| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TRENT D BRYSON3 Filed as: TRENT BRYSON | 3777 LONG BEACH BLVD. SUITE 500 LONG BEACH, CA 90807 | BLUE CROSS OF IDAHO | $6K | $0 | $6K | 2.92% |
| BRYSON INSURANCE AGENCY INC.3 | 3777 LONG BEACH BLVD SUITE 500 LONG BEACH, CA 90807 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $957 | $0 | $957 | 15.00% |
| BRYSON INSURANCE AGENCY INC.3 | 3777 LONG BEACH BLVD SUITE 500 LONG BEACH, CA 90807 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $892 | $0 | $892 | 15.01% |
| BRYSON INSURANCE AGENCY INC.3 | 3777 LONG BEACH BLVD. SUITE 500 LONG BEACH, CA 90807 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $356 | $0 | $356 | 15.00% |
| ADVANCED BENEFITS3 | 2448 W MERRITT CREEK LOOP COEUR D ALENE, ID 83814 | NORTHWEST DENTAL BENEFITS | $142 | $0 | $142 | 7.19% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY INC | 3777 LONG BEACH BLVD SUITE 500 LONG BEACH, CA 90807 | AFLAC | $133 | $0 | $133 | 8.39% |
| JIMMIE J DELBRIDGE3 | 1924 E FOXBOROUGH CT HAYDEN, ID 83835 | AFLAC | $104 | $0 | $104 | 6.56% |
| KAYLA ANN RETTMANN3 | 8827 N GOVERNMENT WAY UNIT 105 HAYDEN, ID 83835 | AFLAC | $81 | $0 | $81 | 5.11% |
| TERRY K ALLEN3 | 20930 E HAPPY TRAILS LN OTIS ORCHARDS, WA 99027 | AFLAC | $56 | $0 | $56 | 3.53% |
| ERIC F CORNETT3 | 4029 W SAW BLADE LN APT 102 COEUR D ALENE, IA 83814 | AFLAC | $34 | $0 | $34 | 2.15% |
| ADVANCED BENEFITS3 Filed as: ADVANCED INC | 2448 N MERRITT CREEK LOOP COEUR D ALENE, ID 83814 | AFLAC | $15 | $0 | $15 | 0.95% |
| RODERICK ALLEN BAIR3 | 8827 N GOVERNMENT WAY UNIT 105 HAYDEN, ID 83835 | AFLAC | $12 | $0 | $12 | 0.76% |
| DARAN L WYCKOFF3 | PO BOX 31233 SPOKANE, WA 99223 | AFLAC | $3 | $0 | $3 | 0.19% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: EDWARD A BROWN | 5241 W ORCHARD AVE RATHDRUM, ID 83858 | AFLAC | $3 | $0 | $3 | 0.19% |
| DIXIE D SIMON3 | 509 N SHAMROCK RD SPOKANE VALLEY, WA 99037 | AFLAC | $1 | $0 | $1 | 0.06% |
| LISA M HALL3 | 686 W MOGUL LOOP APT 102 HAYDEN, ID 83835 | AFLAC | $1 | $0 | $1 | 0.06% |
| SCOTTI MADISON3 | 3330 COBB PKWY NW STE 324-3 ACWORTH, GA 30101 | AFLAC | $1 | $0 | $1 | 0.06% |
| KRISTEN SUE PLAISANCE3 | 11315 E 12TH AVE SPOKANE VALLEY, WA 99206 | AFLAC | $1 | $0 | $1 | 0.06% |
| BRYSON INSURANCE AGENCY INC.3 | 3777 LONG BEACH BLVD., STE 500 LONG BEACH, CA 90807 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $255 | $0 | $255 | 17.00% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS OF IDAHO | 185 | $195K |
| Dental(2 contracts, 2 carriers) | BLUE CROSS OF IDAHO | 185 | $197K |
| Vision | BLUE CROSS OF IDAHO | 185 | $195K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 106 | $8K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 106 | $6K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 106 | $2K |
| Prescription drug | BLUE CROSS OF IDAHO | 185 | $195K |
| Other(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 106 | $10K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 185 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.