| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COTTINGHAM & BUTLER3 Filed as: COTTINGHAM & BUTLER, INC. | PO BOX 28 300 SECURITY BUILDING DUBUQUE, IA 52004 | AETNA LIFE INSURANCE CO | $142K | — | $142K | 8.63% |
| JOHN GABRIEL JOLLY3 | 1229 N. CEDAR STREET GLENDALE, CA 91207 | AFLAC | $6K | $648 | $7K | 7.45% |
| RUSSELL W STANBERRY3 | 2217 CALLE TAXCO WEST COVINA, CA 91792 | AFLAC | $4K | $168 | $5K | 4.85% |
| ELIZABETH A LENZO3 | 1840 VIA DEL REY SOUTH PASADENA, CA 91030 | AFLAC | $2K | $406 | $3K | 3.01% |
| AXEL DUBON3 | 2877 WOODSORREL DRIVE CHINO HILLS, CA 91709 | AFLAC | $2K | $279 | $2K | 2.19% |
| DANIEL E ELLIS3 Filed as: DANIEL ELLIS | 317 MARKET ST ROCKFORD, IL 61107 | AFLAC | $2K | $222 | $2K | 2.02% |
| MARAL DEROHANESSIAN3 | 821 S COLUMBUS AVE GLENDALE, CA 91204 | AFLAC | $2K | $75 | $2K | 1.80% |
| DESIREE DEWYSE3 | 451 N SUMMIT AVE PASADENA, CA 91103 | AFLAC | $1K | $62 | $1K | 1.43% |
| CARLOS GARCIA3 | 1034 N KINGSLEY DRIVE APT. 11 LOS ANGELES, CA 90029 | AFLAC | $1K | $168 | $1K | 1.39% |
| BRENDA A HUERTA3 | 24405 CHESTNUT ST STE 103 SANTA CLARITA, CA 91321 | AFLAC | $1K | $166 | $1K | 1.38% |
| KEVIN MICHAEL NAGLE3 | 32 ESPERANZA AVE APT F SIERRA MADRE, CA 91024 | AFLAC | $1K | $140 | $1K | 1.34% |
| CLAUDIA VINE3 | 17729 SUPERIOR ST UNIT 58 NORTHRIDGE, CA 91325 | AFLAC | $1K | $75 | $1K | 1.21% |
| MICHELLE TROY3 | 2972 FAIR OAKS AVE ALTADENA, CA 91001 | AFLAC | $612 | $61 | $673 | 0.71% |
| LESLIE R WOODS3 | 623 SPIRIT LAKE HWY CASTLE ROCK, WA 98611 | AFLAC | $618 | $54 | $672 | 0.71% |
| MANUEL S SOLANO3 | 14616 BINNEY STREET HACIENDA HEIGHTS, CA 91745 | AFLAC | $462 | $55 | $517 | 0.55% |
| ALEX L. PEREZ3 Filed as: ALEX L PEREZ | 4169 MONTEREY AVE BALDWIN PARK, CA 91706 | AFLAC | $348 | $52 | $400 | 0.42% |
| MICHELLE C. LEE3 Filed as: MICHELLE C LEE | 1044 LOMA LISA LANE ARCADIA, CA 91006 | AFLAC | $301 | $58 | $359 | 0.38% |
| MJR INSURANCE SERVICES LLC3 | 5805 SEPULVEDA BLVD STE 700 SHERMAN OAKS, CA 91411 | AFLAC | $264 | $25 | $289 | 0.31% |
| STANLEY S SCOTT3 | 355 S. MARENGO AVENUE SUITE 408 PASADENA, CA 91101 | AFLAC | $254 | — | $254 | 0.27% |
| MARSHALL CHARLES MCDONALD3 | 415 DAVIDSON GATEWAY DR APT 7 DAVIDSON, NC 28036 | AFLAC | $224 | — | $224 | 0.24% |
| KATHY DUFFY INSURANCE SERVICES3 | 10442 ORMOND STREET SHADOW HILLS, CA 91040 | AFLAC | $195 | — | $195 | 0.21% |
| SPALDING GROUP ENTERPRISES3 | 4297 KLUMP AVE STUDIO CITY, CA 91602 | AFLAC | $165 | $25 | $190 | 0.20% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BOULEVARD SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $93 | — | $93 | 0.10% |
| HOWARD FEIGENBAUM3 | 460 TEWELL DR HEMET, CA 92545 | AFLAC | $71 | — | $71 | 0.08% |
| MARIAN A LOPEZ3 | 13322 CITICOURT LANE WHITTIER, CA 90602 | AFLAC | $52 | — | $52 | 0.06% |
