| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| UNKNOWN3 | UNKNOWN PORTLAND, OR 97209 | PROVIDENCE HEALTH PLANS | $18K | $0 | $18K | 4.22% |
| HECHT & HECHT LIFE & HEALTH INS3 Filed as: HECHT AND HECHT INSURANCE AGENCY | 425 NE HANCOCK PORTLAND, OR 97212 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | $0 | $2K | 2.44% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICS, INC. | 701 B STREET, SUITE 600 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | $1 | $2K | 1.97% |
| INSUREYOURPEOPLE, LLC3 Filed as: INSUREYOURPEOPLE, LLC DBA ZENEFITS | 40 EAST RIO SALADO PARKWAY SUITE 900 TEMPE, AZ 85281 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | -$1K | $0 | -$1K | -1.42% |
| UNKNOWN3 | UNKNOWN PORTLAND, OR 97209 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $2K | $0 | $2K | 4.83% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICS, INC. | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $653 | $0 | $653 | 8.11% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICS, INC. | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $860 | $26 | $886 | 13.45% |
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 | 145 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 145 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PROVIDENCE HEALTH PLANS | 153 | $500K |
| Dental(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 146 | $121K |
| Vision | VISION SERVICE PLAN | 85 | $8K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 145 | $7K |
| Prescription drug(2 contracts, 2 carriers) | PROVIDENCE HEALTH PLANS | 153 | $500K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 145 | $7K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.