| 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. | $58K | — | $58K | 1.98% |
| PETER C. FOY & ASSOCIATES3 Filed as: PETER FOY & ASSOCIATES | 6200 CANOGA AVE SUITE 325 WOODLAND HILLS, CA 91367 | KAISER FOUNDATION HEALTH PLAN, INC. | $13K | — | $13K | 2.00% |
| PETER C. FOY & ASSOCIATES3 Filed as: PETER FOY & ASSOCIATES | 6200 CANOGA AVENUE SUITE 325 WOODLAND HILLS, CA 91367 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $42K | $3K | $44K | 10.71% |
| PETER C. FOY & ASSOCIATES3 Filed as: PETER FOY & ASSOCIATES | 6200 CANOGA AVENUE SUITE 325 WOODLAND HILLS, CA 91367 | HMO COLORADO, INC. | $12K | — | $12K | 3.38% |
| JULIE BRUINSMA3 | 12021 WILSHIRE BLVD #820 LOS ANGELES, CA 90025 | AFLAC | $7K | $318 | $7K | 9.54% |
| PETER C. FOY & ASSOCIATES3 Filed as: PETER FOY & ASSOCIATES | 6200 CANOGA AVE STE 325 WOODLAND HILLS, CA 91367 | AFLAC | $4K | — | $4K | 5.25% |
| DAVID HERNANDEZ3 | 3848 W CARSON ST SUITE 110 CULVER CITY, CA 90230 | AFLAC | $2K | $63 | $2K | 2.59% |
| DITULLIO & ASSOCIATES3 Filed as: DITULLIO & ASSOC INS SVCS INC | 2464 SANTA BELLA PLACE THOUSAND OAKS, CA 91362 | AFLAC | $395 | — | $395 | 0.52% |
| ADAM H MICHAELS3 Filed as: ADAM MICHAELS | 12121 WILSHIRE BLVD STE 1225 LOS ANGELES, CA 90025 | AFLAC | $246 | — | $246 | 0.33% |
| JOSEPH L. AGAGON3 Filed as: JOSEPH AGAGON | 421 BROADWAY LONG BEACH, CA 90802 | AFLAC | $174 | — | $174 | 0.23% |
| KRISTINE T RINGROSE3 Filed as: KRISTINE RINGROSE | 48 SUMMIT AVENUE SAN RAFAEL, CA 94901 | AFLAC | $73 | — | $73 | 0.10% |
| RANDI MARA RAWLINS3 Filed as: RANDI RAWLINS | 3450 GREENFIELD AVE LOS ANGELES, CA 90034 | AFLAC | $73 | — | $73 | 0.10% |
| JOSEPH A BUZZELLO3 Filed as: JOSEPH BUZELLO | 9018 BALBOA BLVD SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $67 | — | $67 | 0.09% |
| ANDRE LOPEZ3 | 9569 CONDA WAY ELK GROVE, CA 95624 | AFLAC | $58 | $8 | $66 | 0.09% |
| CHRISTOPHER HAGER3 | 8201 PARK HILL DR LOS ANGELES, CA 90045 | AFLAC | $59 | — | $59 | 0.08% |
| JANELLE M ZAMORA3 Filed as: JANELLE ZAMORA | 421 W BROADWAY APT 4157 LONG BEACH, CA 90802 | AFLAC | $50 | — | $50 | 0.07% |
| ALLISON FARRIS WENDELBERGER3 | 1839 YGNACIO VALLEY RD SUITE 393 WALNUT CREEK, CA 94598 | AFLAC | $42 | — | $42 | 0.06% |
| MICHAEL C WALKER3 Filed as: MICHAEL STACHOWIAK | 12121 WILSHIRE BLVD LOS ANGELES, CA 90025 | AFLAC | $34 | — | $34 | 0.05% |
| HEINZ SCHULMEISTER3 | 2663 CENTINELA AVE UNIT 202 SANTA MONICA, CA 90405 | AFLAC | $30 | — | $30 | 0.04% |
| RICHARD E CAMPBELL3 Filed as: RICHARD CAMPBELL | 229 LEUCADIA BLVD ENCINITAS, CA 92024 | AFLAC | $29 | — | $29 | 0.04% |
| JENNY ROSENBAUM3 | 21 TROFELLO LN ALISO VIEJO, CA 92656 | AFLAC | $28 | — | $28 | 0.04% |
| TALHA ZAQUIR RAHMAN3 Filed as: TALHA RAHMAN | 3848 W CARSON ST STE 110 TORRANCE, CA 90503 | AFLAC | $26 | — | $26 | 0.03% |
| TRULY B. PINEDA3 Filed as: TRULY PINEDA | 535 MISSION ST FL 14 SAN FRANCISCO, CA 94105 | AFLAC | $24 | — | $24 | 0.03% |
| PAUL A SCOTT3 Filed as: PAUL SCOTT | 2026 N RIVERSIDE AVE STE C240 RIALTO, CA 92377 | AFLAC | $18 | — | $18 | 0.02% |
| BANZAI INSURANCE SOLUTIONS INC3 | 9018 SKYLINE BLVD OAKLAND, CA 94611 | AFLAC | $16 | — | $16 | 0.02% |
| ANNETTE BURNS3 | 28303 BRYCE DR CASTAIC, CA 91384 | AFLAC | $15 | — | $15 | 0.02% |
| AMY REYES3 | 5924 BALFOUR CT STE 100 CARLSBAD, CA 92008 | AFLAC | $15 | — | $15 | 0.02% |
| GREGOR KREMENLIEV3 | 2635 RYAN RD CONCORD, CA 94518 | AFLAC | $14 | — | $14 | 0.02% |
