| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 | 725 SOUTH FIGUEROA STREET 35TH FLOOR LOS ANGELES, CA 90017 | UNITEDHEALTHCARE INSURANCE COMPANY | $178K | $0 | $178K | 5.09% |
| LOCKTON COMPANIES, LLC3 | 777 SOUTH FIGUEROA STREET 52ND FLOOR LOS ANGELES, CA 90017 | SELECTHEALTH | $11K | $0 | $11K | 3.33% |
| LOCKTON COMPANIES, LLC3 | 725 SOUTH FIGUEROA STREET 35TH FLOOR LOS ANGELES, CA 90017 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | $0 | $9K | 4.04% |
| LOCKTON COMPANIES, LLC3 | 777 SOUTH FIGUEROA STREET 52ND FLOOR LOS ANGELES, CA 90017 | HEALTH PLAN OF NEVADA | $6K | $0 | $6K | 4.81% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $35 | $6K | 6.14% |
| MCCAREY INC3 Filed as: MCCAREY INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $271 | $2K | 2.41% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BOULEVARD TORRANCE, CA 90503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $92 | $2K | 2.01% |
| SUSAN GOLD STOKES3 | 17042 PINEHURST LANE BUILDING D HUNTINGTON BEACH, CA 92647 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $614 | $65 | $679 | 0.67% |
| RONNY ANN WARNER3 | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $473 | $109 | $582 | 0.57% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $378 | $0 | $378 | 0.37% |
| MARGARITA ALEJANDRA RAMIREZ3 | 1356 CALLE COLNETT SAN MARCOS, CA 92069 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $241 | $59 | $300 | 0.30% |
| LOCKTON COMPANIES, LLC3 | 725 SOUTH FIGUEROA STREET 35TH FLOOR LOS ANGELES, CA 90017 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | $0 | $4K | 9.13% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $3 | $1K | 4.69% |
| MCCAREY INC3 Filed as: MCCAREY INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $662 | $56 | $718 | 2.61% |
| MJ INSURANCE3 Filed as: KYM E. DUNHAM AND VARIOUS AGENTS | 828 SAFFLOWER COURT HENDERSON, NV 89015 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $360 | $12 | $372 | 1.35% |
| DEBORAH LYNN WELLS3 | 5809 MARK TWAIN AVENUE SACRAMENTO, CA 95820 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $203 | $21 | $224 | 0.82% |
| RONNY ANN WARNER3 | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $181 | $18 | $199 | 0.72% |
| JOAN RANCE3 | 434 CRESTWAY ROAD HENDERSON, NV 89015 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $111 | $2 | $113 | 0.41% |
| CLAUDIA MONA VANDERVELD3 | 6124 PEGGOTTY AVENUE LAS VEGAS, NV 89130 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $111 | $0 | $111 | 0.40% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $6 | $1K | 5.99% |
| MCCAREY INC3 Filed as: MCCAREY INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $418 | $40 | $458 | 1.87% |
| DEBORAH LYNN WELLS3 | 5809 MARK TWAIN AVENUE SACRAMENTO, CA 95820 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $342 | $28 | $370 | 1.51% |
| ANDREA MARIE TIERCE3 Filed as: ANDREA M. TIERCE & OTHER AGENTS | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $331 | $34 | $365 | 1.49% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BOULEVARD TORRANCE, CA 90503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $120 | $0 | $120 | 0.49% |
| RONNY ANN WARNER3 | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $93 | $20 | $113 | 0.46% |
| CANDICE ELISE EUSEBIO3 | 124 AMBERSTONE LANE SAN RAMON, CA 94582 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $95 | $6 | $101 | 0.41% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $767 | $6 | $773 | 4.69% |
| MJ INSURANCE3 Filed as: DEBRA L. LINGER AND VARIOUS AGENTS | 4236 WOODLAWN DRIVE RALEIGH, NC 27616 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $271 | $10 | $281 | 1.70% |
| MCCAREY INC3 Filed as: MCCAREY INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $208 | $35 | $243 | 1.47% |
| CASSANDRA EPSTEIN3 | 13874 CARLOW PARK DRIVE RIVERVIEW, FL 33579 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $177 | $0 | $177 | 1.07% |
| RONNY ANN WARNER3 | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $71 | $18 | $89 | 0.54% |
