| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BB&H BENEFIT DESIGNS3 Filed as: BB AND H BENEFIT DESIGNS | 109 EAST VICTORIA STREET SANTA BARBARA, CA 93101 | AETNA HEALTH, INC. | $22K | $0 | $22K | 2.62% |
| USI INSURANCE SERVICES LLC3 | 1000 BURNETT AVENUE, SUITE 330 CONCORD, CA 94520 | AETNA HEALTH, INC. | $12K | $0 | $12K | 1.35% |
| BB&H BENEFIT DESIGNS3 Filed as: BB AND H BENEFIT DESIGNS | 109 EAST VICTORIA STREET SANTA BARBARA, CA 93101 | AETNA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 2.58% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES8 LLC | 1000 BURNETT AVENUE, SUITE 330 CONCORD, CA 94520 | AETNA LIFE INSURANCE COMPANY | $2K | $83 | $2K | 1.39% |
| BB&H BENEFIT DESIGNS3 Filed as: BB AND H BENEFIT DESIGNS | 801 GARDEN STREET, SUITE 301 SANTA BARBARA, CA 93101 | BLUE CROSS OF CALIFORNIA | $3K | $0 | $3K | 4.51% |
| USI INSURANCE SERVICES LLC3 | 200 WEST CYPRESS CREEK ROAD SUITE 500 FORT LAUDERDALE, FL 33309 | BLUE CROSS OF CALIFORNIA | $2K | $0 | $2K | 2.31% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $2K | $3K | 8.72% |
| BB&H BENEFIT DESIGNS3 Filed as: BB AND H BENEFIT DESIGNS | 109 EAST VICTORIA STREET SANTA BARBARA, CA 93101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 5.85% |
| CLEMENCIA SALAMATAMOLI3 | 5620 YOLANDA AVENUE, SUITE 210 TARZANA, CA 91356 | AFLAC | $1K | $63 | $2K | 5.92% |
| GROSSLIGHT INSURANCE INC.3 Filed as: GROSSLIGHT INS INC AND OTHER AGENTS | 1333 WESTWOOD BOULEVARD LOS ANGELES, CA 90024 | AFLAC | $860 | $0 | $860 | 3.36% |
| BB&H BENEFIT DESIGNS3 Filed as: BB AND H BENEFIT DESIGNS | 109 EAST VICTORIA STREET SANTA BARBARA, CA 93101 | AFLAC | $820 | $0 | $820 | 3.21% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BOULEVARD, SUITE 700 SUITE 740 SHERMAN OAKS, CA 91411 | AFLAC | $539 | $13 | $552 | 2.16% |
| PAUL GALLEGOS3 | 10519 SHOSHONE AVENUE GRANADA HILLS, CA 91344 | AFLAC | $495 | $13 | $508 | 1.99% |
| ANNETTE L. BURNS3 | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $166 | $0 | $166 | 0.65% |
| STEVEN MICHAEL SOLOMON3 | 5805 SEPULVEDA BOULEVARD, SUITE 740 SHERMAN OAKS, CA 91411 | AFLAC | $134 | $0 | $134 | 0.52% |
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) | AETNA HEALTH, INC. | 185 | $1.0M |
| Dental(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 191 | $98K |
| Vision(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 191 | $98K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 149 | $61K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 149 | $35K |
| Prescription drug(2 contracts, 2 carriers) | AETNA HEALTH, INC. | 185 | $1.0M |
| Other(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 149 | $61K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 191 | — |
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.