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | ANTHEM BLUE CROSS | $20K | — | $20K | 2.90% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | KAISER FOUNDATION HEALTH PLANS, INC. | $14K | — | $14K | 4.19% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | INDEPENDENCE BLUE CROSS | $0 | — | $0 | 0.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | HEALTHNET OF CALIFORNIA, INC. | $9K | — | $9K | 4.12% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | TUFTS HEALTH PLAN | $0 | — | $0 | 0.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | OSCAR HEALTH PLAN | $9K | — | $9K | 7.20% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | BLUE SHIELD OF ILLINOIS, MONTANTA, NEW MEXICO, OKLAHOMA AND TEXAS | $2K | — | $2K | 2.27% |
| JULIE BRUINSMA3 | 12021 WILSHIRE BOULEVARD SUITE 820 LOS ANGELES, CA 90025 | AFLAC | $3K | $40 | $3K | 4.60% |
| DAVID HERNANDEZ3 | 2150 PARK PLACE SUITE 100 EL SEGUNDO, CA 90245 | AFLAC | $2K | $8 | $2K | 2.31% |
| STEVEN R. JOHNSON3 Filed as: STEVEN JOHNSON | 6167 BRISTOL PARKWAY SUITE 106 CULVER CITY, CA 90230 | AFLAC | $1K | $8 | $1K | 1.49% |
| WOODRUFF-SAWYER & CO3 | 220 BUSH STREET FLOOR 7 SAN FRANCISCO, CA 94104 | AFLAC | $658 | — | $658 | 0.94% |
| ROCCO TUCCI JR.3 Filed as: ROCCO TUCCI JR | 73 STETSON DRIVE MARLBOROUGH, MA 01752 | AFLAC | $472 | $175 | $647 | 0.93% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | AFLAC | $583 | — | $583 | 0.84% |
| SALLY COKER3 | 6511 E RENDINA STREET LONG BEACH, CA 90815 | AFLAC | $550 | — | $550 | 0.79% |
| JOSEPH L. AGAGON3 Filed as: JOSEPH AGAGON | 421 W. BROADWAY LONGBEACH, CA 90802 | AFLAC | $428 | — | $428 | 0.61% |
| WILLIAM JOHNSON3 | 471 WATERFORDS EDGE COURT ATCO, NJ 08004 | AFLAC | $257 | — | $257 | 0.37% |
| JANELLE M ZAMORA3 Filed as: JANELLE ZAMORA | 421 W BROADWAY APARTMENT 4157 LONG BEACH, CA 90802 | AFLAC | $251 | — | $251 | 0.36% |
| ADAM H MICHAELS3 Filed as: ADAM MICHAELS | 2922 CORDA LANE LOS ANGELES, CA 90049 | AFLAC | $238 | — | $238 | 0.34% |
| KAREN TUCCI3 | 73 STETSON DRIVE MARLBOROUGH, MA 01752 | AFLAC | $99 | $29 | $128 | 0.18% |
| JOSEPH A BUZZELLO3 Filed as: JOSEPH BUZZELLO | 9018 BALBOA BOULEVARD SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $101 | — | $101 | 0.14% |
| TALHA ZAQUIR RAHMAN3 Filed as: TALHA RAHMAN | 3848 W CARSON STREET SUITE 110 TORRANCE, CA 90503 | AFLAC | $93 | — | $93 | 0.13% |
| CHRISTOPHER HAGER3 | 8021 TRUXTON AVENUE LOS ANGELES, CA 90045 | AFLAC | $56 | — | $56 | 0.08% |
| PAUL A SCOTT3 Filed as: PAUL SCOTT | 2026N RIVERSIDE AVENUE SUITE C240 RIALTO, CA 92377 | AFLAC | $51 | — | $51 | 0.07% |
| ARNOLD TARIN3 | 1757 11TH STREET APARTMENT 5 SANTA MONICA, CA 90404 | AFLAC | $46 | — | $46 | 0.07% |
| CHRISTINE BINGHAM3 | 6034 ACACIA STREET LOS ANGELES, CA 90056 | AFLAC | $34 | — | $34 | 0.05% |
| TERESA PHILLIPS3 | 1742 W LINCOLN AVENUE #L-1 ANANHEIM, CA 92801 | AFLAC | $30 | — | $30 | 0.04% |
| ANDREW J JUNIKIEWICZ JR3 Filed as: ANDREW JUNIKIEWICZ JR | 22 BROOK HOLLOW DRIVE SINKING SPRING, PA 19608 | AFLAC | $28 | — | $28 | 0.04% |
| JOSE A SCHIENEMAN3 Filed as: JOSE SCHIENEMAN | 4515 MCCINTOCK DRIVE SUITE 212 TEMPE, AZ 85282 | AFLAC | $22 | — | $22 | 0.03% |
| MICHAEL C WALKER3 Filed as: MICHAEL STACHOWIAK | 321 N CLARK STREET SUITE 625 CHICAGO, IL 60654 | AFLAC | $19 | — | $19 | 0.03% |
| JOSEPH P CALARCO3 Filed as: JOSEPH NASCA | 28081 W MAPLE AVENUE BARRINGRON, IA 60010 | AFLAC | $14 | — | $14 | 0.02% |
| OLENA K SHEA3 Filed as: OLENA SHEA | 3 MITCHELL PLACE UNIT 18C NEW YORK, NY 10017 | AFLAC | $14 | — | $14 | 0.02% |
| DAVID J MCCLELLAN3 Filed as: DAVID HALLETT | 8 BROOKS STREET WINCHESTER, MA 01890 | AFLAC | $11 | — | $11 | 0.02% |
