| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BB&H BENEFIT DESIGNS3 | 109 E. VICTORIA STREET SANTA BARBARA, CA 93101 | AETNA HEALTH OF CALIFORNIA INC. | $60K | — | $60K | 4.19% |
| BB&H BENEFIT DESIGNS3 | 109 E. VICTORIA STREET SANTA BARBARA, CA 93101 | AETNA LIFE INSURANCE CO. | $22K | — | $22K | 4.45% |
| BB&H BENEFIT DESIGNS3 | 109 E. VICTORIA STREET SANTA BARBARA, CA 93101 | KAISER FOUNDATION HEALTH PLANS INC. | $19K | — | $19K | 4.61% |
| BB&H BENEFIT DESIGNS3 Filed as: BB&H BENEFIT DESIGNS INSURANCE SERV | 109 E. VICTORIA STREET SANTA BARBARA, CA 93101 | ANTHEM BLUE CROSS | $20K | — | $20K | 8.62% |
| BB&H BENEFIT DESIGNS3 | 109 E. VICTORIA STREET SANTA BARBARA, CA 93101 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | — | $8K | 5.15% |
| BB&H BENEFIT DESIGNS3 | 109 E. VICTORIA STREET SANTA BARBARA, CA 93101 | RELIANCE STANDARD LIFE INS. CO | $4K | — | $4K | 10.69% |
| BB&H BENEFIT DESIGNS3 Filed as: BB&H BENEFIT DESIGNS INS. SVC | 109 E. VICTORIA STREET SANTA BARBARA, CA 93101 | RELIANCE STANDARD LIFE INS. CO | $2K | — | $2K | 10.00% |
| GENE BISSINGER3 | 4077 SNOWGOOSE STREET SIMI VALLEY, CA 93065 | COLONIAL LIFE & ACCIDENT | $2K | $29 | $2K | 10.40% |
| BB&H BENEFIT DESIGNS3 | 109 E. VICTORIA ST SANTA BARBARA, CA 93101 | COLONIAL LIFE & ACCIDENT | $624 | — | $624 | 4.01% |
| PHYLLIS ILENE SHALLMAN3 | 1201 S. CRESCENT LOS ANGELES, CA 90035 | COLONIAL LIFE & ACCIDENT | $140 | $20 | $160 | 1.03% |
| HURTADO & ASSOCIATES LLC3 Filed as: HURTADO & ASSOCIATES | 13948 HALCOURT AVE NORWALK, CA 90650 | COLONIAL LIFE & ACCIDENT | $35 | — | $35 | 0.22% |
| SHANE G ROSS3 Filed as: SHANE ROSS | 8721 PREDERA CT RANCHO CUCAMONGA, CA 91730 | COLONIAL LIFE & ACCIDENT | $26 | $2 | $28 | 0.18% |
| JACK ALLEN NORRIS3 Filed as: JACK WU | 821 BURLINGTON ST FILLMORE, CA 93015 | COLONIAL LIFE & ACCIDENT | $9 | $6 | $15 | 0.10% |
| RICHARD WILLIAM FRIEDMAN3 | 23927 RUSTICO CT SANTA CLARITA, CA 91354 | COLONIAL LIFE & ACCIDENT | $11 | $3 | $14 | 0.09% |
| DEBORAH ALEXAKOS3 | 4948 KOOTENAI ST BOISE, ID 83705 | COLONIAL LIFE & ACCIDENT | $13 | — | $13 | 0.08% |
| MICHAEL MINNEY3 | PO BOX 365 POWAY, CA 92074 | COLONIAL LIFE & ACCIDENT | $3 | — | $3 | 0.02% |
| HOLLERN & ASSOCIATES INCORPORATED3 Filed as: HOLLERN & ASSOCIATES INC | 11412 ROBBIA DRIVE LAS VEGAS, NV 89135 | COLONIAL LIFE & ACCIDENT | $3 | — | $3 | 0.02% |
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 | 311 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 311 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 311 | $724K |
| Dental(2 contracts, 2 carriers) | ANTHEM BLUE CROSS | 255 | $389K |
| Vision | ANTHEM BLUE CROSS | 191 | $229K |
| Life insurance(3 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 311 | $749K |
| Short-term disability | COLONIAL LIFE & ACCIDENT | 18 | $16K |
| Long-term disability | RELIANCE STANDARD LIFE INS. CO | 319 | $34K |
| Prescription drug | KAISER FOUNDATION HEALTH PLANS INC. | 103 | $405K |
| Other(3 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 311 | $514K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 319 | — |
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.