| DANIEL VORDALE INS SVCS INC3 Filed as: DANIEL VORDALE | 3420 ORCUTT RD STE 206 B SANTA MARIA, CA 93455 | AFLAC | $10 | $1 | $11 | 0.01% |
| MARYANN CENTOBENE WIGGINS3 | 6677 CLEAR SPRINGS RD SIMI VALLEY, CA 93063 | AFLAC | $6 | $2 | $8 | 0.01% |
| BRADLEY IAN WITT3 Filed as: BRADLEY WITT | 80 WOOD RD STE 202 CAMARILLO, CA 93010 | AFLAC | $6 | $2 | $8 | 0.01% |
| CHRISTOPER KENNEDY3 | 5924 BALFOUR CT STE 100 CARLSBAD, CA 92008 | AFLAC | $7 | — | $7 | 0.01% |
| CN BENEFITS INC3 | 4011 SAN LUIS ST NEWBURY PARK, CA 91320 | AFLAC | $6 | — | $6 | 0.01% |
| RENE CASTRO3 | 5460 E EL PARQUE ST LONG BEACH, CA 90815 | AFLAC | $6 | — | $6 | 0.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH WILLIS JR | 1431 NE 55TH ST FORT LAUDERDALE, FL 33334 | AFLAC | $6 | — | $6 | 0.01% |
| MICHAEL R. FISHER3 Filed as: MICHAEL FISHER | 3201 WILSHIRE BLVD SUITE 102 SANTA MONICA, CA 90403 | AFLAC | $5 | — | $5 | 0.01% |
| CHRIS ALBANY3 | 304 WINDSOR AVE WAYNE, PA 19087 | AFLAC | $4 | — | $4 | 0.01% |
| OLENA K SHEA3 Filed as: OLENA SHEA | 3 MITCHELL PLAVE UNIT 18C NEW YORK, NY 10017 | AFLAC | $3 | — | $3 | 0.00% |
| GINA L GAXIOLA3 Filed as: GINA GAXIOLA | 730 MANDEVILLA WAY CORONA, CA 92879 | AFLAC | $3 | — | $3 | 0.00% |
| GARY SCOTT NELLIS3 Filed as: GARY NELLIS | 10607 1/2 WOODBRIDGE ST TOLUCA LAKE, CA 91602 | AFLAC | $3 | — | $3 | 0.00% |
| JULIE L WOLD3 Filed as: JULIE WOLD | 495 E RINCON ST STE 212 CORONA, CA 92879 | AFLAC | $2 | — | $2 | 0.00% |
| LARA K GRANDE3 Filed as: LARA GRANDE | 1022 WESTHAVEN BLVD FRANKLIN, TN 37064 | AFLAC | $2 | — | $2 | 0.00% |
| RYAN BECKER3 | 223 MARSALLA DR FOLSOM, CA 95630 | AFLAC | $2 | — | $2 | 0.00% |
| JOSEPH P CALARCO3 Filed as: JOSEPH NASCA | 28081 W MAPLE AVE BARRINGTON, IL 60010 | AFLAC | $2 | — | $2 | 0.00% |
| MITCHELL NOLAN3 | 1445 E LOS ANGELES AVE SUITE 208 SIMI VALLEY, CA 93065 | AFLAC | $2 | — | $2 | 0.00% |
| TOMMY C FLEESON3 Filed as: TOMMY FLEESON | 1300 SHETTER AVE APT 1401 JACKSONVILLE BEACH, FL 32250 | AFLAC | $1 | — | $1 | 0.00% |
| JOY E GUNDERSON3 Filed as: JOY GUNDERSON | 4531 VALLECITO LN YORBA LINDA, CA 92886 | AFLAC | $1 | — | $1 | 0.00% |
| MEGHAN MILLER3 | 6631 FOX RIDGE CIRCLE DAVIDSON, NC 28036 | AFLAC | $1 | — | $1 | 0.00% |
| TERRANCE M LUCZAJ3 Filed as: TERRANCE LUCZAJ | 255 E RINCON STREET SUITE 110 CORONA, CA 92879 | AFLAC | $1 | — | $1 | 0.00% |
| VIRGIL LEE WHITE3 Filed as: VIRGIL WHITE | 1985 SUGAR PINE ST OAKDALE, CA 95361 | AFLAC | $1 | — | $1 | 0.00% |
| JANICE ADAMSON3 | 495 E RINCON ST STE 212 CORONA, CA 92879 | AFLAC | $1 | — | $1 | 0.00% |
| JEANETTE SCHAUB3 | 28 N 1ST ST STE 700 SAN JOSE, CA 95113 | AFLAC | $1 | — | $1 | 0.00% |
| JESSICA PEREZ3 | 11835 W OLYMPIC BLVD STE 795E LOS ANGELES, CA 90064 | AFLAC | $1 | — | $1 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH WILLIS | 25405 PERDIDO BEACH BLVD STE 21-226 ORANGE BEACH, AL 36561 | AFLAC | $1 | — | $1 | 0.00% |
| ERIC MILLER3 | 6631 FOX RIDGE CIRCLE DAVIDSON, NC 28036 | AFLAC | $1 | — | $1 | 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 | 595 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 595 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 521 | $3.9M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 595 | $415K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 595 | $415K |
| Other | AFLAC | 194 | $75K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 595 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.