| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUNTON,STANTON3 | 2516 VIA TEJON #310 PALOS VERDES PENINSULA, CA 90274 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $61K | — | $61K | 5.56% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INSURANCE SERVICES | INC 32110 AGOURA RD WESTLAKE VILLAGE, CA 91361 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | — | $34K | $34K | 3.16% |
| CLAUDIA P BABA3 | PO BOX 4831 ORANGE, CA 92863 | AFLAC | $852 | — | $852 | 4.74% |
| STANTON HUNTON3 Filed as: STANTON C HUNTON | 2516 VIA TEJON STE 310 PALOS VERDES ESTATES, CA 90274 | AFLAC | $496 | — | $496 | 2.76% |
| JASON DAVIS INSURANCE SERVICES INC3 | 8260 E ELLERFORD ST LONG BEACH, CA 90808 | AFLAC | $355 | — | $355 | 1.97% |
| NICHOLAS K. GREEN3 Filed as: NICHOLAS K GREEN | 4341 MARION AVE CYPRESS, CA 90630 | AFLAC | $120 | — | $120 | 0.67% |
| BETTY MURDOCK3 | 7216 TESSERA PKWY LAGO VISTA, TX 78645 | AFLAC | $115 | — | $115 | 0.64% |
| MOISES VILLALOBOS3 | 6122 WOODLAWN AVE MAYWOOD, CA 90270 | AFLAC | $96 | — | $96 | 0.53% |
| JASON N DOIG3 | 1260 W ADAMS BLVD LOS ANGELES, CA 90007 | AFLAC | $95 | — | $95 | 0.53% |
| COLLEEN M KIRKLAND3 | 1270 HOPEWELL CRST ALPHARETTA, GA 30004 | AFLAC | $57 | — | $57 | 0.32% |
| KATHLEEN S HANSON3 | 5460 E EL PARQUE ST LONG BEACH, CA 90815 | AFLAC | $54 | — | $54 | 0.30% |
| CASSANDRA GREEN3 | 4276 KATELLA AVE STE 185 LOS ALAMITOS, CA 90720 | AFLAC | $51 | — | $51 | 0.28% |
| STEPHANIE A REYNOSO3 | 21 CERVANTES NEWPORT BEACH, CA 92660 | AFLAC | $49 | — | $49 | 0.27% |
| MOLOKAI MYLES HAND3 | 3309 WOLFE CT PLANO, TX 75025 | AFLAC | $43 | — | $43 | 0.24% |
| JAIME A MAYORGA3 | 252 BORREGO IRVINE, CA 92618 | AFLAC | $40 | — | $40 | 0.22% |
| CASSANDRA GREEN3 | 4341 MARION AVE CYPRESS, CA 90630 | AFLAC | $26 | — | $26 | 0.14% |
| MIRIAM F HUNGERFORD3 | 33622 HOLTZ HILL RD DANA POINT, CA 92629 | AFLAC | $24 | — | $24 | 0.13% |
| TODD V MASON3 | 1607 W PACIFIC COAST HWY APT 144 WILMINGTON, CA 90744 | 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 | 14747 N NORTHSIGHT BLVD STE 111-454 SCOTTSDALE, AZ 85260 | AFLAC | $6 | — | $6 | 0.03% |
| CLAUDIA P BABA3 | PO BOX 4831 ORANGE, CA 92863 | AFLAC | $780 | $34 | $814 | 5.91% |
| STANTON HUNTON3 Filed as: STANTON C HUNTON | 2516 VIA TEJON STE 310 PALOS VERDES ESTATES, CA 90274 | AFLAC | $444 | — | $444 | 3.22% |
| JASON DAVIS INSURANCE SERVICES INC3 | 8260 E ELLERFORD ST LONG BEACH, CA 90808 | AFLAC | $333 | $8 | $341 | 2.47% |
| NICHOLAS K. GREEN3 Filed as: NICHOLAS K GREEN | 4341 MARION AVE CYPRESS, CA 90630 | AFLAC | $145 | $8 | $153 | 1.11% |
| BETTY MURDOCK3 | 7216 TESSERA PKWY LAGO VISTA, TX 78645 | AFLAC | $109 | — | $109 | 0.79% |
| MOISES VILLALOBOS3 | 6122 WOODLAWN AVE MAYWOOD, CA 90270 | AFLAC | $91 | — | $91 | 0.66% |
| MOLOKAI MYLES HAND3 | 3309 WOLFE CT PLANO, TX 75025 | AFLAC | $79 | — | $79 | 0.57% |
