| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | KAISER FOUNDATION HEALTH PLAN INC | $87K | $0 | $87K | 3.20% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | TWO PIERCE PLACE ITASCA, IL 60143 | BLUE CROSS OF CALIFORNIA | $63K | $0 | $63K | 3.90% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 505 N BRAND BLVD SUITE 600 GLENDALE, CA 91203 | NIPPON LIFE INSURANCE COMPANY OF AMERICA | $37K | $0 | $37K | 3.20% |
| SIRANOUSH SARA MKRTCHIAN3 | 11014 LORENE STREET WHITTIER, CA 90601 | AFLAC | $17K | $1K | $18K | 8.96% |
| JEANNETTE BOTELLO3 | 3014 EAST ARBOR LANE ONTARIO, CA 91762 | AFLAC | $6K | $381 | $6K | 2.97% |
| SHEM J BOSTICK3 Filed as: SHEM J. BOSTICK | 1620 SOUTH DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $2K | $287 | $3K | 1.26% |
| DAVID J REESOR3 Filed as: DAVID J. REESOR | 2220 EAST ROUTE 66, SUITE 215 GLENDORA, CA 91740 | AFLAC | $2K | $0 | $2K | 0.80% |
| GUERRERO SOLIS JR3 Filed as: GUERRERO SOLIS JR. | 4208 GLENBROOK AVENUE BAKERSFIELD, CA 93306 | AFLAC | $1K | $124 | $1K | 0.73% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: WORD AND BROWN AND VARIOUS AGENTS | 721 SOUTH PARKER STREET, SUITE 300 ORANGE, CA 92868 | AFLAC | $1K | $0 | $1K | 0.51% |
| MARITZA ORTIZ-VELEZ3 | 6037 ELEANOR AVE APT 5 LOS ANGELES, CA 90038 | AFLAC | $996 | $0 | $996 | 0.50% |
| ARMANDO AYALA3 | 17809 COUNTRYSIDE CT SALINAS, CA 93907 | AFLAC | $915 | $60 | $975 | 0.49% |
| SANDRA CLEMENCI OSORIO3 | 6074 PICKFORD ST APT 1 LOS ANGELES, CA 90035 | AFLAC | $971 | $0 | $971 | 0.49% |
| THOMPSON & ASSOCIATES INSURANCE INC3 | 2743 S SANDPIPER AVE ONTARIO, CA 91761 | AFLAC | $703 | $0 | $703 | 0.35% |
| BLAS HERNANDEZ3 | 1721 CLAREMONT DRIVE OXNARD, CA 93035 | AFLAC | $494 | $31 | $525 | 0.26% |
| MELBALISA LASTRA3 | 2898 CAPE DR CORONA, CA 92882 | AFLAC | $520 | $0 | $520 | 0.26% |
| DOUGLAS A CORREA3 | 14657 PIUMA AVE NORWALK, CA 90650 | AFLAC | $381 | $0 | $381 | 0.19% |
| DERREK LYN KECK3 | 17809 COUNTRYSIDE CT SALINAS, CA 93907 | AFLAC | $329 | $12 | $341 | 0.17% |
| CYNTHIA LUQUIN3 | 2001 E FINANCIAL WAY SUITE 202 GLENDORA, CA 91741 | AFLAC | $276 | $0 | $276 | 0.14% |
| AMY E COHEN3 Filed as: AMY A PURVIS | 90 GREAT OAKS BLVD SUITE 103 SAN JOSE, CA 95119 | AFLAC | $258 | $12 | $270 | 0.14% |
| HERACLIO ORTIZ3 | 316 W 2ND STREET SUITE 500 LOS ANGELES, CA 90012 | AFLAC | $201 | $0 | $201 | 0.10% |
| JACQUELINE D VAN SCYOC3 | 1406 N MAIN STREET MERIDIAN, ID 83642 | AFLAC | $190 | $0 | $190 | 0.10% |
| TRULT B PINEDA3 | 601 MONTGOMERY ST SUITE 1475 SAN FRANCISCO, CA 94111 | AFLAC | $176 | $0 | $176 | 0.09% |
| COLE & COLE INS SVCS LLC3 | 5558 CALIFORNIA AVE SUITE 320 BAKERSFIELD, CA 93309 | AFLAC | $146 | $21 | $167 | 0.08% |
| ROBERT E JARAMILLO3 | 7750 CHAPARRAL WAY FAIR OAKS, CA 95628 | AFLAC | $166 | $0 | $166 | 0.08% |
| ELIBERTO A FAJARDO3 | 2603 S PALM AVE ONTARIO, CA 91762 | AFLAC | $160 | $0 | $160 | 0.08% |
| CHRIS C NESTER3 | 1610 PARK TRAIL DRIVE HOLLISTER, CA 95023 | AFLAC | $136 | $0 | $136 | 0.07% |
| BARRY MCPHERSON INC3 | 2211 MICHELSON DR SUITE 1150 IRVINE, CA 92612 | AFLAC | $134 | $0 | $134 | 0.07% |
