| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BB&H BENEFIT DESIGNS3 | 109 E VICTORIA STREET SANTA BARBARA, CA 93101 | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY | $77K | — | $77K | 4.22% |
| BB&H BENEFIT DESIGNS3 | 109 E. VICTORIA STREET SANTA BARBARA, CA 93101 | KAISER FOUNDATION HEALTH PLANS INC. | $27K | — | $27K | 4.01% |
| BB&H BENEFIT DESIGNS3 | 109 E. VICTORIA ST SANTA BARBARA, CA 93101 | CONTINENTAL AMERICAN INSURANCE COMPANY | $728 | — | $728 | 3.82% |
| BB&H BENEFIT DESIGNS3 | 109 E VICTORIA STREET SANTA BARBARA, CA 93101 | LIFE SECURE INSURANCE COMPANY | $738 | — | $738 | 9.09% |
| BORDEN HAMMAN INSURANCE3 | 9868 PLANO RD DALLAS, TX 75238 | LIFE SECURE INSURANCE COMPANY | $328 | — | $328 | 4.04% |
| BROADTOWER INSURANCE SOLUTIONS3 | 4400 MCARTHUR BLVD NEWPORT BEACH, CA 92660 | LIFE SECURE INSURANCE COMPANY | $82 | — | $82 | 1.01% |
| JACK ALLEN NORRIS3 Filed as: JACK WU | 821 BURLINGTON ST FILLMORE, CA 93015 | COLONIAL LIFE AND ACCIDENT INSURANCE CO. | $84 | — | $84 | 3.22% |
| BB&H BENEFIT DESIGNS3 Filed as: BB& H BENEFIT DESIGNS | 109 E. VICTORIA ST. SANTA BARBARA, CA 93101 | COLONIAL LIFE AND ACCIDENT INSURANCE CO. | $54 | — | $54 | 2.07% |
| DEBORAH ALEXAKOS3 | 1727 WEST GREENHEAD DR MERIDIAN, ID 83642 | COLONIAL LIFE AND ACCIDENT INSURANCE CO. | $11 | — | $11 | 0.42% |
| SHANE G ROSS3 | 620 E. CABERNET CT UPLAND, CA 91786 | COLONIAL LIFE AND ACCIDENT INSURANCE CO. | $4 | — | $4 | 0.15% |
| PHYLLIS ILENE SHALLMAN3 | 1121 UNIVERSITY BLVD W SILVER SPRING, MD 20902 | COLONIAL LIFE AND ACCIDENT INSURANCE CO. | $4 | — | $4 | 0.15% |
| MICHAEL MINNEY3 | POBOX 365 POWAY, CA 92074 | COLONIAL LIFE AND ACCIDENT INSURANCE CO. | $2 | — | $2 | 0.08% |
| NEL HASERT3 | 5104 E. AZELEA CIR SIOUX FALLS, SD 57108 | COLONIAL LIFE AND ACCIDENT INSURANCE CO. | $1 | — | $1 | 0.04% |
| JACK ALLEN NORRIS3 Filed as: JACK WU | 821 BURLINGTON ST FILLMORE, CA 93015 | COLONIAL LIFE AND ACCIDENT INSURANCE CO. | — | — | $0 | 0.00% |
| BB&H BENEFIT DESIGNS3 | 109 E. VICTORIA ST SANTA BARBARA, CA 93101 | AFLAC | $65 | — | $65 | 2.61% |
| TRACY L BANNER3 Filed as: TRACY BANNER | 343 CORONADO ST VENTURA, CA 93001 | AFLAC | $55 | — | $55 | 2.21% |
| BRADLEY IAN WITT3 | 1621 RIDGEWOOD DR CAMARILLO, CA 93012 | AFLAC | $42 | — | $42 | 1.69% |
| JOSEPH RAY HARDIE3 | 909 E. PLAYA DEL NORTE DR APT 6011 TEMPE, AZ 85281 | AFLAC | $29 | — | $29 | 1.17% |
| STEPHANIE MARIE INSABELLA3 Filed as: STEPHANIE M ISABELLA | 300 E. ESPLANADE DR STE 1220 OXNARD, CA 93036 | AFLAC | $12 | — | $12 | 0.48% |
| JACOB BURNS INC.3 Filed as: JACOB BURNS | 2905 MAGNOLIA AVE LONG BEACH, CA 90806 | 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 | 246 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 253 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY | 246 | $2.5M |
| Dental(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY | 246 | $1.8M |
| Vision | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY | 246 | $1.8M |
| Life insurance | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY | 246 | $1.8M |
| Short-term disability | COLONIAL LIFE AND ACCIDENT INSURANCE CO. | 3 | $3K |
| Long-term disability | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY | 246 | $1.8M |
| Prescription drug(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY | 246 | $2.5M |
| Other(3 contracts, 3 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 30 | $30K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 246 | — |
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.