| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NONSTOP ADMINISTRATION & INSURANCE3 Filed as: NONSTOP ADMIN. AND INS. SERVICES | 1800 SUTTER STREET, SUITE 730 CONCORD, CA 94520 | SIMNSA | $86K | $0 | $86K | 3.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $76K | $13K | $88K | 9.34% |
| SUSIE A ESTRADA3 Filed as: SUSIE A. ESTRADA | 25742 PARK AVENUE SAN JUAN CAPISTRANO, CA 92675 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20K | $562 | $21K | 3.62% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | PO BOX 85638 SAN DIEGO, CA 92186 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $16K | $1K | $17K | 2.94% |
| MJ INSURANCE3 Filed as: GREGORY A. MOORE AND VARIOUS AGENTS | 14 DEODAR IRVINE, CA 92604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $13K | $1K | $14K | 2.53% |
| G SCOTT COOKE3 Filed as: SCOTT C. CASTEEL | 1450 WEST JAMES WAY ANAHEIM, CA 92801 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $11K | $0 | $11K | 1.95% |
| RALPH F REA JR3 Filed as: RALPH F. REA, JR. | 84 VIA BARCELONA RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8K | $0 | $8K | 1.36% |
| LUIS RAFAEL VALLE3 | 2354 CHATKA LANE SAN BERNARDINO, CA 92410 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $412 | $4K | 0.72% |
| MARIA VERONICA JARQUE3 | 4744 NORTH PAULINA STREET APARTMENT 1E CHICAGO, IL 60640 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $423 | $3K | 0.48% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | LOCKBOX 740659 LOS ANGELES, CA 90074 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $30K | $0 | $30K | 10.85% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | HEALTH AND HUMAN RESOURCE CENTER | $7K | $0 | $7K | 10.00% |
| DAVID QUACKENBUSH4 | 21783 EAST ROWLAND CIRCLE AURORA, CO 80016 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $2K | $0 | $2K | 16.12% |
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 | 2,496 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,496 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | SHARP HEALTH PLAN | 3,721 | $18.1M |
| Dental | SIMNSA | 1,588 | $2.9M |
| Vision(2 contracts, 2 carriers) | SHARP HEALTH PLAN | 4,396 | $15.5M |
| Life insurance(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,713 | $1.5M |
| Short-term disability | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 425 | $568K |
| Long-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,713 | $1.5M |
| Prescription drug(2 contracts, 2 carriers) | SHARP HEALTH PLAN | 3,721 | $18.1M |
| Other(5 contracts, 5 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,864 | $1.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,396 | — |
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.