| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CANDACE BENNETT LA PORTE & ASSOCIAT3 | 5515 SE MILWAUKEE AVE PORTLAND, OR 97202 | PROVIDENCE HEALTH PLAN | $72K | $0 | $72K | 3.00% |
| LAPORTE INSURANCE LLC3 | PO BOX 67212 PORTLAND, OR 972681212 | PRINCIPAL LIFE INSURANCE COMPANY | $13K | $3K | $16K | 8.64% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS, LLC | 1787 SENTRY PKWY W BLUE BELL, PA 194222239 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $9K | $9K | 4.69% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOC INC | 5515 SE MILWAUKIE AVE PORTLAND, OR 97202 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 23.44% |
| MARGARET BRYANT3 | 18014 BELMORE AVE LAKE OSWEGO, OR 97035 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $785 | $25 | $810 | 14.70% |
| WORKSITE BENEFITS GROUP INC3 | 112 NW 114TH ST VANCOUVER, WA 98685 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $207 | $32 | $239 | 4.34% |
| KAREN CLAY KUNKLER3 | 415 SE 117TH AVE UNIT 236 VANCOUVER, WA 98683 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $150 | $0 | $150 | 2.72% |
| ISAACSON INSURANCE AGENCY LLC3 | 1250 11TH ST WEST LINN, OR 97068 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $84 | $18 | $102 | 1.85% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWY ATLANTA, GA 30339 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $43 | $0 | $43 | 0.78% |
| CHRISTINE LYNN MORGESTER3 | 14913 S SUNTERRA LOOP OREGON CITY, OR 97045 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $27 | $0 | $27 | 0.49% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KLH INSURANCE INC | 886 POPLAR LN WATERTOWN, MN 55388 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.11% |
| GIANNI RICHIO3 | 18 RICKER CIR SOUTH HAMILTON, MA 01938 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.07% |
| CAROLE H WARREN3 | 2716 HANOVER CIR S APT 801 BIRMINGHAM, AL 35205 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.02% |
| HEARTSEASE LLC3 | 1521 NE 63RD AVE HILLBORO, OR 97124 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.02% |
| DB INSURANCE INC3 | 23 FRANLIN STREET SALEM, MA 01970 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.02% |
| MARGARET BRYANT3 | 18014 BELMORE AVE LAKE OSWEGO, OR 97035 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $485 | $36 | $521 | 16.76% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOC INC | 5515 SE MILWAUKIE AVE PORTLAND, OR 97202 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $262 | $0 | $262 | 8.43% |
| WORKSITE BENEFITS GROUP INC3 | 112 NW 114TH ST VANCOUVER, WA 98685 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $77 | $168 | $245 | 7.88% |
| KAREN CLAY KUNKLER3 | 415 SE 117TH AVE UNIT 236 VANCOUVER, WA 98683 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 0.51% |
| ISAACSON INSURANCE AGENCY LLC3 | 1821 NW 23RD PI PORTLAND, OR 97210 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.32% |
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 | 163 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 164 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PROVIDENCE HEALTH PLAN | 331 | $2.4M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 303 | $186K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 303 | $186K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 303 | $186K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 303 | $186K |
| Other(2 contracts) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 71 | $9K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 331 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.