| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| S AND K FINANCIAL AND INS. SVC. INC3 | 734 SILVER SPUR ROAD, SUITE 201 ROLLING HILLS ESTATES, CA 90274 | KAISER HEALTH PLAN INC | $32K | $0 | $32K | 4.22% |
| LIS INSURANCE SOLUTIONS3 | 734 SILVER SPUR ROAD, SUITE 201 ROLLING HILLS ESTATE, CA 90274 | HEALTH NET | $36K | $0 | $36K | 4.93% |
| S AND K FINANCIAL AND INS. SVC. INC3 | 734 SILVER SPUR ROAD, SUITE 201 ROLLING HILLS ESTATES, CA 90274 | DELTA DENTAL OF CALIFORNIA | $6K | $0 | $6K | 5.00% |
| CONNIE H. SALAZAR3 Filed as: CONNIE H. SALAZAR AND OTHER AGENTS | 4952 SOUTH CALDERON MESA, AZ 85212 | AFLAC | $2K | $66 | $2K | 4.79% |
| HANS ERIC ANDERSON3 | 6808 SAINT ESTABAN STREET TUJUNGA, CA 91042 | AFLAC | $2K | $22 | $2K | 4.31% |
| CAMERON J BELL3 Filed as: CAMERON J. BELL | 2390 CRENSHAW BOULEVARD, SUITE 307 TORRANCE, CA 90501 | AFLAC | $1K | $0 | $1K | 3.01% |
| STEVE CRAIG GOLDSTEIN3 | 1 SOUTH FAIR OAKS AVENUE, SUITE 200 PASADENA, CA 91105 | AFLAC | $431 | $15 | $446 | 1.11% |
| MARSHAL CHARLES MCDONALD3 | 415 DAVIDSON GATEWAY DRIVE APARTMENT 7 DAVIDSON, NC 28036 | AFLAC | $374 | $0 | $374 | 0.93% |
| STEVE CRAIG GOLDSTEIN3 | 6255 VENTURA CANYON AVENUE VAN NUYS, CA 91401 | AFLAC | $364 | $0 | $364 | 0.91% |
| LAURENCE H. TAYLOR3 | 1892 LAKE SHORE AVENUE LOS ANGELES, CA 90026 | AFLAC | $304 | $0 | $304 | 0.76% |
| 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 | $0 | $2K | 10.00% |
| LIS INSURANCE SOLUTIONS3 | UNKNOWN SAN PEDRO, CA 90731 | MESVISION | $1K | $0 | $1K | 7.82% |
| HANS ERIC ANDERSON3 Filed as: HANS ANDERSON | 320 HOLSTEAD, SUITE 170 PASADENA, CA 91107 | CONTINENTAL AMERICAN INSURANCE COMPANY | $761 | $0 | $761 | 5.31% |
| MARSHAL CHARLES MCDONALD3 | 415 DAVIDSON GATEWAY DRIVE APARTMENT 7 DAVIDSON, NC 28036 | CONTINENTAL AMERICAN INSURANCE COMPANY | $171 | $0 | $171 | 1.19% |
| KHACHATOUR MANOUKIAN3 | 928 NORTH VERDUGO ROAD GLENDALE, CA 91206 | CONTINENTAL AMERICAN INSURANCE COMPANY | $134 | $0 | $134 | 0.94% |
| TODD V MASON3 Filed as: TODD V. MASON | 110 PINE AVENUE, SUITE 3710 LONG BEACH, CA 90802 | CONTINENTAL AMERICAN INSURANCE COMPANY | $101 | $0 | $101 | 0.71% |
| MARTHA F GARCIA3 Filed as: MARTHA F. GARCIA | 4067 HARDWICK STREET, SUITE 289 LAKEWOOD, CA 90712 | CONTINENTAL AMERICAN INSURANCE COMPANY | $49 | $0 | $49 | 0.34% |
| JOANNA G MATHERLY3 Filed as: JOANNA G. PEOPLE | 2000 GLEN ECHO ROAD, SUITE 204 NASHVILLE, TN 37215 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19 | $0 | $19 | 0.13% |
| MARGARET B. VAIL3 | 320 NORTH HALSTEAD PASADENA, CA 91107 | CONTINENTAL AMERICAN INSURANCE COMPANY | $15 | $0 | $15 | 0.10% |
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 | 158 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 18 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 176 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER HEALTH PLAN INC | 138 | $1.5M |
| Dental | DELTA DENTAL OF CALIFORNIA | 266 | $129K |
| Vision | MESVISION | 166 | $17K |
| Life insurance(2 contracts, 2 carriers) | AFLAC | 187 | $60K |
| Short-term disability | AFLAC | 54 | $40K |
| Prescription drug(2 contracts, 2 carriers) | KAISER HEALTH PLAN INC | 138 | $1.5M |
| Other(3 contracts, 3 carriers) | AFLAC | 187 | $75K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 266 | — |
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.