| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COMPUSYS INSURANCE SERVICES INC.3 | 3857 BIRCH STREET SUITE 404 NEWPORT BEACH, CA 92660 | BLUE CROSS OF CALIFORNIA | $35K | $0 | $35K | 2.81% |
| COMPUSYS INSURANCE SERVICES INC.3 | 3857 BIRCH STREET SUITE 404 NEWPORT BEACH, CA 926602616 | KAISER FOUNDATION HEALTH PLAN INC. | $12K | $0 | $12K | 3.25% |
| COMPUSYS INSURANCE SERVICES INC.3 Filed as: COMPUSYS INSURANCE SERVICES | 3857 BIRCH STREET, SUITE 404 NEWPORT BEACH, CA 92660 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $12K | $0 | $12K | 4.87% |
| COMPUSYS INSURANCE SERVICES INC.3 Filed as: COMPUSYS INS SVCS INC. | 3857 BIRCH STREET SUITE 404 NEWPORT BEACH, CA 92660 | AFLAC | $2K | $0 | $2K | 2.67% |
| PAMELA BAKALY3 | 1041 14TH STREET HERMOSA BEACH, CA 90254 | AFLAC | $967 | $132 | $1K | 1.93% |
| DANIEL TYLER ADAMSON3 Filed as: DANIEL ADAMSON | 2700 N MAIN STREET SUITE 601 SANTA ANA, CA 92705 | AFLAC | $839 | $0 | $839 | 1.47% |
| LYDIA L FLORES3 Filed as: LYDIA FLORES | 8932 SAN ANTONIO AVE SOUTH GATE, CA 90280 | AFLAC | $608 | $0 | $608 | 1.07% |
| ACEVES INSURANCE SERVICES INC.3 | 9959 BROOKSHIRE AVE DOWNEY, CA 90240 | AFLAC | $402 | $0 | $402 | 0.71% |
| MICHAEL BRUNN3 | 19225 NE 202ND STREET WOODINVILLE, WA 98077 | AFLAC | $401 | $0 | $401 | 0.70% |
| CASSANDRA GREEN3 | 10541 CALLE LEE SUITE 125 LOS ALAMITOS, CA 90720 | AFLAC | $305 | $0 | $305 | 0.54% |
| PAUL B KIRTON JR3 Filed as: PAUL KIRTON JR | 1932 E DEERE AVE SUITE 240 SANTA ANA, CA 92705 | AFLAC | $304 | $0 | $304 | 0.53% |
| MITCHELL A KAUCHER3 Filed as: MITCHELL KAUCHER | 2775 MESA VERDE DR E COSTA MESA, CA 92626 | AFLAC | $298 | $0 | $298 | 0.52% |
| MIRIAM HUNGERFORD3 | 33622 HOLTZ HILL RD DANA POINT, CA 92629 | AFLAC | $260 | $36 | $296 | 0.52% |
| OWEN JOHNSTON3 | 796 N HART STREET ORANGE, CA 92867 | AFLAC | $224 | $35 | $259 | 0.46% |
| SUZANNE M BRUNN3 Filed as: SUZANNE BRUNN | 19225 NE 202ND STREET WOODINVILLE, WA 98077 | AFLAC | $258 | $0 | $258 | 0.45% |
| ANNETTE BURNS3 | 28303 BRYCE DR CASTAIC, CA 91384 | AFLAC | $192 | $0 | $192 | 0.34% |
| CESAR A TORRES3 Filed as: CESAR TORRES | 23511 ALISO CREEK RD APT 59 ALISO VIEJO, CA 92656 | AFLAC | $119 | $0 | $119 | 0.21% |
| JUDITH PINEDO3 | 7930 1/2 2ND STREET DOWNEY, CA 90241 | AFLAC | $115 | $0 | $115 | 0.20% |
| LINDA M NAPOLI3 Filed as: LINDA NAPOLI | 2881 NE 32ND STREET APT 120 FT LAUDERDALE, FL 33306 | AFLAC | $106 | $0 | $106 | 0.19% |
| JANICE ADAMSON3 | 495 E RINCON STREET SUITE 212 CORONA, CA 92879 | AFLAC | $93 | $0 | $93 | 0.16% |
| MYSTI KING3 | 6055 E WASHINGTON BLVD SUITE 590 COMMERCE, CA 90040 | AFLAC | $90 | $0 | $90 | 0.16% |
| NYDIA PAREDES3 | 26841 POVEDA MISSION VIEJO, CA 92691 | AFLAC | $88 | $0 | $88 | 0.15% |
