| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COKER S INGRAM - GOLD COAST INS.3 | 38275 N. 103RD PLACE SCOTTSDALE SCOTTSDALE, AZ 85262 | HEALTH NET | $52K | $0 | $52K | 3.90% |
| SALLY COKER3 | 38275 N. 103RD PLACE SCOTTSDALE SCOTTSDALE, AZ 85262 | KAISER FOUNDATION HEALTH PLAN, INC | $33K | $0 | $33K | 3.31% |
| DELTA DENTAL OF CALIFORNIA3 | 17871 PARK PLAZA DRIVE SUITE 200 CERRITOS, CA 90703 | DELTA DENTAL OF CALIFORNIA | $0 | $6K | $6K | 5.84% |
| ABEL A. DELUNA3 Filed as: ABEL A DELUNA | ABEL A DELUNA 1270 WEST 39TH STREET APT 5 LOS ANGELES, CA 90037 | AFLAC | $1K | $555 | $2K | 2.69% |
| SALLY COKER3 Filed as: SALLY INGRAM COKER | SALLY INGRAM COKER 38275 N. 103RD PLACE SCOTTSDALE, AZ 85262 | AFLAC | $1K | $0 | $1K | 1.83% |
| JONATHAN ALI HAJIMOMEN3 | JONATHAN ALI HAJIMOMEN 1561 E ORANGETHROPE AVE FULLERTON, CA 92831 | AFLAC | $1K | $0 | $1K | 1.57% |
| DAVID HERNANDEZ3 | DAVID HERNANDEZ 2239 W 190TH STREET TORRANCE, CA 90504 | AFLAC | $822 | $112 | $934 | 1.42% |
| JANELLE M ZAMORA3 | JANELLE M ZAMORA 421 W BROADWAY APT 4157 LONG BEACH, CA 90802 | AFLAC | $832 | $0 | $832 | 1.27% |
| TERESA PHILLIPS3 | TERESA PHILLIPS 3099 W CHAPMAN AVE APT 249 ORANGE, CA 92868 | AFLAC | $476 | $0 | $476 | 0.73% |
| JULIE BRUINSMA3 Filed as: JULIE A BRUINSMA | JULIE A BRUINSMA 11901 SANTA MONICA BLCD #689 LOS ANGELES, CA 90025 | AFLAC | $446 | $0 | $446 | 0.68% |
| SALLY COKER3 Filed as: SALLY I COKER | 38275 N. 103RD PLACE SCOTTSDALE SCOTTSDALE, AZ 85262 | STANDARD INSURANCE COMPANY | $4K | $0 | $4K | 12.00% |
| SALLY COKER3 Filed as: SALLY INGRAM COKER | 38275 N. 103RD PLACE SCOTTSDALE SCOTTSDALE, AZ 85262 | VISION SERVICE PLAN | $1K | $0 | $1K | 4.57% |
| SALLY COKER3 Filed as: SALLY I COKER | 38275 N. 103RD PLACE SCOTTSDALE SCOTTSDALE, AZ 85262 | STANDARD INSURANCE COMPANY | $2K | $0 | $2K | 9.97% |
| SALLY COKER3 Filed as: SALLY INGRAM COKER | 38275 N. 103RD PLACE SCOTTSDALE SCOTTSDALE, AZ 85262 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | $0 | $1K | 9.18% |
| SALLY COKER3 Filed as: SALLY I COKER | 38275 N. 103RD PLACE SCOTTSDALE SCOTTSDALE, AZ 85262 | STANDARD INSURANCE COMPANY | $408 | $0 | $408 | 10.02% |
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 | 204 | 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) | 204 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH NET | 156 | $2.3M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 162 | $124K |
| Vision | VISION SERVICE PLAN | 206 | $28K |
| Life insurance | STANDARD INSURANCE COMPANY | 209 | $33K |
| Short-term disability | STANDARD INSURANCE COMPANY | 13 | $4K |
| Long-term disability | STANDARD INSURANCE COMPANY | 209 | $22K |
| Other | AFLAC | 82 | $66K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 209 | — |
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.