| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | 2487 WEST NAVIGATOR DRIVE SUITE 140 MERIDIAN, ID 83642 | PACIFICSOURCE HEALTH PLANS | $37K | $0 | $37K | 2.97% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 221 NORTH WALL STREET, SUITE 224 SPOKANE, WA 99201 | PACIFICSOURCE HEALTH PLANS | $2K | $0 | $2K | 0.17% |
| UNKNOWN3 | UNKNOWN SAINT ANTHONY, ID 83445 | DELTA DENTAL OF IDAHO | $3K | $0 | $3K | 2.75% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 777 108TH AVENUE NE, SUITE 200 BELLEVUE, WA 98004 | STANDARD INSURANCE COMPANY | $7K | $3K | $10K | 11.59% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 95148 CHICAGO, IL 60694 | STANDARD INSURANCE COMPANY | $7K | $3K | $10K | 11.59% |
| TRAVIS A. PACKER3 | 2487 WEST NAVIGATOR DRIVE MERIDIAN, ID 83642 | UNITED HERITAGE LIFE INSURANCE COMPANY | $2K | $0 | $2K | 9.26% |
| WILLIAM KEZELE3 | 4370 STONEBROOK LANE IDAHO FALLS, ID 83404 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $395 | $0 | $395 | 2.98% |
| JARVIS J JONES3 Filed as: JARVIS J. JONES | 2014 EAST QUARTZRIDGE DRIVE SANDY, UT 84092 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $339 | $0 | $339 | 2.56% |
| FEATHER GROUP LLC3 Filed as: FEATHER GROUP, LLC | 5369 NORTH ISLA AVENUE MERIDIAN, ID 83646 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $133 | $0 | $133 | 1.00% |
| JP GRIFFETH ENTERPRISES INC3 Filed as: JP GRIFFETH ENTERPRISES, INC. | 12416 WEST BRADDOCK DRIVE BOISE, ID 83709 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $73 | $0 | $73 | 0.55% |
| PAM ANDERSON & ASSOCIATES INC3 Filed as: PAM ANDERSON AND ASSOCIATES, INC. | 130 WEST 8600 SOUTH MIDVALE, UT 84047 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | $0 | $40 | 0.30% |
| SHERRIE M HOPKINS INS AGCY LUTCF,PC3 Filed as: SHERRIE M. HOPKINS, INS. AGENCY | 1063 WEST ALBION VIEW CIRCLE WEST JORDAN, UT 84088 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 0.11% |
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 | 162 | 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) | 162 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PACIFICSOURCE HEALTH PLANS | 224 | $1.2M |
| Dental | DELTA DENTAL OF IDAHO | 89 | $107K |
| Vision | UNITED HERITAGE LIFE INSURANCE COMPANY | 89 | $22K |
| Life insurance(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 162 | $102K |
| Short-term disability(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 162 | $102K |
| Long-term disability | STANDARD INSURANCE COMPANY | 162 | $89K |
| Prescription drug | PACIFICSOURCE HEALTH PLANS | 224 | $1.2M |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 9 | $13K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 224 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.