| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PROPEL INSURANCE3 | 925 4TH AVE. STE 3200 SEATTLE, WA 98104 | HARTFORD LIFE AND ACCIDENT | $7K | — | $7K | 1.34% |
| PROPEL INSURANCE AGENCY LLC3 Filed as: PROPEL INSURANCE AGENCY, LLC | 1201 PACIFIC AVE STE 1000 TACOMA, WA 98402 | PRINCIPAL LIFE INSURANCE CO | $12K | — | $12K | 3.50% |
| PROPEL INSURANCE AGENCY LLC3 Filed as: PROPEL INSURANCE AGENCY, LLC | 1201 PACIFIC AVE, STE 1000 TACOMA, WA 984024321 | PRINCIPAL LIFE INSURANCE CO | $12K | — | $12K | 3.50% |
| PROPEL INSURANCE AGENCY LLC3 Filed as: PROPEL INSURANCE AGENCY, LLC | 1301 FIFTH AVENUE SEATTLE, WA 98101 | HARTFORD LIFE AND ACCIDENT | $3K | — | $3K | 2.00% |
| PROPEL INSURANCE AGENCY LLC3 Filed as: PROPEL INSURANCE AGENCY, LLC | PO BOX 2940 TACOMA, WA 98401 | HARTFORD LIFE AND ACCIDENT | — | $3K | $3K | 1.50% |
| PROPEL INSURANCE AGENCY LLC3 Filed as: PROPEL INSURANCE AGENCY, LLC | 1201 PACIFIC AVE STE 1000 TACOMA, WA 98402 | PRINCIPAL LIFE INSURANCE COMPANY | $1K | — | $1K | 3.14% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS OF IDAHO EIN 82-0344294 CLAIM PROCESSING PROVIDE | Claims processing Service code 12 | — | $3.1M |
| MAGELLAN EIN 52-2135463 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $188K |
| LAGRANDE PSYCHOLOGICAL SERVICES EIN 01-0726768 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $8K |
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 | 5,477 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,486 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision(2 contracts) | VISION SERVICE PLAN | 4,168 | $462K |
| Life insurance(2 contracts) | PRINCIPAL LIFE INSURANCE CO | 10,153 | $697K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 2,351 | $1.1M |
| Long-term disability(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 3,061 | $569K |
| Other | HARTFORD LIFE AND ACCIDENT | 5,486 | $167K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,153 | — |
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.