| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SALLY COKER3 | 32875 NORTH 103RD PLACE SCOTTSDALE, AZ 85262 | BLUE CROSS OF CALIFORNIA | $48K | $0 | $48K | 3.30% |
| SALLY COKER3 | 32875 NORTH 103RD PLACE SCOTTSDALE, AZ 85262 | DELTA DENTAL OF CALIFORNIA | $15K | $0 | $15K | 10.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | PO BOX 85638 SAN DIEGO, CA 92186 | DELTA DENTAL OF CALIFORNIA | $1K | $0 | $1K | 0.70% |
| SALLY COKER3 Filed as: SALLY I. COKER | 32875 NORTH 103RD PLACE SCOTTSDALE, AZ 85262 | STANDARD INSURANCE COMPANY | $9K | $0 | $9K | 5.79% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | PO BOX 85638 SAN DIEGO, CA 92186 | STANDARD INSURANCE COMPANY | $764 | $0 | $764 | 0.52% |
| JONATHON ALI HAJIMOMEN3 | 1561 EAST ORANGETHORPE, SUITE 200 FULLERTON, CA 92831 | AFLAC | $3K | $117 | $3K | 3.27% |
| PHILLIP S GLEASON3 Filed as: PHILLIP S. GLEASON | 1322 HAVENHURST DRIVE, APARTMENT 25 WEST HOLLYWOOD, CA 90046 | AFLAC | $2K | $607 | $3K | 2.86% |
| SALLY COKER3 Filed as: SALLY INGRAM COKER | 32875 NORTH 103RD PLACE SCOTTSDALE, AZ 85262 | AFLAC | $2K | $0 | $2K | 2.47% |
| MJ INSURANCE3 Filed as: TABELLO INS SVCS AND VARIOUS AGENTS | 1461 SIERRA VISTA DRIVE LA HABRA, CA 90631 | AFLAC | $2K | $0 | $2K | 1.61% |
| JOY E GUNDERSON3 Filed as: JOY E. GUNDERSON | 4531 VALLECITO LANE YORBA LINDA, CA 92886 | AFLAC | $1K | $141 | $1K | 1.51% |
| G SCOTT COOKE3 Filed as: G. SCOTT COOKE | 2832 NE 117TH AVENUE WILTON MANORS, FL 33334 | AFLAC | $697 | $0 | $697 | 0.73% |
| PHILLIP S GLEASON3 Filed as: PHILLIP S. GLEASON | 1234 NORTH LA BREA AVENUE APARTMENT 330 WEST HOLLYWOOD, CA 90038 | AFLAC | $635 | $0 | $635 | 0.66% |
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 | 329 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 329 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS OF CALIFORNIA | 214 | $1.4M |
| Dental | DELTA DENTAL OF CALIFORNIA | 155 | $155K |
| Vision | STANDARD INSURANCE COMPANY | 329 | $148K |
| Life insurance | STANDARD INSURANCE COMPANY | 329 | $148K |
| Long-term disability | STANDARD INSURANCE COMPANY | 329 | $148K |
| Prescription drug | BLUE CROSS OF CALIFORNIA | 214 | $1.4M |
| Other | AFLAC | 87 | $96K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 329 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.