| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 | 777 SOUTH FIGUEROA STREET 52ND FLOOR LOS ANGELES, CA 90017 | UNITEDHEALTHCARE INSURANCE COMPANY | $177K | $0 | $177K | 4.65% |
| LOCKTON COMPANIES, LLC3 | 4370 LAJOLLA VILLAGE DRIVE SAN DIEGO, CA 92122 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $132 | $132 | 0.00% |
| LOCKTON COMPANIES, LLC3 | 777 SOUTH FIGUEROA STREET 52ND FLOOR LOS ANGELES, CA 90017 | SELECTHEALTH | $11K | $0 | $11K | 3.55% |
| LOCKTON COMPANIES, LLC3 | 777 SOUTH FIGUEROA STREET 52ND FLOOR LOS ANGELES, CA 90017 | HEALTH PLAN OF NEVADA | $5K | $0 | $5K | 3.69% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $0 | $6K | 6.71% |
| MCCAREY INC3 Filed as: MCCAREY, INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 1.97% |
| SUSAN GOLD STOKES3 Filed as: SUSAN GOLD STOKES AND OTHER AGENTS | 17045 PINEHURST LAND, SUITE D HUNTINGTON BEACH, CA 92647 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $814 | $0 | $814 | 0.99% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | 21250 HAWTHORNE BOULEVARD TORRANCE, CA 90503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $526 | $0 | $526 | 0.64% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $384 | $0 | $384 | 0.47% |
| 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 | $203 | $0 | $203 | 0.25% |
| TERI ROLLIN3 | C/O TERI ROLLIN OAK PARK, CA 91377 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $168 | $0 | $168 | 0.20% |
| LOCKTON COMPANIES, LLC3 | 777 SOUTH FIGUEROA STREET 52ND FLOOR LOS ANGELES, CA 90017 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | $0 | $5K | 11.80% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 5.56% |
| MCCAREY INC3 Filed as: MCCAREY, INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $559 | $0 | $559 | 2.38% |
| MJ INSURANCE3 Filed as: KYM E. DUNHAM AND VARIOUS AGENTS | 828 SAFFLOWER COURT HENDERSON, NV 89015 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $268 | $0 | $268 | 1.14% |
| RONNY ANN WARNER3 | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $132 | $0 | $132 | 0.56% |
| DEBORAH LYNN WELLS3 | 5809 MARK TWAIN AVENUE SACRAMENTO, CA 95820 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $92 | $0 | $92 | 0.39% |
| JOAN RANCE3 | 434 CRESTWAY ROAD HENDERSON, NV 89015 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $77 | $0 | $77 | 0.33% |
| TERI ROLLIN3 | C/O TERI ROLLIN OAK PARK, CA 91377 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $64 | $0 | $64 | 0.27% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 6.38% |
| MCCAREY INC3 Filed as: MCCAREY, INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $391 | $18 | $409 | 2.00% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INS. SVCS. AND VARIOUS AGENTS | 21250 HAWTHORNE BOULEVARD TORRANCE, CA 90503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $353 | $2 | $355 | 1.73% |
| DEBORAH LYNN WELLS3 | 5809 MARK TWAIN AVENUE SACRAMENTO, CA 95820 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $221 | $0 | $221 | 1.08% |
| NATIONAL ENROLLMENT PARTNERS LLC3 Filed as: NATIONAL ENROLLMENT PARTNERS, LLC | 201 CAUGHMAN FARM LANE LEXINGTON, SC 29072 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $75 | $4 | $79 | 0.39% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $78 | $0 | $78 | 0.38% |
| TERI ROLLIN3 | C/O TERI ROLLIN OAK PARK, CA 91377 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $70 | $0 | $70 | 0.34% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $503 | $0 | $503 | 4.22% |
| MCCAREY INC3 Filed as: MCCAREY, INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $109 | $0 | $109 | 0.91% |
| SWIDPRO LLC3 Filed as: SWIDPRO, LLC | 3316 SINGLELEAF LANE RALEIGH, NC 27616 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $105 | $0 | $105 | 0.88% |
| CASSANDRA EPSTEIN3 Filed as: CASSANDRA EPSTEIN AND OTHER AGENTS | 13874 CARLOW PARK DRIVE RIVERVIEW, FL 33579 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $91 | $0 | $91 | 0.76% |
| TODD GERALD GECEWICZ3 | 216 WEST GANNON AVENUE ZEBULON, NC 27597 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $30 | $0 | $30 | 0.25% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20 | $0 | $20 | 0.17% |
| KRISTEN BIBLE3 | 5461 TRALEE PLACE RALEIGH, NC 27609 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $18 | $0 | $18 | 0.15% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $458 | $0 | $458 | 4.38% |
| MCCAREY INC3 Filed as: MCCAREY, INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $207 | $4 | $211 | 2.02% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | 21250 HAWTHORNE BOULEVARD TORRANCE, CA 90503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $92 | $0 | $92 | 0.88% |
| MJ INSURANCE3 Filed as: DEL DOWNEY AND VARIOUS AGENTS | 32056 MERLOT CREST TEMECULA, CA 92591 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $85 | $0 | $85 | 0.81% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $54 | $0 | $54 | 0.52% |
| 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 | $38 | $0 | $38 | 0.36% |
| JOSEPH RUBINO3 | 2490 GROSSMONT COLLEGE DRIVE EL CAJON, CA 92020 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $22 | $0 | $22 | 0.21% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $269 | $0 | $269 | 5.09% |
| MCCAREY INC3 Filed as: MCCAREY, INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $87 | $2 | $89 | 1.69% |
| MJ INSURANCE3 Filed as: MARC M. MORROW AND VARIOUS AGENTS | 30218 VINEBRIAR DRIVE SPRING, TX 77386 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $31 | $0 | $31 | 0.59% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL | 21250 HAWTHORNE BOULEVARD TORRANCE, CA 90503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $30 | $0 | $30 | 0.57% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $21 | $0 | $21 | 0.40% |
