| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COMPLIANCE SERVICES AGENCY3 Filed as: S & K COMPLIANCE CHECK, L.P. | 734 SILVER SPUR ROAD, SUITE 201 ROLLING HILLS ESTATES, CA 90274 | KAISER FOUNDATION HEALTH PLAN INC | $33K | $0 | $33K | 4.19% |
| LIS INSURANCE SOLUTIONS3 | 734 SILVER SPUR ROAD, SUITE 201 ROLLING HILLS ESTATE, CA 90274 | HEALTH NET | $29K | $0 | $29K | 4.96% |
| S & K FINANCIAL AND INSURANCE3 | 734 SILVER SPUR ROAD, SUITE 201 ROLLING HILLS ESTATES, CA 90274 | DELTA DENTAL OF CALIFORNIA | $5K | $0 | $5K | 5.00% |
| CAMERON J BELL3 Filed as: CAMERON J. BELL | 2390 CRENSHAW BOULEVARD, SUITE 307 TORRANCE, CA 90501 | AFLAC | $2K | $87 | $2K | 6.82% |
| HANS ERIC ANDERSON3 | 6808 SAINT ESTABAN STREET TUJUNGA, CA 91042 | AFLAC | $599 | $0 | $599 | 2.53% |
| STEVE CRAIG GOLDSTEIN3 Filed as: STEVE C. GOLDSTEIN AND OTHER AGENTS | 6255 VENTURE CANYON AVENUE VAN NUYS, CA 91401 | AFLAC | $447 | $0 | $447 | 1.89% |
| S & K FINANCIAL AND INSURANCE3 | 734 SILVER SPUR ROAD, SUITE 201 ROLLING HILLS ESTATES, CA 90274 | AFLAC | $204 | $0 | $204 | 0.86% |
| TALHA ZAQUIR RAHMAN3 | 10973 PRESCOTT DRIVE FRISCO, TX 75033 | AFLAC | $134 | $0 | $134 | 0.57% |
| DAVID HERNANDEZ3 | 2239 WEST 190TH STREET TORRANCE, CA 90504 | AFLAC | $113 | $20 | $133 | 0.56% |
| MARSHALL CHARLES MCDONALD3 | 17031 SUMMERS WALK BOULEVARD DAVIDSON, NC 28036 | AFLAC | $127 | $0 | $127 | 0.54% |
| COMPLIANCE SERVICES AGENCY3 Filed as: S & K COMPLIANCE CHECK, L.P. | 734 SILVER SPUR ROAD, SUITE 201 ROLLING HILLS ESTATES, CA 90274 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 10.00% |
| USI INSURANCE SERVICES LLC3 | UNKNOWN SAN PEDRO, CA 90731 | MESVISION | $1K | $0 | $1K | 7.50% |
| HANS ERIC ANDERSON3 Filed as: HANS ANDERSON | 320 HOLSTEAD, SUITE 170 PASADENA, CA 91107 | CONTINENTAL AMERICAN INSURANCE COMPANY | $29 | $0 | $29 | 2.18% |
| STEVEN GOLDSTEIN3 | 6255 VENTURA CANYON VALLEY GLEN, CA 91401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $18 | $0 | $18 | 1.35% |
| KHACHATOUR MANOUKIAN3 | 928 NORTH VERDUGO ROAD GLENDALE, CA 91206 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16 | $0 | $16 | 1.20% |
| MICHAEL R. FISHER3 | 1540 SOUTH FAIRFAX AVENUE, SUITE 8 LOS ANGELES, CA 90019 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | $0 | $9 | 0.68% |
| MARSHALL MCDONALD3 | 415 DAVIDSON GATEWAY DRIVE SUITE 7 DAVIDSON, NC 28036 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | $0 | $7 | 0.53% |
| KEVIN MICHAEL NAGLE3 Filed as: KEVIN M. NAGLE AND OTHER AGENTS | 1048 14TH STREET, SUITE 101 SANTA MONICA, CA 90403 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | $0 | $6 | 0.45% |
| MARGARET B. VAIL3 | 320 NORTH HALSTEAD PASADENA, CA 91107 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | $0 | $4 | 0.30% |
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 | 149 | 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) | 150 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 106 | $1.4M |
| Dental | DELTA DENTAL OF CALIFORNIA | 201 | $107K |
| Vision | MESVISION | 130 | $15K |
| Life insurance(2 contracts, 2 carriers) | AFLAC | 146 | $43K |
| Short-term disability | AFLAC | 41 | $24K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 106 | $1.4M |
| Other(3 contracts, 3 carriers) | AFLAC | 146 | $45K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 201 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.