| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DENNIS LEE INSURANCE SERVICES INC3 | 2139 W RUE ST MICHAEL FRESNO, CA 93711 | BLUE CROSS OF CALIFORNIA | $137K | — | $137K | 3.51% |
| DENNIS LEE INSURANCE SERVICES INC3 | 2139 W RUE ST MICHAEL FRESNO, CA 93711 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $13K | — | $13K | 3.51% |
| BARRY W MAAS3 | PO BOX 5809 FRESNO, CA 93755 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $3K | $9K | 4.92% |
| DENNIS LEE INSURANCE SERVICES INC3 | 4688 W JENNIFER AVE FRESNO, CA 93722 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | — | $8K | 4.30% |
| THERESA NETTO PHILLIPS3 | 6219 S CLARA AVE FRESNO, CA 93706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $1K | $6K | 3.58% |
| DAVID QUACKENBUSH3 Filed as: DAVID ALLAN BEDROSIAN | 8060 S CATAWBA CT AURORA, CO 80016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 1.64% |
| ROSE RODRIQUEZ CUEVAS3 | 1675 S FRANKWOOD AVE REEDLEY, CA 93654 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $164 | $2K | 1.20% |
| REBECCA J MERRITT3 | 927 EAST KEIM DR PHOENIX, AZ 85014 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $123 | $1K | 0.65% |
| KYM ELIZABETH DUNHAM3 | 828 SAFFLOWER CT HENDERSON, NV 89015 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $841 | $207 | $1K | 0.60% |
| CELIFLORA THOMPSON3 | 3763 MORNING DOVE AVE MERCED, CA 95348 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $765 | $27 | $792 | 0.45% |
| ISIDORO ZEICHNER3 | 525 C STREET SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $657 | $47 | $704 | 0.40% |
| RANDELL LYNN KRUSE3 | 2018 DAYTON COURT SE RENTON, WA 98055 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $649 | $12 | $661 | 0.38% |
| DANA MARIE MOWATT3 | 23701 S WESTERN AVE #112 TORRANCE, CA 90501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $506 | $25 | $531 | 0.30% |
| BEVERLY M SEMMENS3 Filed as: BEVERLY WARD BERGTHOLD | 1043 NORMINGTON WAY SAN JOSE, CA 95136 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $455 | $15 | $470 | 0.27% |
| JERRY LYNN MCMILLIAN SR3 | 5514 BARRINGTON CT JACKSONVILLE, FL 32244 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $406 | $29 | $435 | 0.25% |
| THE GRANT AGENCY INC3 | PO BOX 41544 JACKSONVILLE, FL 32203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $406 | $11 | $417 | 0.24% |
| DOROTHY RING3 | 8300 PLAZA GATE LN JACKSONVILLE, FL 32217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $303 | $36 | $339 | 0.19% |
| NICOLE RENEE LLOYD3 | 1200 N ZACHARY VISALIA, CA 93291 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $307 | $6 | $313 | 0.18% |
| MARQUEZ BENEFIT GROUP LLC3 | 8611 N BLACK CANYON HWY PHOENIX, AZ 85021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $155 | $128 | $283 | 0.16% |
| GROUP SUPPLEMENTAL BENEFITS INC3 | 1003 EAST COOLEY DR COLTON, CA 92324 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $180 | $56 | $236 | 0.13% |
| DESIREE ROBERTSON3 | 5691 S STONE BLUFF WAY TAYLORSVILLE, UT 84118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $228 | $1 | $229 | 0.13% |
| MICHAEL JAMES LEBRANE3 | 808 EAST 5TH AVE SAN MATEO, CA 94402 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $193 | $6 | $199 | 0.11% |
| MACDOUGALL BENEFITS LLC3 | 613 S POKEBERRY PL SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $122 | $66 | $188 | 0.11% |
| EVELINA ESCALANTE-KING3 | 5473 S JONES BLVD LAS VEGAS, NV 89118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $149 | — | $149 | 0.08% |
| WHITFIELD BENEFIT SOLUTIONS3 | 341 W TUDOR ROAD ANCHORAGE, AK 99503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $98 | $28 | $126 | 0.07% |
| MARY CATHERINE WILLIAMS3 | 2950 S JAMACA CT STE 302 AURORA, CO 80014 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $87 | $12 | $99 | 0.06% |
| CATHERINE LISA LUKE3 | 4787 W HACIENDA AVE CAMPBELL, CA 95008 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | $36 | $99 | 0.06% |
| ANDREA M FALLON-MARESE3 Filed as: ANDREA MARIE FALLON-MARESE | 4201 NE 27TH AVE LIGHTHOUSE POINT, FL 33064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $85 | — | $85 | 0.05% |
| VERONICA FARR3 | 4011 NE 24TH AVE LIGHTHOUSE POINT, FL 33064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $85 | — | $85 | 0.05% |
| CRYSTAL LYNN KNIGHT3 | 11909 KENSETH ST BAKERSFIELD, CA 93312 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $75 | — | $75 | 0.04% |
