| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STANTON HUNTON3 Filed as: STANTON CHARLES HUNTON III | 2516 VIA TEJON STE 310 PALOS VERDES ESTATES, CA 90274 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 0.91% |
| HUNTON,STANTON3 Filed as: HUNTON STANTON C | 2516 VIA TEJON STE 310 PALOS VERDES PENINS, CA 90274 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 10.09% |
| CLAUDIA P BABA3 | PO BOX 4831 ORANGE, CA 92863 | AFLAC | $2K | $120 | $2K | 8.83% |
| STANTON HUNTON3 Filed as: STANTON C HUNTON | 2516 VIA TEJON STE 307 PALOS VERDES ESTATES, CA 90274 | AFLAC | $825 | — | $825 | 4.30% |
| JASON DAVIS INSURANCE SERVICES INC3 | 8260 E ELLERFORD ST LONG BEACH, CA 90808 | AFLAC | $627 | $24 | $651 | 3.40% |
| NICHOLAS K. GREEN3 Filed as: NICHOLAS K GREEN | 4195 N VIKING WAY STE 120 LONG BEACH, CA 90808 | AFLAC | $267 | — | $267 | 1.39% |
| CASSANDRA GREEN3 | 4341 MARION AVE CYPRESS, CA 90630 | AFLAC | $121 | $24 | $145 | 0.76% |
| BETTY MURDOCK3 | 7216 TESSERA PKWY LAGO VISTA, TX 78645 | AFLAC | $130 | — | $130 | 0.68% |
| MOLOKAI MYLES HAND3 | 3309 WOLFE CT PLANO, TX 75025 | AFLAC | $116 | — | $116 | 0.61% |
| MOISES VILLALOBOS3 | 6122 WOODLAWN AVE MAYWOOD, CA 90270 | AFLAC | $106 | — | $106 | 0.55% |
| KATHLEEN S HANSON3 | 5460 E EL PARQUE ST LONG BEACH, CA 90815 | AFLAC | $70 | — | $70 | 0.37% |
| STEPHANIE A REYNOSO3 | 21 CERVANTES NEWPORT BEACH, CA 92660 | AFLAC | $34 | — | $34 | 0.18% |
| JASON N DOIG3 | 1260 W ADAMS BLVD LOS ANGELES, CA 90007 | AFLAC | $30 | — | $30 | 0.16% |
| COLLEEN M KIRKLAND3 | 1270 HOPEWELL CRST ALPHARETTA, GA 30004 | AFLAC | $19 | — | $19 | 0.10% |
| TODD V MASON3 | 6164 LAWRENCE ST CYPRESS, CA 90630 | AFLAC | $18 | — | $18 | 0.09% |
| MIRIAM F HUNGERFORD3 | 33622 HOLTZ HILL RD DANA POINT, CA 92629 | AFLAC | $16 | — | $16 | 0.08% |
| JAIME A MAYORGA3 | 252 BORREGO IRVINE, CA 92618 | AFLAC | $14 | — | $14 | 0.07% |
| JOANNA G MATHERLY3 | 2000 GLEN ECHO RD STE 204 NASHVILLE, TN 37215 | AFLAC | $8 | — | $8 | 0.04% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BLVD STE 254 NORTHRIDGE, CA 91325 | AFLAC | $7 | — | $7 | 0.04% |
| DEBORAH E BALLESTEROS3 | 1103 KILSON DR SANTA ANA, CA 92701 | AFLAC | $6 | — | $6 | 0.03% |
| BARRY MCPHERSON INC3 | 2211 MICHELSON DR STE 1150 IRVINE, CA 92612 | AFLAC | $1 | — | $1 | 0.01% |
| DALE I DAVIS3 | 5892 CEDARCREEK LN LEXINGTON, KY 40515 | AFLAC | $1 | — | $1 | 0.01% |
| OWEN JOHNSTON3 | 796 N HART ST ORANGE, CA 92867 | AFLAC | $1 | — | $1 | 0.01% |
| CLAUDIA P BABA3 | PO BOX 4831 ORANGE, CA 92863 | AFLAC | $1K | $163 | $1K | 7.11% |
| STANTON HUNTON3 Filed as: STANTON C HUNTON | 2516 VIA TEJON STE 307 PALOS VERDES ESTATES, CA 90274 | AFLAC | $621 | — | $621 | 3.38% |
