| 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 BLVD STE 412 LOS ANGELES, CA 90010 | KAISER FOUNDATION HEALTH PLAN INC | $54K | — | $54K | 4.33% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BLVD STE 700 SHERMAN OAKS, CA 91411 | AFLAC | $827 | — | $827 | 0.10% |
| ENOCK DE ASSES3 | 63 S PARKWOOD AVE APT 2 PASADENA, CA 91107 | AFLAC | $561 | — | $561 | 0.07% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF AND COMPANY INC | 1950 W CORPORATE WAY ANAHEIM, CA 92801 | AFLAC | $289 | — | $289 | 0.03% |
| PAUL GALLEGOS3 | 10519 SHOSHONE AVE GRANADA HILLS, CA 91344 | AFLAC | $198 | — | $198 | 0.02% |
| RICHARD J KUNZ3 | 601 MONTGOMERY ST STE 1475 SAN FRANCISCO, CA 94111 | AFLAC | $138 | — | $138 | 0.02% |
| RUSSELL L WARYE3 Filed as: RUSSELL NAKAMURA | 4500 PARK GRANADA STE 202 CALABASAS, CA 91302 | AFLAC | $127 | — | $127 | 0.02% |
| NANETTE STARK3 | 5805 SEPULVEDA BLVD STE 700 SHERMAN OAKS, CA 91411 | AFLAC | $110 | — | $110 | 0.01% |
| STEPHANIE ROBINSON3 | 5805 SEPULVDA BLVD STE 700 SHERMAN OAKS, CA 91411 | AFLAC | $103 | — | $103 | 0.01% |
| SVETLANA MAGILNER3 | 501 NE 5TH TER APT 710 FORT LAUDERDALE, FL 33301 | AFLAC | $50 | — | $50 | 0.01% |
| GREGORY SCOTT ROBINSON3 | 445 ERBES RD WESTLAKE VILLAGE, CA 91362 | AFLAC | $37 | — | $37 | 0.00% |
| ECHO NEO NINJA INS SOLUTIONS3 | 4500 PARK GRANADA STE 202 CALABASAS, CA 91302 | AFLAC | $35 | — | $35 | 0.00% |
| ADAM H MICHAELS3 | 2922 CORDA LN LOS ANGELES, CA 90049 | AFLAC | $34 | — | $34 | 0.00% |
| DINORAH ROSSANA DEVALLY3 | 361 MISTY TRAILS PL SIMI VALLEY, CA 93065 | AFLAC | $34 | — | $34 | 0.00% |
| YOLANDA JOY RICHMAN3 | 10000 NEVADA AVE CHATSWORTH, CA 91311 | AFLAC | $29 | — | $29 | 0.00% |
| MARTIN B KLINE3 | 17962 TULSA ST GRANADA HILLS, CA 91344 | AFLAC | $28 | — | $28 | 0.00% |
| BRIAN GEORGE JAEGGI3 | 2875 NW 28TH ST BOCA RATON, FL 33434 | AFLAC | $27 | — | $27 | 0.00% |
| AVANT-GARDE INSURANCE SOLUTIONS3 | 728 N LUCIA AVE #B REDONDO BEACH, CA 90277 | AFLAC | $24 | — | $24 | 0.00% |
| SUWAT ASSAWAMATIYANONT3 | 8171 HAMPTON WOOD DR BOCA RATON, FL 33433 | AFLAC | $20 | — | $20 | 0.00% |
| ANNETTE L. BURNS3 Filed as: ANNETTE L BURNS | 28303 BRYCE DR CASTAIC, CA 91384 | AFLAC | $20 | — | $20 | 0.00% |
| INSURANCEASSIST, INC.3 Filed as: INSURANCEASSIST INC | 3480 TORRANCE BLVD STE 100 TORRANCE, CA 90503 | AFLAC | $20 | — | $20 | 0.00% |
| IRA ZIN RICHMAN3 | 3800 ALEE LN OXNARD, CA 93035 | AFLAC | $18 | — | $18 | 0.00% |
| JOSEPH A BUZZELLO3 | 14747 N NORTHSIGHT BLVD STE 111-454 SCOTTSDALE, AZ 85260 | AFLAC | $15 | — | $15 | 0.00% |
| KRISTINA J KUNZ3 | 118 GRANVILLE WAY SAN FRANCISCO, CA 94127 | AFLAC | $14 | — | $14 | 0.00% |
| DAWN A CHRISTENSEN3 | 24516 APPLE ST NEWHALL, CA 91321 | AFLAC | $11 | — | $11 | 0.00% |
| CHRISTOPHER HAGER3 | 8021 TRUXTON AVE LOS ANGELES, CA 90045 | AFLAC | $8 | — | $8 | 0.00% |
| MICHAEL C WALKER3 Filed as: MICHAEL A STACHOWIAK | 321 N CLARK ST STE 615 CHICAGO, IL 60654 | AFLAC | $5 | — | $5 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H WILLIS JR | 1431 NE 55TH ST FORT LAUDERDALE, FL 33334 | AFLAC | $1 | — | $1 | 0.00% |
| JOSEPH A NASCA3 | 28081 W MAPLE AVE BARRINGTON, IL 60010 | AFLAC | $1 | — | $1 | 0.00% |
| OLENA K SHEA3 | 3 MITCHELL PL UNIT 18C NEW YORK, NY 10017 | AFLAC | $1 | — | $1 | 0.00% |
| LARA K GRANDE3 | 117 MORNING MIST LN FRANKLIN, TN 37064 | AFLAC | $1 | — | $1 | 0.00% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 1950 W CORPORATE WAY ANAHEIM, CA 92801 | DELTA DENTAL OF CALIFORNIA | $4K | — | $4K | 5.00% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOFF & CO INC AGENTS | 4311 WILSHIRE BLVD STE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $2K | $8K | 15.37% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BLVD STE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $7K | 19.59% |
| ACRISURE LLC3 Filed as: ACIRSURE OF CALIFORNIA, LLC | 1950 W CORPORATE WAY ANAHEIM, CA 92801 | VISION SERVICE PLAN | $1K | — | $1K | 6.75% |
| MARTIN J WOLFF & CO INC INS AGENTS3 | 4311 WILSHIRE BLVD STE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 18.30% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 1950 W CORPORATE WAY ANAHEIM, CA 92801 | DELTA DENTAL OF CALIFORNIA | $2K | — | $2K | 10.00% |
| MARTIN J WOLFF & CO INC INS AGENTS3 Filed as: MARTIN J WOLFF & CO IN INS AGENTS | 4311 WILSHIRE BLVD STE 412 LOS ANGELES, CA 90010 | UNITED OF OMAHA INSURANCE COMPANY | $1K | $163 | $2K | 11.21% |
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 | 218 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 218 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 128 | $1.3M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 98 | $89K |
| Vision | VISION SERVICE PLAN | 104 | $19K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 213 | $66K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 25 | $17K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 214 | $35K |
| Other(3 contracts, 3 carriers) | AFLAC | 213 | $893K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 214 | — |
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."
No prospect flags tripped on this filing.