| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | P.O. BOX 6030 PASADENA, CA 911026030 | KAISER FOUNDATION HEALTH PLAN INC. | $77K | $5K | $82K | 4.34% |
| POLENZANI BENEFITS & INSURANCE3 | SERVICES, LLC 3452 E. FOOTHILL BLVD., SUITE 514 PASADENA, CA 91107 | KAISER FOUNDATION HEALTH PLAN INC. | $16 | — | $16 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | P.O. BOX 6030 PASADENA, CA 911026030 | CIGNA HEALTHCARE OF CALIFORNIA | $71K | — | $71K | 4.87% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | P.O. BOX 6030 PASADENA, CA 911026030 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | $1K | $15K | 15.72% |
| JUAN C FERLINI3 Filed as: JUAN C. FERLINI | 13826 CHRISTIAN BARRETT DRIVE MOORPARK, CA 93021 | AFLAC | $5K | — | $5K | 6.66% |
| ANNETTE L. BURNS3 | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $3K | $19 | $3K | 4.39% |
| PATRICIA GAIL LEES3 | 6055 E. WASHINGTON BLVD. SUITE 210 COMMERCE, CA 90040 | AFLAC | $2K | $52 | $2K | 3.44% |
| JORGE LIMON3 Filed as: JORGE O. LIMON | 8213 SUMMERFIELD AVENUE WHITTIER, CA 90606 | AFLAC | $1K | — | $1K | 1.51% |
| DAVID J REESOR3 Filed as: DAVID J. REESOR | 2220 E. ROUTE 66 SUITE 215 GLENDORA, CA 91740 | AFLAC | $758 | $34 | $792 | 1.17% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | AFLAC | $605 | — | $605 | 0.89% |
| MICHELE A UNDERELL3 Filed as: MICHELE A. UNDERELL | 6331 W. 6TH AVENUE LAKEWOOD, CO 80214 | AFLAC | $357 | $138 | $495 | 0.73% |
| ALFRED RIETKERK3 | 3120 NE 47TH STREET FORT LAUDERDALE, FL 33308 | AFLAC | $475 | — | $475 | 0.70% |
| JAMES STANLEY ALLEN3 Filed as: JAMES ADAMS EDMONDS II | 1305 FOREST AVENUE APT. 12 COLUMBUS, GA 31906 | AFLAC | $308 | — | $308 | 0.45% |
| POLENZANI BENEFITS & INSURANCE3 | SERVICES, LLC 3452 E. FOOTHILL BLVD., SUITE 514 PASADENA, CA 91107 | AFLAC | $267 | $9 | $276 | 0.41% |
| SPALDING GROUP ENTERPRISES3 | 4297 KLUMP AVENUE STUDIO CITY, CA 91602 | AFLAC | $245 | — | $245 | 0.36% |
| HAROUT DOLMAJIAN3 | 2140 N. HOLLYWOOD WAY SUITE 11195 BURBANK, CA 91505 | AFLAC | $225 | — | $225 | 0.33% |
| KAREN M HUGHES3 Filed as: KAREN M. HUGHES | 3120 NE 47TH STREET FORT LAUDERDALE, FL 33308 | AFLAC | $172 | — | $172 | 0.25% |
| JOSEPH A BUZZELLO3 Filed as: JOSEPH A. BUZZELLO | 9018 BALBOA BLVD. SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $144 | — | $144 | 0.21% |
| HAROUTIOUN JABOURIAN3 | 911 A ORANGE GROVE AVENUE GLENDALE, CA 91205 | AFLAC | $136 | — | $136 | 0.20% |
| RONALD S TANOUS3 Filed as: RONALD S. TANOUS | 1124 CHURCHS COURT BURBANK, CA 91501 | AFLAC | $108 | — | $108 | 0.16% |
| FRANCOISE YVONNE KOREBERG3 Filed as: FRANCOISE YVONE KORENBERG | 6055 E. WASHINGTON BLVD. SUITE 210 COMMERCE, CA 90040 | AFLAC | $34 | $12 | $46 | 0.07% |
| RAVONE MARVELLE GRAHAM3 | 5315 E. BIG SKY LANE ANAHEIM, CA 92807 | AFLAC | $27 | — | $27 | 0.04% |