| TODD V MASON3 | 6164 LAWRENCE STREET CYPRESS, CA 90630 | AFLAC | $34 | — | $34 | 0.04% |
| ERIC BROGAN3 Filed as: ERIC E MILLER | 6631 FOX RIDGE CIRCLE DAVIDSON, NC 28036 | AFLAC | $16 | — | $16 | 0.02% |
| PRISCILLA BERNICE ARAGON3 | 7307 CATALPA AVE CALIFORNIA, CA 93505 | AFLAC | $9 | — | $9 | 0.01% |
| ALFRED RIETKERK3 | 3120 NE 47TH STREET FT. LAUDERDALE, FL 33308 | AFLAC | $3 | — | $3 | 0.00% |
| JOANNA G MATHERLY3 Filed as: JOANNA MATHERLY | 2000 GLEN ECHO RD STE 204 NASHVILLE, TN 37215 | AFLAC | $2 | — | $2 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH WILLIS JR | 1431 NE 55TH ST FORT LAUDERDALE, FL 33334 | AFLAC | $1 | — | $1 | 0.00% |
| LARA K GRANDE3 Filed as: LARA GRANDE | 1022 WESTHAVEN BLVD FRANKLIN, TN 37064 | AFLAC | $1 | — | $1 | 0.00% |
| JASON BODKER3 Filed as: JASON D BODKER | 11230 WEST AVENUE SUITE 3101 SAN ANTONIO, TX 78213 | AFLAC | $701 | — | $701 | 3.25% |
| JOHN DAVID BODKER3 Filed as: JOHN BODKER II | 2718 MARLBOROUGH DR SAN ANTONIO, TX 78230 | AFLAC | $642 | — | $642 | 2.98% |
| JASON BODKER3 | 11230 WEST AVENUE SUITE 2209 SAN ANTONIO, TX 78213 | AFLAC | $426 | — | $426 | 1.98% |
| JOHN GABRIEL JOLLY3 | 1229 N. CEDAR STREET GLENDALE, CA 91207 | AFLAC | $252 | — | $252 | 1.17% |
| TAMMY LEE LOWRIE3 | 929 BOB O DR DANDRIDGE, TN 37725 | AFLAC | $113 | — | $113 | 0.52% |
| BARBARA BAROS3 | 5301 GOSHEN COURT CORPUS CHRISTI, TX 78413 | AFLAC | $102 | — | $102 | 0.47% |
| PHILIP R CANALICHIO3 | 18315 BRACKEN DRIVE UNIT 1 GARDEN RIDGE, TX 78266 | AFLAC | $87 | — | $87 | 0.40% |
| STANLEY S SCOTT3 | 355 S. MARENGO AVENUE SUITE 408 PASADENA, CA 91101 | AFLAC | $64 | — | $64 | 0.30% |
| MARSHALL CHARLES MCDONALD3 | 415 DAVIDSON GATEWAY DR APARTMENT 7 DAVIDSON, NC 28036 | AFLAC | $60 | — | $60 | 0.28% |
| MARK LUDWICK3 Filed as: MARK D LUDWICK | 18102 BROOKWOOD FOREST SAN ANTONIO, TX 78258 | AFLAC | $45 | — | $45 | 0.21% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BOULEVARD SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $34 | — | $34 | 0.16% |
| A ED GOODWIN JR3 Filed as: A GOODWIN JR | 520 DIXON LANE KODAK, TN 37764 | AFLAC | $32 | — | $32 | 0.15% |
| LARRY W MARONEY3 | 1230 MOUNTAIN BREEZE CANYON LAKE, TX 78133 | AFLAC | $26 | — | $26 | 0.12% |
| GREGORY J WEEKS3 | 1259 LOOP 337 NORTH 2ND FLOOR NEW BRAUNFELS, TX 78130 | AFLAC | $19 | — | $19 | 0.09% |
| ABBIE W COFFMAN3 | 31 HAWTHORN CIRCLE CROSSVILLE, TN 38555 | AFLAC | $8 | — | $8 | 0.04% |
| KATHY DUFFY INSURANCE SERVICES3 | 10442 ORMOND STREET SHADOW HILLS, CA 91040 | AFLAC | $3 | — | $3 | 0.01% |
| CHARLES MCCRANN3 | PO BOX 6971 CORPUS CHRISTI, TN 78466 | AFLAC | $2 | — | $2 | 0.01% |
| ALAN W MARTIN3 | 123 CENTER PARK DRIVE SUITE 102 KNOXVILLE, TN 37922 | AFLAC | $1 | — | $1 | 0.00% |
