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Sponsor portfolioWelfare / HealthEIN 95-2748901
TRIM-LOK, INC.
6855 HERMOSA CIRCLE · BUENA PARK, CA 906226180
7145620500
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 32
- Latest filing
- 2025
Total premiums (latest)
$3.9M
No prior year
Persons covered
372
No prior year
Total participants
209
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.8M | 46.5% | |
| Dental | $2.1M | 25.3% | |
| Vision | $2.1M | 25.3% | |
| Other | $103K | 1.3% | |
| Life | $69K | 0.9% | |
| Long-term disability | $69K | 0.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HDV | $3.8M | 97.4% | 1 | 2 | 372 |
EIN 060838648 | LLTDOth | $69K | 1.8% | 1 | 1 | 291 |
EIN 822723296 | Oth | $33K | 0.9% | 1 | 1 | 47 |
Broker overview
50 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| COMPUSYS INSURANCE SERVICES INC. | NEWPORT BEACH, CA | HARTFORD LIFE AND ACCIDENT, AETNA LIFE INSURANCE CO., AFLAC, AETNA HEALTH, INC. | $167K | $0 | $167K | 98.3% | 1 |
| DANIEL TYLER ADAMSON | ANAHEIM, CA | AFLAC | $300 | $0 | $300 | 0.2% | 1 |
| OWEN JOHNSTON | SANTA ANA, CA | AFLAC | $294 | $0 | $294 | 0.2% | 1 |
| BRUNN & COMPANY INC. | WOODINVILLE, WA | AFLAC | $238 | $0 | $238 | 0.1% | 1 |
| BEATRICE ADRIANA REYES | SAN BERNARDINO, CA | AFLAC | $227 | $0 | $227 | 0.1% | 1 |
| STEPHANIE A REYNOSO | NEWPORT BEACH, CA | AFLAC | $183 | $3 | $186 | 0.1% | 1 |
| TOMMY C FLEESON | IRVINE, CA | AFLAC | $158 | $5 | $163 | 0.1% | 1 |
| ANNETTE L. BURNS | CASTAIC, CA | AFLAC | $144 | $0 | $144 | 0.1% | 1 |
| SUZANNE M BRUNN | WOODINVILLE, WA | AFLAC | $111 | $0 | $111 | 0.1% | 1 |
| MITCHELL A KAUCHER | COSTA MESA, CA | AFLAC | $109 | $0 | $109 | 0.1% | 1 |
| PAUL B KIRTON JR | LOS ANGELES, CA | AFLAC | $78 | $0 | $78 | 0.0% | 1 |
| JARED ERDMANN | CYPRESS, CA | AFLAC | $64 | $0 | $64 | 0.0% | 1 |
| ACEVES INSURANCE SERVICES INC. | DOWNEY, CA | AFLAC | $64 | $0 | $64 | 0.0% | 1 |
| PAMELA BAKALY | HERMOSA BEACH, CA | AFLAC | $61 | $0 | $61 | 0.0% | 1 |
| MIRIAM F HUNGERFORD | DANA POINT, CA | AFLAC | $54 | $0 | $54 | 0.0% | 1 |
| CASSANDRA GREEN | LOS ALAMITOS, CA | AFLAC | $50 | $0 | $50 | 0.0% | 1 |
| SCOTT W BLACKSHEAR | PONTE VEDRA BEACH, FL | AFLAC | $40 | $0 | $40 | 0.0% | 1 |
| ASHLEY JADE RITTER | GOSHEN, IN | AFLAC | $40 | $0 | $40 | 0.0% | 1 |
