| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PETER C. FOY & ASSOCIATES3 Filed as: PETER FOY & ASSOCIATES | 6200 CANOGA AVE SUITE 325 WOODLAND HILLS, CA 91367 | KAISER FOUNDATION HEALTH PLAN INC | $4K | — | $4K | 2.28% |
| PETER C. FOY & ASSOCIATES3 Filed as: PETER FOY & ASSOCIATES | 6200 CANOGA AVE SUITE 325 WOODLAND HILLS, CA 91367 | KAISER FOUNDATION HEALTH PLAN INC | $930 | — | $930 | 2.14% |
| PETER C. FOY & ASSOCIATES3 Filed as: PETER FOY & ASSOCIATES | 6200 CANOGA AVE SUITE 325 WOODLAND HILLS, CA 91367 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $3K | $35 | $3K | 10.13% |
| PETER C. FOY & ASSOCIATES3 Filed as: PETER FOY & ASSOCIATES | 6200 CANOGA AVE SUITE 325 WOODLAND HILLS, CA 91367 | AETNA HEALTH INC | $1K | — | $1K | 4.50% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: WORD & BROWN INS ADMINS INC | 721 S PARKER STE 300 ORANGE, CA 92868 | AETNA HEALTH INC | $497 | — | $497 | 1.94% |
| JULIE BRUINSMA3 | 12021 WILSHIRE BLVD #820 LOS ANGELES, CA 90025 | AFLAC | $738 | $298 | $1K | 9.60% |
| DAVID HERNANDEZ3 | 3848 W CARSON ST STE 110 TORRANCE, CA 90503 | AFLAC | $371 | $59 | $430 | 3.98% |
| PETER C. FOY & ASSOCIATES3 Filed as: PETER FOY & ASSOCIATES | 6200 CANOGA AVE SUITE 325 WOODLAND HILLS, CA 91367 | AFLAC | $356 | $0 | $356 | 3.30% |
| STEVEN R. JOHNSON3 Filed as: STEVEN JOHNSON | 6167 BRISTOL PKWY STE 106 CULVER CITY, CA 90230 | AFLAC | $218 | $59 | $277 | 2.57% |
| DITULLIO & ASSOCIATES3 Filed as: DITULLIO & ASSCOC INS SVCS INC | 2464 SANTA BELLA PLACE THOUSAND OAKS, CA 91362 | AFLAC | $81 | $0 | $81 | 0.75% |
| ADAM H MICHAELS3 | 12121 WILSHIRE BLVD STE 1225 LOS ANGELES, CA 90025 | AFLAC | $49 | $13 | $62 | 0.57% |
| JOSEPH L. AGAGON3 Filed as: JOSEPH AGAGON | 421 W BROADWAY LONG BEACH, CA 90802 | AFLAC | $39 | $0 | $39 | 0.36% |
| JANELLE M ZAMORA3 Filed as: JANELLE ZAMORA | 421 W BROADWAY APT 4157 LONG BEACH, CA 90802 | AFLAC | $16 | $0 | $16 | 0.15% |
| JOSEPH A BUZZELLO3 Filed as: JOSEPH BUZZELLO | 9018 BALBOA BLVD STE 254 NORTHRIDGE, CA 91325 | AFLAC | $13 | $0 | $13 | 0.12% |
| RANDI MARA RAWLINS3 | 3450 GREENFIELD AVE LOS ANGELES, CA 90034 | AFLAC | $12 | $0 | $12 | 0.11% |
| ALLISON FARRIS WENDELBERGER3 | 1839 YGNACIO VALLEY RD SUITE 393 WALNUT CREEK, CA 94598 | AFLAC | $9 | $0 | $9 | 0.08% |
| HEINZ SCHULMEISTER3 | 2663 CENTINELA AVE UNIT 202 SANTA MONICA, CA 90405 | AFLAC | $5 | $0 | $5 | 0.05% |
| PAUL A SCOTT3 Filed as: PAUL SCOTT | 2026 N RIVERSIDE AVENUE SUITE C 240 RIALTO, CA 92377 | AFLAC | $3 | $0 | $3 | 0.03% |