| JAMES ROB BLAKEY3 Filed as: JAMES BLAKEY | 14234 SAVANNAH PASS SAN ANTONIO, TX 78216 | AFLAC | $1 | — | $1 | 0.00% |
| JAY T REX3 Filed as: JAY REX | 3710 CANEY CREEK RD AUSTIN, TX 78732 | AFLAC | $1 | — | $1 | 0.00% |
| KANDI H HECKLER3 Filed as: KANDI HECKLER | 5453 HASELL DR ROCKVALE, TN 37153 | AFLAC | $1 | — | $1 | 0.00% |
| HEATHER F SEIBERT3 Filed as: HEATHER SEIBERT | PO BOX 1329 SHINER, TN 77984 | AFLAC | $1 | — | $1 | 0.00% |
| SARAH CHIESA3 | 7838 W RASCHER AVENUE CHICAGO, IL 60856 | AFLAC | $622 | $11 | $633 | 3.25% |
| VERONICA MEDINA3 | 1740 W 48TH STREET CHICAGO, IL 60609 | AFLAC | $379 | $11 | $390 | 2.01% |
| CHRISTINA L MALOVANY3 | 1056 WOODHILL CT. ELGIN, IL 60120 | AFLAC | $256 | — | $256 | 1.32% |
| SCALETTA INSURANCE AGENCY INC3 Filed as: SCALETTA INSURANCE AGENCY INC. | 4552 N OTTAWA AVENUE NORRIDGE, IL 60706 | AFLAC | $237 | $4 | $241 | 1.24% |
| HENRY J SAMAAN3 | 19W152 21ST PL LOMBARD, IL 60148 | AFLAC | $152 | — | $152 | 0.78% |
| ORLANDO R DOBRINCU3 | 15419 W 127TH STREET LEMONT, IL 60439 | AFLAC | $147 | — | $147 | 0.76% |
| CRUZITA ORTIZ HAERLE3 | 4119 CORNFLOWER ROAD POPLAR GROVE, IL 61065 | AFLAC | $71 | — | $71 | 0.37% |
| JEREMY M SKEETERS3 | 23645 N 55TH DRIVE GLENDALE, AZ 85310 | AFLAC | $70 | — | $70 | 0.36% |
| NASCA & ASSOCIATES3 Filed as: NASCA AND ASSOCIATES LTD | 303 W ERIE STREET STE 400 CHICAGO, IL 60654 | AFLAC | $58 | $4 | $62 | 0.32% |
| ROBERT E MAYBERRY3 | 39W418 ARMSTRONG LANE GENEVA, IL 60134 | AFLAC | $56 | — | $56 | 0.29% |
| ELENI A NIKOLAS3 Filed as: ELENI A KRAUSE | 50 HURT PLZ SE STE 995 THE HURT BUILDING ATLANTA, GA 30303 | AFLAC | $45 | — | $45 | 0.23% |
| ERIKA M TORRES3 | 10805 LACROSSE AVE #1 OAK LAWN, IL 60453 | AFLAC | $41 | — | $41 | 0.21% |
| MICHAEL A ORTIZ3 | 3433 VOLTAIRE LANE ST. CHARLES, IL 60175 | AFLAC | $41 | — | $41 | 0.21% |
| WAYNE R BALL3 | 3088 HILLBROOK LANE, APT. 104 AURORA, IL 60502 | AFLAC | $35 | — | $35 | 0.18% |
| EDGAR E PUNTI3 | 5004 N SPRINGFIELD AVE FL 2 CHICAGO, IL 60625 | AFLAC | $31 | — | $31 | 0.16% |
| DENNIS J CASSENS3 | 4646 MARRIL ROAD, STE 1 BYRON, IL 61010 | AFLAC | $28 | — | $28 | 0.14% |
| MARK D BARBIER3 | 802 DEER TRAIL LANE OAK BROOK, IL 60523 | AFLAC | $25 | — | $25 | 0.13% |
| CHAD L NELSON3 Filed as: CHAD NELSON | 490 EAST ROOSEVELT ROAD SUITE 203 WEST CHICAGO, IL 60185 | AFLAC | $23 | — | $23 | 0.12% |
| STEPHANIE DROUGAS3 | 10711 N CHURCH STREET HUNTLEY, IL 60142 | AFLAC | $22 | — | $22 | 0.11% |
| ELISEO RIVERA3 | 4119 CORNFLOWER ROAD POPLAR GROVE, IL 61065 | AFLAC | $8 | — | $8 | 0.04% |
| TODD DEVOSS3 | 321 N CLARK ST, STE 625 CHICAGO, IL 60654 | AFLAC | $6 | — | $6 | 0.03% |
| JOSPEH A NASCA3 Filed as: JOSPEH NASCA | 28081 W MAPLE AVE. BARRINGTON, IL 60010 | AFLAC | $2 | — | $2 | 0.01% |
