| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEAVITT GROUP3 Filed as: LEAVITT CENTRAL COAST INSURANCE INC | 950 EAST BLANCO ROAD, SUITE 103 SALINAS, CA 93901 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $0 | $10K | 9.20% |
| AMWINS3 Filed as: LISI LLC | 1600 WEST HILLSDALE BOULEVARD SUITE 201 SAN MATEO, CA 94402 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $0 | $5K | 4.60% |
| LEAVITT GROUP3 Filed as: LEAVITT CENTRAL COAST INSURANCE | 950 EAST BLANCO ROAD, SUITE 103 SALINAS, CA 93901 | CONTINENTAL AMERICN INSURANCE COMPANY | $3K | $0 | $3K | 14.51% |
| ALAINE S. VANNESS3 | 1212 SOUTH SCHOOL STREET LODI, CA 95240 | CONTINENTAL AMERICN INSURANCE COMPANY | $2K | $0 | $2K | 9.17% |
| SERAPIO M. NAMBO3 | 2175 57TH AVENUE SACRAMENTO, CA 95822 | CONTINENTAL AMERICN INSURANCE COMPANY | $1K | $0 | $1K | 6.25% |
| BETH A. HESTER3 | 1143 CHAMPAGNE LANE MANTECA, CA 95337 | CONTINENTAL AMERICN INSURANCE COMPANY | $835 | $0 | $835 | 3.51% |
| TOUCH KEO3 | 117 ELLEN AVENUE MODESTO, CA 95351 | CONTINENTAL AMERICN INSURANCE COMPANY | $392 | $0 | $392 | 1.65% |
| IRENDA YAMARIS DE LA CRUZ3 Filed as: IRENDA Y. DE-LA-CRUZ | 652 SOUTH CENTRAL PARKWAY MOUNT HOUSE, CA 95391 | CONTINENTAL AMERICN INSURANCE COMPANY | $203 | $0 | $203 | 0.85% |
| LAURALYNE BOONE3 Filed as: LAURALYNE BOON AND OTHER AGENTS | 8641 MACKEY ROAD ELK GROVE, CA 95624 | CONTINENTAL AMERICN INSURANCE COMPANY | $92 | $0 | $92 | 0.39% |
| LEAVITT GROUP3 Filed as: LEAVITT CENTRAL COAST INSURANCE | 950 EAST BLANCO ROAD, SUITE 103 SALINAS, CA 93901 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $0 | $2K | 10.00% |
| LEAVITT GROUP3 Filed as: LEAVITT CENTRAL COAST INSURANCE | 950 EAST BLANCO ROAD, SUITE 103 SALINAS, CA 93901 | MANAGED HEALTH NETWORK | $205 | $0 | $205 | 5.00% |
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 | 163 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 164 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 238 | $105K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 238 | $105K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 238 | $105K |
| Short-term disability | CONTINENTAL AMERICN INSURANCE COMPANY | 49 | $24K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 163 | $16K |
| Prescription drug | RXBENEFITS, INC. | 129 | $374K |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 238 | $133K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 238 | — |
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.