| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOSEPH E HENEHAN FIN & INS SVCS INC3 | 685 CARNEGIE DRIVE SUITE 205 SAN BERNARDINO, CA 92408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $6K | $6K | 5.25% |
| JOSEPH E HENEHAN FIN & INS SVCS INC3 | 685 CARNEGIE DRIVE SUITE 205 SAN BERNARDINO, CA 92408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 6.13% |
| JOSEPH E HENEHAN FIN & INS SVCS INC3 | 685 CARNEGIE DRIVE SUITE 205 SAN BERNARDINO, CA 92408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 6.02% |
| JOSEPH E HENEHAN FIN & INS SVCS INC3 | 685 CARNEGIE DRIVE SUITE 205 SAN BERNARDINO, CA 92408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $872 | $2K | 15.39% |
| JOY E GUNDERSON3 | 4531 VALLECITO LANE YORBA, CA 92886 | AFLAC | $1K | $194 | $1K | 9.96% |
| JOSEPH E HENEHAN FIN & INS SVCS INC3 Filed as: JOSEPH E HENNEHAN FINANCIAL AND INS | 685 CARNEGIE DRIVE SUITE 205 SAN BERNARDINO, CA 92408 | AFLAC | $770 | — | $770 | 5.86% |
| JONATHAN ALI HAJIMOMEN3 | 1561 EAST ORANGETHORPE AVENUE SUITE 200 FULLERTON, CA 92831 | AFLAC | $403 | $64 | $467 | 3.56% |
| JEFFERY WAYNE GUNDERSON3 | 4531 VALLECITO LANE YORBA, CA 92886 | AFLAC | $174 | — | $174 | 1.33% |
| REBECCA ORTIZ3 | PO BOX 59044 NORWALK, CA 90652 | AFLAC | $156 | — | $156 | 1.19% |
| CECILIA CALLEROS GOMEZ3 | 11271 WHITEWATER AVENUE MONTCLAIR, CA 91763 | AFLAC | $127 | — | $127 | 0.97% |
| WILLA MAY ROBINSON3 | 12458 AUTUMN BREEZE STREET CERRITOS, CA 90709 | AFLAC | $116 | — | $116 | 0.88% |
| CECILIA CALLEROS GOMEZ3 | 11271 WHITEWATER AVENUE MONTCLAIR, CA 91763 | AFLAC | $105 | — | $105 | 0.80% |
| REBECCA ORTIZ3 | 1315 CORONA POINTE COURT CORONA, CA 92879 | AFLAC | $13 | $69 | $82 | 0.62% |
| SHARI BOYCE3 | 1561 EAST ORANGETHORPE AVENUE SUITE 200 FULLERTON, CA 92831 | AFLAC | $50 | $28 | $78 | 0.59% |
| PHILIP S. GLEASON3 Filed as: PHILIP S GLEASON | 8222 DE LONGPRE AVENUE APARTMENT 4 WEST HOLLYWOOD, CA 90046 | AFLAC | $12 | $28 | $40 | 0.30% |
| PHILLIP S GLEASON3 | 2012 MANNING AVENUE LOS ANGELES, CA 90025 | AFLAC | $39 | — | $39 | 0.30% |
| JOSEPH E HENEHAN FIN & INS SVCS INC3 Filed as: JOSEPH E HENCHAN FIN & INS SVCS INC | 685 CARNEGIE DRIVE SUITE 205 SAN BERNARDINO, CA 92408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $780 | $2K | 16.97% |
| JOSEPH E HENEHAN FIN & INS SVCS INC3 | 685 CARNEGIE DRIVE SUITE 205 SAN BERNARDINO, CA 92408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $599 | $599 | 5.54% |
| JOSEPH E HENEHAN FIN & INS SVCS INC3 | 685 CARNEGIE DRIVE SUITE 205 SAN BERNARDINO, CA 92408 | MUTUAL OF OMAHA INSURANCE COMPANY | $38 | — | $38 | 10.08% |
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 | 325 | 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) | 325 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTH NET | 203 | $1.7M |
| Dental | PREMIER ACCESS INSURANCE COMPANY | 179 | $83K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 318 | $19K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 325 | $11K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 140 | $29K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 284 | $26K |
| Other(6 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 325 | $165K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 325 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.