| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SALLY COKER3 Filed as: SALLY J. COKER | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | AETNA LIFE INSURANCE CO. | $354K | — | $354K | 2.84% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE CO. | $117K | $41 | $117K | 0.93% |
| SALLY COKER3 Filed as: SALLY J. COKER | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | AETNA HEALTH, INC. | $23K | — | $23K | 2.75% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA HEALTH, INC. | $11K | — | $11K | 1.29% |
| SALLY COKER3 Filed as: SALLY I. COKER | 6511 EAST RENDINA STREET LONG BEACH, CA 908154624 | STANDARD INSURANCE COMPANY | $6K | $2K | $9K | 3.29% |
| SALLY COKER3 Filed as: SALLY J. COKER | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | METROPOLITAN LIFE INSURANCE COMPANY | $43K | — | $43K | 17.99% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $90 | $9K | 3.81% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $183 | $183 | 0.08% |
| SALLY COKER3 Filed as: SALLY I. COKER | 6511 EAST RENDINA STREET LONG BEACH, CA 908154624 | STANDARD INSURANCE COMPANY | $6K | $1K | $7K | 3.17% |
| SALLY COKER3 Filed as: SALLY J. COKER | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | METROPOLITAN LIFE INSURANCE COMPANY | $32K | — | $32K | 18.08% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $90 | $7K | 3.73% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $133 | $133 | 0.07% |
| SALLY COKER3 Filed as: SALLY INGRAM COKER | 6511 EAST RENDINA STREET LONG BEACH, CA 908154624 | VISION SERVICE PLAN | $2K | — | $2K | 1.62% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 606731298 | VISION SERVICE PLAN | $881 | — | $881 | 0.59% |
| SALLY COKER3 Filed as: SALLY J. COKER | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | HYATT LEGAL PLANS | $7K | — | $7K | 6.68% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | HYATT LEGAL PLANS | $4K | — | $4K | 3.86% |
| SALLY COKER3 Filed as: SALLY I. COKER | 6511 EAST RENDINA STREET LONG BEACH, CA 908154624 | STANDARD INSURANCE COMPANY | $4K | $793 | $5K | 5.37% |
| VARIOUS - SEE ATTACHED3 | C/O AFLAC 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $2K | — | $2K | 26.30% |
| SALLY COKER3 Filed as: SALLY J. COKER | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | AETNA INTERNATIONAL | $2K | — | $2K | 28.64% |
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 | 881 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 39 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 920 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 1,649 | $13.3M |
| Dental | AETNA LIFE INSURANCE CO. | 1,649 | $12.5M |
| Vision | VISION SERVICE PLAN | 802 | $150K |
| Life insurance | STANDARD INSURANCE COMPANY | 881 | $212K |
| Short-term disability(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 340 | $102K |
| Long-term disability | STANDARD INSURANCE COMPANY | 883 | $270K |
| Prescription drug(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 1,649 | $13.3M |
| Other(5 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,295 | $545K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,649 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.