| SWIDPRO LLC3 | 3316 SINGLEAF LANE RALEIGH, NC 27616 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $57 | $0 | $57 | 0.35% |
| TODD GERALD GECEWICZ3 | 216 WEST GANNON AVENUE ZEBULON, NC 27597 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $32 | $0 | $32 | 0.19% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $466 | $8 | $474 | 3.82% |
| MCCAREY INC3 Filed as: MCCAREY INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $333 | $62 | $395 | 3.18% |
| R & B ENROLLMENT SERVICES INC3 Filed as: R AND B ENROLLMENT SERVICES INC | PO BOX 3216 CRESTLINE, CA 92325 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $236 | $16 | $252 | 2.03% |
| MARGARITA ALEJANDRA RAMIREZ3 Filed as: MARGARITA A. RAMIREZ & OTHER AGENTS | 1356 CALLE COLNETT SAN MARCOS, CA 92069 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $199 | $17 | $216 | 1.74% |
| RONNY ANN WARNER3 | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $85 | $25 | $110 | 0.89% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BOULEVARD TORRANCE, CA 90503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $105 | $0 | $105 | 0.85% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $57 | $0 | $57 | 0.46% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $287 | $1 | $288 | 5.43% |
| MCCAREY INC3 Filed as: MCCAREY INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $109 | $7 | $116 | 2.19% |
| MARC MAURICIO MORROW3 | 30218 VINEBRIAR DRIVE SPRING, TX 77386 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $50 | $7 | $57 | 1.08% |
| HORIZON BENEFITS LLC3 Filed as: HORIZON BENEFITS LLC & OTHER AGENTS | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $39 | $4 | $43 | 0.81% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BOULEVARD TORRANCE, CA 90503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $36 | $0 | $36 | 0.68% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $24 | $0 | $24 | 0.45% |
| RONNY ANN WARNER3 | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $17 | $3 | $20 | 0.38% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $338 | $2 | $340 | 7.03% |
| MCCAREY INC3 Filed as: MCCAREY INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $105 | $11 | $116 | 2.40% |
| SANDRA E GONZALEZ3 Filed as: SANDRA GONZALEZ AND OTHER AGENTS | 2037 WEST BULLARD AVENUE FRESNO, CA 93711 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $51 | $23 | $74 | 1.53% |
| ANTHONY GLENN WELLS | 5809 MARK TWAIN AVENUE SACRAMENTO, CA 95820 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $34 | $0 | $34 | 0.70% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BOULEVARD TORRANCE, CA 90503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $31 | $0 | $31 | 0.64% |
| CANDICE ELISE EUSEBIO3 | 124 AMBERSTONE LANE SAN RAMON, CA 94582 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $29 | $2 | $31 | 0.64% |
| RONNY ANN WARNER3 | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $24 | $5 | $29 | 0.60% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $388 | $1 | $389 | 8.18% |
| MCCAREY INC3 Filed as: MCCAREY INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $96 | $6 | $102 | 2.14% |
| RONNY ANN WARNER3 Filed as: RONNY ANN WARNER & OTHER AGENTS | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $58 | $7 | $65 | 1.37% |
| ISAACSON INSURANCE AGENCY LLC3 | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $34 | $0 | $34 | 0.71% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BOULEVARD TORRANCE, CA 90503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $32 | $0 | $32 | 0.67% |
| QUIN ANTONIO WALKER3 | 474 WEST MURRAY BOULEVARD MURRAY, UT 84123 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $24 | $0 | $24 | 0.50% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $17 | $0 | $17 | 0.36% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $331 | $1 | $332 | 10.41% |
| MCCAREY INC3 Filed as: MCCAREY INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $84 | $10 | $94 | 2.95% |
| ANDREA MARIE TIERCE3 Filed as: ANDREA M. TIERCE AND OTHER AGENTS | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $30 | $7 | $37 | 1.16% |
