| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RAYMOND DICK3 | 44824 CEDAR AVE LANCASTER, CA 935343213 | METROPOLITAN LIFE INSURANCE COMPANY | $65K | — | $65K | 3.23% |
| NEW ENGLAND EMPLOYEE BENEFITS CO3 Filed as: METLIFE FINANCIAL/METLIFE | SECURITIES INC 1095 AVENUE OF THE AMERICAS NEW YORK, NY 100366797 | METROPOLITAN LIFE INSURANCE COMPANY | — | $20K | $20K | 1.01% |
| RAYMOND DICK3 | 108 VALLEY CREEK CT FRANKLIN, TN 370644850 | KAISER FOUNDATION HEALTH PLAN INC. | $44K | — | $44K | 3.90% |
| RAYMOND DICK3 | 108 VALLEY CREEK CT FRANKLIN, TN 370644850 | KAISER FOUNDATION HEALTH PLAN INC. | $56K | — | $56K | 4.99% |
| RAYMOND DICK3 | 108 VALLEY CREEK CT FRANKLIN, TN 37064 | SYMETRA LIFE INSURANCE COMPANY | $33K | — | $33K | 6.00% |
| RAYMOND DICK3 | 108 VALLEY CREEK CT FRANKLIN, TN 370644850 | VISION SERVICE PLAN | $2K | — | $2K | 2.36% |
| DEBORAH ALEXAKOS3 | 1727 WEST GREENHEAD DR MERIDIAN, ID 83642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 3.08% |
| RAYMOND J DICK3 | 108 VALLEY CREEK CT. FRANKLIN, TN 37064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 2.00% |
| MCCAREY INC3 | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $611 | $489 | $1K | 1.70% |
| RONNY ANN WARNER3 | 470 E WHITBECK ST KUNA, ID 83634 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $589 | $144 | $733 | 1.13% |
| HURTADO & ASSOCIATES LLC3 | 531 WEST ERNA AVE LA HABRA, CA 90631 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $270 | — | $270 | 0.42% |
| LIFE TIME SOLUTIONS LLC3 | 861 KENWOOD ST UPLAND, CA 91784 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | — | $50 | 0.08% |
| PARAGON ADVISORY LLC3 | 501 NE 5TH TERRACE FT LAUDERDALE, FL 33301 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | — | $44 | 0.07% |
| KELLY BRONNENBERG COON3 | 523 VIA ZARACOZA CT LAS VEGAS, NV 89123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.06% |
| DARCY COON3 | 1392 PENINSULA POINT LAS VEGAS, NV 89123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.06% |
| ROSS LAPHAM3 | 17330 TOWER FALLS LN HUMBLE, TX 77346 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.03% |
| JAMES H CROUTHAMEL3 | 1308 CUSHMORE RD SOUTHAMPTON, PA 18966 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.03% |
| FRANK GILLELAND3 | 182 MEADOWLARK LANE FITZGERALD, GA 31750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.02% |
| JILL R LAMBERT3 Filed as: JILL DICE-MALGIER | 17 MIDBRIDGE DR MEDFORD, NJ 08055 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.02% |
| LAURIE J BURNS3 | 303 PLYLER RD INDIAN TRAIL, NC 28079 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.02% |
| CHRISTINE LYNN MORGESTER3 | 2137 N Q ST WASHOUGAL, WA 98671 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| BARNETT BENEFITS GROUP INC3 | 101 BARNETT RD LONOKE, AR 72086 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| SHANE G ROSS3 | 8721 PREDERA CT RANCHO CUCAMONGA, CA 91730 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
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 | 1,306 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,312 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC. | 236 | $2.2M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 3,265 | $2.0M |
| Vision | VISION SERVICE PLAN | 916 | $104K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 3,265 | $2.0M |
| Short-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 3,265 | $2.1M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 3,265 | $2.0M |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 862 | $549K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 3,265 | $2.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,265 | — |
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.