| 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 | $105K | $0 | $105K | 7.22% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 990 HIGHLAND DRIVE SUITE 103 SOLANA BEACH, CA 92075 | KAISER FOUNDATION HEALTH PLAN INC | $41K | $0 | $41K | 5.79% |
| KATHLEEN LEININGER INS SERVICES INC | 13655 NIMES CT CHINO HILLS, CA 91709 | AFLAC | $4K | $0 | $4K | 12.62% |
| DAVID HERNANDEZ | 2239 W 190TH ST TORRANCE, CA 90504 | AFLAC | $315 | $0 | $315 | 0.94% |
| KEN MAJOR Filed as: KEN L MAJOR | 2211 MICHELSON DR STE 1150 IRVINE, CA 92612 | AFLAC | $245 | $0 | $245 | 0.73% |
| DOUGLAS J SUCHECKI | 21 HEARTWOOD DR CATAULA, GA 31804 | AFLAC | $172 | $0 | $172 | 0.51% |
| AMANDA ESCARZAGA | 7585 SUNNY RIDGE LOOP HIGHLAND, CA 92346 | AFLAC | $136 | $0 | $136 | 0.41% |
| CYNTHIA JAYNE GOODNICK Filed as: CYNTHIA JANE GOODNICK | 1607 N MOUNTAIN AVE STE 238 UPLAND, CA 91784 | AFLAC | $120 | $0 | $120 | 0.36% |
| JOHN ABRIL | 3200 E GUASTI RD STE 100 ONTARIO, CA 91761 | AFLAC | $106 | $0 | $106 | 0.32% |
| KATHLEEN LEININGER INS SERVICES INC Filed as: KATHLEEN K LEININGER | 13655 NIMES CT CHINO HILLS, CA 91709 | AFLAC | $78 | $0 | $78 | 0.23% |
| ASHLEY-MARIE PENAFLOR ASPURIA | 1486 HEATHERTON AVE ROWLAND HEIGHTS, CA 91748 | AFLAC | $76 | $0 | $76 | 0.23% |
| CARYN LESLIE ESQUIVEL | 972 HEDGES DR CORONA, CA 92878 | AFLAC | $72 | $0 | $72 | 0.21% |
| CHRISTINA ANNE LEININGER | 27636 FALKIRK MISSION VIEJO, CA 92691 | AFLAC | $39 | $0 | $39 | 0.12% |
| BIANCA TOWNS | 333 E ARROW HWY UNIT 296 UPLAND, CA 91785 | AFLAC | $34 | $0 | $34 | 0.10% |
| TERRENCE M LUCZAJ | 27 DIETES CT LADERA RANCH, CA 92694 | AFLAC | $12 | $0 | $12 | 0.04% |
| DENISE A ORTEGA | 14138 DEERBROOK LN CHINO HILLS, CA 91709 | AFLAC | $8 | $0 | $8 | 0.02% |
| ANDREW R GRETHEL | 11739 HICKORY RUN CT LOVELAND, OH 45140 | AFLAC | $8 | $0 | $8 | 0.02% |
| TOMMY C FLEESON | 3395 MICHELSON DR APT 5155 IRVINE, CA 92612 | AFLAC | $6 | $0 | $6 | 0.02% |
| JOY E GUNDERSON | 2824 SAINT ANDREWS RD FARFIELD, CA 94534 | AFLAC | $4 | $0 | $4 | 0.01% |
| JAMES J GRETHEL | 865 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% |
| 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% |
| JANICE M ADAMSON | 405 S HIBISCUS WAY ANAHEIM, CA 92808 | 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 LIFE INSURANCE COMPANY | $2K | $0 | $2K | 5.48% |
| ROGERS BENEFIT GROUP INC4 Filed as: M ROGERS GROUP LLC | PO BOX 853 GEORGETOWN, CO 80444 | PRE-PAID LEGAL SERVICES DBA LEGALSHEILD | $519 | $0 | $519 | 6.88% |
| 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 LEGALSHEILD | $404 | $0 | $404 | 5.36% |
| CHRISTA G AUFDEMBERG INC4 Filed as: CHRISTA AUFDEMBERG INC | 13102 BRITTANY WOODS DR TUSTIN, CA 92780 | PRE-PAID LEGAL SERVICES DBA LEGALSHEILD | $317 | $0 | $317 | 4.20% |
| LONDONO MILLER BENEFITS INC4 | 28326 ATLEY CT SAUGUS, CA 91350 | PRE-PAID LEGAL SERVICES DBA LEGALSHEILD | $96 | $0 | $96 | 1.27% |
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 | 136 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 136 | 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 | 266 | $2.2M |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 266 | $1.5M |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 266 | $1.5M |
| Life insurance(4 contracts, 3 carriers) | AFLAC | 136 | $77K |
| Other(2 contracts, 2 carriers) | AFLAC | 40 | $41K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 266 | — |
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.