| 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. | $52K | — | $52K | 5.05% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF & COMPANY INC | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | AETNA HEALTH OF CALIFORNIA INC. | $10K | — | $10K | 5.29% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF & COMPANY INC | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | AETNA LIFE INSURANCE CO. | $10K | — | $10K | 4.87% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | HUMANADENTAL INSURANCE COMPANY | $10K | — | $10K | 10.59% |
| 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 | $7K | $570 | $8K | 10.26% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $2K | $108 | $2K | 6.74% |
| CANDACE IRENE ROCK3 | 13218 MAGNOLIA BOULEVARD SHERMAN OAKS, CA 91423 | AFLAC | $1K | — | $1K | 5.72% |
| LEIA DHANAIR LYNCH3 | 5331 CORTEEN PLACE APT 211 VALLEY VILLAGE, CA 91607 | AFLAC | $463 | — | $463 | 1.86% |
| RUSSELL L WARYE3 Filed as: RUSSELL NAKAMURA | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $413 | — | $413 | 1.66% |
| ROSARIO BERNAL3 | PO BOX 5609 SANTA MONICA, CA 90409 | AFLAC | $410 | — | $410 | 1.65% |
| PAUL GALLEGOS3 | 10519 SHOSHONE AVENUE GRANADA HILLS, CA 91344 | AFLAC | $378 | — | $378 | 1.52% |
| SVETLANA MAGILNER3 | 1980 WEST DIXIE HWIGHT APT 1301 AVENTURA, FL 33180 | AFLAC | $166 | $96 | $262 | 1.05% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF AND COMPANY INC | 4311 WILSHIRE BOULEVARD SUITE 413 LOS ANGELES, CA 90010 | AFLAC | $251 | — | $251 | 1.01% |
| RICHARD J KUNZ3 | 351 CALIFORNIA STREET SUITE 450 SAN FRANCISCO, CA 94104 | AFLAC | $247 | — | $247 | 0.99% |
| STEPHANIE ROBINSON3 | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $202 | — | $202 | 0.81% |
| NANETTE STARK3 | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $134 | — | $134 | 0.54% |
| BRIAN G JAEGGI3 | 15607 WEST LILLIWAY VAN NUYS, CA 91406 | AFLAC | $90 | $34 | $124 | 0.50% |
| GREGORY SCOTT ROBINSON3 | 445 ERBES ROAD WESTLAKE VILLAGE, CA 91362 | AFLAC | $99 | — | $99 | 0.40% |
| ADAM H MICHAELS3 | 2022 CORDA LANE LOS ANGELES, CA 90049 | AFLAC | $69 | — | $69 | 0.28% |
| DINORAH ROSSANA DEVALLY3 | 361 MISTY TRAILS PLACE SIMI VALLEY, CA 93065 | AFLAC | $68 | — | $68 | 0.27% |
| INSURANCE ASSIST, INC.3 Filed as: INSURANCE ASSIST INC | 3480 TORRANCE BOULEVARD SUITE 110 TORRANCE, CA 90503 | AFLAC | $49 | — | $49 | 0.20% |
| AVANT-GARDE INSURANCE SOLUTIONS3 Filed as: AVANT GARDE INSURANCE SOLUTIONS | 2910 NEILSON WAY UNIT 410 SANTA MONICA, CA 90405 | AFLAC | $28 | — | $28 | 0.11% |
| SUWAT ASSAWAMATIYANONT3 Filed as: SUWAT ASSAWAMTIYANONT | 1800 NORTHEAST 48TH COURT FORT LAUDERDALE, FL 33308 | AFLAC | $26 | — | $26 | 0.10% |
| IRA ZIN RICHMAN3 | 10000 NEVADA AVENUE CHATWORTH, CA 91311 | AFLAC | $20 | — | $20 | 0.08% |
| SUWAT ASSAWAMATIYANONT3 | 8171 HAMPTON WOOD DRIVE BOCA RATON, FL 33433 | AFLAC | $18 | — | $18 | 0.07% |
| KRISTINA J KUNZ3 | 351 CALIFORNIA STREET SUITE 450 SAN FRANCISCO, CA 94104 | AFLAC | $16 | — | $16 | 0.06% |
| CHRISTOPHER HAGER3 | 8021 TRUXTON AVENUE LOS ANGELES, CA 90045 | AFLAC | $13 | — | $13 | 0.05% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BOULEVAED SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $13 | — | $13 | 0.05% |
| SVETLANA MAGILNER3 | 2000 NORTH BAYSHORE DRIVE APT 1508 MIAMI, FL 33137 | AFLAC | $12 | — | $12 | 0.05% |
| MICHAEL C WALKER3 Filed as: MICHAEL A STACHOWIAK | 321 NORTH CLARK STREET SUITE 625 CHICAGO, IL 60654 | AFLAC | $11 | — | $11 | 0.04% |
| JOSEPH A NASCA3 | 28081 WEST MAPLE AVENUE BARRINGTON, IL 60010 | AFLAC | $6 | — | $6 | 0.02% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BOULEVARD SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $5 | — | $5 | 0.02% |
| OLENA K SHEA3 | 3 MITCHELL PLACE UNIT 18C NEW YORK, NY 10017 | AFLAC | $4 | — | $4 | 0.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H WILLIS JR | 1431 NORTHEAST 55TH STREET FORT LAUDERDALE, FL 33334 | AFLAC | $3 | — | $3 | 0.01% |
