| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LIS INSURANCE SOLUTIONS3 | 734 SILVER SPUR ROAD, SUITE 201 ROLLING HILLS ESTATES, CA 90274 | HEALTH NET | $29K | — | $29K | 4.78% |
| S AND K FINANCIAL AND INS. SVC. INC3 Filed as: S AND K FINANCIAL AND INS. SERVICES | 734 SILVER SPUR ROAD, SUITE 201 ROLLING HILLS ESTATES, CA 90274 | KAISER FOUNDATION HEALTH PLAN INC | $19K | — | $19K | 4.20% |
| S AND K FINANCIAL AND INS. SVC. INC3 Filed as: S AND K FINANCIAL AND INS. SERVICES | 734 SILVER SPUR ROAD, SUITE 201 ROLLING HILLS ESTATES, CA 90274 | DELTA DENTAL OF CALIFORNIA | $5K | — | $5K | 4.15% |
| HANS ERIC ANDERSON3 | 6808 SAINT ESTABAN STREET TUJUNGA, CA 91042 | AFLAC | $3K | $55 | $3K | 6.97% |
| JOSEPH A BUZZELLO3 Filed as: JOSEPH A. BUZZELLO AND OTHER AGENTS | 9018 BALBOA BOULEVARD, SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $1K | $19 | $1K | 2.89% |
| CARLOS E. GARCIA3 | 1034 NORTH KINGSLEY DRIVE APT. 11 LOS ANGELES, CA 90029 | AFLAC | $908 | — | $908 | 2.46% |
| MARSHALL CHARLES MCDONALD3 | 415 DAVIDSON GATEWAY DRIVE APARTMENT 7 DAVIDSON, NC 28036 | AFLAC | $450 | — | $450 | 1.22% |
| LAURENCE H. TAYLOR3 | 1892 LAKE SHORE AVENUE LOS ANGELES, CA 90026 | AFLAC | $279 | — | $279 | 0.76% |
| CONNIE H. SALAZAR3 | 4952 SOUTH CALDERON MESA, AZ 85212 | AFLAC | $250 | — | $250 | 0.68% |
| DANIEL E ELLIS3 Filed as: DANIEL E. ELLILS | 317 MARKET STREET ROCKFORD, IL 61107 | AFLAC | $226 | — | $226 | 0.61% |
| S AND K FINANCIAL AND INS. SVC. INC3 | 734 SILVER SPUR ROAD, SUITE 201 ROLLING HILLS ESTATES, CA 90274 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| LIS INSURANCE SOLUTIONS3 | 734 SILVER SPUR ROAD, SUITE 201 ROLLING HILLS ESTATES, CA 90274 | MESVISION | $1K | — | $1K | 7.29% |
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 | 165 | 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) | 165 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH NET | 96 | $1.1M |
| Dental | DELTA DENTAL OF CALIFORNIA | 259 | $122K |
| Vision | MESVISION | 154 | $16K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 165 | $20K |
| Prescription drug(2 contracts, 2 carriers) | HEALTH NET | 96 | $1.1M |
| Other(3 contracts, 3 carriers) | AFLAC | 165 | $57K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 259 | — |
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.