| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PEGASUS FINANCIAL GROUP, INC.3 | 515 SOUTH FLOWER STREET SUITE 1020 LOS ANGELES, CA 90071 | KAISER FOUNDATION HEALTH PLAN INC. | $98K | — | $98K | 4.79% |
| PEGASUS FINANCIAL GROUP, INC.3 | 515 SOUTH FLOWER STREET SUITE 3210 LOS ANGELES, CA 90071 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $50K | — | $50K | 5.16% |
| PEGASUS FINANCIAL GROUP, INC.3 | 515 SOUTH FLOWER STREET SUITE 3210 LOS ANGELES, CA 90071 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $33K | $7K | $39K | 16.55% |
| SHERRY L DAVIS3 | 1255 E ALTADENA DR ALTADENA, CA 91001 | AFLAC | $4K | $227 | $4K | 2.38% |
| MANUEL S SOLANO3 | 14616 BINNEY ST HACIENDA HEIGHTS, CA 91745 | AFLAC | $3K | — | $3K | 1.72% |
| ALBERT JOHNSON JR3 | 1255 E ALTADENA DR ALTADENA, CA 91001 | AFLAC | $2K | — | $2K | 1.13% |
| MARSHALL CHARLES MCDONALD3 | 415 DAVIDSON GATEWAY DR APT 7 DAVIDSON, NC 28036 | AFLAC | $2K | — | $2K | 1.08% |
| DAVID WILLIAM ZIEGLER3 | 1 S FAIR OAKS AVE STE 200 PASADENA, CA 91105 | AFLAC | $2K | — | $2K | 0.95% |
| ANDREINI AND COMPANY3 | 1 MACARTHUR PL STE 100 SANTA ANA, CA 92707 | AFLAC | $1K | — | $1K | 0.84% |
| NILOUFAR TABAN-MOVAHEDI3 | 515 S FLOWER ST STE 3210 LOS ANGELES, CA 90071 | AFLAC | $1K | — | $1K | 0.81% |
| CARESS L JOHNSON3 | 1490 WESLEY AVE PASADENA, CA 91104 | AFLAC | $1K | — | $1K | 0.57% |
| PRISCILLA BERNICE ARAGON3 | 7307 CATALPA AVE CALIFORNIA CITY, CA 93505 | AFLAC | $858 | — | $858 | 0.49% |
| HANS ERIC ANDERSON3 | 6808 SAINT ESTABAN ST TUJUNGA, CA 91402 | AFLAC | $731 | — | $731 | 0.42% |
| MICHAEL R. FISHER3 Filed as: MICHAEL R FISHER | 50 W LEMON AVE STE 2 MONROVIA, CA 91016 | AFLAC | $488 | $56 | $544 | 0.31% |
| ROBERT DUANE JOHNSON3 Filed as: ROBERT DUANE JOHNON | 8601 FALMOUTH AVE UNIT 202 PLAYA DEL REY, CA 90293 | AFLAC | $501 | — | $501 | 0.29% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BLVD STE 254 NORTHRIDGE, CA 91325 | AFLAC | $492 | — | $492 | 0.28% |
| DANIEL E ELLIS3 | 377 E BUTTERFIELD RD STE 210 LOMBARD, IL 60148 | AFLAC | $382 | — | $382 | 0.22% |
| DAVID ALLEN TEIGEN3 | 11 HORSESHOE DR HOLIDAY ISLE, AR 72631 | AFLAC | $369 | — | $369 | 0.21% |
| SANDRA RICHARDSON3 | 1 FAIR OAKS AVE SUITE 200 PASADENA, CA 91105 | AFLAC | $368 | — | $368 | 0.21% |
| ELIZABETH A LENZO3 | 701 ALBEROSKY WAY BATAVIA, IL 60510 | AFLAC | $274 | $29 | $303 | 0.17% |
| SANDRA RICHARDSON3 | 1440 ARROW HWY STE H IRWINDALE, CA 91706 | AFLAC | $300 | — | $300 | 0.17% |
| STANLEY S SCOTT3 | 355 S MARENGO AVE APT 408 PASADENA, CA 91101 | AFLAC | $300 | — | $300 | 0.17% |
| JUANITA BURKS & ASSOCIATES3 | 6100 CENTER DR STE 670 LOS ANGELES, CA 90045 | AFLAC | $286 | — | $286 | 0.16% |
| PEGASUS FINANCIAL GROUP, INC.3 Filed as: PEGASUS FINANCIAL GROUP INC | 550 S HOPE ST STE 2170 LOS ANGELES, CA 90071 | AFLAC | $230 | — | $230 | 0.13% |
| ELIZABETH A LENZO3 | 11177 JASMINE DR ROSCOE, IL 61073 | AFLAC | $213 | — | $213 | 0.12% |
| MICHAEL R. FISHER3 Filed as: MICHAEL R RISHER | 337 S ALMANSOR ST APT F ALHAMBRA, CA 91801 | AFLAC | $193 | — | $193 | 0.11% |
| JESSICA PEREZ3 | 11835 W OLYMPIC BLVD STE 795E LOS ANGELES, CA 90064 | AFLAC | $189 | — | $189 | 0.11% |
