| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD IRVINE, CA 92612 | AETNA LIFE INSURANCE CO. | $14K | — | $14K | 1.82% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $13K | $972 | $14K | 6.43% |
| DKG INSURANCE & FINANCIAL SERVICES3 Filed as: DKG INSURANCE & FIN SVCS INC | 12404 PARK CENTRAL DR STE 400S DALLAS, TX 75251 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $648 | $8K | 3.59% |
| ASD INSURANCE AND FINANCIAL SERVICE3 Filed as: ASD INSURANCE & FIN SERVICE | 12404 PARK CENTRAL DR STE 400S DALLAS, TX 75251 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.69% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD IRVINE, CA 92612 | AETNA HEALTH, INC. | $1K | — | $1K | 1.79% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 734004 CHICAGO, IL 60673 | AFLAC | $3K | — | $3K | 7.94% |
| ANTHONY R ZAVALA3 | 1257 S FILBERT AVE FRENSO, CA 93727 | AFLAC | $3K | $1 | $3K | 6.63% |
| JOSEPH LINVILLE3 | 5558 CALIFORNIA AVE STE 310 BAKERSFIELD, CA 93309 | AFLAC | $1K | $3 | $1K | 2.60% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SRV INC | PO BOX 28906 FRESNO, CA 93729 | AFLAC | $835 | — | $835 | 1.99% |
| LORRIE ANN RODRIGUEZ3 | 2377 W SHAW AVE STE 104 FRESNO, CA 93711 | AFLAC | $535 | — | $535 | 1.27% |
| ILIC-STONE INS SERVICES INC3 | 1255 W SHAW AVE STE 100A FRESNO, CA 93711 | AFLAC | $487 | $6 | $493 | 1.17% |
| DAVID J. FOLIA3 Filed as: DAVID J FOLIA | 10389 N BAIRD AVE FRESNO, CA 93730 | AFLAC | $390 | $24 | $414 | 0.99% |
| BRENDA S HAMILTON3 | 37 BIRCH AVE CLOVIS, CA 93611 | AFLAC | $102 | — | $102 | 0.24% |
| JODIE BOHNER3 Filed as: JODIE J BOHNER | 42869 REVIS WAY COARSEGOLD, CA 93614 | AFLAC | $26 | — | $26 | 0.06% |
| MARISOL MENDOZA3 | 1285 W SHAW AVE STE 101 FRESNO, CA 93711 | AFLAC | $26 | — | $26 | 0.06% |
| JOHNANNA S HAAS3 | 7602 N LEONARD AVE CLOVIS, CA 93619 | AFLAC | $24 | — | $24 | 0.06% |
| KATHLEEN S LOUDERMILK3 | 90 EL SERENO AVE CAYUCOS, CA 93430 | AFLAC | $21 | — | $21 | 0.05% |
| GARY LOWE3 | 13106 NANTUCKET PL BAKERSFIELD, CA 93314 | AFLAC | $19 | — | $19 | 0.05% |
| JANIS E. RIDLON3 Filed as: JANIS E DEMING | 244 W DECATUR AVE CLOVIS, CA 93611 | AFLAC | $17 | — | $17 | 0.04% |
| ANA PATRICIA ARRIAGA3 | 980 ARLINGTON CIR WOODLAND, CA 95695 | AFLAC | $16 | — | $16 | 0.04% |
| D BREDESON INSURANCE SERVICES INC3 | 19043 META RD CORNELIUS, NC 28031 | AFLAC | $15 | — | $15 | 0.04% |
| SHEREASE RENEA BERKLEY3 | 1192 S BRIDLE AVE FRESNO, CA 93727 | AFLAC | $10 | — | $10 | 0.02% |
| DUANE A ADAMS3 Filed as: DUANE ANDREW FRY | 641 HIGUERA ST STE 300 SAN LUIS OBISPO, CA 93401 | AFLAC | $6 | — | $6 | 0.01% |
| SIERRA N KIRSHY3 | 348 DIAMOND OAKS RD ROSEVILLE, CA 95678 | AFLAC | $6 | — | $6 | 0.01% |
| BETH SJOSTRAND3 | 359 W WOODLAND ST WATERTOWN, TN 37184 | AFLAC | $5 | — | $5 | 0.01% |
| JENNIFER D COLLINS3 | 266 HIGHWAY 71 N ASHDOWN, AR 71822 | AFLAC | $5 | — | $5 | 0.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | 14.21% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5666 CONCORD, CA 94524 | VISION SERVICE PLAN | $951 | — | $951 | 6.19% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $413 | $163 | $576 | 13.94% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $96 | $47 | $143 | 8.90% |
| DKG INSURANCE & FINANCIAL SERVICES3 Filed as: DKG INSURANCE & FIN SVCS INC | 12404 PARK CENTERAL DR STE 400S DALLAS, TX 75251 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $54 | $32 | $86 | 5.35% |
| ASD INSURANCE AND FINANCIAL SERVICE3 Filed as: ASD INSURANCE & FIN SERVICES | 12404 PARK CENTRAL DR STE 400SS DALLAS, TX 75251 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10 | — | $10 | 0.62% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $62 | — | $62 | 8.76% |
| ASD INSURANCE AND FINANCIAL SERVICE3 Filed as: ASD INSURANCE & FIN SERVICE | 12404 PARK CENTRAL DR STE 400S DALLAS, TX 75251 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9 | — | $9 | 1.27% |
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 | 261 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 261 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 184 | $748K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 347 | $224K |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 109 | $17K |
| Life insurance(3 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 261 | $35K |
| Other(4 contracts, 2 carriers) | AFLAC | 261 | $77K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 347 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.