| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF & CO, INC | 4311 WILSHIRE BLVD. SUITE 412 LOS ANGELES, CA 90010 | AETNA HEALTH, INC. | $49K | $0 | $49K | 4.59% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BLVD SUITE 412 LOS ANGELES, CA 90010 | HUMANA DENTAL INSURANCE COMPANY | $8K | $0 | $8K | 9.96% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF & CO. INC. | 4311 WILSHIRE BLVD. SUITE 412 LOS ANGELES, CA 90010 | AETNA LIFE INSURANCE CO. | $4K | $0 | $4K | 4.58% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF & CO INC | 4311 WILSHIRE BLVD. SUITE 412 LOS ANGELES, CA 90010 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 10.00% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF & CO INC | 4311 WILSHIRE BLVD. SUITE 412 LOS ANGELES, CA 90010 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $0 | $3K | 10.00% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF & CO. INC INS AGENTS | 4311 WILSHIRE BLVD. SUITE 412 LOS ANGELES, CA 900103713 | VISION SERVICE PLAN | $1K | $0 | $1K | 5.12% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BLVD., SUITE 740 SHERMAN OAKS, CA 91411 | AFLAC | $2K | $161 | $2K | 7.38% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF & CO. INC. | 4311 WILSHIRE BLVD., SUITE 412 LOS ANGELES, CA 90010 | AFLAC | $560 | $0 | $560 | 2.42% |
| RICHARD J KUNZ3 | 351 CALIFORNIA STREET, STE. 450 SAN FRANCISCO, CA 94104 | AFLAC | $401 | $31 | $432 | 1.87% |
| SVETLANA MAGILNER3 | 5805 SEPULVEDA BLVD., STE. 700 SHERMAN OAKS, CA 91411 | AFLAC | $177 | $0 | $177 | 0.77% |
| ADAM H MICHAELS3 | 12121 WILSHIRE BLVD., STE. 1225 LOS ANGELES, CA 90025 | AFLAC | $140 | $31 | $171 | 0.74% |
| GREGORY SCOTT ROBINSON3 | 445 ERBES RD. WESTLAKE VILLAGE, CA 91362 | AFLAC | $117 | $0 | $117 | 0.51% |
| WILLIAM P HOFTO3 | 2910 NEILSON WAY, UNIT 410 SANTA MONICA, CA 90405 | AFLAC | $111 | $0 | $111 | 0.48% |
| BRIAN G JAEGGI3 | 5112 TOPANGA CANYON BLVD. WOODLAND HILLS, CA 91364 | AFLAC | $111 | $0 | $111 | 0.48% |
| INSURANCE ASSIST, INC.3 Filed as: INSURANCE ASSIST INC. | 21213B HAWTHORNE BLVD. SUITE 201 TORRANCE, CA 90503 | AFLAC | $76 | $0 | $76 | 0.33% |
| DINORAH ROSSANA DEVALLY3 | 361 MISTY TRAILS PL SIMI VALLEY, CA 93065 | AFLAC | $54 | $0 | $54 | 0.23% |
| SUWAT ASSAWAMATIYANONT3 | 1800 NE 48TH CT FORT LAUDERDALE, CA 33308 | AFLAC | $48 | $0 | $48 | 0.21% |
| MARY HOOVER3 | 5250 COLODNY DR., APT. 7 AGOURA HILLS, CA 91301 | AFLAC | $11 | $25 | $36 | 0.16% |
| IRA ZIN RICHMAN3 | 10000 NEVADA AVE CHATSWORTH, CA 91311 | AFLAC | $30 | $0 | $30 | 0.13% |
| KRISTINA J KUNZ3 | 351 CALIFORNIA STREET, STE. 450 SAN FRANCISCO, CA 94104 | AFLAC | $27 | $0 | $27 | 0.12% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BLVD., STE. 254 NORTHRIDGE, CA 91325 | AFLAC | $19 | $0 | $19 | 0.08% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF & CO INC | 4311 WILSHIRE BLVD. SUITE 412 LOS ANGELES, CA 90010 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 15.00% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF & CO INC | 4311 WILSHIRE BLVD. SUITE 412 LOS ANGELES, CA 90010 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $819 | $0 | $819 | 10.00% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BLVD. SUITE 740 SHERMAN OAKS, CA 91411 | AFLAC | $299 | $0 | $299 | 5.90% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF AND COMPANY INC. | 4311 WILSHIRE BLVD SUITE 412 LOS ANGELES, CA 90010 | AFLAC | $138 | $0 | $138 | 2.72% |
| WILLIAM P HOFTO3 | 2910 NEILSON WAY UNIT 410 SANTA MONICA, CA 90405 | AFLAC | $99 | $0 | $99 | 1.95% |
| RICHARD J KUNZ3 | 351 CALIFORNIA STREET SUITE 450 SAN FRANCISCO, CA 94104 | AFLAC | $88 | $0 | $88 | 1.74% |
| YOLANDA JOY RICHMAN3 | 10000 NEVADA AVE CHATSWORTH, CA 91311 | AFLAC | $37 | $0 | $37 | 0.73% |
| ADAM H MICHAELS3 | 12121 WILSHIRE BLVD SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $30 | $0 | $30 | 0.59% |
| GREGORY SCOTT ROBINSON3 Filed as: GREGORY SCOTT-ROBINSON | 445 ERBES RD WESTLAKE VILLAGE, CA 91382 | AFLAC | $15 | $0 | $15 | 0.30% |
| BRIAN G JAEGGI3 | 5112 TOPANGA CANYON BLVD WOODLAND HILLS, CA 91364 | AFLAC | $14 | $0 | $14 | 0.28% |
| DINORAH ROSSANA DEVALLY3 | 361 MISTY TRAILS PL SIMI VALLEY, CA 93065 | AFLAC | $10 | $0 | $10 | 0.20% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BLVD SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $4 | $0 | $4 | 0.08% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF & CO INC | 4311 WILSHIRE BLVD. SUITE 412 LOS ANGELES, CA 90010 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $195 | $0 | $195 | 15.02% |
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 | 225 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 228 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA HEALTH, INC. | 182 | $1.1M |
| Dental | HUMANA DENTAL INSURANCE COMPANY | 191 | $79K |
| Vision | VISION SERVICE PLAN | 120 | $24K |
| Life insurance(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 221 | $50K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 221 | $8K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 221 | $28K |
| Prescription drug | AETNA HEALTH, INC. | 182 | $1.1M |
| Other(5 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 221 | $78K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 221 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.