| NANCY J ATCHUE3 Filed as: NANCY ATCHUE | 1785 NEWBERRY DR BULLHEAD CITY, AZ 86442 | AFLAC | $86 | $0 | $86 | 0.15% |
| G SCOTT COOKE3 Filed as: SCOTT BLACKSHEAR | 3453 CATHRYN DR COLUMBUS, GA 31906 | AFLAC | $71 | $0 | $71 | 0.12% |
| PATRICIA GAIL LEES3 Filed as: PATRICIA LEES | 6055 E WASHINGTON BLVD SUITE 210 COMMERCE, CA 90040 | AFLAC | $70 | $0 | $70 | 0.12% |
| MARK H MAZZA3 Filed as: MARK MAZZA | 1070 S RIMWOOD DR ANAHEIM, CA 92807 | AFLAC | $70 | $0 | $70 | 0.12% |
| MARK WOOD3 | 315 W HACIENDA DR CORONA, CA 92882 | AFLAC | $62 | $0 | $62 | 0.11% |
| DAWN A CHRISTENSEN3 Filed as: DAWN CHRISTENSEN | 24516 APPLE STREET NEWHALL, CA 91321 | AFLAC | $49 | $0 | $49 | 0.09% |
| GEOFFREY MALAIS3 | 16800 DEVONSHIRE STREET SUITE 220 GRANADA HILLS, CA 91344 | AFLAC | $48 | $0 | $48 | 0.08% |
| JOSEPH A BUZZELLO3 Filed as: JOSEPH BUZZELLO | 9016 BALBOA BLVD SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $42 | $0 | $42 | 0.07% |
| PRICE, RAFFEL & LOWMAN INS.3 Filed as: PRICE, RAFFEL & LOWMAN INS | PO BOX 2018 ROSEMEAD, CA 91770 | AFLAC | $41 | $0 | $41 | 0.07% |
| BARRY MCPHERSON INC3 Filed as: BARRY MCPHERSON INC. | 2211 MICHELSON DR. SUITE 1150 IRVINE, CA 92612 | AFLAC | $40 | $0 | $40 | 0.07% |
| EUGENE PEREZ3 | 22 RIVERBEND DR PALM COAST, FL 32137 | AFLAC | $39 | $0 | $39 | 0.07% |
| KARI S. TAMKE3 Filed as: KARI TAMKE | 45 54TH PLACE APT 4 LONG BEACH, CA 90803 | AFLAC | $39 | $0 | $39 | 0.07% |
| TASHA W DOSSETT3 Filed as: TASHA DOZIER | 581 HEARDTOWN RD TUPELO, MS 38804 | AFLAC | $31 | $0 | $31 | 0.05% |
| CLAY W CAMPBELL3 Filed as: CLAY CAMPBELL | 14720 LIBLEN AVE BELLFLOWER, CA 90706 | AFLAC | $30 | $0 | $30 | 0.05% |
| TERRANCE M LUCZAJ3 Filed as: TERRANCE LUCZAJ | 255 E RINCON STREET SUITE 110 CORONA, CA 92879 | AFLAC | $29 | $0 | $29 | 0.05% |
| STANLEY WISE3 | 61458 LIVING STONE DR LA QUINTA, CA 92253 | AFLAC | $27 | $0 | $27 | 0.05% |
| ANDREW R GRETHEL3 Filed as: ANDREW GRETHEL | 600 S HIDDEN VALLEY RD #150 CARLSBAD, CA 92011 | AFLAC | $26 | $0 | $26 | 0.05% |
| SHELIA H. HARTMAN3 Filed as: SHELIA HARTMAN | 22801 VENTURA BLVD SUITE 205 WOODLAND HILLS, CA 91364 | AFLAC | $26 | $0 | $26 | 0.05% |
| MARLA ABERNATHY3 | 18509 MILMORE AVE CARSON, CA 90746 | AFLAC | $23 | $0 | $23 | 0.04% |
| DAVID JACOB HOLPER3 Filed as: DAVID HOLPER | 22937 ARLINGTON AVE SUITE 102 TORRANCE, CA 90501 | AFLAC | $21 | $0 | $21 | 0.04% |
| CHRISTHIAN MARTINEZ3 | 495 E RINCON STREET SUITE 210 CORONA, CA 92879 | AFLAC | $20 | $0 | $20 | 0.04% |
| ELIZABETH MICAELA VEGA3 Filed as: ELIZABETH VEGA | 11671 STRATHERN STREET NORTH HOLLYWOOD, CA 91605 | AFLAC | $20 | $0 | $20 | 0.04% |
| DALE I DAVIS3 Filed as: DALE DAVIS | 350 E SHORT STREET NUMBER 416 LEXINGTON, KY 40507 | AFLAC | $15 | $0 | $15 | 0.03% |