| RONALD E HAERLE3 | 4119 CORNFLOWER ROAD POPLAR GROVE, IL 61065 | AFLAC | $1 | — | $1 | 0.01% |
| TIMOTHY B ASBY3 | 11500 GOLDEN WILLOW CT ZIONSVILLE, IN 46077 | AFLAC | $1 | — | $1 | 0.01% |
| CHRISTA G AUFDEMBERG INC4 Filed as: CHRISTA G. AUFDEMBERG INC. | 13102 BRITTANY WOODS DRIVE TUSTIN, CA 92780 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $1K | — | $1K | 8.10% |
| SANDRA SIMS4 Filed as: SANDRA ALLEN | 501 AGUA PLACE SEAL BEACH, CA 90740 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $294 | — | $294 | 2.28% |
| MARIA SCHWARTZ4 | 312 VIA PROMESA SAN CLEMENTE, CA 92673 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $188 | — | $188 | 1.46% |
| AMY EVANS4 | 5805 SEPULVEDA BOULEVARD SUITE 740 SHERMAN OAKS, CA 91411 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $97 | — | $97 | 0.75% |
| ROBERT P ALWARD3 | 213 RAINBOW DRIVE #11321 LIVINGSTON, TX 77399 | AFLAC | $453 | — | $453 | 5.98% |
| TRECIA J BRADY3 | 71 NUTMEG COURT MIDDLETOWN, CT 06457 | AFLAC | $128 | — | $128 | 1.69% |
| THOMAS P JEFFERY III3 | 240 CEDAR STREET NEWINGTON, CT 06111 | AFLAC | $102 | — | $102 | 1.35% |
| CHRISTIAN PISANI3 Filed as: CHRISTIAN M PISANI | 47 CRISSEY LANE SOUTHINGTON, CT 06489 | AFLAC | $92 | — | $92 | 1.21% |
| STEVEN D MARTIN3 | 58 TIMBER LANE WILLINGTON, CT 06279 | AFLAC | $63 | — | $63 | 0.83% |
| MICHAEL T REYES3 | 185 PLAINS ROAD SUITE 200E MILFORD, CT 06461 | AFLAC | $32 | — | $32 | 0.42% |
| MATTHEW G BERGER3 Filed as: MATTHEW BERGER | 22 SUNNY RIDGE RD WAYNE, NJ 07470 | AFLAC | $30 | — | $30 | 0.40% |
| CHRISTOPHER S AUSTERMANN3 Filed as: CHRISTOPHER AUSTERMANN | 100 MILL PLAIN RD STE 322 DANBURY, CT 06811 | AFLAC | $3 | — | $3 | 0.04% |
| JOHN K SCHULE3 Filed as: JOHN SCHULE | 102 BLACKWOOD LN STAMFORD, CT 06903 | AFLAC | $2 | — | $2 | 0.03% |
| NATALIE D RYAN3 Filed as: NATALIE RYAN | 5 MASON PRATT DR UNIT 303 CONCORD, MA 01742 | AFLAC | $1 | — | $1 | 0.01% |
| SCOTT A HOWARD3 | 9 WHITES BRIDGE ROAD WINDHAM, ME 04062 | AFLAC | $167 | — | $167 | 2.38% |
| PETER D GRIFFEY3 | 529 EAST AVE LEWISTON, ME 04240 | AFLAC | $161 | — | $161 | 2.29% |
| JAKE ENTERPRISES INC3 | 25 LOCKLAND DRIVE P.O. BOX 1977 WINDHAM, ME 04062 | AFLAC | $103 | — | $103 | 1.47% |
| RONALD G DUNTON3 | 21 BROWN STREET LEWISTON, ME 04240 | AFLAC | $44 | — | $44 | 0.63% |
| DANIEL JOSEPH GIGUERE3 | P.O. BOX 1657 AUBURN, ME 04211 | AFLAC | $44 | — | $44 | 0.63% |
| STEPHEN W JOHNSON3 | 166 N RAYMOND ROAD GRAY, ME 04039 | AFLAC | $44 | — | $44 | 0.63% |
| ELAINE C HANSON3 | 30 CUSHNOC ROAD VASSALBORO, ME 04989 | AFLAC | $24 | — | $24 | 0.34% |
| JAMES (JAY) GRIMES3 | 4272 PERSIMMON WOODS DR NORTH CHARLESTON, SC 29420 | AFLAC | $14 | — | $14 | 0.20% |
| WILLIAM T HENRY3 | ONE SUNDIAL AVENUE SUITE 212N MANCHESTER, NH 03103 | AFLAC | $13 | — | $13 | 0.19% |
