| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF & COMPANY INC | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | KAISER FOUNDATION HEALTH PLAN INC | $68K | $4K | $72K | 5.12% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | HUMANADENTAL INSURANCE COMPANY | $10K | — | $10K | 10.02% |
| 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 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $7K | 14.72% |
| PAYCHEX INSURANCE AGENCY, INC.3 Filed as: PAYCHEX INSURANCE AGENCY INC | 150 SAWGRASS DRIVE ROCHESTER, NY 14620 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 2.96% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF & COMPANY INC | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $5K | 15.69% |
| PAYCHEX INSURANCE AGENCY, INC.3 Filed as: PAYCHEX INSURANCE AGENCY INC | 150 SAWGRASS DRIVE ROCHESTER, NY 14620 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 4.36% |
| 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 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | 13.80% |
| 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 | 5.47% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $775 | — | $775 | 4.73% |
| 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 | $546 | — | $546 | 3.33% |
| PAMELA MEI GODBOLD3 | 2240 WEST INDIANAPOLIS AVE FRESNO, CA 93705 | AFLAC | $482 | $5 | $487 | 2.97% |
| RICHARD J KUNZ3 | 601 MONTGOMERY STREET SUITE 1475 SAN FRANCISCO, CA 94111 | AFLAC | $145 | — | $145 | 0.88% |
| RUSSELL L WARYE3 Filed as: RUSSELL NAKAMURA | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $128 | — | $128 | 0.78% |
| RUSSELL L WARYE3 Filed as: RUSSELL NAKAMURA | 4500 PARK GRANADA SUITE 202 CALABASAS, CA 91302 | AFLAC | $117 | — | $117 | 0.71% |
| RUSSELL L WARYE3 Filed as: RUSSELL NAKAMURA | 4500 PARK GRANADA BOULEVARD SUITE 202 CALABASAS, CA 91302 | AFLAC | $117 | — | $117 | 0.71% |
| PAUL GALLEGOS3 | 10519 SHOSHONE AVENUE GRANADA HILLS, CA 91344 | AFLAC | $86 | — | $86 | 0.52% |
| CANDACE IRENE ROCK3 | 13218 MAGNOLIA BOULEVARD SHERMAN OAKS, CA 91423 | AFLAC | $82 | — | $82 | 0.50% |
| ROSARIO BERNAL3 | PO BOX 5609 SANTA MONICA, CA 90409 | AFLAC | $62 | — | $62 | 0.38% |
| LEIA DHANAIR LYNCH3 | 5331 CORTEEN PLACE APT 211 VALLEY VILLAGE, CA 91607 | AFLAC | $58 | — | $58 | 0.35% |
| STEPHANIE ROBINSON3 | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $58 | — | $58 | 0.35% |
| NANETTE STARK3 | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $47 | — | $47 | 0.29% |
| GREGORY SCOTT ROBINSON3 | 445 ERBES ROAD WESTLAKE VILLAGE, CA 91362 | AFLAC | $46 | — | $46 | 0.28% |
| SVETLANA MAGILNER3 | 2000 NORTH BAYSHORE DRIVE APT 1508 MIAMI, FL 33137 | AFLAC | $42 | — | $42 | 0.26% |
| ADAM H MICHAELS3 | 2922 CORDA LANE LOS ANGELES, CA 90049 | AFLAC | $41 | — | $41 | 0.25% |
| INSURANCEASSIST, INC.3 Filed as: INSURANCEASSIST INC | 3480 TORRANCE BOULEVARD SUITE 110 TORRANCE, CA 90503 | AFLAC | $36 | — | $36 | 0.22% |
| BRIAN G JAEGGI3 | 15607 WEST LILLI WAY VAN NUYS, CA 91406 | AFLAC | $34 | — | $34 | 0.21% |
