| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CHUN-HA INSURANCE SERVICES, INC.3 Filed as: CHUN-HA INSURANCE SERVICES INC | 9122 GARDEN GROVE BLVD GARDEN GROVE, CA 92844 | UNITEDHEALTHCARE INSURANCE COMPANY | $110K | — | $110K | 8.83% |
| CHUN-HA INSURANCE SERVICES, INC.3 Filed as: CHUN-HA INSURANCE SERVICES INC | 9122 GARDEN GROVE BLVD GARDEN GROVE, CA 92844 | KAISER FOUNDATION HEALTH PLAN INC | $16K | — | $16K | 5.28% |
| CHUN-HA INSURANCE SERVICES, INC.3 Filed as: CHUN-HA INSURANCE SERVICES INC | 9122 GARDEN GROVE BLVD GARDEN GROVE, CA 92844 | HARTFORD LIFE AND ACCIDENT | $4K | — | $4K | 15.68% |
| CHUN-HA INSURANCE SERVICES, INC.3 Filed as: CHUN-HA INSURANCE SERVICES INC | 9122 GARDEN GROVE BLVD GARDEN GROVE, CA 92844 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 6.41% |
| CHUN-HA INSURANCE SERVICES, INC.3 Filed as: CHUN-HA INSURANCE SERVICES INC | 9122 GARDEN GROVE BLVD GARDEN GROVE, CA 92844 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $15 | — | $15 | 5.98% |
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 | 161 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 161 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 348 | $1.3M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 348 | $1.3M |
| Vision(2 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 323 | $18K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 161 | $26K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 348 | — |
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.