| JASON DAVIS INSURANCE SERVICES INC3 | 8260 E ELLERFORD ST LONG BEACH, CA 90808 | AFLAC | $414 | $33 | $447 | 2.43% |
| CASSANDRA GREEN3 | 4341 MARION AVE CYPRESS, CA 90630 | AFLAC | $113 | $33 | $146 | 0.79% |
| NICHOLAS K. GREEN3 Filed as: NICHOLAS K GREEN | 4195 N VIKING WAY STE 120 LONG BEACH, CA 90808 | AFLAC | $131 | — | $131 | 0.71% |
| BETTY MURDOCK3 | 7216 TESSERA PKWY LAGO VISTA, TX 78645 | AFLAC | $116 | — | $116 | 0.63% |
| JASON N DOIG3 | 1260 W ADAMS BLVD LOS ANGELES, CA 90007 | AFLAC | $98 | — | $98 | 0.53% |
| MOISES VILLALOBOS3 | 6122 WOODLAWN AVE MAYWOOD, CA 90270 | AFLAC | $97 | — | $97 | 0.53% |
| COLLEEN M KIRKLAND3 | 1270 HOPEWELL CRST ALPHARETTA, GA 30004 | AFLAC | $63 | — | $63 | 0.34% |
| KATHLEEN S HANSON3 | 5460 E EL PARQUE ST LONG BEACH, CA 90815 | AFLAC | $54 | — | $54 | 0.29% |
| STEPHANIE A REYNOSO3 | 21 CERVANTES NEWPORT BEACH, CA 92660 | AFLAC | $48 | — | $48 | 0.26% |
| MOLOKAI MYLES HAND3 | 3309 WOLFE CT PLANO, TX 75025 | AFLAC | $42 | — | $42 | 0.23% |
| MIRIAM F HUNGERFORD3 | 33622 HOLTZ HILL RD DANA POINT, CA 92629 | AFLAC | $23 | — | $23 | 0.13% |
| JAIME A MAYORGA3 | 252 BORREGO IRVINE, CA 92618 | AFLAC | $18 | — | $18 | 0.10% |
| TODD V MASON3 | 6164 LAWRENCE ST CYPRESS, CA 90630 | AFLAC | $17 | — | $17 | 0.09% |
| DEBORAH E BALLESTEROS3 | 1103 KILSON DR SANTA ANA, CA 92701 | AFLAC | $8 | — | $8 | 0.04% |
| JOANNA G MATHERLY3 | 2000 GLEN ECHO RD STE 204 NASHVILLE, TN 37215 | AFLAC | $6 | — | $6 | 0.03% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BLVD STE 254 NORTHRIDGE, CA 91325 | AFLAC | $6 | — | $6 | 0.03% |
| STANTON HUNTON3 | 525 PALOS VERDES DRIVE WEST PALOS VERDES ESTATES, CA 90274 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $554 | — | $554 | 10.00% |
| ENROLLEASE3 | 660 YORK STREET SUITE 102 SAN FRANCISCO, CA 94110 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $111 | — | $111 | 2.00% |
| PACIFIC ADVISORS LLC3 Filed as: PACIFIC ADVISORS INC | 1550 W COLORADO BLVD PASADENA, CA 91105 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $11 | — | $11 | 0.20% |
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 | 143 | 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) | 146 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 238 | $962K |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 238 | $962K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 238 | $962K |
| Life insurance(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 137 | $49K |
| Short-term disability(3 contracts, 2 carriers) | AFLAC | 28 | $43K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 4 | $6K |
| Other(4 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 137 | $87K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 238 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.