| MARTHA R BAEZ3 | 2179 OLD BRIDGE RD RIVERSIDE, CA 92506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $66 | $1 | $67 | 0.04% |
| PAMELA COPLE SMITH3 | 411 HIGHLAND DR SEATTLE, WA 98109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $58 | $7 | $65 | 0.04% |
| BENEFITTING YOU INC3 | 2497 CITRUS GARDEN CIRCLE HENDERSON, NV 89052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $53 | $11 | $64 | 0.04% |
| CATHY BUFFONE3 | 8255 SOUTH LAS VEGAS BLVD LAS VEGAS, NV 89123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | $9 | $63 | 0.04% |
| CHARLES D. BLOCK3 Filed as: CHARLES DUANE SMITH | 4040 E PIEDMONT DRF HIGHLAND, CA 92346 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | — | $46 | 0.03% |
| WILLIAM WAYNE STIGILE3 | 514 GRINDSTONE WOODBRIDGE, CA 95258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | — | $41 | 0.02% |
| JON MALMBORG3 Filed as: JON CURTIS RICHERT | 183 SAWGRASS LN CALIMESA, CA 92320 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.02% |
| CUSTOM INSURANCE SPECIALISTS INC3 Filed as: CUSTOM INSURANCE SPECIALITS INC | 886 E 3200 N KAMAS, UT 84036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $4 | $39 | 0.02% |
| ANNALIESE CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $5 | $38 | 0.02% |
| ISAACSON INSURANCE AGENCY LLC3 | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | — | $36 | 0.02% |
| DIANA GILLESPIE3 | 353 EXCEL LANE MOGADORE, OH 44260 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $12 | $35 | 0.02% |
| RAY BLAZAK3 | 22419 E PLYMOUTH CIR AURORA, CO 80016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $5 | $32 | 0.02% |
| DONALD C SAVOY INC3 Filed as: DONALD TERRY GOTHAM | 3129 ECLIPSE DR GREEN BAY, WI 54311 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 0.02% |
| EVA MARGARETA COLLIN3 | 6447 HANES RD NORTH ST PETERSBURG, FL 33714 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.02% |
| MAGNONE FINANCIAL SERVICES CORP3 | 3151 OUTRIGGER AVE VENTURA, CA 93001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.02% |
| ACHIOTE ENTERPRISES INC3 | 37 HENDRICKS ISLE FT LAUDERDALE, FL 33301 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $13 | $26 | 0.01% |
| MARC MAURICIO MORROW3 | 30218 VINEBRIAR DR SPRING, TX 77386 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.01% |
| MARK CHARLES MORGAN3 | 2590 WILLAMETTE DRIVE NE LACEY, WA 98516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $15 | $22 | 0.01% |
| MICHAEL MARSHALL3 | 1134 SE 6TH CT DANIA BEACH, FL 33004 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $9 | $22 | 0.01% |
| DEBORAH LYNN WELLS3 | 5809 MARK TWAIN AVENUE SACRAMENTO, CA 95820 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | $3 | $21 | 0.01% |
| R AND T FIGUEROA LLC3 Filed as: R AND T FIGUEROA LIC | 7569 S CARLISLE AVE TUSCON, AZ 85746 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.01% |
| MARIA C GONZALEZ3 | 11677 SANDPIPER CT MORENO VALLEY, CA 92557 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $1 | $20 | 0.01% |
| ADVANCED AGENTS INC3 | 1488 CORONADO RD WESTON, FL 33327 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.01% |
| PATRICIA ACKERMAN3 | 1863 NW 96TH AVENUE PLANTATION, FL 33322 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.01% |
| MARIA GONZALES3 | 1972 N NADINE CLOVIS, CA 93619 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.01% |
| JANE CONKLIN MILLER3 | 8566 FALLBROOK CIRCLE HUNTINGTON BEACH, CA 92646 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| MICHAEL EDWARD LEES3 | 40 GARFIELD DENVER, CO 80206 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $2 | $11 | 0.01% |
| LAMBERT MONTALBO3 | 26197 MIRANDA ST HIGHLAND, CA 92346 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| KRISTEN ELISE RANDALL3 | 22 S GAY DRIVE LONGMONT, CO 80501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $2 | $9 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ADAM IRA BROWN | 700 NE 7TH AVENUE #6 FORT LAUDERDALE, FL 33304 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| ANTHONY GLENN WELLS3 | 5809 MARK TWAIN AVE SACRAMENTO, CA 95820 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| OTAVIUS MANUEL ORTIZ3 | 785 TUCKER RD STE G136 TEHACHAPI, CA 93561 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| MARINA C LOVE3 | 406 HOPKINS ST RIO RICO, AZ 85648 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| CHRISTIAN STOUT3 | 7575 E TECHNOLOGY WAY DENVER, CO 80237 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $5 | $7 | 0.00% |
