| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 777 108TH AVE NE SUITE 200 BELLEVUE, WA 98004 | WILLAMETTE DENTAL GROUP | $13K | — | $13K | 4.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 425 NE HANCOCK ST PORTLAND, OR 97212 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15K | $2K | $16K | 15.79% |
| BTG AND ASSOCIATES LLC3 | 3120 139TH AVE SE SUITE 500 BELLEVUE, WA 98005 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 1.07% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B ST FLOOR 6 SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $5K | — | $5K | 5.79% |
| BTG AND ASSOCIATES LLC3 Filed as: BTG BENEFITS | 3120 139TH AVE SE SUITE 500 BELLEVUE, WA 98005 | VISION SERVICE PLAN | $943 | — | $943 | 1.01% |
| TRICIA ANN HECHT3 | 425 NE HANCOCK ST PORTLAND, OR 972123913 | KAISER FOUNDATION HEALTH PLAN INC | $2K | — | $2K | 3.39% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 425 NE HANCOCK ST PORTLAND, OR 97212 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | $1K | $8K | 11.30% |
| BTG AND ASSOCIATES LLC3 | 3120 139TH AVE SE SUITE 500 BELLEVUE, WA 98005 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $399 | — | $399 | 0.58% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B ST FLOOR 6 SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $55 | $5K | 10.07% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES | 5444 WESTHEIMER RD FLOOR 9 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $580 | $580 | 1.28% |
| BTG AND ASSOCIATES LLC3 | 3120 139TH AVE SE SUITE 500 BELLEVUE, WA 98005 | METROPOLITAN LIFE INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 425 NE HANCOCK ST PORTLAND, OR 97212 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $637 | $4K | 11.36% |
| BTG AND ASSOCIATES LLC3 | 3120 139TH AVE SE SUITE 500 BELLEVUE, WA 98005 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $180 | — | $180 | 0.54% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 425 NE HANCOCK ST PORTLAND, OR 97212 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $570 | $5K | 15.65% |
| BTG AND ASSOCIATES LLC3 | 3120 139TH AVE SE SUITE 500 BELLEVUE, WA 98005 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $368 | — | $368 | 1.19% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B ST FLOOR 6 SAN DIEGO, CA 921018156 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $55 | $6K | 25.69% |
| BTG AND ASSOCIATES LLC3 | 3120 139TH AVE SE SUITE 500 BELLEVUE, WA 98005 | METROPOLITAN LIFE INSURANCE COMPANY | $427 | — | $427 | 1.97% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS SERVICES INC. | 5444 WESTHEIMER RD FLOOR 9 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $344 | $344 | 1.59% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 425 NE HANCOCK ST PORTLAND, OR 97212 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $245 | $2K | 16.02% |
| BTG AND ASSOCIATES LLC3 | 3120 139TH AVE SE SUITE 500 BELLEVUE, WA 98005 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $115 | — | $115 | 0.88% |
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 | 875 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 876 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | UHA HEALTH ALLIANCE | 291 | $872K |
| Dental | WILLAMETTE DENTAL GROUP | 653 | $330K |
| Vision | VISION SERVICE PLAN | 860 | $93K |
| Life insurance(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,502 | $186K |
| Long-term disability(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 89 | $65K |
| Prescription drug | UHA HEALTH ALLIANCE | 110 | $736K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,502 | $82K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,502 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.