| ADAM H MICHAELS3 | 2922 CORDA LN LOS ANGELES, CA 90049 | AFLAC | $180 | — | $180 | 0.10% |
| CONNIE H. SALAZAR3 Filed as: CONNIE H SALAZAR | 4952 S CALDERON MEZA, AZ 85212 | AFLAC | $179 | — | $179 | 0.10% |
| TODD V MASON3 | 6164 LAWRENCE ST CYPRESS, CA 90630 | AFLAC | $155 | — | $155 | 0.09% |
| MARTHA F GARCIA3 | 600 E OCEAN BLVD APT 901 LONG BEACH, CA 90802 | AFLAC | $139 | — | $139 | 0.08% |
| ALEX L. PEREZ3 Filed as: ALEX L PEREZ | 4169 MONTEREY AVE BALDWIN PARK, CA 91706 | AFLAC | $123 | — | $123 | 0.07% |
| HOWARD FEIGENBAUM3 | 460 TEWELL DR HEMET, CA 92545 | AFLAC | $122 | — | $122 | 0.07% |
| JOANNA G MATHERLY3 | 2000 GLEN ECHO RD STE 204 NASHVILLE, TN 37215 | AFLAC | $110 | — | $110 | 0.06% |
| MIU FONG LAM3 | PO BOX 1195 ARCADIA, CA 91077 | AFLAC | $107 | — | $107 | 0.06% |
| BARBARA BARNETT3 | 1411 N GRAND OAKS AVE PASADENA, CA 91104 | AFLAC | $89 | — | $89 | 0.05% |
| AUBREY W THOMAS3 | 32627 THE OLD RD CASTAIC, CA 91384 | AFLAC | $87 | — | $87 | 0.05% |
| DAVID GIBIDES3 | 403 MOUNT VERNON DR NW WILSON, NC 27893 | AFLAC | $80 | — | $80 | 0.05% |
| ERIC BROGAN3 Filed as: ERIC E MILLER | 728 MERCER PL HUNTERSVILLE, NC 28078 | AFLAC | $78 | — | $78 | 0.04% |
| JOHN DANELL CULP3 | PO BOX 10278 PRESCOTT, AZ 86304 | AFLAC | $63 | — | $63 | 0.04% |
| MICHAEL C WALKER3 Filed as: MICHAEL A STACHOWIAK | 321 N CLARK ST STE 625 CHICAGO, IL 60654 | AFLAC | $55 | — | $55 | 0.03% |
| ELIZABETH A LENZO3 | 1840 VIA DEL REY SOUTH PASADENA, CA 91030 | AFLAC | $54 | — | $54 | 0.03% |
| MICHELE TROY3 | 2972 FAIR OAKS AVE ALTADENA, CA 91101 | AFLAC | $47 | $6 | $53 | 0.03% |
| WHITE & COMPANY INSURANCE INC.3 Filed as: WHITE AND COMPANY INC | PO BOX 70 SANTA MONICA, CA 90406 | AFLAC | $44 | — | $44 | 0.03% |
| MARIAN A LOPEZ3 | 13322 CITICOURT LN WHITTIER, CA 90602 | AFLAC | $42 | — | $42 | 0.02% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | AFLAC | $40 | — | $40 | 0.02% |
| CHRISTOPHER HAGER3 | 8021 TRUXTON AVE LOS ANGELES, CA 90045 | AFLAC | $37 | — | $37 | 0.02% |
| CHARLES EDWARD WILLIAMS3 | 847 N HOLLYWOOD WAY STE 204 BURBANK, CA 91505 | AFLAC | $32 | — | $32 | 0.02% |
| STEPHANIE L SANDERS3 | 27305 LIVE OAK RD A437 SANTA CLARITA, CA 91384 | AFLAC | $30 | — | $30 | 0.02% |
| COLLEEN ANN DAVIS3 | PO BOX 2823 CANYON COUNTRY, CA 91386 | AFLAC | $30 | — | $30 | 0.02% |
| PAUL GALLEGOS3 | 10519 SHOSHONE AVE GRANADA HILLS, CA 91344 | AFLAC | $29 | — | $29 | 0.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H WILLIS JR | 1431 NE 55TH ST FORT LAUDERDALE, FL 33334 | AFLAC | $28 | — | $28 | 0.02% |
| MARTHA F GARCIA3 | 4067 HARDWICK ST #289 LAKEWOOD, CA 90712 | AFLAC | $24 | — | $24 | 0.01% |
| RYAN KARRER3 | 1428 COLONY PLZ NEWPORT BEACH, CA 92660 | AFLAC | $21 | — | $21 | 0.01% |
| SPALDING GROUP ENTERPRISES3 | 4297 KLUMP AVE STUDIO CITY, CA 91602 | AFLAC | $20 | — | $20 | 0.01% |
| ALFRED RIETKERK3 | 3120 NE 47TH ST FT LAUDERDALE, FL 33308 | AFLAC | $19 | — | $19 | 0.01% |
| GEOFFREY MALAIS3 | 16800 DEVONSHIRE ST STE 220 GRANADA HILLS, CA 91344 | AFLAC | $19 | — | $19 | 0.01% |
| ALEX DUBON3 | 2877 WOODSORREL DR CHINO HILLS, CA 91709 | AFLAC | $16 | — | $16 | 0.01% |