| BARBARA TORRES3 | 20 HOBBS ROAD EFFINGHAM, NH 03882 | AFLAC | $5 | — | $5 | 0.07% |
| JENNIFER L HENRY3 Filed as: JENNIFER HENRY | 68 MASSABESIC DRIVE AUBURN, NH 03032 | AFLAC | $3 | — | $3 | 0.04% |
| MELISSA NELSON3 | 28 ARIEL ST LINCOLN, ME 04457 | AFLAC | $3 | — | $3 | 0.04% |
| MAYNARD M. YOUNG3 Filed as: MAYNARD M YOUNG | 20 HOBBS ROAD EFFINGHAM, NH 03882 | AFLAC | $2 | — | $2 | 0.03% |
| CHRISTOPHER MOORE3 | 105 LATOUR WAY GREENVILLE, SC 29651 | AFLAC | $1 | — | $1 | 0.01% |
| DANIEL JOSEPH GIGUERE3 | P.O. BOX 1657 AUBURN, ME 04211 | AFLAC | $216 | — | $216 | 6.36% |
| RONALD G DUNTON3 | 21 BROWN STREET LEWISTON, ME 04240 | AFLAC | $76 | — | $76 | 2.24% |
| BARBARA TORRES3 | 20 HOBBS ROAD EFFINGHAM, NH 03882 | AFLAC | $59 | — | $59 | 1.74% |
| MAYNARD M. YOUNG3 Filed as: MAYNARD M YOUNG | 20 HOBBS ROAD EFFINGHAM, NH 03882 | AFLAC | $31 | — | $31 | 0.91% |
| JOHN D BODKER3 | 11230 WEST AVENUE SUITE 3101 SAN ANTONIO, TX 78213 | AFLAC | $155 | — | $155 | 5.98% |
| JOHN DAVID BODKER3 Filed as: JOHN DAVID BODKER II | 2718 MARLBOROUGH DR SAN ANTONIO, TX 78230 | AFLAC | $81 | — | $81 | 3.12% |
| JOHN GABRIEL JOLLY3 | 1229 N CEDAR STREET GLENDALE, CA 91207 | AFLAC | $51 | — | $51 | 1.97% |
| BARBARA BAROS3 | 5301 GOSHEN COURT CORPUS CHRISTI, TX 78413 | AFLAC | $18 | — | $18 | 0.69% |
| STANLEY S SCOTT3 | 355 S MARENGO AVENUE SUITE 408 PASADENA, CA 91101 | AFLAC | $18 | — | $18 | 0.69% |
| MARSHALL CHARLES MCDONALD3 | 415 DAVIDSON GATEWAY DR APARTMENT 7 DAVIDSON, NC 28036 | AFLAC | $12 | — | $12 | 0.46% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BOULEVARD SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $8 | — | $8 | 0.31% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF NEW YORK, INC. | 200 LIBERTY STREET NEW YORK, NY 102810000 | FEDERAL INSURANCE COMPANY | $56 | — | $56 | 24.89% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 151 FARMINGTON AVEUNE HARTFORD, CT 06156 | $1.2M |
| DELTA DENTAL OF ILLINOIS EIN 36-2612058 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $95K |
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 | 2,537 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 76 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,613 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,210 | $5.2M |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 1,757 | $233K |
| Life insurance | AETNA LIFE INSURANCE CO | 2,650 | $1.6M |
| Short-term disability(3 contracts) | AFLAC | 88 | $121K |
| Long-term disability | AETNA LIFE INSURANCE CO | 2,650 | $1.6M |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,210 | $5.2M |
| Other(10 contracts, 4 carriers) | AETNA LIFE INSURANCE CO | 2,650 | $1.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,650 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.