| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TRAPANI DICKINS & ASSOCIATES3 Filed as: TRAPANI DICKENS & ASSOCIATES | 515 S. FLOWER STREET, #3510 LOS ANGELES, CA 90071 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 4.08% |
| RENBERG COMPLIANCE3 Filed as: RENBERG COMPLIANCE & INS SVCS | 7395 N PALM BLUFFS AVE, #105 FRESNO, CA 93711 | AMERICAN FIDELITY ASSURANCE COMPANY | $647 | — | $647 | 0.86% |
| CHIMENTI & ASSOCIATES3 Filed as: CHIMENTI & ASSOC INS SVC | 3400 W MINERAL KING, #B VISALIA, CA 93291 | AMERICAN FIDELITY ASSURANCE COMPANY | $306 | — | $306 | 0.41% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE CO | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | -$287 | — | -$287 | -0.38% |
| BALDWIN-GEORGENTON INS AGENCY, INC.3 Filed as: BALDWIN-GEORGENTON INS AGCY | 5401 BUSINESS PARK S, STE 107 BAKERFIELD, CA 93309 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 5.93% |
| BALDWIN-GEORGENTON INS AGENCY, INC.3 Filed as: BALDWIN-GEORGENTON INS AGCY | 4200 TRUXTEN AVENUE, SUITE 102 BAKERSFIELD, CA 93309 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 13.51% |
| BALDWIN-GEORGENTON INS AGENCY, INC.3 Filed as: BALDWIN-GEORGENTON INS AGCY | 4200 TRUXTEN AVENUE, SUITE 102 BAKERSFIELD, CA 93309 | VISION SERIVCE PLAN | $5K | — | $5K | 13.51% |
| BALDWIN-GEORGENTON INS AGENCY, INC.3 Filed as: BALDWIN-GEORGENTON INS AGCY | 5401 BUSINESS PARK S, STE 107 BAKERFIELD, CA 93309 | SAFEGUARD HEALTH PLANS, INC. | $815 | — | $815 | 9.20% |
| BALDWIN-GEORGENTON INS AGENCY, INC.3 Filed as: BALDWIN-GEORGENTON INS AGCY | 5401 BUSINESS PARK S, STE 107 BAKERFIELD, CA 93309 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $885 | $44 | $929 | 15.40% |
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 | 141 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 141 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY | 57 | $75K |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 128 | $58K |
| Vision(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 128 | $89K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 141 | $40K |
| Short-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 57 | $75K |
| Long-term disability(2 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY | 141 | $115K |
| Other(3 contracts, 3 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY | 141 | $122K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 141 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.