| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MOMENTOUS INSURANCE BROKERAGE, INC.3 Filed as: MOMENTOUS INSURANCE BROKERAGE INC | 5990 SEPULVEDA BLVD 550 VAN NUYS, CA 91411 | AETNA LIFE INSURANCE CO | $63K | — | $63K | 3.10% |
| MOMENTOUS INSURANCE BROKERAGE, INC.3 Filed as: MOMENTOUS INSURANCE BROKERAGE INC | 5990 SEPULVEDA BLVD STE 550 VAN NUYS, CA 91411 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $19K | — | $19K | 15.00% |
| WILLIAM P HOFTO3 | 2910 NEILSON WAY UNIT 410 SANTA MONICA, CA 90405 | AFLAC | $2K | — | $2K | 9.53% |
| MOMENTOUS INSURANCE BROKERAGE, INC.3 Filed as: MOMENTOUS INSURANCE BROKERAGE INC | 5990 SEPULVEDA BLVD STE 550 VAN NUYS, CA 91411 | AFLAC | $1K | — | $1K | 3.86% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BLVD STE 740 SHERMAN OAKS, CA 91411 | AFLAC | $630 | — | $630 | 2.42% |
| RICHARD J KUNZ3 | 351 CALIFORNIA ST STE 450 SAN FRANCISCO, CA 94104 | AFLAC | $380 | — | $380 | 1.46% |
| BRIAN G JAEGGI3 | 5112 TOPANGA CANYON BLVD WOODLAND HILLS, CA 91364 | AFLAC | $305 | — | $305 | 1.17% |
| AMY EVANS3 | 14358 MAGNOLIA BLVD APT 103 SHERMAN OAKS, CA 91423 | AFLAC | $228 | — | $228 | 0.88% |
| DEWITT STERN OF CALIFORNIA LLC3 | 801 NORTH BRAND BLVD STE 650 GLENDALE, CA 91203 | AFLAC | $118 | — | $118 | 0.45% |
| ALFRED RIETKERK3 | 3120 NE 47TH ST FT LAUDERDALE, FL 33308 | AFLAC | $111 | — | $111 | 0.43% |
| ADAM H MICHAELS3 | 12121 WILSHIRE BLVD STE 1225 LOS ANGELES, CA 90025 | AFLAC | $83 | — | $83 | 0.32% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BLVD STE 254 NORTHRIDGE, CA 91325 | AFLAC | $61 | — | $61 | 0.23% |
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 | 559 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 559 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO | 559 | $2.0M |
| Dental | AETNA LIFE INSURANCE CO | 559 | $2.0M |
| Vision | AETNA LIFE INSURANCE CO | 559 | $2.0M |
| Life insurance | AETNA LIFE INSURANCE CO | 559 | $2.0M |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 160 | $129K |
| Other(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 559 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 559 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.