| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 425 NE HANCOCK PORTLAND, OR 97212 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $25K | $0 | $25K | 3.92% |
| ALLIANT INSURANCE SERVICES, INC.3 | 425 NE HANCOCK PORTLAND, OR 97212 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $18K | $0 | $18K | 3.59% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $61 | $3K | 2.87% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.45% |
| ALLIANT INSURANCE SERVICES, INC.3 | 425 NE HANCOCK PORTLAND, OR 97212 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $852 | $62 | $914 | 12.04% |
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 | 291 | 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) | 291 | 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 | 137 | $1.1M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 284 | $119K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 291 | $8K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 137 | $1.1M |
| Other | UNUM LIFE INSURANCE COMPANY OF AMERICA | 291 | $8K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 291 | — |
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.