| MICHAEL RUGGIERO3 Filed as: MICHAEL A RUGGIERO | 2525 VIA MANTILLA CAMARILLO, CA 93010 | AFLAC | $123 | $6 | $129 | 0.06% |
| ALDO ROCHA3 | PO BOX 1833 FREEDOM, CA 95019 | AFLAC | $128 | $0 | $128 | 0.06% |
| TRACI ELLEN MACLACHLAN3 | 1319 HICKORY AVE TORRANCE, CA 90503 | AFLAC | $86 | $30 | $116 | 0.06% |
| KAREN M HUGHES3 | 3120 NE 47TH STREET FORT LAUDERDALE, FL 33308 | AFLAC | $97 | $0 | $97 | 0.05% |
| MICHELLE ORTIZ3 | 2722 FRAGANCIA AVE HACIENDA HEIGHTS, CA 91745 | AFLAC | $71 | $0 | $71 | 0.04% |
| ALFRED RIETKERK3 | 3120 NE 47TH STREET FT LAUDERDALE, FL 33308 | AFLAC | $67 | $0 | $67 | 0.03% |
| JD HOLDER ENTERPRISES INC3 | 8220 UNIVERSITY AVE SUITE 200 LA MESA, CA 91942 | AFLAC | $52 | $0 | $52 | 0.03% |
| DALE I DAVIS3 | 5892 CEDARCREEK LN LEXINGTON, KY 40515 | AFLAC | $50 | $0 | $50 | 0.03% |
| HAKIM CROSBY3 | 3944 MURPHY CANYON RO SUITE C203 SAN DIEGO, CA 92123 | AFLAC | $47 | $0 | $47 | 0.02% |
| OWEN JOHNSTON3 | 726 N HART ST ORANGE, CA 92867 | AFLAC | $46 | $0 | $46 | 0.02% |
| D BREDESON INSURANCE SERVICES INC3 | 19043 META ROAD CORNELIUS, NC 28031 | AFLAC | $43 | $0 | $43 | 0.02% |
| MARICELA SANCHEZ3 | 509 E BROWNING AVE HERMISTON, OR 97838 | AFLAC | $40 | $0 | $40 | 0.02% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: LYNN S BROWN | 5558 CALIFORNIA AVE SUITE 310 BAKERSFIELD, CA 93309 | AFLAC | $37 | $0 | $37 | 0.02% |
| TODD V MASON3 | 6164 LAWRENCE ST CYPRESS, CA 90630 | AFLAC | $36 | $0 | $36 | 0.02% |
| DE VITA B MCKENZIE3 | 300 E ESPLANADE DR SUITE 1220 OXNARD, CA 93036 | AFLAC | $34 | $0 | $34 | 0.02% |
| WILLIAM CLAPP3 | 3761 BERNARD STREET BAKERSFIELD, CA 93306 | AFLAC | $34 | $0 | $34 | 0.02% |
| JACOB BURNS INC.3 Filed as: JACOB BURNS INC | 2905 MAGNOLIA AVE LONG BEACH, CA 90806 | AFLAC | $31 | $0 | $31 | 0.02% |
| JOANNA G MATHERLY3 | 2000 GLEN ECHO RD SUITE 204 NASHVILLE, TN 37215 | AFLAC | $26 | $0 | $26 | 0.01% |
| JOSEPH RAY HARDIE3 | 909 E PLAYA DEL NORTE DR APT 6011 TEMPE, AZ 85281 | AFLAC | $20 | $6 | $26 | 0.01% |
| CHERYL LYNN GAONA3 | 11912 KILLIAN ST EL MONTE, CA 91732 | AFLAC | $23 | $0 | $23 | 0.01% |
| MICHAEL W. ATTERBERRY3 Filed as: MICHAEL JOHN LIZALDE | 1955 MINDA DR EUGENE, OR 97401 | AFLAC | $23 | $0 | $23 | 0.01% |
| ARACELI MEDINA PANIAGUA3 Filed as: ARACELI M PANIAGUA | 400 ROYAL WAY BAKERSFIELD, CA 93306 | AFLAC | $23 | $0 | $23 | 0.01% |
| SETH JAFFE3 Filed as: SETH L JAFFE | 4127 E MASSACHUSETTS ST LONG BEACH, CA 90814 | AFLAC | $22 | $0 | $22 | 0.01% |
| DANIEL MARTIN BREDESON3 | 19043 META RD CORNELIUS, NC 28031 | AFLAC | $22 | $0 | $22 | 0.01% |
| ERNESTO T GONZALEZ3 | 10653 W LEILANI DR BBOISE, ID 83709 | AFLAC | $22 | $0 | $22 | 0.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H WILLIS | 25405 PERDIDO BEACH BLVD SUITE 21-226 ORANGE BEACH, AL 36561 | AFLAC | $21 | $0 | $21 | 0.01% |
| SUZANNA OLTON3 | 133 CORAL WAY UPLAND, CA 91786 | AFLAC | $18 | $0 | $18 | 0.01% |
| KAREN LEE LINDSEY3 | 4465 NOTTINGHAM DRIVE SANTA MARIA, CA 93455 | AFLAC | $15 | $0 | $15 | 0.01% |
| FALCE BENEFITS GROUP INC.3 Filed as: FALCE BENEFITS GROUP INC | 191 CYPRESS LN WATSONVILLE, CA 95076 | AFLAC | $15 | $0 | $15 | 0.01% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BLVD SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $12 | $0 | $12 | 0.01% |
