| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.6M | 74.3% | |
| Dental | $140K | 6.7% | |
| Other | $120K | 5.7% | |
| Short-term disability | $116K | 5.5% | |
| Life | $75K | 3.6% | |
| Long-term disability | $75K | 3.6% | |
| Vision | $15K | 0.7% |
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HD | $1.6M | 92.1% | 1 | 2 | 229 |
EIN 135123390 | LSTDLTDOth | $75K | 4.4% | 1 | 1 | 137 |
EIN 570144607 | STDOth | $41K | 2.4% | 1 | 1 | 26 |
EIN 941632821 | V | $15K | 0.9% | 1 | 1 | 114 |
EIN 953966486 | Oth | $4K | 0.2% | 1 | 1 | 135 |
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | IRVINE, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY AND AFFILIATES, HOLMAN FAMILY COUNSELING, INC., VISION SERVICE PLAN | $72K | $4K | $75K | 97.8% | 1 |
| SUSIE A ESTRADA | SAN JUAN CAPISTRANO, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $438 | $0 | $438 | 0.6% | 1 |
| G SCOTT COOKE | ANAHEIM, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $381 | $0 | $381 | 0.5% | 1 |
| RALPH F REA JR | RANCHO SANTA MARGARITA, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $223 | $0 | $223 | 0.3% | 1 |
| LOCKTON COMPANIES, LLC | DALLAS, TX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $177 | $0 | $177 | 0.2% | 1 |
| ACRISURE LLC | IRVINE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $159 | $0 | $159 | 0.2% | 1 |
| BARBARA ELLEN SMITH | HIGHLAND, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $148 | $0 | $148 | 0.2% | 1 |
| KENNETH D WONG | MARINA DEL REY, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $73 | $0 | $73 | 0.1% | 1 |
| MIKE MCCORMICK | FOOTHILL RANCH, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | $0 | $54 | 0.1% | 1 |
| JOHN D EVANGELISTA | ALISO VIEJO, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | $0 | $43 | 0.1% | 1 |
| DUSTIN SNYDER | REDLANDS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.0% | 1 |