| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | UNITED HEALTHCARE INSURANCE COMPANY | $120K | — | $120K | 2.44% |
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | HEALTH ALLIANCE PLAN | $6K | — | $6K | 1.33% |
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | STANDARD INSURANCE COMPANY | $9K | — | $9K | 3.80% |
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | STANDARD INSURANCE COMPANY | $4K | — | $4K | 2.89% |
| JUDITH PETTIGREW3 | 378 LOCUST ST LAGUNA BEACH, CA 92651 | TRANSAMERICA LIFE INSURANCE COMPANY | $6K | — | $6K | 8.41% |
| LIFESTYLE INSURANCE SVCS INC3 Filed as: LIFESTYLE INS SERVICES INC. | 30270 RANCHO VIEJO RD SUITE B SAN JUAN CAPISTRANO, CA 92675 | TRANSAMERICA LIFE INSURANCE COMPANY | $4K | — | $4K | 5.09% |
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | TRANSAMERICA LIFE INSURANCE COMPANY | $4K | — | $4K | 5.04% |
| JONATHAN ALI HAJIMOMEN3 Filed as: JONATHAN HAJIMOMEN | 1501 ORANGETHORPE, SUITE 108 FULLERTON, CA 92831 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12K | — | $12K | 20.54% |
| SALLY COKER3 | 6511 EAST RENDINA ST LONG BEACH, CA 90815 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8K | — | $8K | 13.40% |
| G SCOTT COOKE3 | 1501 E ORANGETHORPE AVE, SUITE 108 FULLERTON, CA 92831 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 3.74% |
| THOMAS W BOSTON3 Filed as: THOMAS A DANKO | 51110 SHADOW RIDGE DR MACOMB, MI 48042 | CONTINENTAL AMERICAN INSURANCE COMPANY | $705 | — | $705 | 1.24% |
| ANTHONY BUDIMEROVICH3 | 625 EAST BIG BEAVER STE 103 TROY, MI 48083 | CONTINENTAL AMERICAN INSURANCE COMPANY | $280 | — | $280 | 0.49% |
| KENNETH B MCPHERSON3 | 3 ROSELEAF IRVINE, CA 92620 | CONTINENTAL AMERICAN INSURANCE COMPANY | $123 | — | $123 | 0.22% |
| AUBREY M PETTY3 | PO BOX 162996 FORT WORTH, TX 76161 | CONTINENTAL AMERICAN INSURANCE COMPANY | $65 | — | $65 | 0.11% |
| OWEN JOHNSTON3 | 796 N HART STREET ORANGE, CA 92867 | CONTINENTAL AMERICAN INSURANCE COMPANY | $45 | — | $45 | 0.08% |
| KRISTY COLLINS3 | 753 CATALPA RD SAGINAW, TX 76131 | CONTINENTAL AMERICAN INSURANCE COMPANY | $33 | — | $33 | 0.06% |
| STEPHANIE L KESSELRING3 | 3141 ROLLING GREEN CT MILFORD, MI 48380 | CONTINENTAL AMERICAN INSURANCE COMPANY | $22 | — | $22 | 0.04% |
| DALE I DAVIS3 | 15 MACARTHUR PLACE, SUITE 1008 SANTA ANA, CA 92707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $20 | — | $20 | 0.04% |
| HEATHER A DOLLIVER3 | 212 W SILVER LK ROD FENTON, MI 48430 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.02% |
| JEFFREY C WERNER3 | 18096 TRUDY DR SPRING LAKE, MI 49456 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.02% |
| GARY C KLEIN3 | 3211 SAN SEBASTIAN DR CARROLLTON, TX 75006 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| HARVEY EDDIE MCCREARY, JR3 | 273 BELLWOOD DR GARLAND, TX 75040 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| DANIEL G TABELLO3 | 1501 E ORANGETHORPE AVE SUITE 180 FULLERTON, CA 92831 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | VISION SERVICE PLAN | $2K | — | $2K | 2.78% |
| JONATHAN ALI HAJIMOMEN3 Filed as: JONATHAN HAJIMOMEN | 1561 E ORANGETHORPE AVE SUITE 200 FULLERTON, CA 92831 | AFLAC | $2K | — | $2K | 3.44% |
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | AFLAC | $763 | — | $763 | 1.69% |
