| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COKER S INGRAM - GOLD COAST INS.3 Filed as: COKER S INGRAM-GOLD COAST INSURANCE | 38275 N 103RD PLACE SCOTTSDALE SCOTTSDALE, AZ 85262 | HEALTH NET | $48K | $0 | $48K | 3.93% |
| SALLY COKER3 | 38275 N 103RD PLACE SCOTTSDALE, AZ 85262 | KAISER FOUNDATION HEALTH PLAN, INC | $28K | $0 | $28K | 3.27% |
| DELTA DENTAL OF CALIFORNIA3 | 17871 PARK PLAZA DRIVE SUITE 200 CERRITOS, CA 90703 | DELTA DENTAL OF CALIFORNIA | $0 | $6K | $6K | 3.12% |
| ABEL A. DELUNA3 Filed as: ABEL A DELUNA | ABEL A DELUNA 1270 W 39TH STREET APT 5 LOS ANGELES, CA 90037 | AFLAC | $5K | $201 | $5K | 6.30% |
| SALLY COKER3 Filed as: SALLY INGRAM COKER | SALLY INGRAM COKER 38275 N 103RD PLACE SCOTTSDALE, AZ 85262 | AFLAC | $3K | $0 | $3K | 3.67% |
| DAVID HERNANDEZ3 | DAVID HERNANDEZ 5860 OWENS AVE STE 100 CARLSBAD, CA 92008 | AFLAC | $2K | $40 | $2K | 2.47% |
| JONATHAN ALI HAJIMOMEN3 | JONATHAN ALI HAJIMOMEN 1561 E ORANGETHORPE AVE STE 200 FULLERTON, CA 92831 | AFLAC | $1K | $0 | $1K | 1.54% |
| TALHA ZAQUIR RAHMAN3 | TALHA ZAQUIR RAHMAN 8811 ELDORADO PKWY APT 4101 FRISCO, TX 75033 | AFLAC | $1K | $40 | $1K | 1.41% |
| JANELLE M ZAMORA3 | JANELLE M ZAMORA 421 W BROADWAY APT 4157 LONG BEACH, CA 90802 | AFLAC | $1K | $0 | $1K | 1.23% |
| TERESA PHILLIPS3 | TERESA PHILLIPS 3099 W CHAPMAN AVE APT 126 ORANGE, CA 92868 | AFLAC | $606 | $0 | $606 | 0.74% |
| SALLY COKER3 Filed as: SALLY I COKER | 38275 N 103RD PLACE SCOTTSDALE, AZ 85262 | STANDARD INSURANCE COMPANY | $6K | $0 | $6K | 13.84% |
| SALLY COKER3 Filed as: SALLY INGRAM COKER | 38275 N 103RD PLACE SCOTTSDALE, AZ 85262 | VISION SERVICE PLAN | $1K | $0 | $1K | 4.81% |
| SALLY COKER3 Filed as: SALLY I COKER | 38275 N 103RD PLACE SCOTTSDALE, AZ 85262 | STANDARD INSURANCE COMPANY | $3K | $0 | $3K | 13.79% |
| SALLY COKER3 Filed as: SALLY INGRAM COKER | 38275 N 103RD PLACE SCOTTSDALE, AZ 85262 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | $0 | $1K | 9.96% |
| SALLY COKER3 Filed as: SALLY I COKER | 38275 N 103RD PLACE SCOTTSDALE, AZ 85262 | STANDARD INSURANCE COMPANY | $592 | $0 | $592 | 13.72% |
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 | 203 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 206 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH NET | 140 | $2.1M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 161 | $191K |
| Vision | VISION SERVICE PLAN | 199 | $28K |
| Life insurance | STANDARD INSURANCE COMPANY | 201 | $42K |
| Short-term disability | STANDARD INSURANCE COMPANY | 14 | $4K |
| Long-term disability | STANDARD INSURANCE COMPANY | 200 | $24K |
| Other | AFLAC | 89 | $82K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 201 | — |
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.