| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | PO BOX 29018 PORTLAND, OR 97296 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS | $32K | — | $32K | 2.99% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN NORTHWEST | PO BOX 29018 PORTLAND, OR 97296 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $31K | — | $31K | 3.20% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OR LLC | PO BOX 743061 LOS ANGELES, CA 90074 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $17K | — | $17K | 2.91% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | 601 SW 2ND AVENUE STE 1200 PORTLAND, OR 97204 | THE GUARDIAN LIFE INSURANCE COMPANY | $9K | $8K | $18K | 8.43% |
| BENEFITS PLUS INS SOL LLC3 Filed as: BENEFITS PLUS INC SOL LLC | 37383 RIVERSIDE DR PLEASANT HILL, OR 97477 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 6.78% |
| PROPEL INSURANCE AGENCY LLC3 | 1410 BLANDING STREET STE 100 COLUMBIA, SC 29201 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $558 | — | $558 | 1.53% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN NW | PO BOX 29018 PORTLAND, OR 97296 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $131 | — | $131 | 0.36% |
| AHL-ALLSTATE3 | 1776 AHL DRIVE JACKSONVILLE, FL 32224 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN NORTHWEST | PO BOX 29018 PORTLAND, OR 97296 | EYEMED VISION CARE | $3K | — | $3K | 10.03% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OR LLC | PO BOX 29018 PORTLAND, OR 97296 | SYMETRA LIFE INSURANCE COMPANY | $3K | — | $3K | 10.08% |
| BENEFITS PLUS INS SOL LLC3 | 37383 RIVERSIDE DR PLEASANT HILL, OR 97477 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $540 | — | $540 | 2.18% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN NORTHWEST | PO BOX 29018 PORTLAND, OR 97296 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.02% |
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 | 607 | 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) | 607 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS | 239 | $2.6M |
| Dental(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 607 | $798K |
| Vision(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 317 | $618K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY | 607 | $212K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY | 607 | $212K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 82 | $587K |
| Other(3 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY | 607 | $273K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 607 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.