| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA INC | 2400 E KATELLA AVENUE SUITE 1100 ANAHEIM, CA 92806 | AETNA LIFE INSURANCE COMPANY | $88K | — | $88K | 3.20% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA INC | 2400 E KATELLA AVENUE SUITE 1100 ANAHEIM, CA 92806 | AETNA HEALTH, INC. | $50K | — | $50K | 2.48% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA | 750 B STREET SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20K | — | $20K | 9.30% |
| BRIAN YERVANT AKIAN3 | 503 SPRINGBROOK NORTH IRVINE, CA 92614 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $2K | $10K | 4.45% |
| MICHAEL F FAHEY III3 | 411 AVENIDA ADOBE SAN CLEMENTE, CA 92672 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $956 | $3K | 1.62% |
| DAVID O CHRISTENSEN3 | 180 MCKNIGHT DRIVE LAGUNA BEACH, CA 92651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $194 | $2K | 1.10% |
| DUPUY & ASSOCIATES INC3 | P O BOX 1131 ESTERO, FL 33928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $891 | $279 | $1K | 0.54% |
| EUNICE AKIAN3 | 15551 WILD PLUM CIRCLE HUNTINGTON BEACH, CA 92647 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $931 | — | $931 | 0.43% |
| DAVID A. RACKLIFFE3 Filed as: DAVID A RACKLIFFE | 35 DANBURY LANE IRVINE, CA 92618 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $747 | $19 | $766 | 0.36% |
| GREGORY ALLEN BATTEN3 | 2619 ELWICK ST OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $408 | $82 | $490 | 0.23% |
| KRISTINA SUE TREZISE3 | 2017 ELCAMPO AVENUE DELTONA, FL 32725 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $439 | $50 | $489 | 0.23% |
| ESQUEN INSURANCE GROUP CORP3 | 14552 SW 152ND PLACE MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $128 | $39 | $167 | 0.08% |
| SHARON R NOWELL3 Filed as: SHARON R. NOWELL | 4111 NW 9TH STREET COCONUT CREEK, FL 33066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $141 | $7 | $148 | 0.07% |
| RONALD SADOFSKY3 | 13553 CREST LAKE DRIVE HUDSON, FL 34669 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $120 | — | $120 | 0.06% |
| AGGRESSIVE NETWORKER LLC3 | 1614 JESSAMINE AVENUE ORLANDO, FL 32806 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $66 | $49 | $115 | 0.05% |
| SHERRI BARHAM3 | 24694 PASEO DE TORONTO YORBA LINDA, CA 92887 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $109 | — | $109 | 0.05% |
| CHRISTINA BIEBER3 | 12827 WOODMILL DRIVE PALM BEACH GARDENS, FL 33418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $80 | — | $80 | 0.04% |
| JOHN D EVANGELISTA3 Filed as: JOHN D. EVANGELISTA | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | $23 | $63 | 0.03% |
| EMPLOYEE BENEFITS GROUP OF FLORIDA3 | 13750 W COLONIAL DRIVE WINTER GARDEN, FL 34787 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $33 | $59 | 0.03% |
| R AND T FIGUEROA LLC3 Filed as: R & T FIGUEROA | 7569 S. CARLISLE AVENUE TUCSON, AZ 85746 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.01% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 700 W. 47TH STREET KANSAS CITY, MO 64112 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.01% |
| BST COMPANIES INC3 Filed as: BST COMPANIES INC. | 481 EAST DOWNTOWN STREET TUCSON, AZ 85701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.01% |
| CHARLES D. BLOCK3 Filed as: CHARLES DUANE SMITH | 4040 EAST PIEDMONT DR HIGHLAND, CA 92346 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.01% |
| GABRIEL HOLGUIN3 | 2807 GRATTON STREET RIVERSIDE, CA 92504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| AVERY INSURANCE INC3 Filed as: AVERY INSURANCE INC. | ATTN PAMELA AVERY POMPANO BEACH, FL 33069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $1 | $10 | 0.00% |
| UZIEL RIVERA3 | 1267 SILVER TORCH DRIVE BEAUMONT, CA 92223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $1 | $10 | 0.00% |
| DAVID LEE MARLOW3 | 16024 SILVERGROVE DRIVE WHITTIER, CA 90604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| GOLD RIVER FINANCIAL GROUP LLC3 | 2807 GRATTON STREET RIVERSIDE, CA 92504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| JOSEPH A STALTARE3 Filed as: JOSEPH MICHAEL GANNON | 3047 GARFIELD STREET HOLLYWOOD, FL 33021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| EC BENEFITS INC3 Filed as: EC BENEFITS INC. | 8038 S. 38TH PLACE PHOENIX, AZ 85042 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| JOSEPH QUINTANA3 | 27 N. COUNTRY CLUB DRIVE PHOENIX, AZ 85014 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| DELORES J. ROYBAL3 | 857 S. HILL ROAD BERNALILLO, NM 87004 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 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 | 588 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 591 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 1,013 | $4.8M |
| Dental | AETNA LIFE INSURANCE COMPANY | 1,013 | $2.7M |
| Vision | AETNA LIFE INSURANCE COMPANY | 1,013 | $2.7M |
| Life insurance | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 188 | $215K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 188 | $215K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 188 | $215K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,013 | — |
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.