| RONNY ANN WARNER3 | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20 | $5 | $25 | 0.78% |
| GLORIA GUERRA3 | 34212 NORTH 23RD GLEN PHOENIX, AZ 85085 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20 | $1 | $21 | 0.66% |
| KATIE HANSILL3 | 6210 EAST JANICE WAY SCOTTSDALE, AZ 85254 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $17 | $0 | $17 | 0.53% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | 201 CAUGHMAN FARM LANE LEXINGTON, SC 29072 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.47% |
| MCCAREY INC3 Filed as: MCCAREY INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $65 | $1 | $66 | 2.57% |
| USI INSURANCE SERVICES LLC3 | 21250 HAWTHORNE BOULEVARD TORRANCE, CA 90503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $32 | $0 | $32 | 1.25% |
| MJ INSURANCE3 Filed as: DEL DOWNEY AND VARIOUS AGENTS | 32053 MERLOT CREST TEMECULA, CA 92591 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $21 | $1 | $22 | 0.86% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $21 | $0 | $21 | 0.82% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $19 | $0 | $19 | 0.74% |
| EDWIN MANUEL VELASQUEZ3 | 33013 SEVILLE STREET LAKE ELSINORE, CA 82530 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 0.55% |
| ROSE VILLALON PASQUEL3 | 552 EAST CARSON STREET CARSON, CA 90745 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | 0.47% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $255 | $0 | $255 | 12.62% |
| MCCAREY INC3 Filed as: MCCAREY INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $29 | $2 | $31 | 1.53% |
| MARY BROOK FORD-PRITCHETT3 | 5475 NORTH MITCHUM AVENUE MERIDIAN, ID 83646 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20 | $0 | $20 | 0.99% |
| RONNY ANN WARNER3 | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8 | $1 | $9 | 0.45% |
| DENISE A MAXWELL3 Filed as: DENISE A. MAXWELL AND OTHER AGENTS | 3501 WEST TORANA DRIVE MERIDIAN, ID 83646 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | 0.25% |
| SUSAN J LEACH3 Filed as: SUSAN J. LEACH | 4419 NE 131ST PLACE PORTLAND, OR 97230 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.20% |
| SUSAN GOLD STOKES3 | 17042 PINEHURST LANE, SUITE D HUNTINGTON BEACH, CA 92647 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.15% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $243 | $2 | $245 | 12.81% |
| MCCAREY INC3 Filed as: MCCAREY INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $69 | $17 | $86 | 4.50% |
| R & B ENROLLMENT SERVICES INC3 Filed as: R AND B ENROLLMENT SERVICES INC. | PO BOX 3216 CRESTLINE, CA 92325 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $43 | $3 | $46 | 2.40% |
| RONNY ANN WARNER3 | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $28 | $8 | $36 | 1.88% |
| CHRISTINE LYNN MORGESTER3 Filed as: CHRISTINE MORGESTER & OTHER AGENTS | 988 SW 26TH STREET TROUTDALE, OR 97060 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $27 | $9 | $36 | 1.88% |
| ROBERT MORRISON3 | 937 THIMBLEBERRY DRIVE CASTLE ROCK, WA 98611 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $24 | $1 | $25 | 1.31% |
| SUSAN J LEACH3 Filed as: SUSAN J. LEACH | 4419 NE 131ST PLACE PORTLAND, OR 97230 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20 | $2 | $22 | 1.15% |
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 | 345 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 345 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 748 | $4.2M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 748 | $3.5M |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 748 | $3.5M |
| Life insurance(13 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 483 | $249K |
| Prescription drug(4 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 748 | $4.2M |
| Other(13 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 483 | $249K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 748 | — |
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 compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.