| 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 953813277 | KAISER FOUNDATION HEALTH PLAN INC | $62K | $0 | $62K | 3.00% |
| WINTON-IRELAND INSURANCE AGENCY INC3 Filed as: WINTON-IRELAND INSURANCE AGENCY,INC | 687 E CANAL DR TURLOCK, CA 95380 | BLUE SHIELD OF CALIFORIA | $2K | $59K | $61K | 4.31% |
| HOLLERN & ASSOCIATES INCORPORATED3 | 3171 PINERO CT SPARKS, NV 89436 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $1K | $9K | 8.12% |
| WAYNE RIMMER3 Filed as: WAYNE P SMITH | 402 W LOCKHART LN MERIDIAN, ID 83646 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.92% |
| CASEY JAMES KUGLER3 | 21068 VALLEY CIR ELKHORN, NE 68022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $69 | $906 | $975 | 0.88% |
| DOUGLAS HIBL3 | 925 LACY LN MIDWAY, UT 84049 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $517 | $0 | $517 | 0.46% |
| PROSESSION INC3 | 950 UNIVERSITY PARK LOOP N RENO, NV 89512 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $484 | $10 | $494 | 0.44% |
| CELIFLORA THOMPSON3 | 4454 TERRA CORVO CT MERCED, CA 95348 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $367 | $13 | $380 | 0.34% |
| STEPHANIE NOELLE KUGLER3 | 21068 VALLEY CIR ELKHORN, NE 68022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $201 | $140 | $341 | 0.31% |
| SALVADOR HEREDIA3 | 700 EL CAMINITO LIVERMORE, CA 94550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $272 | $0 | $272 | 0.24% |
| BRIAN ROBERT LLOYD3 | 6234 KINGS PEAK DR EL DORADO HILLS, CA 95762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | $148 | $208 | 0.19% |
| JOSEPH SILVA3 | 3509 W COLONIAL AVE VISALIA, CA 93277 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $147 | $0 | $147 | 0.13% |
| WARREN LEE RUND3 | 11488 SITKA ST RENO, NV 89506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $114 | $0 | $114 | 0.10% |
| PAMELA KAY LONG3 | 200 S LEXINGTON DR APT 615 FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | $0 | $61 | 0.05% |
| DEBORAH LYNN WELLS3 | 5809 MARK TWAIN AVE SACRAMENTO, CA 95820 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | $0 | $56 | 0.05% |
| SCOTT E BOORE3 | 1680 DELTA WIND LN LINCOLN, CA 95648 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | $0 | $39 | 0.04% |
| G SCOTT COOKE3 Filed as: SCOTT ALLEN BEER | 316 CROCKER ST UNIT A TEMPLETON, CA 93465 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | $0 | $36 | 0.03% |
| DEAN LOUIS GRANT3 | 1874 DREW AVE MOUNTAIN VIEW, CA 94043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $0 | $26 | 0.02% |
| LORI LEE BUMP3 | 1583 W BOSTON AVE FRESNO, CA 93711 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | $0 | $24 | 0.02% |
| TONEY CHIMIENTI3 | 3403 E FERNAN HILL RD COEUR D ALENE, ID 83814 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $0 | $19 | 0.02% |
| NAOMI R HALL3 | 1930 E HAROLD AVE VISALIA, CA 93292 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $0 | $9 | 0.01% |
| GCG FINANCIAL LLC3 Filed as: LISA MARIE DICKERSON | 2649 GLEN CT VALLEY SPRINGS, CA 95252 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.01% |
| BARRY W MAAS3 | 1272 W MORAGA RD FRESNO, CA 93711 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | 0.00% |
| THERESA NETTO PHILLIPS3 | 6219 S CLARA AVE FRESNO, CA 93706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.00% |
| ARIANNA BISENTI MOSELEY3 | 1801 GRAND POINT WAY RENO, NV 89523 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| DARRYL W VIDOR3 | 3314 EUROPA ST ROSEVILLE, CA 95661 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| CHERYL D SMITH3 | 1113 WEST GROVE WAY COEUR D ALENE, ID 83815 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| ONE SOURCE ADVISORS INC3 Filed as: ONE SOURCE ADVISORS LLC | 1151 SOUZA WAY FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| ONESOURCE INSURANCE SERVICES INC3 | 1151 SOUZA WAY FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| WINTON-IRELAND INS AGENCY3 Filed as: WINTON IRELAND INS AGENCY INC | 627 E CANAL TURLOCK, CA 95381 | DELTA DENTAL OF CALIFORNIA | $4K | — | $4K | 17.20% |
| WINTON-IRELAND INSURANCE AGENCY INC3 Filed as: WINTON-IRELAND INSURANCE AGENCY,INC | 687 E CANAL DR TURLOCK, CA 95380 | BLUE SHIELD OF CALIFORNIA | $998 | — | $998 | 4.63% |
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) | KAISER FOUNDATION HEALTH PLAN INC | 321 | $3.5M |
| Dental | DELTA DENTAL OF CALIFORNIA | 530 | $24K |
| Vision | BLUE SHIELD OF CALIFORIA | 117 | $1.4M |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 281 | $133K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 86 | $111K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 321 | $3.5M |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 281 | $133K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 530 | — |
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.