| ADAM H MICHAELS3 Filed as: ADAM H. MICHAELS | 2922 CORDA LANE LOS ANGELES, CA 90049 | AFLAC | $27 | — | $27 | 0.04% |
| RHOLAN CHAN WONG3 | 2825 TILDEN AVENUE LOS ANGELES, CA 90064 | AFLAC | $22 | — | $22 | 0.03% |
| JACOB BURNS INC.3 Filed as: JACOB M. BURNS | 12121 WILSHIRE BLVD. SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $15 | $4 | $19 | 0.03% |
| BARRY MCPHERSON INC3 Filed as: BARRY MCPHERSON, INC. | 2211 MICHELSON DRIVE SUITE 1150 IRVINE, CA 92612 | AFLAC | $18 | — | $18 | 0.03% |
| MARIA ROSALES3 Filed as: MARIA VIVIAN MERAZ | 10126 PALAZZO MARCELLI COURT LAS VEGAS, NV 89147 | AFLAC | $17 | — | $17 | 0.03% |
| TODD V MASON3 Filed as: TODD V. MASON | 6164 LAWRENCE STREET CYPRESS, CA 90630 | AFLAC | $16 | — | $16 | 0.02% |
| JOSEPH A NASCA3 Filed as: JOSEPH A. NASCA | 28081 W. MAPLE AVENUE BARRINGTON, IL 60010 | AFLAC | $14 | — | $14 | 0.02% |
| TOMMY L JOHNSON JR3 Filed as: TOMMY L. JOHNSON | 711 S. OLIVE STREET APT. 314 LOS ANGELES, CA 90014 | AFLAC | $10 | $4 | $14 | 0.02% |
| OLENA K SHEA3 Filed as: OLENA K. SHEA | 3 MITCHELL PLACE UNIT 18C NEW YORK, NY 10017 | AFLAC | $13 | — | $13 | 0.02% |
| JOANNA G MATHERLY3 Filed as: JOANNA G. MATHERLY | 2000 GLEN ECHO ROAD SUITE 204 NASHVILLE, TN 37215 | AFLAC | $12 | — | $12 | 0.02% |
| LEVON BADALYAN3 | 5243 EAGLE DALE AVENUE APT. 3 LOS ANGELES, CA 90041 | AFLAC | $11 | — | $11 | 0.02% |
| MICHELE ANN SACHAROW3 | 11676 CHENAULT STREET APT. 22 LOS ANGELES, CA 90049 | AFLAC | $10 | — | $10 | 0.01% |
| RENE CASTRO3 | 5460 E. EL PARQUES STREET LONG BEACH, CA 90815 | AFLAC | $10 | — | $10 | 0.01% |
| OWEN JOHNSTON3 | 796 N. HART STREET ORANGE, CA 92867 | AFLAC | $8 | — | $8 | 0.01% |
| CHRISTOPHER HAGER3 | 8201 PARK HILL DRIVE LOS ANGELES, CA 90045 | AFLAC | $8 | — | $8 | 0.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H. WILLIS JR. | 1431 NE 55TH STREET FORT LAUDERDALE, FL 33334 | AFLAC | $7 | — | $7 | 0.01% |
| DALE I DAVIS3 Filed as: DALE I. DAVIS | 1856 TRAVELLER ROAD LEXINGTON, KY 40501 | AFLAC | $7 | — | $7 | 0.01% |
| GARY SCOTT NELLIS3 | 10607 1/2 WOODBRIDGE STREET TOLUCA LAKE, CA 91602 | AFLAC | $5 | — | $5 | 0.01% |
| IOANNIS T GRATSINOPOULOS3 Filed as: IOANNIS T. GRATSINOPOULOS | 3565 SUMMERLINN DRIVE WEST LINN, OR 97068 | AFLAC | $4 | — | $4 | 0.01% |
| MEGHAN MOFFATT LUCAS3 Filed as: MEGHAN M. MILLER | 6631 FOX RIDGE CIRCLE DAVIDSON, NC 28036 | AFLAC | $3 | — | $3 | 0.00% |
| LARA K GRANDE3 Filed as: LARA K. GRANDE | 1022 WESTHAVEN BLVD. FRANKLIN, TN 37064 | AFLAC | $2 | — | $2 | 0.00% |
| ALLISON FARRIS WENDELBERGER3 | 207 SANTA FE DRIVE WALNUT CREEK, CA 94598 | AFLAC | $1 | — | $1 | 0.00% |
| HENRY SAUCEDA3 | 2268 ALPHA CIRCLE LA VERNE, CA 91750 | AFLAC | $1 | — | $1 | 0.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 4.02% |
| HORACIO J. LANZAS3 | 7032 BAIRD AVENUE RESEDA, CA 91335 | AFLAC | $2K | — | $2K | 7.40% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | AFLAC | $2K | — | $2K | 6.35% |
