| 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 BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | KAISER FOUNDATION HEALTH PLAN INC. | $44K | — | $44K | 4.57% |
| 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. | $18K | — | $18K | 5.95% |
| 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. | $5K | — | $5K | 4.76% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BLVD SUITE 412 LOS ANGELES, CA 90010 | HUMANA DENTAL INSURANCE COMPANY | $7K | — | $7K | 9.25% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF & CO INC. INS AG | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | — | $8K | 10.50% |
| 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 | — | $1K | 5.29% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF & CO INC INS AG | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 16.90% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BLVD. SUITE 740 SHERMAN OAKS, CA 91411 | AFLAC | $214 | — | $214 | 4.59% |
| 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 | $104 | — | $104 | 2.23% |
| WILLIAM P HOFTO3 | 2910 NEILSON WAY UNIT 410 SANTA MONICA, CA 90405 | AFLAC | $81 | — | $81 | 1.74% |
| YOLANDA JOY RICHMAN3 | 10000 NEVADA AVE CHATSWORTH, CA 91311 | AFLAC | $37 | — | $37 | 0.79% |
| ADAM H MICHAELS3 | 12121 WILSHIRE BLVD SUITE 1225 LOS ANGELES, CA 90025 | AFLAC | $29 | — | $29 | 0.62% |
| AVANT-GARDE INSURANCE SOLUTIONS3 Filed as: AVANT GARDE INSURANCE SOLUTIONS | 2910 NEILSON WAY UNIT 410 SANTA MONICA, CA 90405 | AFLAC | $18 | — | $18 | 0.39% |
| GREGORY SCOTT ROBINSON3 Filed as: GREGORY SCOTT-ROBINSON | 445 ERBES RD WESTLAKE VILLAGE, CA 91382 | AFLAC | $12 | — | $12 | 0.26% |
| DINORAH ROSSANA DEVALLY3 | 361 MISTY TRAILS PL SIMI VALLEY, CA 93065 | AFLAC | $10 | — | $10 | 0.21% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BLVD SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $4 | — | $4 | 0.09% |
| CHRISTOPHER HAGER3 | 8201 PARK HILL DRIVE LOS ANGELES, CA 90045 | AFLAC | $1 | — | $1 | 0.02% |
| MICHAEL C WALKER3 Filed as: MICHAEL A STACHOWIAK | 12121 WILSHIRE BOULEVARD LOS ANGELES, CA 90025 | AFLAC | $1 | — | $1 | 0.02% |
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 | 187 | 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) | 187 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 151 | $1.4M |
| Dental | HUMANA DENTAL INSURANCE COMPANY | 136 | $80K |
| Vision | VISION SERVICE PLAN | 91 | $22K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 229 | $79K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 229 | $79K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 229 | $79K |
| Prescription drug | AETNA HEALTH, INC. | 40 | $300K |
| Other(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 229 | $100K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 229 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.