| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP, LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN, INC. | $10K | $0 | $10K | 0.88% |
| AMALYN CONSULTING LLC3 Filed as: AMALYN CONSULTING, LLC | 12590 N 73RD PL SCOTTSDALE, AZ 85260 | KAISER FOUNDATION HEALTH PLAN, INC. | $6K | $0 | $6K | 0.49% |
| THE PARTNERS GROUP LLC-AMALYN3 | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | RELIANCE STANDARD | $51K | $29K | $80K | 9.67% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP, LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN, INC. | $2K | $0 | $2K | 0.84% |
| AMY LYNN SHUCKHART3 | 12590 N 73RD PL SCOTTSDALE, AZ 85260 | KAISER FOUNDATION HEALTH PLAN, INC. | $1K | $0 | $1K | 0.66% |
| AMALYN CONSULTING LLC3 | 12590 N 73RD PL SCOTTSDALE, AZ 85260 | METROPOLITAN GENERAL INSURANCE COMPANY | $5K | $0 | $5K | 7.14% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP, LTD. | 11850 SW 67TH AVE, SUITE 100 PORTLAND, OR 97223 | METROPOLITAN GENERAL INSURANCE COMPANY | $1K | $0 | $1K | 2.25% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP, LTD. | 1000 ESSINGTON ROAD #108 JOLIET, IL 60435 | METROPOLITAN GENERAL INSURANCE COMPANY | $732 | $0 | $732 | 1.14% |
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 | 1,574 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,574 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN, INC. | 171 | $1.4M |
| Life insurance | RELIANCE STANDARD | 1,574 | $830K |
| Short-term disability | RELIANCE STANDARD | 1,574 | $830K |
| Long-term disability | RELIANCE STANDARD | 1,574 | $830K |
| Other(2 contracts, 2 carriers) | RELIANCE STANDARD | 1,574 | $894K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,574 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.