| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WINTON-IRELAND INSURANCE AGENCY INC3 Filed as: WINTON-IRELAND INSURANCE AGENCY,INC | PO BOX 3277 TURLOCK, CA 95380 | KAISER FOUNDATION HEALTH PLAN INC | $72K | $0 | $72K | 3.22% |
| WINTON-IRELAND INSURANCE AGENCY INC3 Filed as: WINTON-IRELAND INSURANCE AGENCY,INC | 687 E CANAL DR TURLOCK, CA 95380 | BLUE SHIELD OF CALIFORNIA | $2K | $55K | $57K | 4.77% |
| WINTON-IRELAND INS AGENCY3 Filed as: WINTON IRELAND INS AGENCY INC | 627 E CANAL TURLOCK, CA 95381 | DELTA DENTAL OF CALIFORNIA | $15K | — | $15K | 5.00% |
| HOLLERN & ASSOCIATES INCORPORATED3 | 3171 PINERO CT SPARKS, NV 89436 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $176 | $7K | 6.45% |
| JOSEPH SILVA3 | 3509 W COLONIAL AVE VISALIA, CA 93277 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 1.76% |
| WAYNE RIMMER3 Filed as: WAYNE P SMITH | 402 W LOCKHART LN MERIDIAN, ID 83646 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $966 | $0 | $966 | 0.91% |
| CELIFLORA THOMPSON3 | 4454 TERRA CORVO CT MERCED, CA 95348 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $645 | $142 | $787 | 0.74% |
| DOUGLAS HIBL3 | 925 LACY LN MIDWAY, UT 84049 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $561 | $0 | $561 | 0.53% |
| PROSESSION INC3 | 950 UNIVERSITY PARK LOOP N RENO, NV 89512 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $316 | $166 | $482 | 0.45% |
| DEAN LOUIS GRANT3 | 1874 DREW AVE MOUNTAIN VIEW, CA 94043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $325 | $0 | $325 | 0.31% |
| LORI LEE BUMP3 | 1583 W BOSTON AVE FRESNO, CA 93711 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $308 | $0 | $308 | 0.29% |
| SALVADOR HEREDIA3 | 700 EL CAMINTO LIVERMORE, CA 94550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $278 | $0 | $278 | 0.26% |
| CASEY JAMES KUGLER3 Filed as: CASEY JAMES KUGLAR | 21068 VALLEY CIR ELKHORN, NE 68022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | $139 | $178 | 0.17% |
| BRIAN ROBERT LLOYD3 | 6234 KINGS PEAK DR EL DORADO HILLS, CA 95762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | $88 | $127 | 0.12% |
| PAMELA KAY LONG3 | 200 S LEXINGTON DR APT 615 FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $66 | $0 | $66 | 0.06% |
| DEBORAH LYNN WELLS3 | 5809 MARK TWAIN AVE SACRAMENTO, CA 95820 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | $0 | $60 | 0.06% |
| BARRY W MAAS3 | 1272 W MORAGA RD FRESNO, CA 93711 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $0 | $55 | 0.05% |
| THERESA NETTO PHILLIPS3 | 6219 S CLARA AVE FRESNO, CA 93706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $0 | $55 | 0.05% |
| SCOTT E BOORE3 | 1680 DELTA WIND LN LINCOLN, CA 95648 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $0 | $44 | 0.04% |
| G SCOTT COOKE3 Filed as: SCOTT ALLEN BEER | 316 CROCKER ST UNIT A TEMPLETON, CA 93465 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | $0 | $39 | 0.04% |
| TONEY CHIMIENTI3 | 3403 E FERNAN HILL RD COEUR D ALENE, ID 83814 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $0 | $22 | 0.02% |
| NAOMI R HALL3 | 1930 E HAROLD AVE VISALIA, CA 93292 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.01% |
| ARIANNA BISENTI MOSELEY3 | 1801 GRAND POINT WAY RENO, NV 89523 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.00% |
| DARRYL W VIDOR3 | 3314 EUROPA ST ROSEVILLE, CA 95661 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| ONE SOURCE ADVISORS INC3 Filed as: ONE SOURCE ADVISORS LLC | 1151 SOUZA WAY FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| WINTON-IRELAND INSURANCE AGENCY INC3 Filed as: WINTON-IRELAND INSURANCE AGENCY,INC | 687 E CANAL DR TURLOCK, CA 95380 | BLUE SHIELD OF CALIFORNIA | $974 | — | $974 | 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 | 279 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 279 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 300 | $3.4M |
| Dental | DELTA DENTAL OF CALIFORNIA | 475 | $301K |
| Vision | BLUE SHIELD OF CALIFORNIA | 96 | $1.2M |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 279 | $126K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 93 | $106K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 300 | $3.4M |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 279 | $126K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 475 | — |
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.