| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC | $0 | $1K | $1K | 0.12% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC | P O BOX 120670 SAN DIEGO, CA 92112 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $55 | $55 | 0.02% |
| WINTON-IRELAND INS AGENCY3 Filed as: WINTON IRELAND INS AGENCY INC | P O BOX 3277 TURLOCK, CA 95381 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $15 | $15 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 921011828 | HARTFORD LIFE AND ACCIDENT | — | $3K | $3K | 3.08% |
| JAMES WALTERS3 Filed as: JAMES R WALTERS | 204 S MANZANITA STREET VISALIA, CA 93292 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $110 | — | $110 | 2.67% |
| CHIMIENTI & ASSOCIATES3 | 3400 WEST MINERAL KING AVE VISALIA, CA 93291 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $84 | — | $84 | 2.04% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 500 NORTH SANTA FE VISALIA, CA 93292 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | — | $65 | 1.58% |
| ROSE RODRIQUEZ CUEVAS3 | 1675 S FRANKWOOD AVE REEDLEY, CA 93654 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | — | $52 | 1.26% |
| THERESA NETTO PHILLIPS3 | 6219 S CLARA AVE FRESNO, CA 93706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.80% |
| NAOMI R HALL3 | 1930 EAST HAROLD AVE VISALIA, CA 93292 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.19% |
| RENBERG COMPLIANCE3 Filed as: RENBERG COMPLIANCE & INS SVCS INC | 7395 N PALM BLUFFS AVE FRESNO, CA 93711 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.17% |
| BARRY W MAAS3 | 1272 W MORAGA ROAD FRESNO, CA 93711 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.17% |
| HOLLERN & ASSOCIATES INCORPORATED3 | 9795 GATEWAY DR RENO, NV 89521 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.10% |
| TONEY CHIMIENTI3 | 3403 E FERNAN HILL ROAD COEUR D ALENE, ID 83814 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.07% |
| EUGENE STASCH3 | 3525 W ROYAL OAKES DR VISALIA, CA 93277 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.02% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALLIANT INSURANCE SVCS INC EIN 33-0078543 INSURANCE BROKER | Insurance services; Insurance agents and brokers Service code 22 | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | $0 |
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 | 214 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 216 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | CALIFORNIA PHYSICIANS' SERVICE | 189 | $2.6M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 474 | $248K |
| Vision | CALIFORNIA PHYSICIANS' SERVICE | 189 | $1.6M |
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 245 | $101K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 216 | $95K |
| Prescription drug(2 contracts, 2 carriers) | CALIFORNIA PHYSICIANS' SERVICE | 189 | $2.6M |
| Other(3 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 278 | $109K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 474 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.