| NYDIA PAREDES | MISSION VIEJO, CA | AFLAC | $39 | $0 | $39 | 0.0% | 1 |
| ELIZABETH GONZALEZ | COSTA MESA, CA | AFLAC | $30 | $8 | $38 | 0.0% | 1 |
| CESAR A TORRES | MISSION VIEJO, CA | AFLAC | $38 | $0 | $38 | 0.0% | 1 |
| NANCY J ATCHUE | BULLHEAD CITY, AZ | AFLAC | $36 | $0 | $36 | 0.0% | 1 |
| GEOFFREY MALAIS | NORTHRIDGE, CA | AFLAC | $35 | $0 | $35 | 0.0% | 1 |
| JERAD C CROOKS | BOURBON, IN | AFLAC | $34 | $0 | $34 | 0.0% | 1 |
| ALEJANDRA SAMANIEGO | FONTANA, CA | AFLAC | $28 | $0 | $28 | 0.0% | 1 |
| MARK J WOOD | CORONA, CA | AFLAC | $27 | $0 | $27 | 0.0% | 1 |
| STANLEY M WISE | RIO VERDE, AZ | AFLAC | $27 | $0 | $27 | 0.0% | 1 |
| JOSEPH A BUZZELLO | SCOTTSDALE, AZ | AFLAC | $25 | $0 | $25 | 0.0% | 1 |
| JANICE M ADAMSON | ANAHEIM, CA | AFLAC | $25 | $0 | $25 | 0.0% | 1 |
| HOWARD HARTMAN | SIMI VALLEY, CA | AFLAC | $22 | $0 | $22 | 0.0% | 1 |
| DAWN A CHRISTENSEN | NEWHALL, CA | AFLAC | $20 | $0 | $20 | 0.0% | 1 |
| EUGENE PEREZ | PALM COAST, FL | AFLAC | $19 | $0 | $19 | 0.0% | 1 |
| LYDIA L FLORES | SOUTH GATE, CA | AFLAC | $17 | $0 | $17 | 0.0% | 1 |
| PRICE, RAFFEL & LOWMAN INS. | BURBANK, CA | AFLAC | $16 | $0 | $16 | 0.0% | 1 |
| TASHA W DOSSETT | TUPELO, MS | AFLAC | $15 | $0 | $15 | 0.0% | 1 |
| KARI S. TAMKE | LONG BEACH, CA | AFLAC | $15 | $0 | $15 | 0.0% | 1 |
| CRISTHIAN MARTINEZ | CORONA, CA | AFLAC | $14 | $0 | $14 | 0.0% | 1 |
| JENNYNE SANCHEZ | MURRIETA, CA | AFLAC | $14 | $0 | $14 | 0.0% | 1 |
| AMANDA M GRIFFITH | BELLEVUE, WA | AFLAC | $13 | $0 | $13 | 0.0% | 1 |
| TERRANCE M LUCZAJ | LADERA RANCH, CA | AFLAC | $13 | $0 | $13 | 0.0% | 1 |
| CLAY W CAMPBELL | BELLFLOWER, CA | AFLAC | $10 | $0 | $10 | 0.0% | 1 |
| EVELYN ARAIZA | SANTA ANA, CA | AFLAC | $10 | $0 | $10 | 0.0% | 1 |
| PATRICIA SPENUZZA | NEWPORT BEACH, CA | AFLAC | $10 | $0 | $10 | 0.0% | 1 |
| BARRY MCPHERSON INC | MCKINNEY, TX | AFLAC | $7 | $0 | $7 | 0.0% | 1 |
| ANDREW R GRETHEL | LOVELAND, OH | AFLAC | $6 | $0 | $6 | 0.0% | 1 |
| ROBERT CHARLES EMETT | INDIO, CA | AFLAC | $6 | $0 | $6 | 0.0% | 1 |
| DALE I DAVIS | LEXINGTON, KY | AFLAC | $5 | $0 | $5 | 0.0% | 1 |
| JOY E GUNDERSON | FAIRFIELD, CA | AFLAC | $3 | $0 | $3 | 0.0% | 1 |
| JAMES J GRETHEL | LOVELAND, OH | AFLAC | $2 | $0 | $2 | 0.0% | 1 |
| KERSTIN J VANZANTEN | TEMECULA, CA | AFLAC | $2 | $0 | $2 | 0.0% | 1 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan