| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| IMA, INC.3 | 1705 17TH STREET SUITE 100 DENVER, CO 80202 | BLUE CROSS OF CALIFORNIA | $252K | — | $252K | 2.75% |
| IMA, INC.3 | P.O. BOX 6030 PASADENA, CA 911026030 | KAISER FOUNDATION HEALTH PLAN, INC. | $138K | — | $138K | 2.74% |
| IMA, INC.3 | P.O. BOX 6030 PASADENA, CA 911026030 | METROPOLITAN LIFE INSURANCE COMPANY | $33K | — | $33K | 9.16% |
| IMA, INC.3 | P.O. BOX 2992 WICHITA, KS 672012992 | METROPOLITAN LIFE INSURANCE COMPANY | — | $32 | $32 | 0.01% |
| IMA, INC.3 | P.O. BOX 6030 PASADENA, CA 911026030 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $14K | — | $14K | 9.15% |
| IMA, INC.3 | P.O. BOX 102833 PASADENA, CA 91189 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $20K | — | $20K | 15.00% |
| IMA, INC.3 | P.O. BOX 2992 WICHITA, KS 67201 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $8K | $8K | 6.46% |
| IMA, INC.3 | P.O. BOX 102833 PASADENA, CA 91189 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $13K | — | $13K | 15.00% |
| IMA, INC.3 | P.O. BOX 2992 WICHITA, KS 67201 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $6K | $6K | 6.45% |
| JACOB BURNS INC.3 | 2905 MAGNOLIA AVE. LONG BEACH, CA 90806 | AFLAC | $5K | $143 | $5K | 5.28% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS | P.O. BOX 10414 DES MOINES, IA 50306 | AFLAC | $1K | — | $1K | 1.35% |
| CARLOS GARCIA3 | 1034 N. KINGSLEY DR. APT. 11 LOS ANGELES, CA 90029 | AFLAC | $1K | $64 | $1K | 1.21% |
| JACOB BURNS INC.3 Filed as: JACOB BURNS | 12121 WILSHIRE BLVD. SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $701 | $177 | $878 | 0.99% |
| MICHAEL R. FISHER3 Filed as: MICHAEL FISHER | 50 W. LEMON AVE. SUITE 2 MONROVIA, CA 91016 | AFLAC | $623 | $113 | $736 | 0.83% |
| ELDRIDGE MOORE3 | 519 W. OLIVE AVE. SUITE B MONROVIA, CA 91016 | AFLAC | $444 | $53 | $497 | 0.56% |
| GEORGE E ARBID3 Filed as: GEORGE ARBID | 25728 LEWIS WAY STEVENSON RANCH, CA 91381 | AFLAC | $447 | — | $447 | 0.50% |
| DAVID BRYANT3 | 1925 CENTURY PARK E SUITE 1700 LOS ANGELES, CA 90067 | AFLAC | $330 | — | $330 | 0.37% |
| KATRINA LAFATA3 | 2905 MAGNOLIA AVE. LONG BEACH, CA 90806 | AFLAC | $288 | $22 | $310 | 0.35% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIR. CHICAGO, IL 60674 | AFLAC | $259 | — | $259 | 0.29% |
| IMA, INC.3 | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | AFLAC | $214 | — | $214 | 0.24% |
| HORACIO J. LANZAS3 Filed as: HORACIO LANZAS | 7032 BAIRD AVE. RESEDA, CA 91335 | AFLAC | $178 | — | $178 | 0.20% |
| JOHN CHRISTENSEN3 | 2372 GALESA AVE. NORTH LAS VEGAS, NV 89086 | AFLAC | $109 | $61 | $170 | 0.19% |
| DAVID JAMES RANDALL3 Filed as: DAVID RANDALL | 1860 CHESSON ST. DUARTE, CA 91010 | AFLAC | $105 | $12 | $117 | 0.13% |
| TOMMY L JOHNSON JR3 Filed as: TOMMY JOHNSON JR. | 711 S. OLIVE ST. APT. 314 LOS ANGELES, CA 90014 | AFLAC | $108 | — | $108 | 0.12% |
| MICHAEL BENSON3 | 922 14TH ST. APT. 204 SANTA MONICA, CA 90403 | AFLAC | $105 | — | $105 | 0.12% |
| ANNETTE BURNS3 | 28303 BRYCE DR. CASTAIC, CA 91384 | AFLAC | $70 | $30 | $100 | 0.11% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | P.O. BOX 3009 ARLINGTON HEIGHTS, IL 60006 | AFLAC | $97 | — | $97 | 0.11% |