| JANELLE M ZAMORA3 | 421 WEST BROADWAY APT 4157 LONG BEACH, CA 90802 | AFLAC | $628 | — | $628 | 1.39% |
| JOSEPH L. AGAGON3 Filed as: JOSEPH L AGAGON | 421 WEST BROADWAY, APT 4157 LONG BEACH, CA 90802 | AFLAC | $615 | — | $615 | 1.36% |
| G SCOTT COOKE3 | 2832 NE 17TH AVE WILTON MANORS, FL 33334 | AFLAC | $386 | — | $386 | 0.85% |
| STEVEN R. JOHNSON3 Filed as: STEVEN R JOHNSON | 6167 BRISTOL PKWY SUITE 106 CULVER CITY, CA 90230 | AFLAC | $345 | — | $345 | 0.76% |
| TONYA SKURZYNSKI3 | 2321 EAST 4TH STREET, C535 SANTA ANA, CA 92705 | AFLAC | $188 | — | $188 | 0.42% |
| JANET ZENTMIRE RIGSBY3 Filed as: JANET ZENRMIRE RIGSBY | 801 MELANAE CT LIBERTY, MO 64068 | AFLAC | $161 | — | $161 | 0.36% |
| KEVIN J MARKEL3 | 1501 E ORANGETHORPE AVE STE 180 FULLERTON, CA 92831 | AFLAC | $158 | — | $158 | 0.35% |
| TERRANCE M LUCZAJ3 | 255 E RINCON STREET SUITE 110 CORONA, CA 92879 | AFLAC | $122 | — | $122 | 0.27% |
| JEFFREY DOWD3 Filed as: JEFFREY W DOWD | 412 SERENITY CT TROY, MI 48098 | AFLAC | $112 | — | $112 | 0.25% |
| JULIE BRUINSMA3 Filed as: JULIE A BRUINSMA | 12021 WILSHIRE BLVD #820 LOS ANGELES, CA 90025 | AFLAC | $99 | — | $99 | 0.22% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BLVD SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $93 | — | $93 | 0.21% |
| BRADLEY BAUGHMAN3 Filed as: BRADLEY R BAUGHMAN | 580 FORREST AVE STE 6B PLYMOUTH, MI 48170 | AFLAC | $61 | — | $61 | 0.14% |
| K GRAMLICH INC3 | 455 S SAM BARR DR, STE 205 KEARNEY, MO 64060 | AFLAC | $42 | — | $42 | 0.09% |
| THOMAS DANKO3 | 2030 34 MILE RD BRUCE TWP, MI 48065 | AFLAC | $31 | — | $31 | 0.07% |
| PAUL A SCOTT3 | 2026 N RIVERSIDE AVE STE C240 RIALTO, CA 92377 | AFLAC | $31 | — | $31 | 0.07% |
| SPAZ AND GLAUB ENTERPRISES3 | 2150 ASSOCIATION DRIVE SUITE 150 OKEMOS, MI 48864 | AFLAC | $16 | — | $16 | 0.04% |
| BARRY MCPHERSON INC3 Filed as: BARRY MCPHEARSON INC | 2211 MICHELSON DR, STE 1150 IRVINE, CA 92612 | AFLAC | $9 | — | $9 | 0.02% |
| JOY E GUNDERSON3 Filed as: JOY GUNDERSON | 4531 VALLECITO LN YORBA LINDA, CA 92886 | AFLAC | $9 | — | $9 | 0.02% |
| TOMMY C FLEESON3 Filed as: TOMMY FLEESON | 1300 SHETTER AVE, APT 1041 JACKSONVILLE BEACH, FL 32250 | AFLAC | $9 | — | $9 | 0.02% |
| PHILIP D REIBMAN3 | 9823 BRANCHWATER AVENUE CHARLOTTE, NC 28277 | AFLAC | $6 | — | $6 | 0.01% |
| JEREMY FRYE & ASSOCIATES INC3 | 1508 N CHURCH RD SUITE B LIBERTY, MO 64068 | AFLAC | $6 | — | $6 | 0.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSPEH WILLIS JR | 1431 NE 55TH ST FORT LAUDERDALE, FL 33334 | AFLAC | $5 | — | $5 | 0.01% |
| LARA K GRANDE3 Filed as: LARA GRANDE | 1022 WESTHAVEN BLVD FRANKLIN, TN 37064 | AFLAC | $3 | — | $3 | 0.01% |
| LUCY DIANE BAKER3 Filed as: LUCY BAKER | 1455 N MELROSE DR, APT 109 VISTA, CA 92083 | AFLAC | $3 | — | $3 | 0.01% |
| GARY SCOTT NELLIS3 Filed as: GARY NELLIS | 10607 1/2 WOODBRIDGE ST TOLUCA LAKE, CA 91602 | AFLAC | $2 | — | $2 | 0.00% |
| J MICHAEL BUTLER3 | 1440 A OLD LENIOR ROAD STE A HICKORY, NC 28601 | AFLAC | $1 | — | $1 | 0.00% |
| JOSEPH ZEZZA3 | 9855 N LEWIS AVE KANSAS CITY, MO 64157 | AFLAC | $1 | — | $1 | 0.00% |
| JENNIFER SMITH3 | 319 N MAIN AVE STE 130 SPRINGFIELD, MO 65806 | AFLAC | $1 | — | $1 | 0.00% |
