| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROOKS JUCHA & ASSOCIATES3 | 990 HIGHLAND DRIVE SUITE 103 SOLANA BEACH, CA 92075 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $98K | $0 | $98K | 7.30% |
| BROOKS JUCHA & ASSOCIATES3 | 990 HIGHLAND DRIVE SUITE 103 SOLANA BEACH, CA 92075 | KAISER FOUNDATION HEALTH PLAN INC | $29K | $0 | $29K | 4.38% |
| KATHLEEN LEININGER INS SERVICES INC | 13655 NIMES CT CHINO HILLS, CA 91709 | AFLAC | $2K | $150 | $2K | 8.63% |
| AMANDA ESCARZAGA Filed as: AMANDA ESCARGAZA | 7585 SUNNY RIDGE LOOP HIGHLAND, CA 92346 | AFLAC | $604 | $0 | $604 | 2.34% |
| KEN MAJOR Filed as: KEN L MAJOR | 2211 MICHELSON DR STE 1150 IRVINE, CA 92616 | AFLAC | $232 | $35 | $267 | 1.04% |
| CYNTHIA JAYNE GOODNICK | 1607 N MOUNTAIN AVE STE 238 UPLAND, CA 91784 | AFLAC | $157 | $0 | $157 | 0.61% |
| DOUGLAS J SUCHECKI | 21 HEARTWOOD DR CATAULA, GA 31804 | AFLAC | $121 | $0 | $121 | 0.47% |
| CHRISTOPHER S. DISBROW Filed as: CHRISTOPHER S DISBROW | 10981 LOYOLA CT RANCHO CUCAMONGA, CA 91701 | AFLAC | $73 | $0 | $73 | 0.28% |
| KATHLEEN LEININGER INS SERVICES INC Filed as: KATHLEEN K LEININGER | 13655 NIMES CT CHINO HILLS, CA 91709 | AFLAC | $66 | $0 | $66 | 0.26% |
| DOUGLAS J SUCHECKI | 1224 PEACOCK AVE STE 205 COLUMBUS, GA 31906 | AFLAC | $63 | $0 | $63 | 0.24% |
| CARYN LESLIE ESQUIVEL | 972 HEDGES DR CORONA, CA 92878 | AFLAC | $62 | $0 | $62 | 0.24% |
| CHRISTINA ANNE LEININGER | 27626 FALKIRK MISSION VIEJO, CA 92691 | AFLAC | $53 | $0 | $53 | 0.21% |
| TERRANCE M LUCZAJ | 27 DIETES CT LADERA RANCH, CA 92694 | AFLAC | $24 | $0 | $24 | 0.09% |
| CHRTINA ANNE LEININGER | 8880 BENSON AVE STE 106 MONTCLAIR, CA 91763 | AFLAC | $22 | $0 | $22 | 0.09% |
| REGINA MARES Filed as: REGINA F CORONADO-MARES | 16250 HOMECOMING DR UNIT 1302 CHINO, CA 91708 | AFLAC | $16 | $0 | $16 | 0.06% |
| ANDREW R GRETHEL | 11739 HICKORY RUN CT LOVELAND, OH 45140 | AFLAC | $8 | $0 | $8 | 0.03% |
| TOMMY C FLEESON | 3395 MICHELSON DR APT 5155 IRVINE, CA 92612 | AFLAC | $6 | $0 | $6 | 0.02% |
| JAMES J GRETHEL | 856 CEDAR DR LOVELAND, OH 45140 | AFLAC | $3 | $0 | $3 | 0.01% |
| KERSTIN J VANZANTEN | 40152 STOWE RD TEMECULA, CA 92591 | AFLAC | $3 | $0 | $3 | 0.01% |
| JOY E GUNDERSON | 2824 SAINT ANDREWS RD FAIRFIELD, CA 94534 | AFLAC | $3 | $0 | $3 | 0.01% |
| JANICE M ADAMSON | 405 S HIBISCUS WAY ANAHEIM, CA 92808 | AFLAC | $2 | $0 | $2 | 0.01% |
| MARK J WOOD | 315 HACIENDA DR CORONA, CA 92882 | AFLAC | $2 | $0 | $2 | 0.01% |
| JEFFREY T JOHNSON | 30766 MAINMAST DR AGOURA HILLS, CA 91301 | AFLAC | $1 | $0 | $1 | 0.00% |
| JOY E GUNDERSON | 4531 VALLECITO LN YORBA LINDA, CA 92886 | AFLAC | $1 | $0 | $1 | 0.00% |
| SETH JAFFE Filed as: SETH L JAFFE | 4127 E MASSACHUSETTS ST LONG BEACH, CA 90814 | AFLAC | $1 | $0 | $1 | 0.00% |
| CHRISTA G AUFDEMBERG INC4 Filed as: CHRISTA G AUFDEMBERG | 13102 BRITTANY WOODS DR TUSTIN, CA 92780 | PRE-PAID LEGAL SERVICES DBA LEGALSHEILD | $2K | $0 | $2K | 20.98% |
| LONDONO MILLER BENEFITS INC4 | 28326 ATLEY CT SAUGUS, CA 91350 | PRE-PAID LEGAL SERVICES DBA LEGALSHEILD | $141 | $0 | $141 | 1.92% |
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 | 328 | $2.0M |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 328 | $1.3M |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 328 | $1.3M |
| Life insurance(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 328 | $1.4M |
| Other(3 contracts, 3 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 328 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 328 | — |
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.