| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ENROLLEASE3 Filed as: DIGITAL BENEFIT ADVISORS WSTLK VLG | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | UNITED HEALTHCARE INSURANCE COMPANY | — | $21K | $21K | 0.32% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | METROPOLITAN LIFE INSURANCE COMPANY | — | $31 | $31 | 0.00% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $59K | — | $59K | 20.00% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $41K | — | $41K | 20.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF CALIFORNIA INSUR | ATTN ACCOUNTING DEPARTMENT VENTURA, CA 93002 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | — | $7K | 6.88% |
| MCCAREY INC3 Filed as: MCCAREY INC. | 6320 GREENHAVEN DRIVE CARLSBAD, CA 92009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $47 | $3K | 2.77% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 30339 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $3 | $2K | 1.38% |
| ANDREA MARIE TIERCE3 | 1199 MADRONE LANE PLACERVILLE, CA 95667 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $16 | $1K | 1.00% |
| GLYNDA C FRY-STEWART3 | 12060 84TH STREET LEXINGTON, OK 73051 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $660 | — | $660 | 0.61% |
| DEL DOWNEY3 | 32056 MERLOT CRST TEMECULA, CA 92591 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $282 | — | $282 | 0.26% |
| CHRISTINE A MILLER3 | 715 AVOCET WAY ARROYO GRANDE, CA 93420 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $203 | — | $203 | 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 | $128 | — | $128 | 0.12% |
| SUSAN GOLD STOKES3 | 104 MISTY HOLLOW WAY HUNTSVILLE, AL 35806 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $97 | $18 | $115 | 0.11% |
| CLARICE R MIMS3 | 172-90 HIGHLAND AVENUE JAMAICA ESTATES, NY 11432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | — | $51 | 0.05% |
| BART EHINGER3 | 715 AVOCET WAY ARROYO GRANDE, CA 93420 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.03% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 2560 PROFESSIONAL PARKWAY SANTA MARIA, CA 93455 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| DUANE A ADAMS3 Filed as: DUANE ANDREW FRY | 3707 ANITA AVENUE PASADENA, CA 91107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $6 | $9 | 0.01% |
| G SCOTT COOKE3 Filed as: SCOTT ALLEN BEER | 316 CROCKER STREET, UNIT A TEMPLETON, CA 93465 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| EDWIN MANUEL VELASQUEZ3 | 33013 SEVILLE STREET LAKE ELSINORE, CA 92530 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| MAGNONE FINANCIAL SERVICES CORP3 | 3151 OUTRIGGER AVENUE VENTURA, CA 93001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| MARIA VERONICA JARQUE3 | 2325 1/2 N. ROCKWELL STREET CHICAGO, IL 60647 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| LISA ANN MCLAUGHLIN3 | 30310 HORSETHIEF DRIVE TEHACHAPI, CA 93561 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 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 303395946 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $13K | — | $13K | 15.00% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $13K | — | $13K | 20.00% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $17K | — | $17K | 39.42% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $12K | — | $12K | 39.98% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| 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 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 4.98% |
| THERESA GOMEZ3 | 9815 STEELHEAD ROAD PASO ROBLES, CA 93446 | CONTINENTAL AMERICAN INSURANCE COMPANY | $885 | — | $885 | 4.20% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 1125 17TH STREET, SUITE 900 DENVER, CO 80202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $285 | — | $285 | 1.35% |
| DANIEL VORDALE INS SVCS INC3 Filed as: DANIEL VORDALE INSURANCE SERVICES I | 712 MERCURY AVENUE LOMPOC, CA 93436 | CONTINENTAL AMERICAN INSURANCE COMPANY | $159 | — | $159 | 0.76% |
| BRIAN MCKELLAR3 | 1342 TRAPPERS RIDGE AMMON, ID 83401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $80 | — | $80 | 0.38% |
| KAREN ANNETTE WILSON3 | 919 SAINT ANN DRIVE PASO ROBLES, CA 93446 | CONTINENTAL AMERICAN INSURANCE COMPANY | $53 | — | $53 | 0.25% |
| MADONNA MARIE DAILEY3 | 15569 NAPLES LANE VICTORVILLE, CA 92394 | CONTINENTAL AMERICAN INSURANCE COMPANY | $42 | — | $42 | 0.20% |
| MONICA G. MUNOZ3 | 195 RIVERBANK LANE PASO ROBLES, CA 93446 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14 | — | $14 | 0.07% |
| CARRIE DANETTE FELICIANO3 | 1511 E. FESLER STREET SANTA MARIA, CA 934544827 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.03% |
| 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 | $2K | — | $2K | 20.00% |
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 | 822 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 830 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 1,279 | $6.5M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,798 | $640K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,798 | $640K |
| Life insurance(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,330 | $283K |
| Short-term disability(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 140 | $143K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 821 | $294K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 1,279 | $6.5M |
| Other(8 contracts, 5 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,330 | $533K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,798 | — |
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.