| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | 500 NORTH SANTA FE VISALIA, CA 93292 | CALIFORNIA PHYSICIANS SERVICE | $114K | $5K | $120K | 4.19% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 505 NORTH BRAND BOULEVARD SUITE 600 GLENDALE, CA 91203 | KAISER FOUNDATION HEALTH PLAN INC | $66K | $16 | $66K | 3.99% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | KAISER FOUNDATION HEALTH PLAN INC | $0 | $153 | $153 | 0.01% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | RELIASTAR LIFE INSURANCE COMPANY | $141K | $3K | $145K | 28.71% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 505 NORTH BRAND BOULEVARD 6TH FLOOR GLENDALE, CA 91203 | AETNA LIFE INSURANCE COMPANY | $0 | $88 | $88 | 0.02% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | VISION SERVICE PLAN | $2K | $0 | $2K | 4.28% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 11060 WHITE ROCK ROAD, SUITE 160 RANCHO CORDOVA, CA 95670 | LANDMARK HEALTHPLAN | $0 | $812 | $812 | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 18201 VON KARMAN, SUITE 200 IRVINE, CA 92612 | CONTINENTAL AMERICAN INSURANCE COMPANY | $117 | $0 | $117 | 4.76% |
| LEAVITT GROUP3 Filed as: LEAVITT INS. SVCS. OF LOS ANGELES | 21820 BURBANK BOULEVARD, SUITE 300 WOODLAND HILLS, CA 91367 | CONTINENTAL AMERICAN INSURANCE COMPANY | $80 | $0 | $80 | 3.26% |
| YOLANDA JOY RICHMAN3 Filed as: YOLANDA J. RICHMAN | 10000 NEVADA AVENUE CHATSWORTH, CA 91311 | CONTINENTAL AMERICAN INSURANCE COMPANY | $26 | $0 | $26 | 1.06% |
| RENEE SUZANNE CORSO3 Filed as: RENEE S. CORSO | 5805 SEPULVEDA BOULEVARD, SUITE 740 SHERMAN OAKS, CA 91411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | $0 | $8 | 0.33% |
| BRIAN G JAEGGI3 Filed as: BRIAN G. JAEGGI | 5805 SEPULVEDA BOULEVARD, SUITE 740 SHERMAN OAKS, CA 91411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | $0 | $8 | 0.33% |
| CHRISTOPHER HAGER3 Filed as: CHRISTOPHER A. HAGER | 8201 PARK HILL DRIVE LOS ANGELES, CA 90045 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | $0 | $5 | 0.20% |
| MJ INSURANCE3 Filed as: ADAM H. MICHAELS AND VARIOUS AGENTS | UNKNOWN LOS ANGELES, CA 90049 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | $0 | $2 | 0.08% |
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 | 663 | 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) | 663 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | CALIFORNIA PHYSICIANS SERVICE | 796 | $4.5M |
| Dental | AETNA LIFE INSURANCE COMPANY | 1,107 | $420K |
| Vision | VISION SERVICE PLAN | 546 | $49K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,011 | $504K |
| Short-term disability | RELIASTAR LIFE INSURANCE COMPANY | 1,011 | $504K |
| Long-term disability | RELIASTAR LIFE INSURANCE COMPANY | 1,011 | $504K |
| Prescription drug(2 contracts, 2 carriers) | CALIFORNIA PHYSICIANS SERVICE | 796 | $4.5M |
| Other(3 contracts, 3 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 1,011 | $514K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,107 | — |
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.