| ANNETTE L. BURNS3 | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $1K | $50 | $1K | 5.56% |
| GRACE HANEY3 | 15554 NORDHOFF STREET APT. 106 NORTH HILLS, CA 91343 | AFLAC | $797 | $458 | $1K | 4.87% |
| JACOB BURNS INC.3 Filed as: JACOB M. BURNS | 12121 WILSHIRE BLVD. SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $1K | $100 | $1K | 4.44% |
| POLENZANI BENEFITS & INSURANCE3 | SERVICES, LLC 3452 E. FOOTHILL BLVD., SUITE 514 PASADENA, CA 91107 | AFLAC | $587 | $9 | $596 | 2.31% |
| TOMMY L JOHNSON JR3 Filed as: TOMMY L. JOHNSON JR. | 711 S. OLIVE STREET APT. 314 LOS ANGELES, CA 90014 | AFLAC | $580 | $10 | $590 | 2.29% |
| BRIAN G JAEGGI3 Filed as: BRIAN G. JAEGGI | 5700 CHICOPEE AVENUE ENCINO, CA 91316 | AFLAC | $212 | $90 | $302 | 1.17% |
| BERT ELIZABE JOHNSON3 | 1012 11TH STREET SUITE 205 MODESTO, CA 95356 | AFLAC | $70 | — | $70 | 0.27% |
| HENRY DUNN INC3 Filed as: HENRY J. IRELAND | 5225 PENTECOST DRIVE SUITE 24 MODESTO, CA 95356 | AFLAC | $38 | — | $38 | 0.15% |
| MELODY B THOMPSON3 Filed as: MELODY P. IRELAND | 5225 PENTECOST DRIVE SUITE 24 MODESTO, CA 95356 | AFLAC | $19 | — | $19 | 0.07% |
| MICHAEL C WALKER3 Filed as: MICHAEL JAMES RHODD | 4160 GREEN VALLEY ROAD FAIRFIELD, CA 94534 | AFLAC | $7 | — | $7 | 0.03% |
| CALIFORNIA EAST BAY INS SERV INC3 Filed as: CALIFORNIA EAST BAY INSURANCE | SERVICE INC. 2818 ROCKVILLE ROAD FAIRFIELD, CA 94534 | AFLAC | $4 | — | $4 | 0.02% |
| LAUREL NICOLE HARMS3 | 334 STEVEN CIRCLE BENICIA, CA 94510 | AFLAC | $2 | — | $2 | 0.01% |
| EDWARD M RYSKA3 Filed as: EDWARD M. RYSKA | 6010 ROBLAR ROAD PETALUMA, CA 94952 | AFLAC | $1 | — | $1 | 0.00% |
| ANNETTE L. BURNS3 | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $3K | $35 | $3K | 13.22% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | AFLAC | $1K | — | $1K | 6.45% |
| GRACE HANEY3 | 15554 NORHOFF STREET APT. 106 NORTH HILLS, CA 91343 | AFLAC | $487 | $317 | $804 | 4.09% |
| JACOB BURNS INC.3 Filed as: JACOB M. BURNS | 12121 WILSHIRE BLVD. SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $680 | $70 | $750 | 3.81% |
| TOMMY L JOHNSON JR3 Filed as: TOMMY L. JOHNSON JR. | 711 S. OLIVE STREET APT. 314 LOS ANGELES, CA 90014 | AFLAC | $458 | $7 | $465 | 2.36% |
| POLENZANI BENEFITS & INSURANCE3 | SERVICES, LLC 3452 E. FOOTHILL BLVD., SUITE 514 PASADENA, CA 91107 | AFLAC | $385 | — | $385 | 1.96% |
| BRIAN G JAEGGI3 Filed as: BRIAN G. JAEGGI | 5700 CHICOPEE AVENUE ENCINO, CA 91316 | AFLAC | $137 | $63 | $200 | 1.02% |
| ANNETTE L. BURNS3 | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $1K | $31 | $1K | 7.77% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | AFLAC | $1K | — | $1K | 6.71% |
| HORACIO J. LANZAS3 | 7032 BAIRD AVENUE RESEDA, CA 91335 | AFLAC | $991 | — | $991 | 5.43% |
