| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SALLY COKER3 Filed as: SALLY J COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | AETNA LIFE INSURANCE CO. | $11.6M | $0 | $11.6M | 298.77% |
| SALLY COKER3 Filed as: SALLY J COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | AETNA HEALTH, INC. | $2.2M | $0 | $2.2M | 350.64% |
| SALLY COKER3 Filed as: SALLY I COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | STANDARD INSURANCE COMPANY | $2K | $0 | $2K | 1.78% |
| SALLY COKER3 Filed as: SALLY INGRAM COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | VISION SERVICE PLAN | $2K | $0 | $2K | 3.15% |
| SALLY COKER3 Filed as: SALLY I COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | STANDARD INSURANCE COMPANY | $2K | $0 | $2K | 4.34% |
| JONATHAN ALI HAJIMOMEN3 | 1561 E. ORANGETHORPE AVENUE SUITE 200 FULLERTON, CA 92831 | AFLAC | $2K | $160 | $2K | 5.62% |
| SALLY COKER3 Filed as: SALLY INGRAM COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | AFLAC | $1K | $0 | $1K | 3.46% |
| EDITH E LEWIS3 Filed as: EDITH LEWIS | 14579 LONDON LANE BOWIE, MD 20715 | AFLAC | $484 | $317 | $801 | 2.02% |
| G SCOTT COOKE3 | 2832 NE 17TH AVE WILTON MANORS, FL 33334 | AFLAC | $500 | $25 | $525 | 1.32% |
| DANIEL G TABELLO3 Filed as: DANIEL TABELLO | 1461 SIERRA VISTA DRIVE LA HABRA, CA 90631 | AFLAC | $405 | $24 | $429 | 1.08% |
| TONYA SKURZYNSKI3 | 2321 E. 4TH ST C535 SANTA ANA, CA 92705 | AFLAC | $405 | $0 | $405 | 1.02% |
| JOY E GUNDERSON3 Filed as: JOY GUNDERSON | 4531 VALLECITO LANE YORBA LINDA, CA 92886 | AFLAC | $295 | $0 | $295 | 0.74% |
| SALLY COKER3 Filed as: SALLY I COKER | 6511 E. RENDINA STREET LONG BEACH, CA 90815 | STANDARD INSURANCE COMPANY | $2K | $0 | $2K | 6.76% |
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 | 747 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 754 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 1,044 | $3.9M |
| Dental | AETNA LIFE INSURANCE CO. | 1,044 | $3.9M |
| Vision | VISION SERVICE PLAN | 514 | $67K |
| Life insurance | STANDARD INSURANCE COMPANY | 704 | $48K |
| Short-term disability | STANDARD INSURANCE COMPANY | 203 | $36K |
| Long-term disability | STANDARD INSURANCE COMPANY | 704 | $130K |
| Other | AFLAC | 59 | $40K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,044 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.