| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | METROPOLITAN LIFE INSURANCE COMPANY | — | $13 | $13 | 0.00% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $53K | — | $53K | 20.00% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $38K | — | $38K | 20.00% |
| TOLMAN AND WIKER INS. SVCS., LLC3 Filed as: TOLMAN & WIKER INSURANCE SERVICES | P.O. BOX 1388 VENTURA, CA 93002 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | — | $9K | 6.79% |
| MCCAREY INC3 Filed as: MCCAREY INC. | 6320 GREENHAVEN DRIVE CARLSBAD, CA 92009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $28 | $3K | 2.67% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 30339 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $18 | $2K | 1.48% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | 201 CAUGHMAN FARM LANE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $119 | $1K | $2K | 1.25% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LANE ESCONDIDO, CA 92026 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $22 | $1K | 1.01% |
| GLYNDA C FRY-STEWART3 | 12060 84TH STREET LEXINGTON, OK 73051 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $766 | — | $766 | 0.61% |
| DEL DOWNEY3 | 32056 MERLOT CRST TEMECULA, CA 92591 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $306 | — | $306 | 0.24% |
| CHRISTINE A MILLER3 | 715 AVOCET WAY ARROYO GRANDE, CA 93420 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $240 | — | $240 | 0.19% |
| R & B ENROLLMENT SERVICES INC3 Filed as: R & B ENROLLMENT SERVICES, INC. | P.O. BOX 3216 CRESTLINE, CA 92325 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $131 | — | $131 | 0.10% |
| CLARICE R MIMS3 | 172-90 HIGHLAND AVENUE JAMAICA ESTATES, NY 11432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 0.04% |
| BART EHINGER3 | 715 AVOCET WAY ARROYO GRANDE, CA 93420 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.03% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 2560 PROFESSIONAL PARKWAY SANTA MARIA, CA 93455 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.01% |
| LISA ANN MCLAUGHLIN3 | 30310 HORSETHIEF DRIVE TEHACHAPI, CA 93561 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $1 | $11 | 0.01% |
| MAGNONE FINANCIAL SERVICES CORP3 | 3151 OUTRIGGER AVENUE VENTURA, CA 93001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| G SCOTT COOKE3 Filed as: SCOTT ALLEN BEER | 312 CROCKER STREET TEMPLETON, CA 93465 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.01% |
| EDWIN MANUEL VELASQUEZ3 | 33013 SEVILLE STREET LAKE ELSINORE, CA 92530 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| MARIA VERONICA JARQUE3 | 4525 GEORGIA STREET SAN DIEGO, CA 92116 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| BENECHOICE ENROLLMENT SOLUTIONS & T3 | 1574 LITITZ PIKE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $1 | $4 | 0.00% |
| GENA LYNN MOORE3 | 3254 VALLEY LANE SOUTH COLUMBUS, OH 43017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| RONNY ANN WARNER3 | 470 E. WHITBECK STREET KUNA, ID 83634 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JOHN A. BRADLEY INC.3 | 207 SOUTH MAIN STREET FOUNTAIN INN, SC 29644 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $12K | — | $12K | 14.99% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $13K | — | $13K | 20.00% |
| THERESA GOMEZ3 | 9815 STEELHEAD ROAD PASO ROBLES, CA 93446 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | — | $6K | 15.99% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 40 E. ALAMAR SANTA BARBARA, CA 93105 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | — | $6K | 13.86% |
| DANIEL VORDALE INS SVCS INC3 Filed as: DANIEL VORDALE INSURANCE SERVICES I | 3420 ORCUTT ROAD, SUITE 206B SANTA MARIA, CA 93455 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 3.77% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | CONTINENTAL AMERICAN INSURANCE COMPANY | $952 | — | $952 | 2.37% |
| MADONNA DAILEY3 | 977 VISTA CERRO DRIVE PASO ROBLES, CA 93446 | CONTINENTAL AMERICAN INSURANCE COMPANY | $624 | — | $624 | 1.55% |
| MONICA G. MUNOZ3 | 195 RIVERBANK LANE PASO ROBLES, CA 93446 | CONTINENTAL AMERICAN INSURANCE COMPANY | $622 | — | $622 | 1.55% |
| CARRIE D. FELICIANO3 | 4545 OUR PLACE PASO ROBLES, CA 93446 | CONTINENTAL AMERICAN INSURANCE COMPANY | $244 | — | $244 | 0.61% |
| KAREN A WILSON3 Filed as: KAREN A. WILSON | PO BOX 886 TEMPLETON, CA 93465 | CONTINENTAL AMERICAN INSURANCE COMPANY | $97 | — | $97 | 0.24% |
| BRIAN MCKELLAR3 Filed as: BRIAN M. MCKELLAR | 659 TROY AVENUE IDAHO FALLS, ID 83402 | CONTINENTAL AMERICAN INSURANCE COMPANY | $63 | — | $63 | 0.16% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 9.93% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 20.00% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $14K | — | $14K | 65.00% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | — | $11K | 70.00% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 20.00% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $962 | — | $962 | 20.01% |
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 | 782 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 788 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 595 | $5.7M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,853 | $734K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,853 | $609K |
| Life insurance(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,302 | $266K |
| Short-term disability(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 145 | $153K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 780 | $263K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 595 | $5.7M |
| Other(8 contracts, 5 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,302 | $507K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,853 | — |
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.