| JACOB BURNS INC.3 Filed as: JACOB M. BURNS | 12121 WILSHIRE BLVD. SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $635 | $62 | $697 | 3.82% |
| YOLLA JEZZINI3 | 1329 E. HARVARD STREET SUITE 12 GLENDALE, CA 91205 | AFLAC | $356 | $280 | $636 | 3.48% |
| TOMMY L JOHNSON JR3 Filed as: TOMMY L. JOHNSON JR. | 711 S. OLIVE STREET APT. 314 LOS ANGELES, CA 90014 | AFLAC | $557 | $62 | $619 | 3.39% |
| POLENZANI BENEFITS & INSURANCE3 | SERVICES, LLC 3452 E. FOOTHILL BLVD., SUITE 514 PASADENA, CA 91107 | AFLAC | $445 | $9 | $454 | 2.49% |
| MICHAEL BENSON3 | 922 14TH STREET APT. 204 SANTA MONICA, CA 90403 | AFLAC | $59 | — | $59 | 0.32% |
| BRYSTRA INSURANCE SERVICES3 Filed as: BRYSTRA INSURANCE SERVICES INC. | 12304 SANTA MONICA BLVD. SUITE 330 LOS ANGELES, CA 90025 | AFLAC | $3 | — | $3 | 0.02% |
| DAVID BRYANT3 | 12304 SANTA MONICA BLVD. SUITE 330 LOS ANGELES, CA 90025 | AFLAC | $3 | — | $3 | 0.02% |
| ANNETTE L. BURNS3 | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $848 | $72 | $920 | 7.50% |
| HORACIO J. LANZAS3 | 7032 BAIRD AVENUE RESEDA, CA 91335 | AFLAC | $736 | — | $736 | 6.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | AFLAC | $583 | — | $583 | 4.76% |
| JACOB BURNS INC.3 Filed as: JACOB M. BURNS | 12121 WILSHIRE BLVD. SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $503 | $14 | $517 | 4.22% |
| TOMMY L JOHNSON JR3 Filed as: TOMMY L. JOHNSON JR. | 711 S. OLIVE STREET APT. 314 LOS ANGELES, CA 90014 | AFLAC | $321 | $14 | $335 | 2.73% |
| POLENZANI BENEFITS & INSURANCE3 | SERVICES, LLC 3452 E. FOOTHILL BLVD., SUITE 514 PASADENA, CA 91107 | AFLAC | $332 | — | $332 | 2.71% |
| BRYSTAL INSURANCE SERVICES INC.3 | 12304 SANTA MONICA BLVD. SUITE 330 LOS ANGELES, CA 90025 | AFLAC | $10 | — | $10 | 0.08% |
| ANNETTE L. BURNS2 | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $421 | $102 | $523 | 4.34% |
| POLENZANI BENEFITS & INSURANCE3 | SERVICES LLC 3452 E. FOOTHILL BLVD., SUITE 514 PASADENA, CA 91107 | AFLAC | $287 | — | $287 | 2.38% |
| YOLLA JEZZINI3 | 1329 E. HARVARD STREET SUITE 12 GLENDALE, CA 91205 | AFLAC | $117 | $164 | $281 | 2.33% |
| JACOB BURNS INC.3 Filed as: JACOB M. BURNS | 12121 WILSHIRE BLVD. SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $196 | $62 | $258 | 2.14% |
| TOMMY L JOHNSON JR3 Filed as: TOMMY L. JOHNSON JR. | 711 S. OLIVE STREET APT. 314 LOS ANGELES, CA 90014 | AFLAC | $145 | $62 | $207 | 1.72% |
| JUAN C FERLINI3 Filed as: JUAN C. FERLINI | 13826 CHRISTIAN BARRETT DRIVE MOORPARK, CA 93021 | AFLAC | $167 | — | $167 | 1.39% |
| HORACIO J. LANZAS3 | 7032 BAIRD AVENUE RESEDA, CA 91335 | AFLAC | $45 | $41 | $86 | 0.71% |
| ALFRED RIETKERK3 | 3120 NE 47TH STREET FORT LAUDERDALE, FL 33308 | AFLAC | $82 | — | $82 | 0.68% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | AFLAC | $78 | — | $78 | 0.65% |
