| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALAN J ZUCCARI INC3 | 4100 MONUMENT CORNER DR STE 500 FAIRFAX, VA 22030 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $6K | $0 | $6K | 2.81% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $5K | $0 | $5K | 2.20% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LLC | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITED HEALTHCARE INSURANCE COMPANY | $40K | $0 | $40K | 20.96% |
| ALAN J ZUCCARI INC3 | 4100 MONUMENT CORNER DR STE 500 FAIRFAX, VA 220308621 | UNITED HEALTHCARE INSURANCE COMPANY | $15K | $0 | $15K | 7.96% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | $758 | $6K | 14.66% |
| AON CONSULTING INC3 Filed as: BSWIFT | 10 S RIVERSIDE PLAZA STE 1100 CHICAGO, IL 60606 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 7.53% |
| ALAN J ZUCCARI INC3 | 4100 MONUMENT CORNER DR STE 500 FAIRFAX, VA 22030 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $542 | $0 | $542 | 1.35% |
| GRIFFIN, STEVEN, RAY3 Filed as: GRIFFIN, STEVEN RAY | 2000 MORRIS AVE STE 1400 BIRMINGHAM, AL 35203 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $74 | $0 | $74 | 0.18% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | VISION SERVICE PLAN | $922 | $0 | $922 | 2.37% |
| ALAN J ZUCCARI INC3 | 4100 MONUMENT CORNER DR STE 500 FAIRFAX, VA 220308609 | VISION SERVICE PLAN | $598 | $0 | $598 | 1.54% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $448 | $4K | 10.02% |
| AON CONSULTING INC3 Filed as: BSWIFT | 10 S RIVERSIDE PLAZA STE 1100 CHICAGO, IL 60606 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 5.00% |
| ALAN J ZUCCARI INC3 | 4100 MONUMENT CORNER DR STE 500 FAIRFAX, VA 22030 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 3.31% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $342 | $3K | 8.57% |
| ALAN J ZUCCARI INC3 | 4100 MONUMENT CORNER DR STE 500 FAIRFAX, VA 22030 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 3.78% |
| PHILIP VIGNOLA3 | 4735 REYNOLDS PKWY BOONE, NC 286075527 | KAISER FOUNDATION HEALTH PLAN INC | $2K | $0 | $2K | 6.92% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $944 | $189 | $1K | 6.85% |
| ALAN J ZUCCARI INC3 | 4100 MONUMENT CORNER DR STE 500 FAIRFAX, VA 22030 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $373 | $0 | $373 | 2.25% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | $0 | $6K | 38.00% |
| ALAN J ZUCCARI INC3 | 4100 MONUMENT CORNER DR STE 500 FAIRFAX, VA 22030 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | $0 | $2K | 13.99% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $900 | $120 | $1K | 9.70% |
| AON CONSULTING INC3 Filed as: BSWIFT | 10 S RIVERSIDE PLAZA STE 1100 CHICAGO, IL 60606 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $522 | $0 | $522 | 4.96% |
| ALAN J ZUCCARI INC3 | 4100 MONUMENT CORNER DR STE 500 FAIRFAX, VA 22030 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $329 | $0 | $329 | 3.13% |
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 | 804 | 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) | 804 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 410 | $445K |
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 192 | $15K |
| Vision | VISION SERVICE PLAN | 217 | $39K |
| Life insurance(3 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 659 | $88K |
| Long-term disability(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 39 | $44K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 410 | $445K |
| Other(4 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,385 | $130K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,385 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.