| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ANTHONY M HUSTLER3 | 5862 BOLSA AVE SUITE 108 HUNTINGTON BEACH, CA 92649 | HEALTH NET | $0 | — | $0 | 0.00% |
| BOTTOM LINE INSURANCE SVCS LLC3 | 5862 BOLSA AVE STE 108 HUNTINGTON BEACH, CA 92649 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $27K | — | $27K | 15.00% |
| BOTTOM LINE INSURANCE SVCS LLC3 | 5862 BOLSA AVE STE 108 HUNTINGTON BEACH, CA 92649 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | — | $12K | 15.00% |
| BOTTOM LINE INSURANCE SVCS LLC3 | 5862 BOLSA AVE STE 108 HUNTINGTON BEACH, CA 92649 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | — | $7K | 15.00% |
| BOTTOM LINE INSURANCE SVCS LLC3 | 5862 BOLSA AVE STE 108 HUNTINGTON BEACH, CA 92649 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
| BOTTOM LINE INSURANCE SVCS LLC3 | 5862 BOLSA AVE STE 108 HUNTINGTON BEACH, CA 92649 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| BENJAMIN MOSQUEDA3 | 2855 CROCKERY SHORES RD CASNOVIA, MI 49318 | COLONIAL LIFE & ACCIDENT INSUSRANCE COMPANY | $8 | — | $8 | 1.83% |
| JIM BARRETT3 | 8514 EAST KRAIL ST SCOTTSDALE, AZ 85250 | COLONIAL LIFE & ACCIDENT INSUSRANCE COMPANY | $5 | — | $5 | 1.15% |
| MICHAEL C WALKER3 Filed as: MICHAEL J MINNEY | PO BOX 365 POWAY, CA 92074 | COLONIAL LIFE & ACCIDENT INSUSRANCE COMPANY | $4 | — | $4 | 0.92% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHONY M HUSTLER PLAN BROKER | Investment advisory (plan) Service code 27 | 5862 BOLSA AVE STE 108 HUNTINGTON BEACH, CA 92649 | $52K |
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 | 1,852 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,852 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH NET | 219 | $2.0M |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 248 | $178K |
| Life insurance(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 977 | $122K |
| Short-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 977 | $99K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 66 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 977 | — |
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."
No prospect flags tripped on this filing.