| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JAMES P BOADA3 Filed as: JAMES BOADA | 30991 VIA MIRADOR SAN JUAN CAPISTRANO, CA 92675 | AFLAC | $1K | $107 | $1K | 4.19% |
| NICKI TURNER3 | 1561 E. ORANGETHORPE AVE. SUITE 200 FULLERTON, CA 92831 | AFLAC | $782 | — | $782 | 2.53% |
| JOANNA MARIE STEVENS3 Filed as: JOANNA STEVENS | 537 E. PARKCENTER BLVD. APT. 131 BOISE, ID 83706 | AFLAC | $610 | — | $610 | 1.97% |
| AURELIO VELA INSURANCE SERVICES INC3 Filed as: AURELIO VELA INSURANCE SVCS INC. | 1561 E. ORANGETHORPE AVE. SUITE 200 FULLERTON, CA 92831 | AFLAC | $599 | — | $599 | 1.94% |
| JAMES J SCHAMBER3 Filed as: JAMES SCHAMBER | 5700 E. FRANKLIN RD. SUITE 110 NAMPA, ID 83687 | AFLAC | $205 | $23 | $228 | 0.74% |
| TRISTA DIANE WOLFE3 Filed as: TRISTA WOLFE | 2646 N. COLUMBINE AVE. BOISE, ID 83713 | AFLAC | $207 | — | $207 | 0.67% |
| JONATHAN ALI HAJIMOMEN3 Filed as: JONATHAN HAJIMOMEN | 1561 E. ORANGETHORPE AVE. SUITE 200 FULLERTON, CA 92831 | AFLAC | $182 | $2 | $184 | 0.59% |
| KRISTEN NICOLE GLENN3 Filed as: KRISTEN GLENN | 1604 VIA TULIPAN SAN CLEMENTE, CA 92673 | AFLAC | $168 | — | $168 | 0.54% |
| ALLEN C WILLIAMSON3 Filed as: ALLEN WILLIAMSON | 24285 STAFFORD RD. CALDWELL, ID 83607 | AFLAC | $151 | — | $151 | 0.49% |
| DENNIS HANSEN3 | 210 HAMPTON LN. IDAHO FALLS, ID 83404 | AFLAC | $146 | — | $146 | 0.47% |
| CHARLES A. WOODWARD3 Filed as: CHARLES WOODWARD | 23456 MADERO SUITE 240 MISSION VIEJO, CA 92691 | AFLAC | $141 | — | $141 | 0.46% |
| VICTORIA K. HIRSCH-BOADA3 Filed as: VICTORIA HIRSCH-BOADA | 30991 VIA MIRADOR SAN JUAN CAPISTRANO, CA 92675 | AFLAC | $93 | — | $93 | 0.30% |
| PEGGY K SALMON3 Filed as: PEGGY SALMON | 2203 AVENIDA OLIVA SAN CLEMENTE, CA 92673 | AFLAC | $78 | — | $78 | 0.25% |
| MICHELLE S CARHILL (SHELLEY)3 Filed as: MICHELLE CARHILL (SHELLEY) | 653 LAURELWOOD AVE. IDAHO FALLS, ID 83401 | AFLAC | $45 | — | $45 | 0.15% |
| ANDRE LAFLAMME3 | 9007 46TH COURT NW GIG HARBOR, WA 98335 | AFLAC | $40 | — | $40 | 0.13% |
| ANDREW F. JR. RUSSO3 | 35427 S. BORDER THOUSAND PALMS, CA 92276 | AFLAC | $39 | — | $39 | 0.13% |
| ANTHONY SWEETER3 | 10650 COUNTY ROAD 81 SUITE 214 MAPLE GROVE, MN 55369 | AFLAC | $39 | — | $39 | 0.13% |
| SEAN MICHAEL PFEIFFER3 Filed as: SEAN PFEIFFER | 3405 WATERVIEW TRL. ROCKWALL, TX 75087 | AFLAC | $37 | — | $37 | 0.12% |
| BRIAN E KATZ3 Filed as: BRIAN KATZ | 1032 S. SIERRA BONITA AVE. LOS ANGELES, CA 90019 | AFLAC | $34 | — | $34 | 0.11% |
| JUDY HANSEN3 | 20 SHADOW RD. GARDEN VALLEY, ID 83622 | AFLAC | $33 | — | $33 | 0.11% |
| REBECCA J. COTTER3 Filed as: REBECCA COTTER | 13526 160TH AVE. NE REDMOND, WA 98052 | AFLAC | $23 | $9 | $32 | 0.10% |
| G SCOTT COOKE3 Filed as: G. SCOTT COOKE | 2832 NE 17TH AVE. WILTON MANORS, FL 33334 | AFLAC | $28 | — | $28 | 0.09% |
| TYSON JOHNSON3 | 1891 W. OAKLEY WAY KUNA, ID 83634 | AFLAC | $26 | — | $26 | 0.08% |
