| 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 | $101K | $0 | $101K | 7.27% |
| BROOKS JUCHA & ASSOCIATES3 | 990 HIGHLAND DRIVE SUITE 103 SOLANA BEACH, CA 92075 | KAISER FOUNDATION HEALTH PLAN INC | $41K | $0 | $41K | 5.70% |
| KATHLEEN LEININGER INS SERVICES INC | 13655 NIMES CT CHINO HILLS, CA 91709 | AFLAC | $2K | $0 | $2K | 8.92% |
| BIANCA TOWNS | 333 E ARROW HWY UNIT 296 UPLAND, CA 91785 | AFLAC | $345 | $0 | $345 | 1.32% |
| KEN MAJOR Filed as: KEN L MAJOR | 2211 MICHELSON DR STE 1150 IRVINE, CA 92612 | AFLAC | $293 | $0 | $293 | 1.12% |
| DOUGLAS J SUCHECKI | 21 HEARTWOOD DR CATAULA, GA 31804 | AFLAC | $163 | $0 | $163 | 0.62% |
| CYNTHIA JAYNE GOODNICK | 1607 N MOUNTAIN AVE STE 238 UPLAND, CA 91784 | AFLAC | $142 | $0 | $142 | 0.54% |
| AMANDA ESCARZAGA | 7585 SUNNY RIDGE LOOP HIGHLAND, CA 92346 | AFLAC | $117 | $0 | $117 | 0.45% |
| KATHLEEN LEININGER INS SERVICES INC Filed as: KATHLEEN K LEININGER | 13655 NIMES CT CHINO HILLS, CA 91709 | AFLAC | $67 | $0 | $67 | 0.26% |
| CARYN LESLIE ESQUIVEL | 972 HEDGES DR CORONA, CA 92878 | AFLAC | $62 | $0 | $62 | 0.24% |
| CHRISTOPHER S. DISBROW Filed as: CHRISTOPHER S DISBROW | 10981 LOYOLA CT RANCHO CUCAMONGA, CA 91701 | AFLAC | $61 | $0 | $61 | 0.23% |
| CHRISTINA ANNE LEININGER | 27636 FALKIRK MISSION VIEJO, CA 92691 | AFLAC | $33 | $0 | $33 | 0.13% |
| TERRANCE M LUCZAJ | 27 DIETES CT LADERA RANCH, CA 92694 | AFLAC | $19 | $0 | $19 | 0.07% |
| REGINA MARES Filed as: REGINA F CORONADO-MARES | 16250 HOMECOMING DR UNIT 1302 CHINO, CA 91708 | AFLAC | $9 | $0 | $9 | 0.03% |
| 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 | 865 CEDAR DR LOVELAND, OH 45140 | AFLAC | $3 | $0 | $3 | 0.01% |
| JOY E GUNDERSON | 2824 SAINT ANDREWS RD FAIRFIELD, CA 94534 | AFLAC | $3 | $0 | $3 | 0.01% |
| KERSTIN J VANZANTEN | 40152 STOWE RD TEMECULA, CA 92591 | AFLAC | $3 | $0 | $3 | 0.01% |
| MARK J WOOD | 315 HACIENDA DR CORONA, CA 92882 | AFLAC | $2 | $0 | $2 | 0.01% |
| JANICE M ADAMSON | 405 S HIBISCUS WAY ANAHEIM, CA 92808 | AFLAC | $1 | $0 | $1 | 0.00% |
| JEFFREY T JOHNSON | 30766 MAINMAST DR AGOURA HILLS, CA 91301 | 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% |
| BROOKS JUCHA & ASSOCIATES3 | 990 HIGHLAND DRIVE SUITE 103 SOLANA BEACH, CA 92075 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $1K | $0 | $1K | 8.34% |
| CHRISTA G AUFDEMBERG INC4 Filed as: CHRISTA G AUFDEMBERG | 13102 BRITTANY WOODS DR TUSTIN, CA 92780 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $771 | — | $771 | 10.60% |
| ROGERS BENEFIT GROUP INC4 Filed as: M ROGERS GROUP LLC | PO BOX 853 GEORGETOWN, CO 80444 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $367 | — | $367 | 5.05% |
| PATRIOT GROWTH INSURANCE SERVICES4 Filed as: PATRIOT GROWTH INSURANCE SER | STE 215 501 OFFICE CENTER DR FORT WASHINGTON, PA 19034 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $283 | — | $283 | 3.89% |
| LONDONO MILLER BENEFITS INC4 | 28326 ATLEY CT SAUGUS, CA 91350 | PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | $120 | — | $120 | 1.65% |
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 | 268 | $2.1M |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 268 | $1.4M |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 268 | $1.4M |
| Life insurance(3 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 268 | $1.4M |
| Other(3 contracts, 3 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 268 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 268 | — |
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.