| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SALLY COKER3 | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | KAISER FOUNDATION HEALTH PLAN INC. | $31K | $0 | $31K | 2.38% |
| SALLY COKER3 Filed as: SALLY I COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | BLUE CROSS OF CALIFORNIA | $23K | $0 | $23K | 4.15% |
| SALLY COKER3 Filed as: SALLY I. COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | STANDARD INSURANCE COMPANY | $6K | — | $6K | 7.88% |
| JONATHAN ALI HAJIMOMEN3 | 1501 EAST ORANGETHORPE AVENUE SUITE 180 FULLERTON, CA 92831 | AFLAC | $6K | $404 | $6K | 7.79% |
| SALLY COKER3 Filed as: SALLY INGRAM COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | AFLAC | $4K | $48 | $4K | 5.36% |
| DANIEL G TABELLO3 Filed as: DANIEL TABELLO | 1461 SIERRA VISTA DRIVE LA HABRA, CA 90631 | AFLAC | $3K | $399 | $3K | 4.48% |
| G SCOTT COOKE3 Filed as: G. SCOTT COOKE | 2832 NE 17TH AVENUE WILTON MANORS, FL 33334 | AFLAC | $2K | $196 | $2K | 3.11% |
| BARRY MCPHERSON INC3 Filed as: BARRY MCPHERSON INC. | 2211 MICHELSON DRIVE SUITE 1150 IRVINE, CA 92612 | AFLAC | $599 | $196 | $795 | 1.04% |
| AURELIO VELA3 | 1561 E. ORANGETHORPE AVENU SUITE 200 FULLERTON, CA 92831 | AFLAC | $710 | — | $710 | 0.93% |
| MICHAEL SCHNEIDER3 | 1501 E. ORANGETHORPE SUITE 180 FULLERTON, CA 92831 | AFLAC | $552 | — | $552 | 0.72% |
| SALLY COKER3 | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | DELTA DENTAL OF CALIFORNIA | $3K | $0 | $3K | 10.02% |
| SALLY COKER3 Filed as: SALLY I. COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 10.76% |
| SALLY COKER3 Filed as: SALLY I. COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | STANDARD INSURANCE COMPANY | $1K | — | $1K | 10.46% |
| SALLY COKER3 | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | DELTA DENTAL OF CALIFORNIA | $13K | $0 | $13K | 100.00% |
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 | 249 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 252 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 245 | $1.8M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 120 | $42K |
| Vision | STANDARD INSURANCE COMPANY | 135 | $22K |
| Life insurance | STANDARD INSURANCE COMPANY | 296 | $14K |
| Long-term disability | STANDARD INSURANCE COMPANY | 296 | $78K |
| Other | AFLAC | 99 | $77K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 296 | — |
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.