| GINA L GAXIOLA3 Filed as: GINA GAXIOLA | 730 MANDEVILLA WAY CORONA, CA 92879 | AFLAC | $3 | $0 | $3 | 0.03% |
| JULIE L WOLD3 | 10370 HEMET STREET 210 RIVERSIDE, CA 92503 | AFLAC | $2 | $0 | $2 | 0.02% |
| GREGOR KREMENLIEV3 | 2635 RYAN RD CONCORD, CA 94518 | AFLAC | $2 | $0 | $2 | 0.02% |
| JENNY ROSENBAUM3 | 21 TROFELLO LN ALISO VIEJO, CA 92656 | AFLAC | $2 | $0 | $2 | 0.02% |
| JANICE M ADAMSON3 | 495 E RINCON ST STE 212 CORONA, CA 92879 | AFLAC | $1 | $0 | $1 | 0.01% |
| CN BENEFITS INC3 | 4011 SAN LUIS ST NEWBURY PARK, CA 91320 | AFLAC | $1 | $0 | $1 | 0.01% |
| BIANCA VEGA3 | 2596 17TH AVE SAN FRANCISCO, CA 94116 | AFLAC | $1 | $0 | $1 | 0.01% |
| ANNETTE L. BURNS3 Filed as: ANNETTE L BURNS | 18804 MANDAN ST UNIT 803 SANTA CLARITA, CA 91351 | AFLAC | $1 | $0 | $1 | 0.01% |
| BRIAN G JAEGGI3 | 5700 CHICOPEE AVE ENCINO, CA 91316 | AFLAC | $0 | $0 | $0 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH WILLIS | 25405 PERDIDO BEACH BLVD STE 21-226 ORANGE BEACH, AL 36561 | AFLAC | $0 | $0 | $0 | 0.00% |
| ERIC MILLER3 | 6631 FOX RIDGE CIRCLE DAVIDSON, NC 28036 | AFLAC | $0 | $0 | $0 | 0.00% |
| PAUL GALLEGOS3 | 10519 SHOSHONE AVE GRANADA HILLS, CA 91344 | AFLAC | $0 | $0 | $0 | 0.00% |
| RICHARD J KUNZ3 Filed as: RICHARD KUNZ | 351 CALIFORNIA ST STE 450 SAN FRANCISCO, CA 94101 | AFLAC | $0 | $0 | $0 | 0.00% |
| TERRANCE M LUCZAJ3 | 255 E RINCON ST SUITE 110 CORONA, CA 92879 | AFLAC | $0 | $0 | $0 | 0.00% |
| RYAN BECKER3 | 223 MARSALLA DR FOLSOM, CA 95630 | AFLAC | $0 | $0 | $0 | 0.00% |
| ANNA JANICE RUIZ3 | 2596 17TH AV SAN FRANCISCO, CA 94116 | AFLAC | $0 | $0 | $0 | 0.00% |
| RENE CASTRO3 | 2581 HILLCREST ST SIGNAL HILL, CA 90755 | AFLAC | $0 | $0 | $0 | 0.00% |
| EDGEWATER INS SOLUTIONS LLC3 | 350 RHODE ISLAND ST STE 240 SAN FRANCISCO, CA 94103 | AFLAC | $0 | $0 | $0 | 0.00% |
| CHRIS ALBANY3 | 304 WINDSOR AVE WAYNE, PA 19087 | AFLAC | $0 | $0 | $0 | 0.00% |
| BANZAI INSURANCE SOLUTIONS INC3 | 351 CALIFORNIA ST STE 450 SAN FRANCISCO, CA 94101 | AFLAC | $0 | $0 | $0 | 0.00% |
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 | 599 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 599 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 448 | $248K |
| Dental | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 599 | $26K |
| Vision | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 599 | $26K |
| Other | AFLAC | 139 | $11K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 599 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.