| 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 | $64K | — | $64K | 5.07% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | HUMANADENTAL INSURANCE COMPANY | $9K | — | $9K | 9.99% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $4K | $10K | 19.91% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 3.00% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $3K | $7K | 23.26% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 4.55% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $860 | $98 | $958 | 3.77% |
| 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 | $704 | — | $704 | 2.77% |
| REBECCA ELAINE CHIARODIT3 | 4705 ARCOLA AVENUE TOLUCA LAKE, CA 91602 | AFLAC | $338 | $89 | $427 | 1.68% |
| STEPHANIE ROBINSON3 | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $224 | $100 | $324 | 1.28% |
| NANETTE STARK3 | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $263 | $54 | $317 | 1.25% |
| RUSSELL L WARYE3 Filed as: RUSSELL NAKAMURA | 4500 PARK GRANADA SUITE 202 CALABASAS, CA 91302 | AFLAC | $165 | — | $165 | 0.65% |
| RICHARD J KUNZ3 | 601 MONTGOMERY STREET SUITE 1475 SAN FRANCISCO, CA 94111 | AFLAC | $156 | — | $156 | 0.61% |
| PAUL GALLEGOS3 | 10519 SHOSHONE AVENUE GRANADA HILLS, CA 91344 | AFLAC | $59 | — | $59 | 0.23% |
| SVETLANA MAGILNER3 | 2000 NORTH BAYSHORE DRIVE SUITE 510 MIAMI, FL 33137 | AFLAC | $54 | — | $54 | 0.21% |
| GREGORY SCOTT ROBINSON3 | 445 ERBES ROAD WESTLAKE VILLAGE, CA 91362 | AFLAC | $41 | — | $41 | 0.16% |
| ADAM H MICHAELS3 | 2922 CORDA LANE LOS ANGELES, CA 90049 | AFLAC | $39 | — | $39 | 0.15% |
| ECHO NEO NINJA INS SOLUTIONS3 | 4500 PARK GRANADA SUITE 202 CALABASAS, CA 91302 | AFLAC | $38 | — | $38 | 0.15% |
| DINORAH ROSSANA DEVALLY3 | 361 MISTY TRAILS PLACE SIMI VALLEY, CA 93065 | AFLAC | $37 | — | $37 | 0.15% |
| YOLANDA JOY RICHMAN3 | 10000 NEVADA AVENUE CHATSWORTH, CA 91311 | AFLAC | $31 | — | $31 | 0.12% |
| MARTIN B KLINE3 | 17062 TULSA STREET GRANADA HILLS, CA 91344 | AFLAC | $30 | — | $30 | 0.12% |
| BRIAN G JAEGGI3 | 15607 WEST LILLY WAY VAN NUYS, CA 91406 | AFLAC | $29 | — | $29 | 0.11% |
| AVANT-GARDE INSURANCE SOLUTIONS3 | 728 NORTH LUCIA AVENUE # B REDONDA BEACH, CA 90277 | AFLAC | $26 | — | $26 | 0.10% |
| INSURANCEASSIST, INC.3 Filed as: INSURANCEASSIST INC | 3480 TORRANCE BOULEVARD SUITE 110 TORRANCE, CA 90503 | AFLAC | $24 | — | $24 | 0.09% |
| SUWAT ASSAWAMATIYANONT3 | 8171 HAMPTON WOOD DRIVE BOCA RATON, FL 33433 | AFLAC | $22 | — | $22 | 0.09% |
| ANNETTE L. BURNS3 Filed as: ANNETTE L BURNS | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $22 | — | $22 | 0.09% |
| IRA ZIN RICHMAN3 | 207 ROSSMORE DRIVE OXNARD, CA 93035 | AFLAC | $20 | — | $20 | 0.08% |
| JOSEPH A BUZZELLO3 | 14747 NORTH NORTHSIGHT BOULEVARD SUITE 111-454 SCOTTSDALE, AZ 85260 | AFLAC | $17 | — | $17 | 0.07% |
| KRISTINA J KUNZ3 | 118 GRANVILLE WAY SAN FRANCISCO, CA 94127 | AFLAC | $16 | — | $16 | 0.06% |
| DAWN A CHRISTENSEN3 | 24516 APPLE STREET NEWHALL, CA 91321 | AFLAC | $12 | — | $12 | 0.05% |
| CHRISTOPHER HAGER3 | 8021 TRUXTON AVENUE LOS ANGELES, CA 90045 | AFLAC | $9 | — | $9 | 0.04% |
| LEIA DHANAIR LYNCH3 | 10820 BEVERLY BOULEVARD SUITE A5 PMB 1024 WHITTIER, CA 90601 | AFLAC | $6 | — | $6 | 0.02% |
| MICHAEL C WALKER3 Filed as: MICHAEL A STACHOWIAK | 321 NORTH CLARK STREET SUITE 615 CHICAGO, IL 60654 | AFLAC | $6 | — | $6 | 0.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H WILLIS JR | 1431 NORTHEAST 55TH STREET FORT LAUDERDALE, FL 33334 | AFLAC | $2 | — | $2 | 0.01% |
| JOSEPH A NASCA3 | 28081 WEST MAPLE AVENUE BARRINGTON, IL 60010 | AFLAC | $1 | — | $1 | 0.00% |
| LARA K GRANDE3 | 117 MORNING MIST LANE FRANKLIN, TN 37064 | AFLAC | $1 | — | $1 | 0.00% |
| OLENA K SHEA3 | 3 MITCHELL PLACE UNIT 18C NEW YORK, NY 10017 | AFLAC | $1 | — | $1 | 0.00% |
| 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 | 5.53% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 17.81% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 8.34% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $2K | $3K | 20.42% |
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 | 240 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 150 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 150 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 540 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 164 | $1.3M |
| Dental | HUMANADENTAL INSURANCE COMPANY | 94 | $93K |
| Vision | VISION SERVICE PLAN | 99 | $19K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 190 | $65K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 29 | $17K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 191 | $32K |
| Other(4 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 190 | $107K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 191 | — |
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.