| JAMES G. PARKER INSURANCE3 Filed as: JAMES G PARKER INS ASSOC | 1753 E FIR AVE FRESNO, CA 93720 | AFLAC | $16 | — | $16 | 0.01% |
| LARA K GRANDE3 | 117 MORNING MIST LN FRANKLIN, TN 37064 | AFLAC | $13 | — | $13 | 0.01% |
| JOHN M. GILMORE, INC.3 Filed as: JOHN C TORRES | 221 E WALNUT ST STE 227 PASADENA, CA 91101 | AFLAC | $13 | — | $13 | 0.01% |
| ALLISON FARRIS WENDELBERGER3 | 207 SANTA FE DR WALNUT CREEK, CA 94598 | AFLAC | $13 | — | $13 | 0.01% |
| ADRIAN GONZALEZ3 | 5805 SEPULVEDA BVD STE 740 SHERMAN OAKS, CA 91411 | AFLAC | $12 | — | $12 | 0.01% |
| LARA K GRANDE3 | 1022 WESTHAVEN BLVD FRANKLIN, TN 37064 | AFLAC | $9 | — | $9 | 0.01% |
| CAROLE J QUINTANA3 | PO BOX 972 DUARTE, CA 91009 | AFLAC | $9 | — | $9 | 0.01% |
| LESLIE R WOODS3 | 623 SPIRIT LAKE HWY CASTLE ROCK, WA 98611 | AFLAC | $8 | — | $8 | 0.00% |
| RICHARD J KUNZ3 | 601 MONTGOMERY ST STE 1475 SAN FRANCISCO, CA 94111 | AFLAC | $8 | — | $8 | 0.00% |
| MONA MARCOS3 | 6765 CACTUS LN LA VERNE, CA 91750 | AFLAC | $8 | — | $8 | 0.00% |
| BRIAN G JAEGGI3 | 15607 W LILLI WAY VAN NUYS, CA 91406 | AFLAC | $7 | — | $7 | 0.00% |
| MICHAEL R. FISHER3 Filed as: MICHAEL R FISHER | 3201 WILSHIRE BLVD SUITE 102 SANTA MONICA, CA 90403 | AFLAC | $6 | — | $6 | 0.00% |
| HENRY SAUCEDA3 | 2268 ALPHA CIR LA VERNE, CA 91750 | AFLAC | $5 | — | $5 | 0.00% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL INC | 21250 HAWTHORNE BLVD STE 380 TORRANCE, CA 90503 | AFLAC | $5 | — | $5 | 0.00% |
| MEGHAN MOFFATT LUCAS3 Filed as: MEGHAN M MILLER | 728 MERCER PL HUNTERSVILLE, NC 28078 | AFLAC | $5 | — | $5 | 0.00% |
| SETH JAFFE3 Filed as: SETH L JAFFE | 4127 E MASSACHUSETTS ST LONG BEACH, CA 90814 | AFLAC | $5 | — | $5 | 0.00% |
| DE VITA B MCKENZIE3 | 300 E ESPLANADE DR STE 1220 OXNARD, CA 93036 | AFLAC | $1 | — | $1 | 0.00% |
| DE VITA B MCKENZIE3 | 733 BISHOP ST STE 2530 HONOLULU, HI 96813 | AFLAC | $1 | — | $1 | 0.00% |
| PEGASUS FINANCIAL GROUP, INC.3 | 515 SOUTH FLOWER STREET SUITE 3210 LOS ANGELES, CA 90071 | ANTHEM LIFE INSURANCE COMPANY | $12K | — | $12K | 10.01% |
| PEGASUS FINANCIAL GROUP, INC.3 | 515 SOUTH FLOWER STREET SUITE 3210 LOS ANGELES, CA 90071 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $42K | — | $42K | 71.49% |
| PEGASUS FINANCIAL GROUP, INC.3 | 515 SOUTH FLOWER STREET SUITE 3210 LOS ANGELES, CA 90071 | ARAG INSURANCE COMPANY | $775 | — | $775 | 10.00% |
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 | 921 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 922 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 694 | $3.2M |
| Dental(2 contracts) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 559 | $295K |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 694 | $968K |
| Life insurance(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 921 | $362K |
| Short-term disability | AFLAC | 221 | $174K |
| Long-term disability | ANTHEM LIFE INSURANCE COMPANY | 921 | $125K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 694 | $3.0M |
| Other(3 contracts, 3 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 921 | $370K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 921 | — |
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 compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.