| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 425 NE HANCOCK PORTLAND, OR 97212 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $11K | $0 | $11K | 2.02% |
| HECHT & HECHT LIFE & HEALTH INS3 Filed as: HECHT AND HECHT INS. AGENCY, INC. | 425 NE HANCOCK PORTLAND, OR 97212 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $11K | $0 | $11K | 1.94% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 425 NE HANCOCK PORTLAND, OR 97212 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $9K | $0 | $9K | 1.99% |
| HECHT & HECHT LIFE & HEALTH INS3 Filed as: HECHT AND HECHT INS. AGENCY INC. | 425 NE HANCOCK STREET PORTLAND, OR 97212 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $0 | $3K | 2.75% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B STREET, FLOOR 6 SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $330 | $0 | $330 | 0.30% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $146 | $146 | 0.13% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 425 NE HANCOCK PORTLAND, OR 97212 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $902 | $0 | $902 | 12.86% |
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 | 101 | 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) | 101 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 126 | $1.0M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 237 | $108K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 98 | $7K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 126 | $1.0M |
| Other | UNUM LIFE INSURANCE COMPANY OF AMERICA | 98 | $7K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 237 | — |
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.