| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SALLY COKER3 Filed as: SALLY INGRAM COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | HEALTH NET | $43K | $0 | $43K | 4.22% |
| SALLY COKER3 | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | KAISER FOUNDATION HEALTH PLAN, INC. | $22K | $0 | $22K | 3.26% |
| DELTA DENTAL OF CALIFORNIA3 | 17871 PARK PLAZA DRIVE SUITE 200 CERRITOS, CA 90703 | DELTA DENTAL OF CALIFORNIA | — | $6K | $6K | 3.72% |
| JONATHAN ALI HAJIMOMEN3 Filed as: JONATHAN HAJIMOMEN | 1561 E. ORANGETHORPE AVE SUITE 200 FULLERTON, CA 92831 | AFLAC | $2K | $232 | $3K | 3.24% |
| SALLY COKER3 | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | AFLAC | $2K | $0 | $2K | 2.54% |
| LISA A MONTEDORE3 Filed as: LISA MONTEDORE | 15204 MERIWETHER WAY TUSTIN, CA 92782 | AFLAC | $1K | $364 | $1K | 1.79% |
| JANELLE M ZAMORA3 Filed as: JANELLE ZAMORA | 421 W. BROADWAY APT 4157 LONG BEACH, CA 90802 | AFLAC | $1K | $0 | $1K | 1.42% |
| G SCOTT COOKE3 | 2832 NE 17TH AVE WILTON MANORS, FL 33334 | AFLAC | $767 | $102 | $869 | 1.08% |
| JULIE BRUINSMA3 | 12021 WILSHIRE BLVD #820 LOS ANGELES, CA 90025 | AFLAC | $740 | $0 | $740 | 0.92% |
| TERESA PHILLIPS3 | 1742 W. LINCOLN AVENUE #L-1 ANAHEIM, CA 92801 | AFLAC | $707 | $0 | $707 | 0.88% |
| SALLY COKER3 Filed as: SALLY I. COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | STANDARD INSURANCE COMPANY | $5K | $0 | $5K | 13.10% |
| SALLY COKER3 Filed as: SALLY INGRAM COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | VISION SERVICE PLAN | $1K | $0 | $1K | 4.86% |
| SALLY COKER3 Filed as: SALLY I. COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | STANDARD INSURANCE COMPANY | $3K | $0 | $3K | 13.07% |
| SALLY COKER3 Filed as: SALLY INGRAM COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | $0 | $2K | 10.00% |
| SALLY COKER3 Filed as: SALLY I. COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | STANDARD INSURANCE COMPANY | $515 | $0 | $515 | 13.11% |
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 | 177 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 182 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH NET | 138 | $1.7M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 153 | $188K |
| Vision | VISION SERVICE PLAN | 196 | $27K |
| Life insurance | STANDARD INSURANCE COMPANY | 194 | $36K |
| Short-term disability | STANDARD INSURANCE COMPANY | 15 | $4K |
| Long-term disability | STANDARD INSURANCE COMPANY | 194 | $19K |
| Other | AFLAC | 103 | $81K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 196 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.