| MICHAEL R. FISHER3 Filed as: MICHAEL R FISHER | 3201 WILSHIRE BOULEVARD SUITE 102 SANTA MONICA, CA 90403 | AFLAC | $2 | — | $2 | 0.01% |
| GARY SCOTT NELLIS3 | 10607 1/2 WOODBRIDGE STREET TOLUCA LAKE, CA 91602 | AFLAC | $2 | — | $2 | 0.01% |
| LARA K GRANDE3 | 1022 WESTHAVEN BOULEVARD FRANKLIN, TN 37064 | AFLAC | $2 | — | $2 | 0.01% |
| 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 | VISION SERVICE PLAN | $1K | — | $1K | 5.13% |
| 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 | $2K | $119 | $3K | 15.81% |
| STEPHANIE ROBINSON3 | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 90010 | AFLAC | $410 | — | $410 | 10.59% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $140 | — | $140 | 3.61% |
| CORKY SOCORRO EMETT3 | 80579 APPLE COURT INDIO, CA 92201 | AFLAC | $71 | — | $71 | 1.83% |
| NANETTE STARK3 | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $69 | — | $69 | 1.78% |
| RUSSELL L WARYE3 Filed as: RUSSELL NAKAMURA | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $60 | — | $60 | 1.55% |
| YOLANDA JOY RICHMAN3 | 10000 NEVADA AVENUE CHATSWORTH, CA 91311 | AFLAC | $31 | — | $31 | 0.80% |
| MARTIN B KLINE3 | 17062 TULSA STREET GRANADA HILLS, CA 91344 | AFLAC | $29 | — | $29 | 0.75% |
| STEPHANIE L SANDERS3 | 27305 LIVE OAK ROAD A437 SANTA CLARITA, CA 91384 | AFLAC | $24 | — | $24 | 0.62% |
| ANNETTE L. BURNS3 Filed as: ANNETTE L BURNS | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $21 | — | $21 | 0.54% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF AND COMPANY INC | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | AFLAC | $20 | — | $20 | 0.52% |
| RICHARD J KUNZ3 | 351 CALIFORNIA STREET SUITE 450 SAN FRANCISCO, CA 94104 | AFLAC | $20 | — | $20 | 0.52% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BOULEVARD SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $17 | — | $17 | 0.44% |
| JEAN ANN SCHINDELHEIM3 | 554 DEW POINT AVENUE CARLSBAD, CA 92011 | AFLAC | $14 | — | $14 | 0.36% |
| RENE CASTRO3 | 5460 EAST EL PARQUE STREET LONG BEACH, CA 90815 | AFLAC | $13 | — | $13 | 0.34% |
| DINORAH ROSSANA DEVALLY3 | 361 MISTY TRAILS PLACE SIMI VALLEY, CA 93065 | AFLAC | $10 | — | $10 | 0.26% |
| DAWN A CHRISTENSEN3 | 24516 APPLE STREET NEWHALL, CA 91321 | AFLAC | $10 | — | $10 | 0.26% |
| GEOFFREY MALAIS3 | 16800 DEVONSHIRE STREET SUITE 220 GRANADA HILLS, CA 91344 | AFLAC | $9 | — | $9 | 0.23% |
| ADAM H MICHAELS3 | 2922 CORDA LANE LOS ANGELES, CA 90049 | AFLAC | $6 | — | $6 | 0.15% |
| GREGORY SCOTT ROBINSON3 | 445 ERBES ROAD WESTLAKE VILLAGE, CA 91362 | AFLAC | $4 | — | $4 | 0.10% |
| CHRISTOPHER HAGER3 | 8021 TRUXTON AVENUE LOS ANGELES, CA 90045 | AFLAC | $1 | — | $1 | 0.03% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H WILLIS JR | 1432 NORTHEAST 55TH STREET FORT LAUDERDALE, FL 33334 | AFLAC | $1 | — | $1 | 0.03% |
| MICHAEL C WALKER3 Filed as: MICHAEL A STACHOWIAK | 321 NORTH CLARK STREET SUITE 625 CHICAGO, IL 60654 | AFLAC | $1 | — | $1 | 0.03% |
| LARA K GRANDE3 | 1022 WESTHAVEN BOULEVARD FRANKLIN, TN 37064 | AFLAC | $1 | — | $1 | 0.03% |
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 | 245 | 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) | 245 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 190 | $1.4M |
| Dental | HUMANADENTAL INSURANCE COMPANY | 155 | $95K |
| Vision | VISION SERVICE PLAN | 106 | $24K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 238 | $91K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 238 | $75K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 238 | $75K |
| Other(4 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 238 | $119K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 238 | — |
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.