| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS FINANCIAL SER | 4851 LBJ FREEWAY STE 100 DALLAS, TX 75244 | AETNA HEALTH, INC. | $40K | $0 | $40K | 2.48% |
| CIFS INC3 Filed as: CIFS INC. | 3435 WILSHIRE BLVD STE 3000 LOS ANGELES, CA 90010 | AETNA HEALTH, INC. | $32K | $0 | $32K | 1.98% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS FINANCIAL SER | 12404 PARK CENTRAL DR SUITE 400 DALLAS, TX 75251 | AETNA HEALTH, INC. | $4K | $0 | $4K | 0.23% |
| CIFS INC3 | 3435 WILSHIRE BLVD STE 3000 LOS ANGELES, CA 90010 | AETNA LIFE INSURANCE CO. | $14K | $0 | $14K | 2.42% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS FINANCIAL SER | 4851 LBJ FREEWAY STE 100 DALLAS, TX 75244 | AETNA LIFE INSURANCE CO. | $13K | $0 | $13K | 2.20% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS FINANCIAL SER | 12404 PARK CENTRAL DR SUITE 400 DALLAS, TX 75251 | AETNA LIFE INSURANCE CO. | $2K | $0 | $2K | 0.37% |
| CIFS INC3 Filed as: CIFS INC. | 3435 WILSHIRE BLVD STE 3000 LOS ANGELES, CA 90010 | KAISER FOUNDATION HEALTH PLAN INC. | $8K | $0 | $8K | 2.98% |
| CHUN-HA INSURANCE SERVICES, INC.3 Filed as: CHUN-HA INSURANCE SERVICES INC. | 12912 BROOKHURST ST #480 GARDEN GROVE, CA 92840 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $12K | $0 | $12K | 5.81% |
| CHUN-HA INSURANCE SERVICES, INC.3 Filed as: CHUN-HA INSURANCE SERVICES INC. | 9122 GARDEN GROVE BLVD. GARDEN GROVE, CA 92844 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 10.00% |
| CHUN-HA INSURANCE SERVICES, INC.3 Filed as: CHUN-HA INSURANCE SERVICES INC. | 9122 GARDEN GROVE BLVD. GARDEN GROVE, CA 92844 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $994 | $0 | $994 | 10.00% |
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 | 228 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 233 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 562 | $583K |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 548 | $200K |
| Vision | AETNA LIFE INSURANCE CO. | 562 | $583K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 212 | $10K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 212 | $15K |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 212 | $10K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 562 | — |
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.