| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: DIBUDUO & DEFENDIS INS. BROKERS LLC | PO BOX 5479 FRESNO, CA 93755 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $56K | $0 | $56K | 4.20% |
| ACRISURE LLC3 Filed as: DIBUDUO & DEFENDIS INS BROKERS, LLC | 6873 N. WEST AVE. SUITE 108 FRESNO, CA 937114308 | KAISER FOUNDATION HEALTH PLAN INC | $34K | $0 | $34K | 4.92% |
| ACRISURE LLC3 Filed as: DIBUDUO & DEFENDIS INS BROKERS, LLC | 6873 N. WEST AVE. SUITE 101 FRESNO, CA 93711 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | $0 | $1K | 6.42% |
| JENNIFER MARGARET ENGELMEIER3 Filed as: JENNIFER M ENGELMEIER | 1150 GROVE STREET SAN LUIS OBISPO, CA 93401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $570 | $0 | $570 | 2.51% |
| DAWN T SUCHECKI3 Filed as: DAWN M TYACK | 5558 CALIFORNIA AVE #320 BAKERSFIELD, CA 93309 | CONTINENTAL AMERICAN INSURANCE COMPANY | $554 | $0 | $554 | 2.44% |
| DANIEL VORDALE INS SVCS INC3 | 3420 ORCUTT RD, STE 206B SANTA MARIA, CA 93455 | CONTINENTAL AMERICAN INSURANCE COMPANY | $302 | $0 | $302 | 1.33% |
| BRENDA LOREN BERNSTEIN3 Filed as: BRENDA L RIDLEY | 1003 N 12TH ST GROVER BEACH, CA 93433 | CONTINENTAL AMERICAN INSURANCE COMPANY | $296 | $0 | $296 | 1.30% |
| LUIS A SANCHEZ3 | 823 JENNIFER CT SANTA MARIA, CA 93454 | CONTINENTAL AMERICAN INSURANCE COMPANY | $155 | $0 | $155 | 0.68% |
| BRIAN MCKELLAR3 | 659 TROY AVE IDAHO FALLS, ID 83402 | CONTINENTAL AMERICAN INSURANCE COMPANY | $92 | $0 | $92 | 0.40% |
| ANIBAL ZACARIAS3 | 1946 VIA CARRO SANTA MARIA, CA 93458 | CONTINENTAL AMERICAN INSURANCE COMPANY | $80 | $0 | $80 | 0.35% |
| TOMOKO K HAYASHI3 | 582 CAMINO MERCADO ARROYO GRANDE, CA 93420 | CONTINENTAL AMERICAN INSURANCE COMPANY | $53 | $0 | $53 | 0.23% |
| KORI R HARVEY3 | 1173 FAIR OAKS AVE #62 ARROYO GRANDE, CA 93420 | CONTINENTAL AMERICAN INSURANCE COMPANY | $32 | $0 | $32 | 0.14% |
| ACRISURE LLC3 Filed as: DIBUDUO & DEFENDIS INS AGCY INC | P.O. BOX 5479 FRESNO, CA 93755 | AFLAC | $1K | $0 | $1K | 5.93% |
| DAWN T SUCHECKI3 Filed as: DAWN M TYACK | 582 CAMINO MERCADO ARROYO GRANDE, CA 93420 | AFLAC | $520 | $115 | $635 | 3.66% |
| DANIEL VORDALE INS SVCS INC3 | 712 MERCURY AVENUE LOMPOC, CA 93436 | AFLAC | $418 | $119 | $537 | 3.10% |
| JENNIFER MARGARET ENGELMEIER3 | 1150 GROVE STREET SAN LUIS OBISPO, CA 93401 | AFLAC | $333 | $114 | $447 | 2.58% |
| BRENDA LOREN BERNSTEIN3 | 1003 N 12TH ST GROVER BEACH, CA 93433 | AFLAC | $236 | $86 | $322 | 1.86% |
| EDWARD D SOMMER3 Filed as: EDWARD A ECHEVERRIA | 261 EL CERRITO DR NIPOMO, CA 93444 | AFLAC | $84 | $0 | $84 | 0.48% |
| TIRZO A LOPEZ3 | 4368 HERADO DR GUADALUPE, CA 93434 | AFLAC | $34 | $0 | $34 | 0.20% |
| BRIAN MCKELLAR3 | 1342 TRAPPERS RDG AMMON, ID 83401 | AFLAC | $26 | $0 | $26 | 0.15% |
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 | 368 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 368 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 368 | $2.1M |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 368 | $1.3M |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 368 | $1.3M |
| Life insurance | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 368 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 368 | — |
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.