| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLEGIANT GLOBAL PARTNERS3 Filed as: ALLEGIANT GLOBAL PARTNERS INC | 855 BOYLSTON ST BOSTON, MA 02116 | UNITEDHEALTHCARE INSURANCE COMPANY | $75K | $0 | $75K | 5.71% |
| ORANGE NAMOO LLC3 | 7101 EASY WIND DR UNIT 3107 AUSTIN, TX 78752 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | $0 | $2K | 0.17% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| JD FULWILER & CO INSURANCE, INC NONE | Consulting (general); Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 16 | 5727 SW MACADAM AVE COOS BAY, OR 97239 | $167K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $71K |
| DIVERSIFIED BENEFITS MANAGEMENT NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 7202 NE HWY 99, SUITE 106-002 VANCOUVER, WA 98665 | $37K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $26K |
| CRAVINHO & JAEGER FINANCIAL SERVICE NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | PO BOX 188 SALEM, OR 97308 | $26K |
| K.P.D. INSURANCE LLC EIN 86-2507515 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | PO BOX 784 SPRINGFIELD, OR 97477 | $24K |
| HUB INTERNATIONAL NORTHWEST, LLC NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 12100 NE 195TH ST, #200 BOTHELL, WA 98011 | $21K |
| BROWN & BROWN NORTHWEST INSURANCE NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | PO BOX 29018 PORTLAND, OR 97296 | $20K |
| MORGAN STANLEY NONE | Investment advisory (plan) Service code 27 | 760 SW 9TH AVENUE, SUITE 2100 PORTLAND, OR 97205 | $15K |
| MJI INC DBA HAGAN HAMILTON NONE | Insurance services; Insurance brokerage commissions and fees; Direct payment from the plan Service code 23 | PO BOX 847 MCMINNVILLE, OR 97128 | $15K |
| PARKER SMITH AND FEEK, INC EIN 91-0660018 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 2233 112TH AVE NE BELLEVUE, WA 98004 | $13K |
| CSNW BENEFITS AN ALERA GROUP AGENCY NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 1437 SW COLUMBIA STREET PORTLAND, OR 97201 | $12K |
| HUGGINS INSURANCE SERVICES, INC EIN 26-3896449 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $12K |
| GOLSAN SCRUGGS NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 2401 W MAIN STREET SUITE 108 BATTLE GROUND, WA 98604 | $10K |
| NFP CORPORATE SERVICES (NW) INC EIN 93-1130365 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 610 SW ALDER, STE 310 PORTLAND, OH 97205 | $8K |
| RIVERCITY INSURANCE LLC NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 1810 SUMMER ST NE SALEM, OR 97301 | $7K |
| LAPORTE & ASSOCIATES INC NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 5515 SE MILWAUKIE AVE PORTLAND, OR 97202 | $7K |
| HIGHSTREET INSURANCE SERVICES WEST NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | PO BOX 808 HERMISTON, OR 97838 | $6K |
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 | 791 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 794 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | UNITEDHEALTHCARE INSURANCE COMPANY | 941 | $6.8M |
| Dental | STANDARD INSURANCE COMPANY | 244 | $170K |
| Vision | STANDARD INSURANCE COMPANY | 554 | $40K |
| Life insurance | UNITEDHEALTHCARE INSURANCE COMPANY | 879 | $22K |
| Other | UNITEDHEALTHCARE INSURANCE COMPANY | 879 | $22K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 941 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.