| SIERRA N KIRSHY3 | 348 DIAMOND OAKS RD ROSEVILLE, CA 95678 | AFLAC | $10 | $0 | $10 | 0.01% |
| KARLA M. TOMAS3 Filed as: KARLA M TOMAS | 516 S VIA MONTANA BURBANK, CA 91501 | AFLAC | $9 | $0 | $9 | 0.00% |
| DUANE A ADAMS3 Filed as: DUANE ANDREW FRY | 641 HIGUERA ST SUITE 300 SAN LUIS OBISPO, CA 93401 | AFLAC | $9 | $0 | $9 | 0.00% |
| AURELIO VELA INSURANCE SERVICES INC3 | 1561 E ORANGETHORPE AVE SUITE 200 FULLERTON, CA 92831 | AFLAC | $8 | $0 | $8 | 0.00% |
| G SCOTT COOKE3 | 2832 NE 17TH AVE WILTON MANORS, FL 33334 | AFLAC | $7 | $0 | $7 | 0.00% |
| SUSIE J JOBES3 | 2434 E LIBBY ST PHOENIX, AZ 85032 | AFLAC | $7 | $0 | $7 | 0.00% |
| JONATHAN ALI HAJIMOMEN3 | 1561 E ORANGETHORPE AVE SUITE 200 FULLERTON, CA 92831 | AFLAC | $7 | $0 | $7 | 0.00% |
| HORACE R WEAVER III3 | 106 FOUNTAIN DR SLIDELL, LA 70458 | AFLAC | $6 | $0 | $6 | 0.00% |
| CHARLES EDWARD PERRY3 | 12858 TORREY PINES DR SUITE 300 AUBURN, CO 95602 | AFLAC | $5 | $0 | $5 | 0.00% |
| ANDRE R GRETHEL3 | 11739 HICKORY RUN CT LOVELAND, OH 45140 | AFLAC | $5 | $0 | $5 | 0.00% |
| DANIEL VORDALE INS SVCS INC3 | 712 MERCURY AVE LOMPOC, CA 93436 | AFLAC | $5 | $0 | $5 | 0.00% |
| DAVID ANDREW PEPIN3 | 9341 FORT BAYNARD AVE LAS VEGAS, NV 89178 | AFLAC | $4 | $0 | $4 | 0.00% |
| COLLEEN M LAPRADE3 | 6005 HIDDEN VALLEY RD SUITE 150 CARLSBAD, CA 92011 | AFLAC | $3 | $0 | $3 | 0.00% |
| DAWN T SUCHECKI3 | 225 S WATER ST WILMINGTON, NC 28401 | AFLAC | $3 | $0 | $3 | 0.00% |
| BRADLEY IAN WITT3 | 1621 RIDGEWOOD DR CAMARILLA, CA 93012 | AFLAC | $3 | $0 | $3 | 0.00% |
| SHANE M OWEN3 Filed as: SHANE CRAIG DAVISON | 3013 LARGE HOP LN ANTIOCH, TN 37013 | AFLAC | $3 | $0 | $3 | 0.00% |
| HENRY SAUCEDA3 | 2268 ALPHA CIR LA VERNE, CA 91750 | AFLAC | $2 | $0 | $2 | 0.00% |
| STACIE L BENDER3 | 2406 WINDERMERE ST BAKERSFIELD, CA 93311 | AFLAC | $2 | $0 | $2 | 0.00% |
| PETER C. FOY & ASSOCIATES3 Filed as: PETER LYMAN SR | 8A SOUTH VOLUNTARIO ST SANTA BARBARA, CA 93103 | AFLAC | $2 | $0 | $2 | 0.00% |
| SCOTT W BLACKSHEAR3 | 3453 CATHRYN DR COLUMBUS, GA 31906 | AFLAC | $1 | $0 | $1 | 0.00% |
| AMANADA M GRIFFITH3 | 11400 SE 8TH ST SUITE 375 BELLEVUE, WA 98004 | AFLAC | $1 | $0 | $1 | 0.00% |
| CHARLES D. BLOCK3 Filed as: CHARLES B CAREY | 16215 LYLE ST SAN LEONARDO, CA 94578 | AFLAC | $1 | $0 | $1 | 0.00% |
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 | 813 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 18 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 833 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,046 | $5.5M |
| Dental | BLUE CROSS OF CALIFORNIA | 1,046 | $1.6M |
| Vision | BLUE CROSS OF CALIFORNIA | 1,046 | $1.6M |
| Life insurance(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 1,046 | $1.8M |
| Short-term disability | AFLAC | 280 | $199K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,046 | $5.5M |
| Other(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 1,046 | $1.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,046 | — |
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.