| JOSEPH A BUZZELLO3 Filed as: JOSEPH A. BUZZELLO | 9018 BALBOA BLVD. SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $42 | — | $42 | 0.35% |
| HAROUT DOLMAJIAN3 | 2140 N. HOLLYWOOD WAY SUITE 11195 BURBANK, CA 91505 | AFLAC | $32 | — | $32 | 0.27% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H. WILLIS JR. | 1431 NE 55TH STREET FORT LAUDERDALE, FL 33334 | AFLAC | $4 | — | $4 | 0.03% |
| LARA K GRANDE3 Filed as: LARA K. GRANDE | 1022 WESTHAVEN BLVD. FRANKLIN, TN 37064 | AFLAC | $4 | — | $4 | 0.03% |
| GRACE HANEY3 | 15554 NORDHOFF STREET APT. 106 NORTH HILLS, CA 91343 | AFLAC | $239 | $183 | $422 | 7.28% |
| POLENZANI BENEFITS & INSURANCE3 | SERVICES, LLC 3452 E. FOOTHILL BLVD., SUITE 514 PASADENA, CA 91107 | AFLAC | $241 | — | $241 | 4.16% |
| ANNETTE L. BURNS3 | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $165 | $27 | $192 | 3.31% |
| JACOB BURNS INC.3 Filed as: JACOB M. BURNS | 12121 WILSHIRE BLVD. SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $127 | $45 | $172 | 2.97% |
| BRIAN G JAEGGI3 Filed as: BRIAN G. JAEGGI | 5700 CHICOPEE AVENUE ENCINO, CA 91316 | AFLAC | $66 | $37 | $103 | 1.78% |
| HORACIO J. LANZAS3 | 7032 BAIRD AVENUE RESEDA, CA 91316 | AFLAC | $66 | $16 | $82 | 1.41% |
| TOMMY L JOHNSON JR3 Filed as: TOMMY L. JOHNSON | 711 S. OLIVE STREET APT. 314 LOS ANGELES, CA 90014 | AFLAC | $28 | $9 | $37 | 0.64% |
| FRANCOISE YVONNE KORENBERG3 | 6055 E. WASHINGTON BLVD. SUITE 210 COMMERCE, CA 90040 | AFLAC | $332 | $61 | $393 | 7.35% |
| ANNETTE L. BURNS3 | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $280 | $7 | $287 | 5.37% |
| PATRICIA GAIL LEES3 | 6055 E. WASHINTON BLVD. SUITE 210 COMMERCE, CA 90040 | AFLAC | $228 | $12 | $240 | 4.49% |
| POLENZNI BENEFITS & INSURANCE3 | SERVICES, LLC 3452 E. FOOTHILL BLVD., SUITE 514 PASADENA, CA 91107 | AFLAC | $139 | — | $139 | 2.60% |
| DAVID J REESOR3 | 2220 E. ROUTE 66 SUITE 215 GLENDORA, CA 91740 | AFLAC | $73 | $12 | $85 | 1.59% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | AFLAC | $55 | — | $55 | 1.03% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INSURANCE | SERVICES, LLC 1920 MAIN STREET, SUITE 600 IRVINE, CA 92614 | AFLAC | $31 | — | $31 | 0.58% |
| JACOB BURNS INC.3 Filed as: JACOB M. BURNS | 12121 WILSHIRE BLVD. SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $24 | $1 | $25 | 0.47% |
| TOMMY L JOHNSON JR3 Filed as: TOMMY JOHNSON | 711 S. OLIVE STREET APT. 314 LOS ANGELES, CA 90014 | AFLAC | $20 | $1 | $21 | 0.39% |
| IOANNIS T GRATSINOPOULOS3 Filed as: IOANNIS T. GRATSINOPOULOS | 3565 SUMMERLIN DRIVE WEST LINN, OR 97068 | AFLAC | $2 | — | $2 | 0.04% |
| OWEN JOHNSTON3 | 796 N. HART STREET ORANGE, CA 92867 | AFLAC | $2 | — | $2 | 0.04% |
| ASHTON PHILLIPS INSURANCE3 | SERVICES, LLC 1801 CENTURY PARK EAST, 24TH FLOOR LOS ANGELES, CA 90067 | AFLAC | $2 | — | $2 | 0.04% |
