| 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 | $58K | — | $58K | 5.45% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | — | DELTA DENTAL OF CALIFORNIA | $3K | — | $3K | 5.00% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $479 | $6K | 12.97% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 2.93% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $317 | $5K | 15.96% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 4.37% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $1K | — | $1K | 4.98% |
| ENOCK DE ASSIS3 | 3524 MOUNTAIN VIEW AVENUE LOS ANGELES, CA 90066 | AFLAC | $1K | $1 | $1K | 4.36% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF AND COMPANY INC | 1950 WEST CORPORATE WAY ANAHEIM, CA 92801 | AFLAC | $330 | — | $330 | 1.44% |
| PAUL GALLEGOS3 | 10519 SHOSHONE AVENUE GRANADA HILLS, CA 91344 | AFLAC | $236 | — | $236 | 1.03% |
| NANETTE STARK3 | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $145 | — | $145 | 0.63% |
| RICHARD J KUNZ3 | 601 MONTGOMERY STREET SUITE 1475 SAN FRANCISCO, CA 94111 | AFLAC | $143 | — | $143 | 0.62% |
| RUSSELL L WARYE3 Filed as: RUSSELL NAKAMURA | 4500 PARK GRANADA SUITE 202 CALABASAS, CA 91302 | AFLAC | $125 | — | $125 | 0.54% |
| REBECCA ELAINE CHIARODIT3 | 4705 ARCOLA AVENUE TOLUCA LAKE, CA 91602 | AFLAC | $81 | — | $81 | 0.35% |
| SVETLANA MAGILNER3 | 1850 SOUTH OCEAN DRIVE APARTMENT 2603 HALLANDALE BEACH, FL 33009 | AFLAC | $50 | — | $50 | 0.22% |
| GREGORY SCOTT ROBINSON3 | 445 ERBES ROAD WESTLAKE VILLAGE, CA 91362 | AFLAC | $38 | — | $38 | 0.17% |
| ADAM H MICHAELS3 | 2922 CORDA LANE LOS ANGELES, CA 90049 | AFLAC | $36 | — | $36 | 0.16% |
| ECHO NEO NINJA INS SOLUTIONS3 | 4500 PARK GRANADA SUITE 202 CALABASAS, CA 91302 | AFLAC | $35 | — | $35 | 0.15% |
| DINORAH ROSSANA DEVALLY3 | 361 MISTY TRAILS PLACE SIMI VALLEY, CA 93065 | AFLAC | $34 | — | $34 | 0.15% |
| YOLANDA JOY RICHMAN3 | 10000 NEVADA AVENUE CHATSWORTH, CA 91311 | AFLAC | $29 | — | $29 | 0.13% |
| MARTIN B KLINE3 | 17062 TULSA STREET GRANADA HILLS, CA 91344 | AFLAC | $28 | — | $28 | 0.12% |
| AVANT-GARDE INSURANCE SOLUTIONS3 | 728 NORTH LUCIA AVENUE # B REDONDO BEACH, CA 90277 | AFLAC | $24 | — | $24 | 0.10% |
| INSURANCEASSIST, INC.3 Filed as: INSURANCEASSIST INC | 3480 TORRANCE BOULEVARD SUITE 110 TORRANCE, CA 90503 | AFLAC | $22 | — | $22 | 0.10% |
| SUWAT ASSAWAMATIYANONT3 | 8171 HAMPTON WOOD DRIVE BOCA RATON, FL 33433 | AFLAC | $20 | — | $20 | 0.09% |
| ANNETTE L. BURNS3 Filed as: ANNETTE L BURNS | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $20 | — | $20 | 0.09% |
| STEPHANIE ROBINSON3 | 5805 SEPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $19 | — | $19 | 0.08% |
| IRA ZIN RICHMAN3 | 3800 ALEE LANE OXNARD, CA 93035 | AFLAC | $18 | — | $18 | 0.08% |
| BRIAN GEORGE JAEGGI3 | 8591 DYNASTY DRIVE BOCA RATON, FL 33433 | AFLAC | $17 | — | $17 | 0.07% |
| JOSEPH A BUZZELLO3 | 14747 NORTH NORTHSIGHT BOULEVARD SUITE 111-454 SCOTTSDALE, AZ 85260 | AFLAC | $15 | — | $15 | 0.07% |
| KRISTINA J KUNZ3 | 118 GRANVILLE WAY SAN FRANCISCO, CA 94127 | AFLAC | $15 | — | $15 | 0.07% |
| DAWN A CHRISTENSEN3 | 24516 APPLE STREET NEWHALL, CA 91321 | AFLAC | $11 | — | $11 | 0.05% |
| BRIAN G JAEGGI3 | 15607 WEST LILLI WAY VAN NUYS, CA 91406 | AFLAC | $10 | — | $10 | 0.04% |
| CHRISTOPHER HAGER3 | 8021 TRUXTON AVENUE LOS ANGELES, CA 90045 | AFLAC | $8 | — | $8 | 0.03% |
| MICHAEL C WALKER3 Filed as: MICHAEL A STACHOWIAK | 321 NORTH CLARK STREET SUITE 615 CHICAGO, IL 60654 | AFLAC | $5 | — | $5 | 0.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H WILLIS JR | 1431 NORTHEAST 55TH STREET FORT LAUDERDALE, FL 33334 | AFLAC | $1 | — | $1 | 0.00% |
| 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 | 5.54% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $173 | $2K | 10.93% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 7.76% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BOULEVARD SUITE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $167 | $2K | 11.03% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | — | DELTA DENTAL OF CALIFORNIA | $1K | — | $1K | 10.00% |
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 | 222 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 113 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 336 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 156 | $1.1M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 77 | $83K |
| Vision | VISION SERVICE PLAN | 112 | $20K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 210 | $65K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 27 | $19K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 210 | $33K |
| Other(4 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 210 | $107K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 210 | — |
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.