| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER OREGON INC | 1050 SW 6TH AVE STE 1000 PORTLAND, OR 97204 | REGENCE BLUECROSS BLUESHIELD OF OREGON | $30K | $1K | $32K | 2.12% |
| WOODRUFF-SAWYER & CO3 | 50 CALIFORNIA STREET, 12TH FLOOR SAN FRANCISCO, CA 94111 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $8K | — | $8K | 2.53% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER OF OREGON INC | 50 CALIFORNIA STREET, 12TH FLOOR SAN FRANCISCO, CA 94111 | PRINCIPAL LIFE INSURANCE COMPANY | $11K | — | $11K | 10.56% |
| WOODRUFF-SAWYER & CO3 | 50 CALIFORNIA STREET, 12TH FLOOR SAN FRANCISCO, CA 94111 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4K | — | $4K | 4.58% |
| WOODRUFF-SAWYER & CO3 | 50 CALIFORNIA STREET, 12TH FLOOR SAN FRANCISCO, CA 94111 | KAISER FOUNDATION HEALTH PLAN INC. | $691 | $64 | $755 | 2.72% |
| WOODRUFF-SAWYER & CO3 | 50 CALIFORNIA STREET, 12TH FLOOR SAN FRANCISCO, CA 94111 | VISION SERVICE PLAN | $1K | — | $1K | 5.64% |
| WOODRUFF-SAWYER & CO3 | TWO UNION SQUARE 601 UNION STREET SEATTLE, WA 98101 | ZURICH - PRINCIPAL | $1K | — | $1K | 13.22% |
| WOODRUFF-SAWYER & CO3 | 50 CALIFORNIA STREET, 12TH FLOOR SAN FRANCISCO, CA 94111 | FEDERAL INSURANCE COMPANY | $364 | — | $364 | 18.20% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & COMPANY | 1001 SW 5TH AVENUE, SUITE 1000 PORTLAND, OR 97204 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | — |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER OREGON INC | 1050 SW SIXTH AVENUE SUITE 1000 PORTLAND, OR 97204 | METROPOLITAN LIFE INSURANCE COMPANY | -$137 | $2K | $2K | — |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & COMPANY | 50 CALIFORNIA STREET FLOOR 12 SAN FRANCISCO, CA 94111 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | — |
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 | 128 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 130 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 204 | $1.8M |
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 184 | $90K |
| Vision | VISION SERVICE PLAN | 113 | $19K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 174 | $101K |
| Short-term disability(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 174 | $101K |
| Long-term disability(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 174 | $101K |
| Prescription drug(3 contracts, 3 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 204 | $1.8M |
| Other(3 contracts, 3 carriers) | ZURICH - PRINCIPAL | 162 | $10K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 204 | — |
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."
No prospect flags tripped on this filing.