| ANDREW R GRETHEL3 Filed as: ANDREW GRETHEL | 11739 HICKORY RUN CT. LOVELAND, OH 45140 | AFLAC | $25 | — | $25 | 0.08% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 28202 CABOT RD. SUITE 600 LAGUNA NIGUEL, CA 92677 | AFLAC | $22 | — | $22 | 0.07% |
| LEO JENNINGS3 | 500 LOCHER RD. TOUCHET, WA 99360 | AFLAC | $22 | — | $22 | 0.07% |
| MIRIAM HUNGERFORD3 | 33622 HOLTZ HILL RD. DANA POINT, CA 92629 | AFLAC | $21 | — | $21 | 0.07% |
| TRISHA JENNINGS3 | 500 LOCHER RD. TOUCHET, WA 99360 | AFLAC | $20 | — | $20 | 0.06% |
| ALFRED RIETKERK3 | 3120 NE 47TH ST. FT. LAUDERDALE, FL 33308 | AFLAC | $16 | — | $16 | 0.05% |
| GILBERT FLORES3 | 12336 W. BRIDGER BAY DRIVE STAR, ID 83669 | AFLAC | $15 | — | $15 | 0.05% |
| RYAN T NIELSEN3 Filed as: RYAN NIELSEN | 2496 W. 3300 N. OGDEN, UT 84404 | AFLAC | $14 | — | $14 | 0.05% |
| KEVIN B SORIA3 Filed as: KEVIN SORIA | 7904 W. PENNSYLVANIA DR. LITTLETON, CO 80122 | AFLAC | $13 | — | $13 | 0.04% |
| SUSAN W JONES3 Filed as: SUSAN JONES | 236 W. REXFORD DR. BEVERLY HILLS, FL 34465 | AFLAC | $12 | — | $12 | 0.04% |
| KAREN M HUGHES3 Filed as: KAREN HUGHES | 3120 NE 47TH ST. FORT LAUDERDALE, FL 33308 | AFLAC | $12 | — | $12 | 0.04% |
| CDS INSURANCE SERVICES3 Filed as: CDS CORP. | 2001 E. FINANCIAL WAY SUITE 200 GLENDORA, CA 91741 | AFLAC | $12 | — | $12 | 0.04% |
| PETER JAMES SARANTIS3 Filed as: PETER SARANTIS | 26200 TOWN CENTER DR. SUITE 110 NOVI, MI 48375 | AFLAC | $9 | — | $9 | 0.03% |
| AUSTIN STOLP3 | 1455 N. COLE RD. BOISE, ID 83704 | AFLAC | $9 | — | $9 | 0.03% |
| MARGARET HICKMAN3 | 5171 SANTA FE ST. YORBA LINDA, CA 92886 | AFLAC | $1 | $8 | $9 | 0.03% |
| CASEY DALE HOBSON3 Filed as: CASEY HOBSON | 13320 W. REDWICK DR. BOISE, ID 83713 | AFLAC | $8 | — | $8 | 0.03% |
| KERSTIN J VANZANTEN3 Filed as: KERSTIN VANZANTEN | 40152 STOWE RD. TEMECULA, CA 92591 | AFLAC | $7 | — | $7 | 0.02% |
| CHARLES EDWARD PERRY3 Filed as: CHARLES PERRY | 12858 TORREY PINES DR. AUBURN, CA 95602 | AFLAC | $7 | — | $7 | 0.02% |
| WILLIAM S PIXLER3 Filed as: WILLIAM PIXLER | P.O. BOX 810 OREM, UT 84059 | AFLAC | $7 | — | $7 | 0.02% |
| GREGORY F STENZEL3 Filed as: GREGORY STENZEL | 1249 KIOWA DR. W. GAINESVILLE, TX 76240 | AFLAC | $7 | — | $7 | 0.02% |
| JAMES J GRETHEL3 Filed as: JAMES GRETHEL | 865 CEDAR DR. LOVELAND, OH 45140 | AFLAC | $7 | — | $7 | 0.02% |
| TOM KOCH3 | 1800 NE 48TH CT. FT. LAUDERDALE, FL 33308 | AFLAC | $6 | — | $6 | 0.02% |
| LESLIE J BAILEY3 Filed as: LESLIE BAILEY | 4234 N. PORTAGE AVE. MERIDIAN, ID 83646 | AFLAC | $6 | — | $6 | 0.02% |
| JOSEPH A BUZZELLO3 Filed as: JOSEPH BUZZELLO | 9018 BALBOA BLVD. SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $6 | — | $6 | 0.02% |
| SUWAT ASSAWAMATIYANONT3 | 8171 HAMPTON WOOD DR. BOCA RATON, FL 33433 | AFLAC | $5 | — | $5 | 0.02% |
| G SCOTT COOKE3 Filed as: SCOTT BLACKSHEAR | 3453 CATHRYN DR. COLUMBUS, GA 31906 | AFLAC | $5 | — | $5 | 0.02% |
| KIMBERLY FERGUSON3 Filed as: KIMBERLY MOGER | 24229 SE 147TH PL. ISSAQUAH, WA 98027 | AFLAC | $3 | $2 | $5 | 0.02% |