| AMANDA M GRIFFITH3 Filed as: AMANDA GRIFFITH | 11400 SE 8TH STREET #375 BELLEVUE, WA 98004 | AFLAC | $14 | $0 | $14 | 0.02% |
| ROBERT SANCHEZ3 | 28772 SANDY AVE MURRIETA, CA 92563 | AFLAC | $14 | $0 | $14 | 0.02% |
| TOMMY C FLEESON3 Filed as: TOMMY FLEESON | 1300 SHETTER AVE APT 1041 JACKSONVILLE BEACH, FL 32250 | AFLAC | $7 | $0 | $7 | 0.01% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES INC. | 6701 CENTER DR W SUITE 1500 LOS ANGELES, CA 90045 | AFLAC | $7 | $0 | $7 | 0.01% |
| ROBERT CHARLES EMETT3 Filed as: ROBERT EMETT | 80579 APPLE COURT INDIO, CA 92201 | AFLAC | $6 | $0 | $6 | 0.01% |
| JAMES J GRETHEL3 Filed as: JAMES GRETHEL | 865 CEDAR DR LOVELAND, OH 45140 | AFLAC | $5 | $0 | $5 | 0.01% |
| JOY E GUNDERSON3 Filed as: JOY GUNDERSON | 4531 VALLECITO LN YORBA LINDA, CA 92886 | AFLAC | $5 | $0 | $5 | 0.01% |
| VANZANTEN INSURANCE SERVICES INC3 Filed as: VANZANTEN INSURANCE SERVICES INC. | 40152 STOWE ROAD TEMECULA, CA 92591 | AFLAC | $5 | $0 | $5 | 0.01% |
| JEFFREY T JOHNSON3 Filed as: JEFFREY JOHNSON | 15590 SYRACUSE LN FONTANA, CA 92336 | AFLAC | $2 | $0 | $2 | 0.00% |
| STEPHANIE A REYNOSO3 Filed as: STEPHANIE REYNOSO | 21 CERVANTES NEWPORT BEACH, CA 92660 | AFLAC | $1 | $0 | $1 | 0.00% |
| LARA K GRANDE3 Filed as: LARA GRANDE | 1022 WESTHAVEN BLVD FRANKLIN, TN 37064 | AFLAC | $1 | $0 | $1 | 0.00% |
| LESTER RAY BLACKSHEAR3 Filed as: LESTER BLACKSHEAR | 9192 SE 168TH COOK PL THE VILLAGES, FL 32162 | AFLAC | $1 | $0 | $1 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH WILLIS JR | 1431 NE 55TH STREET FORT LAUDERDALE, FL 33334 | AFLAC | $1 | $0 | $1 | 0.00% |
| MEGHAN MILLER3 | 6631 FOX RIDGE CIRCLE DAVIDSON, NC 28036 | AFLAC | $1 | $0 | $1 | 0.00% |
| KAREN M HUGHES3 Filed as: KAREN HUGHES | 3120 NE 47TH STREET FORT LAUDERDALE, FL 33308 | AFLAC | $1 | $0 | $1 | 0.00% |
| DAWN T SUCHECKI3 Filed as: DAWN SUCHECKI | 3850 VINE STREET SUITE 130 RIVERSIDE, CA 92507 | AFLAC | $1 | $0 | $1 | 0.00% |
| COLLEEN LAPRADE3 | 6005 HIDDEN VALLEY RD SUITE 150 CARLSBAD, CA 92011 | 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 | 186 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 187 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 215 | $1.6M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 195 | $252K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 195 | $252K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 195 | $252K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 195 | $252K |
| Other(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 195 | $309K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 215 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.