| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENEFITS AMERICA INSURANCE SERVICES3 | 6320 CANOGA AVE SUITE 1200 WOODLAND HILLS, CA 91367 | KAISER PERMANENTE | $20K | $1 | $20K | 3.92% |
| JOHN M. GILMOUR, INC.3 | 300 WEST GLENOAKS BLVD SUITE 301 GLEDALE, CA 91202 | HEALTH NET | $18K | $0 | $18K | 5.00% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 300 WEST GLENOAKS BLVD SUITE 1301 GLENDALE, CA 91202 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | $663 | $7K | 16.61% |
| SABINA CAMPAGNA3 | 5805 SEPULVEDA BLVD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $7K | $299 | $7K | 29.03% |
| ROASARIO VELLEGAS3 | 5805 SEPULVEDA BLVD SUITE 700 SHERMAN OAKS, CA 91411 | AFLAC | $1K | $146 | $1K | 5.81% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BLVD SUITE 740 SHERMAN OAKS, CA 91411 | AFLAC | $1K | $147 | $1K | 5.47% |
| SVETLANA MAGILNER3 | 19860 W DIXIE HWY APT 1301 AVENTURA, FL 33180 | AFLAC | $1K | $105 | $1K | 5.34% |
| DAVID ALONSO SOLIX3 | 17035 CANTLAY ST VAN NUYS, CA 91406 | AFLAC | $813 | $110 | $923 | 3.74% |
| RUBEN ROSA3 | 5307 SEPULVEDA BLVD APT 118 SHERMAN OAKS, CA 91411 | AFLAC | $270 | $0 | $270 | 1.10% |
| CHRIS MATTHEW PORTEOUS3 | 15323 WEDDINGTON ST APT 304 SHERMAN OAKS, CA 91411 | AFLAC | $23 | $0 | $23 | 0.09% |
| ABRAMS MARKETING INC3 Filed as: ABRAMS MARKETING, INC. | 9538 W PICO LOS ANGELES, CA 90035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1 | $2K | 7.92% |
| MATTHEW ALEXANDER THOMAS3 | 1862 EAST CYRENE DRIVE CARSON, CA 90746 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $354 | $0 | $354 | 1.79% |
| TERI ROLLIN3 | C/O TERI ROLIN OAK PARK, CA 91377 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $215 | $0 | $215 | 1.09% |
| TAMARA DENISE CHEZICK3 | 10020 MASON CHATSWORTH, CA 91311 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | $0 | $68 | 0.34% |
| CHARLOTTE MARTINEZ3 Filed as: CHARLOTTE ANNE MARTINEZ | 4424 COLDWATER CANYON STUDIO CITY, CA 91604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.08% |
| HOLLER & ASSOCIATES INCORPORATED3 Filed as: HOLLER & ASSOCIATES INC. | 11412 ROBBIA DRIVE LAS VEGAS, NV 89138 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.03% |
| JOHN M. GILMOUR, INC.3 | 300 WEST GLENOAKS BLVD SUITE 301 GLEDALE, CA 91202 | SAFEGUARD HEALTH PLANS, INC. | $1K | $0 | $1K | 10.07% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 1800 QUAIL ST 110 NEWPORT BEACH, CA 92660 | EYEMED VISION CARE | $322 | $0 | $322 | 10.14% |
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 | 120 | 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) | 121 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER PERMANENTE | 47 | $856K |
| Dental | SAFEGUARD HEALTH PLANS, INC. | 43 | $12K |
| Vision | EYEMED VISION CARE | 35 | $3K |
| Life insurance(3 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 122 | $86K |
| Short-term disability(2 contracts, 2 carriers) | AFLAC | 40 | $44K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 122 | $41K |
| Prescription drug(2 contracts, 2 carriers) | KAISER PERMANENTE | 47 | $856K |
| Other(2 contracts, 2 carriers) | AFLAC | 40 | $44K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 122 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.