| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SALLY COKER3 | 38275 N 103RD PLACE SCOTTSDALE SCOTTSDALE, AZ 85262 | KAISER FOUNDATION HEALTH PLAN INC | $40K | — | $40K | 2.82% |
| SALLY COKER3 | 38275 N 103RD PLACE SCOTTSDALE SCOTTSDALE, AZ 85262 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $58K | — | $58K | 5.00% |
| SALLY COKER3 | 38275 N 103RD PLACE SCOTTSDALE SCOTTSDALE, AZ 85262 | DELTA DENTAL OF CALIFORNIA | $0 | $7K | $7K | 5.84% |
| SALLY COKER3 | 38275 N 103RD PLACE SCOTTSDALE SCOTTSDALE, AZ 85262 | STANDARD INSURANCE COMPANY | $7K | — | $7K | 11.96% |
| SALLY COKER3 | 38275 N 103RD PL SCOTTSDALE SCOTTSDALE, AZ 85262 | AFLAC | $912 | — | $912 | 1.66% |
| JONATHAN ALI HAJIMOMEN3 | 6540 GRAND MANAN DR CYPRESS CYPRESS, CA 90630 | AFLAC | $900 | — | $900 | 1.64% |
| JANELLE M ZAMORA3 Filed as: JANELLE ZAMORA | 421 W BROADWAY APT 4157 LONG BEACH, CA 90802 | AFLAC | $821 | — | $821 | 1.50% |
| DAVID HERNANDEZ3 | 2239 W 190TH ST TORRANCE TORRANCE, CA 90504 | AFLAC | $495 | — | $495 | 0.90% |
| TERESA PHILLIPS3 | 1433 E 139TH ST COMPTON COMPTON, CA 90222 | AFLAC | $459 | — | $459 | 0.84% |
| CHARLES N. CRAVINGS JR3 Filed as: CHARLES N CRAVINGS JR | 1467 W 49TH ST LOS ANGELES LOS ANGELES, CA 90062 | AFLAC | $433 | — | $433 | 0.79% |
| ABEL A. DELUNA3 Filed as: ABEL A DELUNA | 1270 W 39TH ST APT 5 LOS ANGELES, CA 90037 | AFLAC | $397 | — | $397 | 0.72% |
| SALLY COKER3 | 38275 N 103RD PLACE SCOTTSDALE SCOTTSDALE, AZ 85262 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 2.34% |
| SALLY COKER3 | 38275 N 103RD PLACE SCOTTSDALE SCOTTSDALE, AZ 85262 | VISION SERVICE PLAN | $1K | — | $1K | 4.85% |
| SALLY COKER3 | 38275 N 103RD PLACE SCOTTSDALE SCOTTSDALE, AZ 85262 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 11.94% |
| SALLY COKER3 | 38275 N 103RD PLACE SCOTTSDALE SCOTTSDALE, AZ 85262 | STANDARD INSURANCE COMPANY | $491 | — | $491 | 11.97% |
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 | 209 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 209 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 159 | $2.6M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 173 | $172K |
| Vision | VISION SERVICE PLAN | 206 | $27K |
| Life insurance | STANDARD INSURANCE COMPANY | 210 | $61K |
| Short-term disability | STANDARD INSURANCE COMPANY | 13 | $4K |
| Long-term disability | STANDARD INSURANCE COMPANY | 210 | $24K |
| Other | AFLAC | 62 | $55K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 210 | — |
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.