| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PARKER SMITH & FEEK INC.3 | 2233 112TH AVENUE NE BELLEVUE, WA 98004 | REGENCE BLUESHIELD | $35K | $4K | $40K | 5.56% |
| PARKER SMITH & FEEK INC.3 | 2233 112TH AVENUE NE BELLEVUE, WA 98004 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $1K | $6K | 6.40% |
| ASSUREX3 Filed as: ASSUREX AGENCY INC. | 175 S. THIRD STREET COLUMBUS, OH 43215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $600 | $600 | 0.64% |
| PARKER SMITH & FEEK INC.3 | 2233 112TH AVENUE NE BELLEVUE, WA 98004 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $691 | $4K | 18.24% |
| ASSUREX3 Filed as: ASSUREX AGENCY INC. | 175 S.. THIRD STREET COLUMBUS, OH 43215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $141 | $141 | 0.66% |
| PARKER SMITH & FEEK INC.3 | 2233 112TH AVENUE NE BELLEVUE, WA 98004 | VISION SERVICE PLAN | $853 | — | $853 | 6.14% |
| PARKER SMITH & FEEK INC.3 | 2233 112TH AVENUE NE BELLEVUE, WA 98004 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $429 | $2K | 18.19% |
| ASSUREX3 Filed as: ASSUREX AGENCY INC. | 175 S. THIRD STREET COLUMBUS, OH 43215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $89 | $89 | 0.66% |
| PARKER SMITH & FEEK INC.3 | 2233 112TH AVENUE NE BELLEVUE, WA 98004 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $280 | $2K | 18.20% |
| ASSUREX3 Filed as: ASSUREX AGENCY INC. | 175 S. THIRD STREET COLUMBUS, OH 43215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $60 | $60 | 0.69% |
| PARKER SMITH & FEEK INC.3 | 2233 112TH AVENUE NE BELLEVUE, WA 98004 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $401 | $81 | $482 | 18.01% |
| ASSUREX3 Filed as: ASSUREX AGENCY INC. | 175 S. THIRD STREET COLUMBUS, OH 43215 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $18 | $18 | 0.67% |
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 | 170 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 175 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUESHIELD | 149 | $712K |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 142 | $94K |
| Vision | VISION SERVICE PLAN | 117 | $14K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 170 | $11K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 76 | $21K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 170 | $13K |
| Prescription drug | REGENCE BLUESHIELD | 149 | $712K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 170 | $11K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 170 | — |
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.