| DEL DOWNEY3 | 32056 MERLOT CREST TEMECULA, CA 92591 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $17 | $0 | $17 | 0.32% |
| NATIONAL ENROLLMENT PARTNERS LLC3 Filed as: NATIONAL ENROLLMENT PARTNERS, LLC | 201 CAUGHMAN FARM LANE LEXINGTON, SC 29072 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $15 | $1 | $16 | 0.30% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $332 | $0 | $332 | 7.10% |
| MCCAREY INC3 Filed as: MCCAREY, INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $72 | $0 | $72 | 1.54% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | 21250 HAWTHORNE BOULEVARD TORRANCE, CA 90503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $25 | $0 | $25 | 0.53% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.32% |
| RONNY ANN WARNER3 | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.15% |
| SANDRA E GONZALEZ3 Filed as: SANDRA E. GONZALEZ | 2037 WEST BULLARD AVENUE FRESNO, CA 93711 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.09% |
| MJ INSURANCE3 Filed as: DEL DOWNEY AND VARIOUS AGENTS | 32056 MERLOT CREST TEMECULA, CA 92591 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.06% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $324 | $0 | $324 | 8.94% |
| MCCAREY INC3 Filed as: MCCAREY, INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $66 | $0 | $66 | 1.82% |
| ISAACSON INSURANCE AGENCY LLC3 Filed as: ISAACSON INSURANCE AGENCY, LLC | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $22 | $0 | $22 | 0.61% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | 21250 HAWTHORNE BOULEVARD TORRANCE, CA 90503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20 | $0 | $20 | 0.55% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.30% |
| MJ INSURANCE3 Filed as: CLARICE R. MIMS AND VARIOUS AGENTS | 172-90 HIGHLAND AVENUE JAMAICA ESTATES, NY 11432 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.19% |
| RONNY ANN WARNER3 | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.17% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $341 | $0 | $341 | 10.94% |
| MCCAREY INC3 Filed as: MCCAREY, INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $82 | $7 | $89 | 2.85% |
| NATIONAL ENROLLMENT PARTNERS LLC3 Filed as: NATIONAL ENROLLMENT PARTNERS, LLC | 201 CAUGHMAN FARM LANE LEXINGTON, SC 29072 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $40 | $2 | $42 | 1.35% |
| RONNY ANN WARNER3 | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $18 | $0 | $18 | 0.58% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.35% |
| GLORIA GUERRA3 | 4150 WEST PEORIA AVENUE PHOENIZ, AZ 85029 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.19% |
| VGM BENEFIT ENROLLMENTS LLC3 Filed as: VGM BNFT ENRLMTS AND OTHER AGENTS | 30310 HORSETHIEF DRIVE TEHACHAPI, CA 93561 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | $1 | $6 | 0.19% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $183 | $0 | $183 | 11.69% |
| MCCAREY INC3 Filed as: MCCAREY, INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $27 | $0 | $27 | 1.72% |
| CHRISTINE LYNN MORGESTER3 | 14913 SOUTH SUNTERRA LOOP OREGON CITY, OR 97045 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.45% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.26% |
| RONNY ANN WARNER3 | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.19% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $117 | $0 | $117 | 10.90% |
| MCCAREY INC3 Filed as: MCCAREY, INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 1.30% |
| SUSAN GOLD STOKES3 | 17042 PINEHURST LANE, SUITE D HUNTINGTON BEACH, CA 92647 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.28% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.19% |
| RONNY ANN WARNER3 | 470 EAST WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.19% |
| MARY BROOK FORD-PRITCHETT3 | 5475 NORTH MITCHUM AVENUE MERIDIAN, ID 83646 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.09% |
| MCCAREY INC3 Filed as: MCCAREY, INC. | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $21 | $0 | $21 | 2.50% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL | 21250 HAWTHORNE BOULEVARD TORRANCE, CA 90503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | 1.43% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.71% |
| MJ INSURANCE3 Filed as: DEL DOWNEY AND VARIOUS AGENTS | 32056 MERLOT CREST TEMECULA, CA 92591 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.71% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE DENVER, CO 80237 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.60% |
| EDWIN MANUEL VELASQUEZ3 | 33013 SEVILLE STREET LAKE ELSINORE, CA 92530 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.60% |
| ROSE VILLALON PASQUEL3 | 552 EAST CARSON STREET CARSON, CA 90745 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.48% |
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 | 318 | 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) | 318 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 747 | $4.3M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 747 | $3.8M |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 747 | $3.8M |
| Life insurance(13 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 478 | $208K |
| Prescription drug(3 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 747 | $4.3M |
| Other(13 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 478 | $208K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 747 | — |
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.