| DINORAH ROSSANA DEVALLY3 | 361 MISTY TRAILS PLACE SIMI VALLEY, CA 93065 | AFLAC | $28 | — | $28 | 0.17% |
| ECHO NEO NINJA INS SOLUTIONS3 | 4500 PARK GRANADA SUITE 202 CALABASAS, CA 91302 | AFLAC | $27 | — | $27 | 0.16% |
| ECHO NEO NINJA INS SOLUTIONS3 | 30700 RUSSELL RANCH ROAD SUITE 250 WESTLAKE VILLAGE, CA 91360 | AFLAC | $27 | — | $27 | 0.16% |
| AVANT-GARDE INSURANCE SOLUTIONS3 Filed as: AVANT GARDE INSURANCE SOLUTIONS | 2910 NEILSON WAY UNIT 410 SANTA MONICA, CA 90405 | AFLAC | $21 | — | $21 | 0.13% |
| SUWAT ASSAWAMATIYANONT3 | 8171 HAMPTON WOOD DRIVE BOCA RATON, FL 33433 | AFLAC | $19 | — | $19 | 0.12% |
| IRA ZIN RICHMAN3 | 10000 NEVADA AVENUE CHATSWORTH, CA 91311 | AFLAC | $15 | — | $15 | 0.09% |
| CHRISTOPHER HAGER3 | 8021 TRUXTON AVENUE LOS ANGELES, CA 90045 | AFLAC | $8 | — | $8 | 0.05% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BOULEVARD SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $8 | — | $8 | 0.05% |
| KRISTINA J KUNZ3 | 118 GRANVILLE WAY SAN FRANCISCO, CA 94127 | AFLAC | $7 | — | $7 | 0.04% |
| MICHAEL C WALKER3 Filed as: MICHAEL A STACHOWIAK | 321 NORTH CLARK STREET SUITE 625 CHICAGO, IL 60654 | AFLAC | $6 | — | $6 | 0.04% |
| KRISTINA J KUNZ3 | 351 CALIFORNIA STREET SUITE 450 SAN FRANCISCO, CA 94104 | AFLAC | $5 | — | $5 | 0.03% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BOULEVARD SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $4 | — | $4 | 0.02% |
| JOSEPH A NASCA3 | 28081 WEST MAPLE AVENUE BARRINGTON, IL 60010 | AFLAC | $2 | — | $2 | 0.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H WILLIS JR | 1431 NORTHEAST 55TH STREET FORT LAUDERDALE, FL 33334 | AFLAC | $2 | — | $2 | 0.01% |
| OLENA K SHEA3 | 3 MITCHELL PLACE UNIT 18C NEW YORK, NY 10017 | AFLAC | $1 | — | $1 | 0.01% |
| GARY SCOTT NELLIS3 | 10607 1/2 WOODBRIDGE STREET TOLUCA LAKE, CA 91602 | AFLAC | $1 | — | $1 | 0.01% |
| LARA K GRANDE3 | 117 MORNING MIST LANE FRANKLIN, TN 37064 | AFLAC | $1 | — | $1 | 0.01% |
| MICHAEL R. FISHER3 Filed as: MICHAEL R FISHER | 50 WEST LEMON AVENUE SUITE 2 MONROVIA, CA 91016 | AFLAC | $1 | — | $1 | 0.01% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J. WOLFF CO INC INS AGENTS | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSUANCE COMPANY | $2K | $660 | $2K | 14.10% |
| PAYCHEX INSURANCE AGENCY, INC.3 Filed as: PAYCHEX INSURANCE AGENCY INC | 150 SAWGRASS DRIVE ROCHESTER, NY 14620 | UNITED OF OMAHA LIFE INSUANCE COMPANY | — | $1K | $1K | 9.20% |
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 | 233 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 235 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 216 | $1.4M |
| Dental | HUMANADENTAL INSURANCE COMPANY | 163 | $98K |
| Vision | VISION SERVICE PLAN | 113 | $20K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 235 | $77K |
| Short-term disability | UNITED OF OMAHA LIFE INSUANCE COMPANY | 35 | $16K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 235 | $34K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 235 | $93K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 235 | — |
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.