| MICHAEL RUGGIERO3 | 2525 VIA MANTILLA CAMARILLO, CA 93010 | AFLAC | $68 | — | $68 | 0.08% |
| CHARLES EDWARD WILLIAMS3 Filed as: CHARLES WILLIAMS | 1411 N. GRAND OAKS AVE. PASADENA, CA 91104 | AFLAC | $63 | — | $63 | 0.07% |
| DAWN A CHRISTENSEN3 Filed as: DAWN CHRISTENSEN | 24516 APPLE ST. NEWHALL, CA 91321 | AFLAC | $45 | — | $45 | 0.05% |
| BRETT DEARTH3 | 1151 HARKNESS ST. MANHATTAN BEACH, CA 90266 | AFLAC | $43 | — | $43 | 0.05% |
| AMY SLOKAN3 | 2405 WILLOWBEND DR. SAINT AUGUSTINE, FL 32092 | AFLAC | $39 | — | $39 | 0.04% |
| L. SPALDING3 | 847 N. HOLLYWOOD WAY SUITE 204 BURBANK, CA 91505 | AFLAC | $28 | — | $28 | 0.03% |
| ADAM H MICHAELS3 Filed as: ADAM MICHAELS | 2922 CORDA LN LOS ANGELES, CA 90049 | AFLAC | $17 | — | $17 | 0.02% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR ST. OCEANSIDE, CA 92054 | AFLAC | $17 | — | $17 | 0.02% |
| KATHLEEN LEININGER INS SERVICES INC3 Filed as: KATHLEEN LEININGER INS. SVCS. INC. | 13655 NIMES CT CHINO HILLS, CA 91709 | AFLAC | $16 | — | $16 | 0.02% |
| JOHN C WILLY3 Filed as: JOHN WILLY | 8651 FOOTHILL BLVD. SPC 31 RANCHO CUCAMONGA, CA 91730 | AFLAC | $14 | — | $14 | 0.02% |
| OLENA K SHEA3 Filed as: OLENA SHEA | 3 MITCHELL PL UNIT 18C NEW YORK, NY 10017 | AFLAC | $13 | — | $13 | 0.01% |
| CHRISTOPHER HAGER3 | 44 COLONIAL DR. RANCHO MIRAGE, CA 92270 | AFLAC | $6 | — | $6 | 0.01% |
| JOSEPH A BUZZELLO3 Filed as: JOSEPH BUZZELLO | 14747 N. NORTHSIGHT BLVD. SUITE 111-454 SCOTTSDALE, AZ 85260 | AFLAC | $5 | — | $5 | 0.01% |
| CORI CAMPBELL3 | 4518 186TH ST. APT. 203 REDONDO BEACH, CA 90278 | AFLAC | $5 | — | $5 | 0.01% |
| DOUGLAS J SUCHECKI3 Filed as: DOUGLAS SUCHECKI | 21 HEARTWOOD DR. CATAULA, GA 31804 | AFLAC | $5 | — | $5 | 0.01% |
| RENE CASTRO3 | 5460 E. EL PARQUE ST. LONG BEACH, CA 90815 | AFLAC | $4 | — | $4 | 0.00% |
| DENNY P. TWIGG3 Filed as: DENNY TWIGG | 24405 CHESTNUT ST. SUITE 103 SANTA CLARITA, CA 91321 | AFLAC | $2 | — | $2 | 0.00% |
| IMA, INC.3 | P.O. BOX 102833 PASADENA, CA 91189 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
| IMA, INC.3 | P.O. BOX 2992 WICHITA, KS 67201 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 6.45% |
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 | 1,046 | 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) | 1,046 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 1,307 | $14.2M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,007 | $518K |
| Vision | VISION SERVICE PLAN | 1,007 | $103K |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,044 | $131K |
| Short-term disability(2 contracts, 2 carriers) | AFLAC | 1,044 | $118K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,044 | $89K |
| Prescription drug(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 1,307 | $14.2M |
| Other(3 contracts, 3 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,312 | $242K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,312 | — |
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."
No prospect flags tripped on this filing.