| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SERVICES | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | $21K | — | $21K | 2.45% |
| CRYSTAL IBC LLC3 | 32 OLD SLIP NEW YORK, NY 10005 | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | $6K | — | $6K | 0.75% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SERVICES | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | $9K | — | $9K | 2.22% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD. PENTHOUSE SUITE IRVINE, CA 92612 | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | $8K | — | $8K | 2.08% |
| CRYSTAL IBC LLC3 | 32 OLD SLIP NEW YORK, NY 10005 | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | $3K | — | $3K | 0.73% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 32 OLD SLIP NEW YORK, NY 10005 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $8K | $2K | $10K | 8.40% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET 21ST FLOOR SAN FRANCISCO, CA 94105 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 3.41% |
| CAMERON J BELL3 | 2390 CRENSHAW BLVD. STE 307 TORRANCE, CA 91361 | AFLAC | $1K | $132 | $1K | 9.63% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SERVICES INC | 2393 TOWNSGATE RD STE 101 WESTLAKE VILLAGE, CA 91361 | AFLAC | $249 | — | $249 | 1.65% |
| TALHA ZAQUIR RAHMAN3 | 20336 ANZA AVE. APT. 36 TORRANCE, CA 90503 | AFLAC | $150 | $22 | $172 | 1.14% |
| JENNIFER ESHAGHIAN3 | 1425 CRESTVIEW CT. LOS ANGELES, CA 90024 | AFLAC | $160 | — | $160 | 1.06% |
| DAVID HERNANDEZ3 | 1160 E MARIPOSA AVE. EL SEGUNDO, CA 90245 | AFLAC | $150 | — | $150 | 0.99% |
| STEVEN R. JOHNSON3 | 6167 BRISTOL PKWY STE. 106 CULVER CITY, CA 90230 | AFLAC | $148 | — | $148 | 0.98% |
| JUAN C FERLINI3 Filed as: JUAN C. FERLINI | 13826 CHRISTIAN BARRETT DR. MOORPARK, CA 93021 | AFLAC | $114 | — | $114 | 0.75% |
| TARYN REED3 | 8500 FALMOUTH AVE UNIT 1110 PLAYA DEL REY, CA 90293 | AFLAC | $112 | — | $112 | 0.74% |
| DAVID HERNANDEZ3 | 5860 OWENS AVE STE 100 CARLSBAD, CA 92008 | AFLAC | $108 | — | $108 | 0.71% |
| ADAM H MICHAELS3 Filed as: ADAM H. MICHAELS | 2922 CORDA LN LOS ANGELES, CA 90049 | AFLAC | $60 | — | $60 | 0.40% |
| SHIRLEY STEISE HAGER3 Filed as: SHIRLEY STEISE GAGER | 8021 TRUXTON AVE. LOS ANGELES, CA 90045 | AFLAC | $36 | — | $36 | 0.24% |
| PATRICIA GAIL LEES3 | 6055 E WASHINGTON BLVD. STE 210 COMMERCE, CA 90040 | AFLAC | $29 | — | $29 | 0.19% |
| CHRISTOPHER HAGER3 | 8021 TRUXTON AVE LOS ANGELES, CA 90045 | AFLAC | $15 | — | $15 | 0.10% |
| MICHAEL C WALKER3 Filed as: MICHAEL A. STACHOWIAK | 321 N CLARK ST. STE 625 CHICAGO, IL 60654 | AFLAC | $11 | — | $11 | 0.07% |
| MICHAEL C WALKER3 Filed as: MICHAEL A. STACHOWIAK | 321 N CLARK ST. STE 625 CHICAGO, IL 60654 | AFLAC | $8 | — | $8 | 0.05% |
| HAROUT DOLMAJIAN3 | 2140 HOLLYWOOD WAY 11195 BURBANK, CA 91505 | AFLAC | $7 | — | $7 | 0.05% |
| MICHAEL R. FISHER3 | 50 W. LEMON AVE. STE 2 MONROVIA, CA 91016 | AFLAC | $5 | — | $5 | 0.03% |
| TODD V MASON3 Filed as: TODD V. MASON | 6164 LAWRENCE ST CYPRESS, CA 90630 | AFLAC | $4 | — | $4 | 0.03% |
| JOANNA G MATHERLY3 Filed as: JOANNA G. MATHERLY | 2000 GLEN ECHO RD STE 204 NASHVILLE, TN 37215 | AFLAC | $3 | — | $3 | 0.02% |
| JOSEPH A BUZZELLO3 Filed as: JOSEPH A. BUZZELLO | 9018 BALBOA BLVD. STE. 254 NORTHRIDGE, CA 91325 | AFLAC | $1 | — | $1 | 0.01% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SERVICES | PO BOX 2158 RIVERSIDE, CA 92516 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 11.57% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR PH STE IRVINE, CA 92612 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $959 | — | $959 | 6.70% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SERVICES | PO BOX 2158 RIVERSIDE, CA 92516 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 15.83% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR PH STE IRVINE, CA 92612 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $652 | — | $652 | 6.15% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACAURTHER PH STE IRVINE, CA 92612 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $782 | — | $782 | 14.49% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SERVICES | PO BOX 2158 RIVERSIDE, CA 92516 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $330 | — | $330 | 6.12% |
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 | 213 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 213 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | 213 | $402K |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 136 | $114K |
| Life insurance | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | 213 | $402K |
| Short-term disability | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | 213 | $402K |
| Long-term disability | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | 213 | $402K |
| Other(5 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | 213 | $447K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 213 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.