| SCOTT NIELSEN3 | 2709 DAY ISLAND BLVD. W UNIT A UNIVERSITY PL., WA 98466 | AFLAC | $4 | — | $4 | 0.01% |
| STEVEN K BRINGHURST3 Filed as: STEVEN BRINGHURST | 536 W. BAYHILL DR. NAMPA, ID 83686 | AFLAC | $4 | — | $4 | 0.01% |
| ALEX C MARTI3 Filed as: ALEX MARTI | 516 E. ROCKINGHAM DR. EAGLE, ID 83616 | AFLAC | $4 | — | $4 | 0.01% |
| PHILLIP S GLEASON3 Filed as: PHILLIP GLEASON | 8222 DE LONGPRE AVE. APT. 4 WEST HOLLYWOOD, CA 90046 | AFLAC | $2 | $2 | $4 | 0.01% |
| BARRY MCPHERSON INC3 Filed as: BARRY MCPHERSON INC. | 2211 MICHELSON DR. SUITE 1150 IRVINE, CA 92612 | AFLAC | $3 | — | $3 | 0.01% |
| KRISTIN BEAN3 | 5058 HAWLEY BLVD. SAN DIEGO, CA 92116 | AFLAC | $3 | — | $3 | 0.01% |
| OWEN JOHNSTON3 | 796 N. HART ST. ORANGE, CA 92867 | AFLAC | $3 | — | $3 | 0.01% |
| SCOTT WEBB3 | 12366 W. MILTON DR. PEORIA, AZ 85383 | AFLAC | $3 | — | $3 | 0.01% |
| DALE I DAVIS3 Filed as: DALE DAVIS | 1856 TRAVELLER RD. LEXINGTON, KY 40504 | AFLAC | $3 | — | $3 | 0.01% |
| DUANE FRY3 | 641 HIGUERA ST. SUITE 300 SAN LUIS OBISPO, CA 93401 | AFLAC | $2 | — | $2 | 0.01% |
| DAVID J MCCLELLAN3 Filed as: DAVID HANNANT | 14830 NE 167TH ST. WOODINVILLE, WA 98072 | AFLAC | $2 | — | $2 | 0.01% |
| CHRIS BRANSON3 | 6601 BACK BAY LN. AUSTIN, TX 78739 | AFLAC | $2 | — | $2 | 0.01% |
| PAUL MICHAEL HANNANT3 Filed as: PAUL HANNANT | 6052 SAWGRASS ST. SE SALEM, OR 97306 | AFLAC | $1 | — | $1 | 0.00% |
| CHAD P SCHNEIDER3 Filed as: CHAD SCHNEIDER | 360 W. HUBBARD ST. APT. 1105 CHICAGO, IL 60654 | AFLAC | $1 | — | $1 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 | P.O. BOX 85638 SAN DIEGO, CA 92186 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $2K | $3K | 14.54% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $989 | — | $989 | 4.31% |
| MARSH & MCLENNAN AGENCY LLC3 | P.O. BOX 85638 SAN DIEGO, CA 92186 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $2K | $3K | 16.44% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $960 | — | $960 | 4.76% |
| MARSH & MCLENNAN AGENCY LLC3 | P.O. BOX 85638 SAN DIEGO, CA 92186 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $973 | $1K | $2K | 14.04% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $597 | — | $597 | 3.80% |
| MARSH & MCLENNAN AGENCY LLC3 | COMPANY P.O. BOX 740659 LOS ANGELES, CA 900740659 | VISION SERVICE PLAN | $882 | — | $882 | 6.58% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | VISION SERVICE PLAN | $228 | — | $228 | 1.70% |
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 | 154 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 155 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 117 | $13K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 177 | $36K |
| Short-term disability | AFLAC | 40 | $31K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 179 | $23K |
| Other(2 contracts, 2 carriers) | AFLAC | 177 | $51K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 179 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.