| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PROPEL INSURANCE AGENCY LLC3 | 1201 PACIFIC AVENUE, SUITE 1000 TACOMA, WA 98402 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $0 | $6K | 9.67% |
| JOSEPH DANIEL LOGAN3 | 2102 SOUTH G STREET TACOMA, WA 98105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 4.29% |
| JODI MOYLAN3 | 19103 MERIDIAN EAST PUYALLUP, WA 98375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $215 | $3K | 4.26% |
| MEGAN ELIZABETH CASTO3 | UNKNOWN COLUMBIA, SC 29202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $594 | $2K | 3.48% |
| WA EMPLOYEE BENEFITS LLC3 | 28313 REDONDO WAY S., SUITE 105 DES MOINES, IA 98198 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $593 | $1K | $2K | 3.07% |
| MJ INSURANCE3 Filed as: JUDY BUCHOLTZ AND VARIOUS AGENTS | 12517 217TH AVENUE BONNEY LAKE, WA 98391 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $372 | $2K | 2.97% |
| KEITH HOWARD LEFEVRE3 | 8885 LADY MADONNA CIRCLE HIGHLANDS RANCH, CO 80129 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $647 | $82 | $729 | 1.11% |
| PROPEL INSURANCE AGENCY LLC3 | 1201 PACIFIC AVENUE, SUITE 1000 TACOMA, WA 98402 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $0 | $4K | 11.35% |
| JUDY MOYLAN AND VARIUS AGENTS3 | 3658 BRIDGEPORT WAY W APARTMENT B302 UNIVERSITY PLACE, WA 98466 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $359 | $2K | 5.55% |
| JOSEPH DANIEL LOGAN3 | 2102 SOUTH G STREET TACOMA, WA 98105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 4.98% |
| MEGAN ELIZABETH CASTO3 | UNKNOWN COLUMBIA, SC 29202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $443 | $2K | 4.20% |
| WA EMPLOYEE BENEFITS LLC3 | 28313 REDONDO WAY S., SUITE 105 DES MOINES, IA 98198 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $325 | $865 | $1K | 3.12% |
| HEATHER MARIE JONES3 | 6325 EAST 18TH AVENUE SPOKANE VALLEY, WA 99212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $615 | $108 | $723 | 1.89% |
| JUDY INEZ BUCHOLTZ3 | 12517 217TH AVENUE BONNEY LAKE, WA 98391 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $692 | $19 | $711 | 1.86% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Other(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 81 | $104K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 81 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.