| 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. | $71K | $0 | $71K | 3.37% |
| MOMENTOUS INSURANCE BROKERAGE, INC.3 Filed as: MOMENTOUS INSURANCE BROKERAGE | 5990 SEPULVEDA BLVD. STE. 550 VAN NUYS, CA 91411 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $18K | $0 | $18K | 15.00% |
| WILLIAM P HOFTO3 Filed as: WILLIAM HOFTO | 2910 NEILSON WAY UNIT 410 SANTA MONICA, CA 90405 | AFLAC | $731 | $200 | $931 | 4.91% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BLVD. STE. 700 STE 740 SHERMAN OAKS, CA 91411 | AFLAC | $357 | $40 | $397 | 2.09% |
| MOMENTOUS INSURANCE BROKERAGE, INC.3 Filed as: MOMENTOUS INSURANCE BROKERAGE INC. | 5990 SEPULVEDA BLVD 550 VAN NUYS, CA 91411 | AFLAC | $337 | $0 | $337 | 1.78% |
| AVANT-GARDE INSURANCE SOLUTIONS3 Filed as: AVANT GRADE INSURANCE SOLUTIONS | 2910 NEILSON WAY UNIT 410 SANTA MONICA, CA 90405 | AFLAC | $290 | $0 | $290 | 1.53% |
| RICHARD J KUNZ3 Filed as: RICHARD KUNZ | 351 CALIFORNIA ST. STE. 450 SAN FRANCISCO, CA 94104 | AFLAC | $250 | $0 | $250 | 1.32% |
| AMY EVANS3 | 14358 MAGNO,ICA BLVD. APT 103 SHERMAN OAKS, CA 91423 | AFLAC | $144 | $0 | $144 | 0.76% |
| BRIAN GEORGE JAEGGI3 Filed as: BRIAN JAEGGI | 5700 CHICOPEE AVE. ENCINO, CA 91316 | AFLAC | $80 | $40 | $120 | 0.63% |
| ALFRED RIETKERK3 | 3120 NE 47TH STREET FT. LAUDERDALE, FL 33308 | AFLAC | $72 | $0 | $72 | 0.38% |
| ADAM H MICHAELS3 Filed as: ADAM MICHAELS | 12121 WILSHIRE BLVD. STE. 1225 LOS ANGELES, CA 90025 | AFLAC | $66 | $0 | $66 | 0.35% |
| DEWITT STERN OF CALIFORNIA LLC3 | 801 N BRAND BLVD STE 650 GLENDALE, CA 91203 | AFLAC | $58 | $0 | $58 | 0.31% |
| JOSHEPH BUZZELLO3 | 9018 BALBOA BLVD. STE 254 NORTHRIDGE, CA 91326 | AFLAC | $39 | $0 | $39 | 0.21% |
| DEWITT STERN OF CALIFORNIA LLC3 Filed as: DEWITT STERN OF CALIFORNIA | 801 N. BRAND BLVD. STE 650 GLENDALE, CA 91203 | AFLAC | $18 | $0 | $18 | 0.09% |
| MICHAEL C WALKER3 Filed as: MICHAEL STACHOWIAK | 12121 WILSHIRE BLVD. LOS ANGELES, CA 90025 | AFLAC | $3 | $0 | $3 | 0.02% |
| CHRISTOPHER HAGER3 | 8201 PARK HILL DR. LOS ANGELES, CA 90045 | AFLAC | $2 | $0 | $2 | 0.01% |
| MICHAEL R. FISHER3 Filed as: MICHAEL FISHER | 3201 WILSHIRE BLVD. SUITE 102 SANTA MONICA, CA 90403 | AFLAC | $1 | $0 | $1 | 0.01% |
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 | 317 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 317 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 317 | $2.1M |
| Dental | AETNA LIFE INSURANCE CO. | 317 | $2.1M |
| Vision | AETNA LIFE INSURANCE CO. | 317 | $2.1M |
| Life insurance | AETNA LIFE INSURANCE CO. | 317 | $2.1M |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 160 | $121K |
| Other(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 317 | $2.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 317 | — |
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.