| ANNETTE L. BURNS3 | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $313 | $19 | $332 | 7.98% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | AFLAC | $198 | — | $198 | 4.76% |
| MICHAEL BENSON3 | 922 14TH STREET APT. 204 SANTA MONICA, CA 90403 | AFLAC | $171 | — | $171 | 4.11% |
| JACOB BURNS INC.3 Filed as: JACOB M. BURNS | 12121 WILSHIRE BLVD. SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $155 | $4 | $159 | 3.82% |
| POLENZANI BENEFITS & INSURANCE3 | SERVICES LLC 3452 E. FOOTHILL BLVD., SUITE 514 PASADENA, CA 91107 | AFLAC | $155 | — | $155 | 3.73% |
| HORACIO J. LANZAS3 | 7032 BAIRD AVENUE RESEDA, CA 91335 | AFLAC | $148 | — | $148 | 3.56% |
| TOMMY L JOHNSON JR3 Filed as: TOMMY L. JOHNSON JR. | 711 S, OLIVE STREET APT. 314 LOS ANGELES, CA 90014 | AFLAC | $123 | $4 | $127 | 3.05% |
| STEVEN MICHAEL SOLOMON3 | 5805 SEPULVEDA BLVD. SUITE 740 SHERMAN OAKS, CA 91411 | AFLAC | $3 | — | $3 | 0.07% |
| STEVEN P PEDRAZA3 Filed as: STEVEN P. PEDRAZA | 1250 S. WESTRIDGE AVENUE GLENDORA, CA 91740 | AFLAC | $2 | — | $2 | 0.05% |
| RICHARD J KUNZ3 Filed as: RICHARD J. KUNZ | 351 CALIFORNIA STREET SUITE 450 SAN FRANCISCO, CA 94104 | AFLAC | $1 | — | $1 | 0.02% |
| PAUL GALLEGOS3 | 10519 SHOSHONE AVENUE GRANADA HILLS, CA 91344 | AFLAC | $1 | — | $1 | 0.02% |
| ANNETTE BURNS3 | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $707 | — | $707 | 19.68% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | AFLAC | $501 | — | $501 | 13.94% |
| KATRINA LAFATA3 | 11637 GORHAM AVENUE APT. 106 LOS ANGELES, CA 90049 | AFLAC | $194 | — | $194 | 5.40% |
| JACOB BURNS INC.3 | 12121 WILSHIRE BLVD. SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $182 | — | $182 | 5.07% |
| TOMMY L JOHNSON JR3 Filed as: TOMMY L. JOHNSON JR. | 711 S. OLIVE STREET APT. 314 LOS ANGELES, CA 90014 | AFLAC | $175 | — | $175 | 4.87% |
| MICHELLE A. UNDERELL3 | 6331 W. 6TH AVENUE LAKEWOOD, CO 80214 | AFLAC | $88 | $26 | $114 | 3.96% |
| POLENZANI BENEFITS & INSURANCE3 | SERVICES LLC 3452 E. FOOTHILL BLVD., SUITE 514 PASADENA, CA 91107 | AFLAC | $111 | — | $111 | 3.86% |
| PATRICIA GAIL LEES3 | 6055 E. WASHINGTON BLVD. SUITE 210 COMMERCE, CA 90040 | AFLAC | $75 | $9 | $84 | 2.92% |
| ANNETTE L. BURNS3 | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $71 | $3 | $74 | 2.57% |
| FRANCOISE YVONNE KORENBERG3 | 6055 E. WASHINGTON BLVD. SUITE 210 COMMERCE, CA 90040 | AFLAC | $44 | — | $44 | 1.53% |
| DAVID J REESOR3 Filed as: DAVID J. REESOR | 2220 E. ROUTE 66 SUITE 215 GLENDORA, CA 91740 | AFLAC | $27 | $6 | $33 | 1.15% |
| DAVID J REESOR3 Filed as: DAVID J. REESOR | 2001 E. FINANCIAL WAY SUITE 201 GLENDORA, CA 91741 | AFLAC | $13 | — | $13 | 0.45% |
| JACOB BURNS INC.3 Filed as: JACOB M. BURNS | 12121 WILSHIRE BLVD. SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $6 | — | $6 | 0.21% |