| WHITE & COMPANY INSURANCE INC.3 Filed as: WHITE AND COMPANY INC | PO BOX 70 SANTA MONICA, CA 90406 | AFLAC | $8 | — | $8 | 0.01% |
| GARY SCOTT NELLIS3 Filed as: GARY NELLIS | 10607 1/2 WOODBRIDGE STREET TOLUCA LAKE, CA 91602 | AFLAC | $7 | — | $7 | 0.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH WILLIS JR | 1431 NE 55TH STREET FORT LAUDERDALE, FL 33334 | AFLAC | $7 | — | $7 | 0.01% |
| LARA K GRANDE3 Filed as: LARA GRANDE | 117 MORNING MIST LANE FRANKLIN, TN 37064 | AFLAC | $5 | — | $5 | 0.01% |
| MICHAEL R. FISHER3 Filed as: MICHAEL FISHER | 1 S FAIR OAKS AVENUE SUITE 200 PASADENA, CA 91105 | AFLAC | $2 | — | $2 | 0.00% |
| MEGHAN MILLER3 | 6631 FOX RIDGE CIRCLE DAVIDSON, NC 28036 | AFLAC | $1 | — | $1 | 0.00% |
| ALLISON FARRIS WENDELBERGER3 | 207 SANTA FE DRIVE WALNUT CREEK, CA 94598 | AFLAC | $1 | — | $1 | 0.00% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER AND COMPANY | 50 CALIFORNIA STREET 12TH FLOOR SAN FRANCISCO, CA 94111 | VISION SERVICE PLAN | $3K | — | $3K | 3.83% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | SHARP HEALTH PLAN | $3K | — | $3K | 4.94% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS | $0 | — | $0 | 0.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | HORIZON BLUE CROSS BLUE SHIELD | $0 | — | $0 | 0.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | HPHC INSURANCE COMPANY, INC. | $1K | — | $1K | 2.31% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | CAREFIRST OF MARYLAND | $0 | — | $0 | 0.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | CIGNA | $0 | — | $0 | 0.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | MINUTEMAN HEALTH | $0 | — | $0 | 0.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | CAPITAL BLUE CROSS | $0 | — | $0 | 0.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | EMPIRE HEALTHCHOICE HMO, INC. | $0 | — | $0 | 0.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | BLUE CROSS BLUE SHIELD OF GEORGIA | $0 | — | $0 | 0.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | BLUE CROSS BLUE SHIELD OF FLORIDA | $0 | — | $0 | 0.00% |
| ALBERT BRUCKNER3 | 30 18 BROADWAY APARTMENT 2E ASTORIA, NY 11106 | AFLAC | $269 | — | $269 | 7.40% |
| DAVID RISPLER3 Filed as: J DAVID AND ASSOCIATES INC | 125 JERICHO TURNPIKE SUITE 201 JERICHO, NY 11753 | AFLAC | $145 | — | $145 | 3.99% |
| JACQUES P DAVID CORPORATION3 | 125 JERICHO TURNPIKE SUITE 201 JERICHO, NY 11753 | AFLAC | $76 | — | $76 | 2.09% |
| KENNETH C MEIER CORP3 | 401 FRANKLIN AVENUE SUITE 312 GARDEN CITY, NY 11530 | AFLAC | $27 | — | $27 | 0.74% |
| TODD J BURKE CORP3 | 2 IRIS LANE GARDEN CITY, NC 11530 | AFLAC | $4 | — | $4 | 0.11% |
| BRIAN WHITE3 | 6 COWDIN LANE CHAPPAQUA, ND 10514 | AFLAC | $4 | — | $4 | 0.11% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | NEIGHBORHOOD HEALTH PLAN, INC. | $0 | — | $0 | 0.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | AMERIHEALTH OF NEW JERSEY | $0 | — | $0 | 0.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | BLUE CROSS OF IDAHO | $0 | — | $0 | 0.00% |
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 | 481 | 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) | 481 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(22 contracts, 22 carriers) | BLUE SHIELD OF CALIFORNIA | 390 | $3.7M |
| Vision | VISION SERVICE PLAN | 391 | $66K |
| Prescription drug(23 contracts, 23 carriers) | BLUE SHIELD OF CALIFORNIA | 390 | $3.7M |
| Other(2 contracts) | AFLAC | 79 | $73K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 391 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.