| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD IRVINE, CA 92612 | AETNA LIFE INSURANCE CO. | $18K | $4K | $22K | 2.46% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN ST 21ST FLOOR SAN FRANCISCO, CA 94105 | CALIFORNIA PHYSICIANS' SERVICE | $8K | — | $8K | 5.00% |
| WELDON G KERR3 | RBG SAN JOSE 6155 ALMADEN EXPWY #210 SAN JOSE, CA 95120 | CALIFORNIA PHYSICIANS' SERVICE | $4K | — | $4K | 2.36% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD IRVINE, CA 92612 | AETNA HEALTH, INC. | $2K | — | $2K | 1.99% |
| ANTHONY R ZAVALA3 | 1257 S FILBERT AVE FRENSO, CA 93727 | AFLAC | $756 | $328 | $1K | 2.90% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 734004 CHICAGO, IL 60673 | AFLAC | $970 | — | $970 | 2.60% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SRV INC | PO BOX 28906 FRENSO, CA 93729 | AFLAC | $702 | — | $702 | 1.88% |
| JOSEPH LINVILLE3 | 5558 CALIFORNIA AVE STE 310 BAKERFIELDS, CA 93309 | AFLAC | $515 | — | $515 | 1.38% |
| JOSEPH LINVILLE3 | 5455 N BOND SR FRESNO, CA 93710 | AFLAC | $482 | — | $482 | 1.29% |
| DAVID J. FOLIA3 Filed as: DAVID J FOLIA | 10389 N BAIRD AVE FRENSO, CA 93730 | AFLAC | $325 | — | $325 | 0.87% |
| ILIC-STONE INS SERVICES INC3 Filed as: ILIC-STONE INS SRV INC | 1255 W SHAW AVE STE 100A FRENSO, CA 93711 | AFLAC | $301 | — | $301 | 0.81% |
| LORRIE ANN RODRIGUEZ3 | 2377 W SHAW AVE STE 104 FRENSO, CA 93711 | AFLAC | $216 | $69 | $285 | 0.76% |
| VERONICA ILIC STONE3 | 7347 N TAMERA AVE FRENSO, CA 93711 | AFLAC | $79 | — | $79 | 0.21% |
| BRENDA S HAMILTON3 | 37 BIRCH AVE CLOVIS, CA 93611 | AFLAC | $77 | — | $77 | 0.21% |
| EDWARD RUSSELL RANDALL3 | 6153 AMBER AVE CLOVIS, CA 93619 | AFLAC | $41 | — | $41 | 0.11% |
| JODIE J BOHNER3 | 42869 REVIS WAY COARSEGOLD, CA 93614 | AFLAC | $26 | — | $26 | 0.07% |
| MARISOL MENDOZA3 | 1285 W SHAW AVE STE 101 FRESNO, CA 93711 | AFLAC | $25 | — | $25 | 0.07% |
| KATHLEEN S LOUDERMILK3 | 90 EL SERENO AVE CAYUCOS, CA 93430 | AFLAC | $21 | — | $21 | 0.06% |
| JANIS E. RIDLON3 Filed as: JANIS E DEMING | 244 W DECATUR AVE CLOVIS, CA 93611 | AFLAC | $17 | — | $17 | 0.05% |
| GARY LOWE3 | 13106 NANTUCKET PL BAKERSFIELD, CA 93314 | AFLAC | $14 | — | $14 | 0.04% |
| ANA PATRICIA ARRIAGA3 | 980 ARLINGTON CIR WOODLAND, CA 95695 | AFLAC | $13 | — | $13 | 0.03% |
| D BREDESON INSURANCE SERVICES INC3 Filed as: D BREDESON INSURANCE SRV INC | 19043 META RD CORNELIUS, NC 28031 | AFLAC | $9 | — | $9 | 0.02% |
| BETH SJOSTRAND3 | 359 WOODLAND ST WATERTOWN, TN 37184 | AFLAC | $5 | — | $5 | 0.01% |
| DUANE ANDREW FRY3 | 641 HIGUERA ST STE 300 SAN LUIS OBSIPO, CA 93401 | AFLAC | $4 | — | $4 | 0.01% |
| SIERRA N KIRSHY3 | 348 DIAMOND OAKS RD ROSEVILLE, CA 95678 | AFLAC | $4 | — | $4 | 0.01% |
| JOHANNA S HAAS3 | 7602 N LEONARD AVE CLOVIS, CA 93619 | AFLAC | $2 | — | $2 | 0.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1720 NE 4TH ST BEND, OR 97701 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 4.56% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5666 CONCORD, CA 94524 | VISION SERVICE PLAN | $1K | — | $1K | 5.81% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1720 NE 4TH ST BEND, OR 97701 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $454 | — | $454 | 9.99% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $188 | $188 | 4.14% |
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 | 281 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 282 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 208 | $1.0M |
| Vision | VISION SERVICE PLAN | 121 | $18K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 281 | $34K |
| Prescription drug | CALIFORNIA PHYSICIANS' SERVICE | 12 | $152K |
| Other(3 contracts, 2 carriers) | AFLAC | 281 | $72K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 281 | — |
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.