| TOMMY L JOHNSON JR3 Filed as: TOMMY L. JOHNSON JR. | 711 S. OLIVE STREET APT. 314 LOS ANGELES, CA 90014 | AFLAC | $4 | $1 | $5 | 0.17% |
| ANNETTE L. BURNS3 | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $204 | — | $204 | 7.11% |
| HORACIO J. LANZAS3 | 7032 BAIRD AVENUE RESEDA, CA 91335 | AFLAC | $195 | — | $195 | 6.80% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | AFLAC | $168 | — | $168 | 5.86% |
| JACOB BURNS INC.3 Filed as: JACOB M. BURNS | 12121 WILSHIRE BLVD. SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $99 | — | $99 | 3.45% |
| POLENZANI BENEFITS & INSURANCE3 Filed as: POLENZANI BENEFFITS & INSURANCE | SERVICES, LLC 3452 E. FOOTHILL BLVD., SUITE 514 PASADENA, CA 91107 | AFLAC | $95 | — | $95 | 3.31% |
| TOMMY L JOHNSON JR3 Filed as: TOMMY L. JOHNSON JR. | 711 S. OLIVE STREET APT. 314 LOS ANGELES, CA 90014 | AFLAC | $89 | — | $89 | 3.10% |
| MICHAEL BENSON3 | 922 14TH STREET APT. 204 SANTA MONICA, CA 90403 | AFLAC | $78 | — | $78 | 2.72% |
| BLAS HERNANDEZ3 | 1721 CLAREMONT DRIVE OXNARD, CA 93035 | AFLAC | $13 | — | $13 | 0.45% |
| BRADLEY IAN WITT3 | 80 WOOD ROAD SUITE 202 CAMARILLO, CA 93010 | AFLAC | $9 | — | $9 | 0.31% |
| KEITH A URENA3 Filed as: KEITH URENA | 255 MONTEBELLO AVENUE VENTURA, CA 93004 | AFLAC | $3 | — | $3 | 0.10% |
| ANNETTE L. BURNS3 | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $268 | — | $268 | 15.88% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | AFLAC | $189 | — | $189 | 11.20% |
| JACOB BURNS INC.3 | 12121 WILSHIRE BLVD. SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $72 | — | $72 | 4.27% |
| THE HORTON GROUP3 Filed as: GARRETT MICHAEL HORTON | 4906 VIA EL SERENO TORRANCE, CA 90505 | AFLAC | $71 | — | $71 | 4.21% |
| TOMMY L JOHNSON JR3 Filed as: TOMMY L. JOHNSON JR. | 744 S. OLIVE STREET APT. 314 LOS ANGELES, CA 90014 | AFLAC | $56 | — | $56 | 3.32% |
| NICHOLAS K. GREEN3 | 10541 CALLE LEE SUITE 125 LOS ALAMITOS, CA 90720 | AFLAC | $11 | — | $11 | 0.65% |
| RICHARD TRESSLER3 Filed as: RICHARD L. TRESSLER | 705 BELLECOUR WAY LAKE FOREST, CA 92630 | AFLAC | $8 | — | $8 | 0.47% |
| BENEFITSFIRST INC.3 | 130 S. CHAPARRAL COURT SUITE 160 ANAHEIM, CA 92808 | AFLAC | $7 | — | $7 | 0.41% |
| CASSANDRA GREEN3 | 10541 CALLE LEE SUITE 125 LOS ALAMITOS, CA 90720 | AFLAC | $6 | — | $6 | 0.36% |
| BRYSTRA INSURANCE SERVICES3 Filed as: BRYSTRA INSURANCE SERVICES INC. | 12304 SANTA MONICA BLVD. SUITE 330 LOS ANGELES, CA 90025 | AFLAC | $6 | — | $6 | 0.36% |
| DABID BRYANT3 | 12304 SANTA MONICA BLVD. SUITE 330 LOS ANGELES, CA 90025 | AFLAC | $4 | — | $4 | 0.24% |
| MJ INSURANCE3 Filed as: CLAUDIA E. DONOFRIO | 10541 CALLE LEE SUITE 125 LOS ALAMITOS, CA 90720 | AFLAC | $2 | — | $2 | 0.12% |
| JARED ERDMANN3 | 8472 GAY STREET CYPRESS, CA 90630 | AFLAC | $2 | — | $2 | 0.12% |
| MIGUEL PONCE3 | 10541 CALLE LEE SUITE 125 LOS ALAMITOS, CA 90720 | AFLAC | $2 | — | $2 | 0.12% |