| KATHLEEN S HANSON3 | 5460 E EL PARQUE ST LONG BEACH, CA 90815 | AFLAC | $60 | — | $60 | 0.44% |
| CASSANDRA GREEN3 | 4276 KATELLA AVE STE 185 LOS ALAMITOS, CA 90720 | AFLAC | $41 | — | $41 | 0.30% |
| JASON N DOIG3 | 1260 W ADAMS BLVD LOS ANGELES, CA 90007 | AFLAC | $27 | — | $27 | 0.20% |
| COLLEEN M KIRKLAND3 | 1270 HOPEWELL CRST ALPHARETTA, GA 30004 | AFLAC | $16 | — | $16 | 0.12% |
| TODD V MASON3 | 1607 W PACIFIC COAST HWY APT 144 WILMINGTON, CA 90744 | AFLAC | $15 | — | $15 | 0.11% |
| CASSANDRA GREEN3 | 4341 MARION AVE CYPRESS, CA 90630 | AFLAC | $14 | — | $14 | 0.10% |
| STEPHANIE A REYNOSO3 | 21 CERVANTES NEWPORT BEACH, CA 92660 | AFLAC | $12 | — | $12 | 0.09% |
| JAIME A MAYORGA3 | 252 BORREGO IRVINE, CA 92618 | AFLAC | $10 | — | $10 | 0.07% |
| MIRIAM F HUNGERFORD3 | 33622 HOLTZ HILL RD DANA POINT, CA 92629 | AFLAC | $6 | — | $6 | 0.04% |
| JOANNA G MATHERLY3 | 2000 GLEN ECHO RD STE 204 NASHVILLE, TN 37215 | AFLAC | $6 | — | $6 | 0.04% |
| JOSEPH A BUZZELLO3 | 14747 N NORTHSIGHT BLVD STE 111-454 SCOTTSDALE, AZ 85260 | AFLAC | $6 | — | $6 | 0.04% |
| DEBORAH E BALLESTEROS3 | 1103 KILSON DR SANTA ANA, CA 92701 | AFLAC | $2 | — | $2 | 0.01% |
| BARRY MCPHERSON INC3 | 3928 IRONBARK WAY MCKINNEY, TX 75071 | AFLAC | $1 | — | $1 | 0.01% |
| DALE IRA DAVIS3 | 5892 CEDARCREEK LN LEXINGTON, KY 40515 | AFLAC | $1 | — | $1 | 0.01% |
| OWEN JOHNSTON3 | 1231 W 2ND ST SANTA ANA, CA 92703 | AFLAC | $1 | — | $1 | 0.01% |
| ENROLLEASE3 | 660 YORK STREET SUITE 102 SAN FRANCISCO, CA 94110 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $725 | — | $725 | 13.05% |
| STANTON HUNTON3 | 2208 PASEO DEL MAR PALOS VERDES ESTATES, CA 90274 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $556 | — | $556 | 10.01% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INSURANCE SERVI | 32110 AGOURA ROAD WESTLAKE VILLAGE, CA 91361 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $5 | — | $5 | 0.09% |
| PACIFIC ADVISORS LLC3 Filed as: PACIFIC ADVISORS INC | — | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1 | — | $1 | 0.02% |
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 | 141 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 141 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 210 | $1.1M |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 210 | $1.1M |
| Vision(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 210 | $1.1M |
| Life insurance(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 210 | $1.1M |
| Short-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 3 | $6K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 3 | $6K |
| Other(4 contracts, 3 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 210 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 210 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.