| WESNER ENTERPRISES LLC3 | 1508 N CHURCH RD STE B LIBERTY, MO 64068 | AFLAC | $1 | — | $1 | 0.00% |
| MARK WOOD3 | 315 W HACIENDA DR CORONA, CA 92882 | AFLAC | $1 | — | $1 | 0.00% |
| MICHELLE J HALLER3 Filed as: MICHELLE CALVIN | PO BOX 99 JONESVILLE, MI 49250 | AFLAC | $1 | — | $1 | 0.00% |
| RANDALL D LADNER3 Filed as: RANDALL KIMBLER | PO BOX 302 HESPERIA, MI 49421 | AFLAC | $1 | — | $1 | 0.00% |
| GOLD COAST INS.3 | 6511 E. REDINA ST. LONG BEACH, CA 90815 | MAGELLAN BEHAVIORAL HEALTH | $488 | — | $488 | 5.00% |
| DENNIS W MCVITTIE JR4 Filed as: DENNIS W. MCVITTIE JR | 43749 DORISA CT NORTHVILLE, MI 48167 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $613 | — | $613 | 11.39% |
| LORI ABRAMSON4 | 1055 SHERBROOKE ST COMMERCE TOWNSHIP, MI 48382 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $166 | — | $166 | 3.08% |
| BRANDEN R SAMANIEGO4 Filed as: BRANDEN R. SAMANIEGO | 31860 RUTH LANE HOMELAND, CA 92548 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $163 | — | $163 | 3.03% |
| TODD C. OLSEN4 | 3840 SWEETBRIER ST CASPER, WY 82604 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $88 | — | $88 | 1.64% |
| JANET ZENTMIRE RIGSBY3 | 801 MELANAE CT LIBERTY, MO 64068 | AFLAC | $191 | — | $191 | 5.02% |
| K GRAMLICH INC3 | 7509 NW TIFFANY SPRINGS PKWY 100 KANSAS CITY, MO 64153 | AFLAC | $61 | — | $61 | 1.60% |
| SHIRLEY MISCEVICH3 | 9919 W 56TH TERR MERRIAM, KS 66203 | AFLAC | $29 | — | $29 | 0.76% |
| JEREMY FRYE & ASSOCIATES INC3 | 1508 N CHURCH RD SUITE B LIBERTY, MO 64068 | AFLAC | $10 | — | $10 | 0.26% |
| K GRAMLICH INC3 | 455 S SAM BARR DR, STE 205 KEARNEY, MO 64060 | AFLAC | $6 | — | $6 | 0.16% |
| SHIRLEY MISCEVICH3 | 9919 W 56TH TER MERRIAM, KS 66203 | AFLAC | $3 | — | $3 | 0.08% |
| CONSTANCE I LAGER3 | 5109 NE 55TH TERRACE KANSAS CITY, MO 64119 | AFLAC | $1 | — | $1 | 0.03% |
| JENNIFER SMITH3 Filed as: JENNIFER L SMITH | 319 N MAIN AVE, STE 130 SPRINGFIELD, MO 65806 | AFLAC | $1 | — | $1 | 0.03% |
| WESNER ENTERPRISES LLC3 | 1508 N CHURCH RD STE B LIBERTY, MO 64068 | AFLAC | $1 | — | $1 | 0.03% |
| JONATHAN ALI HAJIMOMEN3 Filed as: JONATHAN HAJIMOMEN | 1561 EAST ORANGETHORPE AVE SUITE 200 FULLERTON, CA 92831 | AFLAC | $92 | — | $92 | 2.57% |
| CHRISTOPHER JAMES CORROW3 Filed as: CHRISTOPHER CORROW | 2796 ASHLEIGH LANE ALPHARETTA, GA 30004 | AFLAC | $56 | — | $56 | 1.56% |
| MICHAEL AISSEN3 | 920 HOLCOMB BRIDGE RD SUITE 200 ROSWELL, GA 30076 | AFLAC | $32 | — | $32 | 0.89% |
| SAMANTHA LYNN WINNINGHAM3 Filed as: SAMANTHA WINNINGHAM | 3134 HUNT RD ACWORTH, GA 30102 | AFLAC | $23 | — | $23 | 0.64% |
| SALLY COKER3 | 6511 EAST RENDINA ST LONG BEACH, CA 90815 | AFLAC | $22 | — | $22 | 0.61% |
| SCOTT A SMITH3 | 5300 OAKBROOK PKWY BLDG 300 STE 350 NORCROSS, GA 30093 | AFLAC | $7 | — | $7 | 0.20% |
| JAMES D DUDLEY3 Filed as: JAMES DUDLEY | 1355 LYNNFIELD RD STE 259 MEMPHIS, TN 38119 | AFLAC | $1 | — | $1 | 0.03% |
| STEVEN VORDERLANDWEHR3 | 1242 HADAWAY TRL LAWRENCEVILLE, GA 30043 | AFLAC | $1 | — | $1 | 0.03% |
| LEE RYAN MCGRAW3 Filed as: LEE MCGRAW | 1170 MANN RD DOUGLASVILLE, GA 30134 | AFLAC | $1 | — | $1 | 0.03% |
| TOMMY C FLEESON3 Filed as: TOMMY FLEESON | 1300 SHETTER AVE, APT 1041 JACKSONVILLE BEACH, FL 32250 | AFLAC | $1 | — | $1 | 0.03% |
