| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BB&H BENEFIT DESIGNS3 | 109 E VICTORIA STREET SANTA BARBARA, CA 93101 | AETNA HEALTH, INC | $34K | — | $34K | 4.05% |
| BB&H BENEFIT DESIGNS3 | 109 E VICTORIA STREET SANTA BARBARA, CA 93101 | AETNA LIFE INSURANCE CO. | $7K | — | $7K | 4.17% |
| BB&H BENEFIT DESIGNS3 | 109 E VICTORIA STREET SANTA BARBARA, CA 93101 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $5K | — | $5K | 6.95% |
| CLEMENCIA SALAMATAMOLI3 | 5620 YOLANDA AVE #210 TARZANA, CA 91356 | AFLAC | $1K | $162 | $1K | 5.20% |
| BB&H BENEFIT DESIGNS3 | 109 E VICTORIA STREET SANTA BARBARA, CA 93101 | AFLAC | $639 | — | $639 | 2.22% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BLVD STE 700 SHERMAN OAKS, CA 91344 | AFLAC | $527 | $32 | $559 | 1.94% |
| PAUL GALLEGOS3 | 10519 SHOSHONE AVE GRANADA HILLS, CA 91344 | AFLAC | $447 | $32 | $479 | 1.66% |
| STEVEN MICHAEL SOLOMON3 | 5805 SEPULVEDA BLVD STE 740 SHERMAN OAKS, CA 91411 | AFLAC | $224 | — | $224 | 0.78% |
| GROSSLIGHT INSURANCE INC.3 Filed as: GROSSLIGHT INS. INC. | 1333 WESTWOOD BLVD LOS ANGELES, CA 90024 | AFLAC | $171 | — | $171 | 0.59% |
| ANNETTE L. BURNS3 Filed as: ANNETTE L BURNS | 28303 BRYCE DR. CASTAIC, CA 91384 | AFLAC | $171 | — | $171 | 0.59% |
| RICHARD J KUNZ3 | 601 MONTGOMERY ST STE 1475 SAN FRANCISCO, CA 94111 | AFLAC | $138 | — | $138 | 0.48% |
| GEOFFREY MALAIS3 | 16800 DEVONSHIRE ST STE 220 GRANADA HILLS, CA 91344 | AFLAC | $79 | — | $79 | 0.27% |
| SUSAN GIFFORD-BLUMERT3 Filed as: SUSAN GIFFORD BLUMERT | 2935 KILAINE DR SIMI VALLEY, CA 93063 | AFLAC | $72 | — | $72 | 0.25% |
| ADAM H MICHAELS3 | 2922 CORDA LN LOS ANGELES, CA 90049 | AFLAC | $70 | — | $70 | 0.24% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BLVD STE 254 NORTHRIDGE, CA 91325 | AFLAC | $68 | — | $68 | 0.24% |
| ALL FOUR SEASONS INC.3 | 1464 MADERA ROAD N-228 SIMI VALLEY, CA 93065 | AFLAC | $66 | — | $66 | 0.23% |
| MICHAEL S NOLAN3 | 1445 E LOS ANGELES AVE STE 208 SIMI VALLEY, CA 93065 | AFLAC | $54 | — | $54 | 0.19% |
| JANELLE M ZAMORA3 | 421 W BROADWAY APT. 4157 LONG BEACH, CA 90802 | AFLAC | $51 | — | $51 | 0.18% |
| DAWN A CHRISTENSEN3 | 24516 APPLE STREET NEWHALL, CA 91321 | AFLAC | $48 | — | $48 | 0.17% |
| THEODORE G PETIT3 | 4640 ADMIRALTY WAY STE 500 MARINA DEL REY, CA 90292 | AFLAC | $33 | — | $33 | 0.11% |
| BRIAN G JAEGGI3 | 15607 W LILLI WAY VAN NUYS, CA 91406 | AFLAC | $27 | — | $27 | 0.09% |
| BRADLEY IAN WITT3 | 1621 RIDGEWOOD DRIVE CAMARILLO, CA 93012 | AFLAC | $26 | — | $26 | 0.09% |
| MARTIN B KLINE3 | 17062 TULSA ST GRANADA HILLS, CA 91344 | AFLAC | $20 | — | $20 | 0.07% |
| CHRISTOPHER HAGER3 | 8021 TRUXTON AVE LOS ANGELES, CA 90046 | AFLAC | $17 | — | $17 | 0.06% |
| JUANITA BURKS & ASSOCIATES3 | 6100 CENTER DR STE 670 LOS ANGELES, CA 90045 | AFLAC | $12 | — | $12 | 0.04% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BLVD STE 254 NORTHRIDGE, CA 91325 | AFLAC | $12 | — | $12 | 0.04% |
| D BREDESON INSURANCE SERVICES INC3 Filed as: D BREDESON INSURANCE SERVICES | 19043 META RD CORNELIUS, NC 28031 | AFLAC | $6 | — | $6 | 0.02% |
| ARACELI BARAJAS3 | 847 WILEMAN ST FILLMORE, CA 93015 | AFLAC | $5 | — | $5 | 0.02% |
| MICHAEL C WALKER3 Filed as: MICHAEL A STACHOWIAK | 321 N CLARK ST STE 625 CHICAGO, IL 60654 | AFLAC | $3 | — | $3 | 0.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H WILLIS JR. | 11431 NE 55TH ST FORT LAUDERDALE, FL 33334 | AFLAC | $3 | — | $3 | 0.01% |
| ALLISON FARRIS WENDELBERGER3 | 207 SANTA FE DR WALNUT CREEK, CA 94598 | AFLAC | $3 | — | $3 | 0.01% |
| JOSEPH A NASCA3 | 28081 W MAPLE AVE BARRINGTON, IL 60010 | AFLAC | $2 | — | $2 | 0.01% |
| DUANE FRY3 Filed as: DUANE ANDREW FRYE | 641 HIGUERA ST STE 300 SAN LUIS OBISPO, CA 93401 | AFLAC | $2 | — | $2 | 0.01% |
| SIERRA N KIRSHY3 | 348 DIAMOND OAKS RD ROSEVILLE, CA 95678 | AFLAC | $2 | — | $2 | 0.01% |
| OLENA K SHEA3 | 3 MITCHELL PLACE UNIT 18C NEW YORK, NY 10017 | AFLAC | $1 | — | $1 | 0.00% |
| LARA K GRANDE3 | 1022 WESTHAVEN BLVD FRANKLIN, TN 37064 | AFLAC | $1 | — | $1 | 0.00% |
| BB&H BENEFIT DESIGNS3 | 109 E VICTORIA STREET SANTA BARBARA, CA 93101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| BB&H BENEFIT DESIGNS3 | 109 EAST VICTORIA STREET SANTA BARBARA, CA 93101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $943 | — | $943 | 10.00% |
| BB&H BENEFIT DESIGNS3 | 109 E VICTORIA STREET SANTA BARBARA, CA 93101 | UNITED OF OMAHA LIFE INSURUANCE COMPANY | $471 | — | $471 | 10.00% |
| BB&H BENEFIT DESIGNS3 | 109 E VICTORIA STREET SANTA BARBARA, CA 93101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $193 | — | $193 | 9.99% |
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 | 144 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 147 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 15 | $167K |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 106 | $66K |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 106 | $66K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 144 | $22K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 31 | $9K |
| Other(4 contracts, 3 carriers) | AFLAC | 144 | $52K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 189 | — |
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.