| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 | 1325 FOURTH AVE SUITE 2100 SEATTLE, WA 98101 | KAISER PERMANENTE | $22K | — | $22K | 1.07% |
| ASSUREDPARTNERS3 | 1325 4TH AVE., STE. 2100 SEATTLE, WA 98101 | DELTA DENTAL OF WASHINGTON | $13K | — | $13K | 4.94% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF WASHINGTON LLC | 1325 4TH AVE STE 2100 SEATTLE, WA 98101 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10K | — | $10K | 10.45% |
| TIMOTHY W HELD3 | 11427 148TH AVE NW GIG HARBOR, WA 98239 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7K | — | $7K | 7.87% |
| BARRY G WIEBE3 | 4379 SUNDOWN VIEW TER BELLINGHAM, WA 98226 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.98% |
| JEFF CLARK3 Filed as: JEFF CLACK/HOLLY HALL | 4425 HARBOR COUNTRY DRIVE APT L85 GIG HARBOR, WA 98335 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.78% |
| KYONG GOINS3 Filed as: KYONG H GOINS/MARK G LAWSON | 2931 1ST AVENUE #A SEATTLE, WA 98134 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.67% |
| DAVID BRUNSON3 | 5378 DUSTY LANE BURLINGTON, WA 98233 | CONTINENTAL AMERICAN INSURANCE COMPANY | $329 | — | $329 | 0.36% |
| LISA R PETERS3 | 1932 A COLLEGE WAY SUITE B MOUNT VERNON, WA 98273 | CONTINENTAL AMERICAN INSURANCE COMPANY | $290 | — | $290 | 0.32% |
| ASSUREDPARTNERS3 | 1325 4TH AVE STE 2100 SEATTLE, WA 98101 | AMERITAS LIFE INSURANCE COMPANY | $1K | — | $1K | 5.00% |
| ASSUREDPARTNERS3 | 1325 4TH AVE. STE. 2100 SEATTLE, WA 98101 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $134 | $1K | 14.05% |
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 | 603 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 604 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER PERMANENTE | 335 | $2.1M |
| Dental | DELTA DENTAL OF WASHINGTON | 316 | $269K |
| Vision | AMERITAS LIFE INSURANCE COMPANY | 283 | $30K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 40 | $10K |
| Short-term disability(2 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 214 | $102K |
| Prescription drug | KAISER PERMANENTE | 335 | $2.1M |
| Other(3 contracts, 3 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 603 | $117K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 603 | — |
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.