| JOSHUA K HOPPE3 Filed as: JOSHUA HOPPE | 580 WHITE PLAINS RD STE 115 TARRYTOWN, NY 10591 | AFLAC | $1 | — | $1 | 0.03% |
| JONATHAN ALI HAJIMOMEN3 | 1561 E ORANGETHORPE AVENUE SUITE 200 FULLERTON, CA 92831 | AFLAC | $102 | — | $102 | 4.63% |
| TONYA SKURZYNSKI3 | 2321 EAST 4TH STREET C535 SANTA ANA, CA 92705 | AFLAC | $77 | — | $77 | 3.50% |
| G SCOTT COOKE3 | 2832 NE 17TH AVE WILTON MANORS, FL 33334 | AFLAC | $34 | — | $34 | 1.54% |
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | AFLAC | $23 | — | $23 | 1.04% |
| JANELLE M ZAMORA3 Filed as: JANELLE ZAMORA | 421 W BROADWAY APT 4157 LONG BEACH, CA 90802 | AFLAC | $11 | — | $11 | 0.50% |
| JOSPEH AGAGON3 | 421 W BROADWAY LONG BEACH, CA 90802 | AFLAC | $7 | — | $7 | 0.32% |
| TERRANCE M LUCZAJ3 | 255 E RINCON STREET SUITE 110 CORONA, CA 92879 | AFLAC | $5 | — | $5 | 0.23% |
| STEVEN R. JOHNSON3 Filed as: STEVEN JOHNSON | 6167 BRISTOL PKWY, STE 106 CULVER CITY, CA 90230 | AFLAC | $4 | — | $4 | 0.18% |
| JOSEPH A BUZZELLO3 Filed as: JOSEPH BUZZELLO | 9018 BALBOA BLVD STE 254 NORTHRIDGE, CA 91325 | AFLAC | $1 | — | $1 | 0.05% |
| TOMMY C FLEESON3 Filed as: TOMMY FLEESON | 1300 SHETTER AVE, APT 1041 JACKSONVILLE BEACH, FL 32250 | AFLAC | $1 | — | $1 | 0.05% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH WILLIS JR | 1431 NE 55TH ST FORT LAUDERDALE, FL 33334 | AFLAC | $1 | — | $1 | 0.05% |
| GARY SCOTT NELLIS3 Filed as: GARY NELLIS | 10607 1/2 WOODBRIDGE ST TOLUCA LAKE, CA 91602 | AFLAC | $1 | — | $1 | 0.05% |
| DENNIS W MCVITTIE JR4 Filed as: DENNIS W. MCVITTIE JR. | 43749 DORISA CT NORTHVILLE, MI 48167 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $92 | — | $92 | 9.39% |
| LORI ABRAMSON4 | 1055 SHERBROOKE ST. COMMERCE TOWNSHIP, MI 48382 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $50 | — | $50 | 5.10% |
| TODD C. OLSEN4 | 3840 SWEETBRIER ST CASPER, WY 82604 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $18 | — | $18 | 1.84% |
| SHARLA T. PATRICK4 | 214 KEOWEE CT SUMMERVILLE, SC 29486 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $13 | — | $13 | 1.33% |
| CHARLES N. LLOYD4 | 9107 TANDOM DR FORT WASHINGTON, MD 20744 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $11 | — | $11 | 1.12% |
| ROSETTA L. HADDON4 | 3424 OAKMAN BLVD DETROIT, MI 48204 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $5 | — | $5 | 0.51% |
| HEATHER PINARD4 | 33526 MELTON ST WESTLAND, MI 48186 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $3 | — | $3 | 0.31% |
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 | 339 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 345 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 911 | $5.5M |
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 911 | $4.9M |
| Vision | VISION SERVICE PLAN | 375 | $55K |
| Life insurance | STANDARD INSURANCE COMPANY | 461 | $146K |
| Short-term disability | STANDARD INSURANCE COMPANY | 401 | $224K |
| Long-term disability | STANDARD INSURANCE COMPANY | 401 | $224K |
| Prescription drug(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 911 | $5.4M |
| Other(8 contracts, 4 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 346 | $147K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 911 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.