| JODI MOYLAN3 | 3658 BRIDGEPORT WAY W UNIVERSITY PLACE, WA 98466 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| PAMELA S DUCUMMON3 | 4895 EAST RUSSIE RD LAS VEGAS, NV 89120 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| GLEN E MILLER3 Filed as: GLEN EDWARD MILLER | 8566 FALLBROOK CIR HUNTINGTON BEACH, CA 92646 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| LUIS RAFAEL VALLE3 | 2354 CHATKA LANE SAN BERNARDINO, CA 92410 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| VICKY LYN SWANSON3 | 755 AMBERGLEN COURT COLORADO SPRINGS, CO 80906 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| CASEY JAMES KUGLER3 | 906 HAWKS FEATHER LANE ROCKLIN, CA 95765 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $2 | $3 | 0.00% |
| DEBORAH ANN BERRY3 | 1042 E 9TH PLACE MESA, AZ 85203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| DANSANA CORP3 | 3117 GOLD BANKS RD WAKE FOREST, NC 27587 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| BRIAN ROBERT LLOYD3 Filed as: BRIAN ROBERTY LLOYD | PO BOX 11 KNIGHTSEN, CA 94548 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.00% |
| JAMES CLIFFORD PERRY3 | 1635 G ST SPARKS, NV 89431 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| JOSEPH MARTINEZ3 | 1045 SHERMAN ST DENVER, CO 80203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| MICHELLE ANN REESE3 | 9000 SPRING RD COLTON, CA 92324 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| COMPASS BENEFITS & INSURANCE SERVIC3 | 5027 DYNASTY WAY SACRAMENTO, CA 95835 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| PATRICIA FERNANDEZ3 | 4949 N 7TH ST PHOENIX, AZ 85014 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| DARRYL W VIDOR3 | 4030 LENNANE AVE SACRAMENTO, CA 95834 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JANELLE R HAYES3 Filed as: JANELLE R HAYNES | 4895 EAST RUSSIE RD LAS VEGAS, NV 89120 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| GINA M WESOLEK3 | 114 LAKE WOOD CIRCLE WOODLAND PARK, CO 80863 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| OMEGA FINANCIAL AND INSURANCE SOLUT3 | 4663 CREEPING FIG CT LAS VEGAS, NV 89129 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| HR BENEFITS SERVICES, INC.3 Filed as: NW BENEFITS GROUP LLC | 3104 MCALLISTER ST DUPONT, WA 98327 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| GUADALUPE DENNIS3 | 7723 LONGS PEAK DRIVE RIVERSIDE, CA 92509 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| PATTI A VINCENT3 | 3489 WEST 10305 SOUTH SOUTH JORDAN, UT 84095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| MICHAEL KIRKPATRICK3 | PO BOX 270 FREEDOM, CA 95050 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| WARREN LEE RUND3 | 11488 SITKA ST RENO, NV 89506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| JUDY INEZ BUCHOLTZ3 Filed as: JUDY I BUCHOLTZ | 12517 217TH AVE CT E BONNEY LAKE, WA 98391 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| EUGENE L BOWEN JR3 | 1438 WESSEX CIR RENO, NV 89503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| STEVEN J FARRINGTON3 | 902 WEST HALSTEAD DR NORTH SALT LAKE, UT 84054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| EC BENEFITS INC3 | 8038 S 38TH PL PHOENEX, AZ 85042 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| CONSUMER DRIVEN BENEFITS LLC3 Filed as: CONSUMER DRIVEN BENEFITS INC | 3737 BIRCH ST NEWPORT BEACH, CA 92660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| DENNIS LEE INSURANCE SERVICES INC3 | 4688 W JENNIFER AVE STE 103 FRESNO, CA 93722 | AMERITAS LIFE INSURANCE COMPANY | $4K | — | $4K | 10.00% |
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 | 877 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 877 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS OF CALIFORNIA | 760 | $3.9M |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 759 | $365K |
| Vision | AMERITAS LIFE INSURANCE COMPANY | 877 | $42K |
| Life insurance | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 759 | $365K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 204 | $176K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 877 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.