| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WINTON-IRELAND INS AGENCY3 Filed as: WINTON-IRELAND INSURANCE AGENCY, IN | PO BOX 3277 TURLOCK, CA 95381 | KAISER FOUNDATION HEALTH PLAN INC | $52K | $0 | $52K | 3.23% |
| WINTON-IRELAND INS AGENCY3 | 687 E CANAL DRIVE TURLOCK, CA 95380 | BLUE SHIELD OF CALIFORNIA | $40K | — | $40K | 4.50% |
| WINTON-IRELAND INS AGENCY3 Filed as: WINTON IRELAND INS AGENCY INC | 627 E CANAL DRIVE TURLOCK, CA 95381 | DELTA DENTAL OF CALIFORNIA | $14K | — | $14K | 5.00% |
| SALVADOR HEREDIA3 | 700 EL CAMINITO LIVERMORE, CA 94550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $684 | $4K | 4.22% |
| HOLLERN & ASSOCIATES INCORPORATED3 | 11412 ROBBIA DRIVE LAS VEGAS, NV 89138 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 3.19% |
| WAYNE RIMMER3 Filed as: WAYNE P SMITH | 3374 NORTH PARK CROSSING AVE MERIDIAN, ID 83646 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 2.12% |
| CASEY JAMES KUGLER3 | 906 HAWKS FEATHER LANE ROCKLIN, CA 95765 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $201 | $685 | $886 | 1.02% |
| DOUGLAS HIBL3 | 1620 NORTH CARPENTER RD MODESTO, CA 95351 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $867 | $0 | $867 | 1.00% |
| LISA M KELLEY3 | 1592 BLAIR CT MANTCA, CA 95336 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $770 | $0 | $770 | 0.89% |
| BRIAN ROBERT LLOYD3 | PO BOX 11 KNIGHTSEN, CA 94548 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $201 | $425 | $626 | 0.72% |
| PAMELA KAY LONG3 | 200 S. LEXINGTON DRIVE FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $399 | $32 | $431 | 0.50% |
| DEBORAH LYNN WELLS3 | 5809 MARK TWAIN AVENUE SACRAMENTO, CA 95820 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $88 | $6 | $94 | 0.11% |
| G SCOTT COOKE3 Filed as: SCOTT ALLEN BEER | 8385 N RAISINA AVE FRESNO, CA 93720 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | $0 | $60 | 0.07% |
| SCOTT E BOORE3 | 8 STONEHAVEN CT NOVATO, CA 94947 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | $0 | $57 | 0.07% |
| DARRYL W VIDOR3 | 4030 LENNANE AVE SACRAMENTO, CA 95834 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | $18 | $46 | 0.05% |
| NAOMI R HALL3 | 1930 EAST HAROLD AVE VISALIA, CA 93292 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | $0 | $30 | 0.03% |
| TONEY CHIMIENTI3 | 3400 WEST MINERAL KING AVE VISALIA, CA 93291 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $0 | $22 | 0.03% |
| ROBERT E PONCINI3 Filed as: ROBERT W HEITMAN | 3625 GANADO WAY MODESTO, CA 95356 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $0 | $22 | 0.03% |
| VOLUNTARY BENEFITS ADVISORY NETWORK3 | 1151 SOUZA WAY FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.02% |
| ANTHONY GLENN WELLS3 | 5809 MARK TWAIN AVE. SACRAMENTO, CA 95820 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.01% |
| ONE SOURCE ADVISORS INC3 Filed as: ONE SOURCE ADVISORS LLC | 1151 SOUZA WAY FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.01% |
| COMPASS BENEFITS & INSURANCE SERVIC3 | 5027 DYNASTY WAY SACRAMENTO, CA 95835 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| WINTON-IRELAND INS AGENCY3 Filed as: WINTON IRELAND STROM & GREEN | P.O. BOX 3277 TURLOCK, CA 95381 | VISION SERVICE PLAN | $1K | — | $1K | 3.99% |
| WINTON-IRELAND INS AGENCY3 | 687 E CANAL DRIVE TURLOCK, CA 95380 | BLUE SHIELD OF CALIFORNIA | $533 | — | $533 | 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 | 233 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 234 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 286 | $2.5M |
| Dental | DELTA DENTAL OF CALIFORNIA | 193 | $272K |
| Vision | VISION SERVICE PLAN | 187 | $34K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 233 | $97K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 84 | $87K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 233 | $97K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 286 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.