| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SALLY COKER3 | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | KAISER FOUNDATION HEALTH PLAN INC | $61K | $0 | $61K | 3.60% |
| SALLY COKER3 Filed as: SALLY I COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | STANDARD INSURANCE COMPANY | $6K | $0 | $6K | 6.85% |
| JONATHAN ALI HAJIMOMEN3 | 1561 E. ORANGETHORPE AVENUE SUITE 200 FULLERTON, CA 92831 | AFLAC | $4K | $88 | $4K | 4.53% |
| SALLY COKER3 Filed as: SALLY INGRAM COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | AFLAC | $3K | $0 | $3K | 3.56% |
| PHILLIP S GLEASON3 Filed as: PHILLIP S. GLEASON | 2012 MANNING AVENUE LOS ANGELES, CA 90025 | AFLAC | $3K | $0 | $3K | 3.12% |
| G SCOTT COOKE3 Filed as: G. SCOTT COOKE | 2832 NE 17TH AVENUE WILTON MANORS, FL 33334 | AFLAC | $931 | $0 | $931 | 1.16% |
| DANIEL G TABELLO3 Filed as: DANIEL G. TABELLO | 1561 E. ORANGETHORPE AVENUE #200 FULLTERTON, CA 92831 | AFLAC | $824 | $0 | $824 | 1.03% |
| JOY E GUNDERSON3 Filed as: JOY E. GUNDERSON | 4531 VALLECITO LANE YORBA LINDA, CA 92886 | AFLAC | $483 | $136 | $619 | 0.77% |
| CONLINA SENG3 | 5016 MONTAIR AVENUE LAKEWOOD, CA 90712 | AFLAC | $506 | $0 | $506 | 0.63% |
| SALLY COKER3 Filed as: SALLY I COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | STANDARD INSURANCE COMPANY | $3K | $0 | $3K | 10.26% |
| SALLY COKER3 Filed as: SALLY I COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | STANDARD INSURANCE COMPANY | $2K | $0 | $2K | 10.21% |
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 | 206 | 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) | 209 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 218 | $1.7M |
| Vision | STANDARD INSURANCE COMPANY | 154 | $25K |
| Life insurance | STANDARD INSURANCE COMPANY | 309 | $16K |
| Long-term disability | STANDARD INSURANCE COMPANY | 309 | $85K |
| Other | AFLAC | 91 | $80K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 309 | — |
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.