| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROOKS JUCHA & ASSOCIATES3 | 11405 WEST BERNARDO CT SAN DIEGO, CA 92127 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $96K | $0 | $96K | 7.28% |
| BROOKS JUCHA & ASSOCIATES3 | 11405 W BERNARDO CT SAN DIEGO, CA 92127 | KAISER FOUNDATION HEALTH PLAN INC | $26K | $0 | $26K | 5.73% |
| KATHLEEN LEININGER INS SERVICES INC | 13655 NIMES CT CHINO HILLS, CA 91709 | AFLAC | $3K | $52 | $3K | — |
| KEN MAJOR Filed as: KEN L MAJOR | 2211 MICHELSON DR STE 1150 IRVINE, CA 92612 | AFLAC | $326 | $22 | $348 | — |
| AMANDA ESCARZAGA | 7585 SUNNY RIDGE LOOP HIGHLAND, CA 92346 | AFLAC | $192 | $0 | $192 | — |
| DOUGLAS J SUCHECKI | 1224 PEACOCK AVE STE 205 COLUMBUS, GA 31906 | AFLAC | $190 | $0 | $190 | — |
| CARYN LESLIE ESQUIVEL | 972 HEDGES DR CORONA, CA 92878 | AFLAC | $130 | $38 | $168 | — |
| CYNTHIA JAYNE GOODNICK | 1607 N MOUNTAIN AVE STE 238 UPLAND, CA 91784 | AFLAC | $157 | $0 | $157 | — |
| KATHLEEN LEININGER INS SERVICES INC Filed as: KATHLEEN K LEININGER | 13655 NIMES CT CHINO HILLS, CA 91709 | AFLAC | $74 | $13 | $87 | — |
| CHRISTOPHER S. DISBROW Filed as: CHRISTOPHER S DISBROW | 10981 LOYOLA CT RANCHO CUCAMONGA, CA 91701 | AFLAC | $73 | $0 | $73 | — |
| CHRISTINA ANNE LEININGER | 8880 BENSON AVE STE 106 MONTCLAIR, CA 91763 | AFLAC | $22 | $0 | $22 | — |
| REGINA MARES Filed as: REGINA F CORONADO-MARES | 16250 HOMECOMING DR UNIT 1302 CHINO, CA 91708 | AFLAC | $16 | $0 | $16 | — |
| TERRANCE M LUCZAJ | 435 HARRODS LN CHARLESTON, SC 29412 | AFLAC | $11 | $0 | $11 | — |
| TERRANCE M LUCZAJ | 27 DIETES CT LADERA RANCH, CA 92694 | AFLAC | $8 | $0 | $8 | — |
| ANDREW R GRETHEL | 11739 HICKORY RUN CT LOVELAND, OH 45140 | AFLAC | $8 | $0 | $8 | — |
| TOMMY C FLEESON | 3395 MICHELSON DR APT 5155 IRVINE, CA 92612 | AFLAC | $6 | $0 | $6 | — |
| TERRANCE M LUCZAJ | 29 CRESTVIEW DR RANCHO SANTA MARGARITA, CA 92688 | AFLAC | $5 | $0 | $5 | — |
| JAMES J GRETHEL | 865 CEDAR DR LOVELAND, OH 45140 | AFLAC | $3 | $0 | $3 | — |
| JOY E GUNDERSON | 4531 VALLECITO LN YORBA LINDA, CA 92886 | AFLAC | $3 | $0 | $3 | — |
| KERSTIN J VANZANTEN | 40152 STOWE RD TEMECULA, CA 92591 | AFLAC | $3 | $0 | $3 | — |
| JANICE M ADAMSON | 405 S HIBISCUS WAY ANAHEIM, CA 92808 | AFLAC | $2 | $0 | $2 | — |
| MARK J WOOD | 315 HACIENDA DR CORONA, CA 92882 | AFLAC | $2 | $0 | $2 | — |
| JEFFREY T JOHNSON | 30766 MAINMAST DR AGOURA HILLS, CA 91301 | AFLAC | $1 | $0 | $1 | — |
| SETH JAFFE Filed as: SETH L JAFFE | 4127 E MASSACHUSETTS ST LONG BEACH, CA 90814 | AFLAC | $1 | $0 | $1 | — |
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 | 135 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 135 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 218 | $1.8M |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 218 | $1.3M |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 218 | $1.3M |
| Life insurance(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 218 | $1.3M |
| Other(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 218 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 218 | — |
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.