| BARRY MCPHERSON INC3 Filed as: BARRY MCPHERSON INC. | 2211 MICHELSON DRIVE SUITE 1150 IRVINE, CA 92612 | AFLAC | $1 | — | $1 | 0.06% |
| MARIA D. WASSERMAN3 | 5465 LINDSEY LANE CYPRESS, CA 90630 | AFLAC | $1 | — | $1 | 0.06% |
| OWEN JOHNSTON3 | 796 N. HART STREET ORANGE, CA 92867 | AFLAC | $1 | — | $1 | 0.06% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | AFLAC | $94 | — | $94 | 8.79% |
| HORACIO J. LANZAS3 Filed as: HORACIO LANZAS | 7032 BAIRD AVENUE RESEDA, CA 91335 | AFLAC | $89 | — | $89 | 8.33% |
| ANNETTE BURNS3 | 28303 BRYCE DRIVE CASTAIC, CA 91384 | AFLAC | $87 | — | $87 | 8.14% |
| JACOB BURNS INC.3 | 12121 WILSHIRE BLVD. SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $40 | — | $40 | 3.74% |
| TOMMY L JOHNSON JR3 Filed as: TOMMY JOHNSON JR. | 711 S. OLIVE STREET APT. 314 LOS ANGELES, CA 90014 | AFLAC | $32 | — | $32 | 2.99% |
| GRACE HANEY3 | 11040 HESBY STREET APT. 105 NORTH HOLLYWOOD, CA 91601 | AFLAC | $13 | — | $13 | 1.22% |
| POLENZANI BENEFITS & INSURANCE3 | SERVICES LLC 3452 E. FOOTHILL BLVD., SUITE 514 PASADENA, CA 91107 | AFLAC | $9 | — | $9 | 0.84% |
| BRIAN GEORGE JAEGGI3 Filed as: BRIAN JAEGGI | 5700 CHICOPEE AVENUE ENCINO, CA 91316 | AFLAC | $4 | — | $4 | 0.37% |
| KATRINA LAFATA3 | 11637 GORHAM AVENUE APT. 106 LOS ANGELES, CA 90049 | AFLAC | $122 | — | $122 | 16.55% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | AFLAC | $82 | — | $82 | 11.13% |
| JACOB BURNS INC.3 Filed as: JACOB BURNS | 12121 WILSHIRE BLVD. SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $54 | — | $54 | 7.33% |
| BRYSTRA INSURANCE SERVICES3 Filed as: BRYSTRA INSURANCE SERVICES INC. | 12304 SANTA MONICA BLVD. SUITE 330 LOS ANGELES, CA 90025 | AFLAC | $28 | — | $28 | 3.80% |
| DANIEL SARAZIN3 | 11017 SUMMER QUAIL AVENUE LAS VEGAS, NV 89144 | AFLAC | $6 | — | $6 | 0.81% |
| LESTER RAY BLACKSHEAR3 Filed as: LESTER BLACKSHEAR | 9192 SE 168TH COOK PLACE THE VILLAGES, FL 32162 | AFLAC | $4 | — | $4 | 0.54% |
| CHAD G LAYNE3 Filed as: CHAD LAYNE | 8275 S. EASTERN AVENUE SUITE 200 LAS VEGAS, NV 89123 | AFLAC | $2 | — | $2 | 0.27% |
| SIMON REYES3 | 4625 POLARIS AVENUE SUITE 212 LAS VEGAS, NV 89103 | AFLAC | $2 | — | $2 | 0.27% |
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 | 1,010 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,014 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 502 | $3.3M |
| Life insurance(5 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,010 | $210K |
| Short-term disability(15 contracts, 2 carriers) | AFLAC | 83 | $228K |
| Long-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 24 | $46K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC. | 502 | $1.9M |
| Other(17 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,010 | $325K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,010 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.