| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLEGIS ADVISOR GROUP3 | 75 W TOWN RIDGE PKWY STE 210 SANDY, UT 840705535 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $8K | $8K | 1.98% |
| WALDO INSURANCE, INC.3 Filed as: WALDO INSURANCE INC | PO BOX 1667 NYSSA, OR 979130167 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.61% |
| FIELD WALDO INSURANCE AGENCIES3 | 378 W IDAHO AVENUE ONTARIO, OR 979142345 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $459 | $459 | 0.12% |
| LEAVITT GROUP3 Filed as: GBS A LEAVITT GROUP COMPANY | 6220 N DISCOVERY WAY BOISE, ID 83713 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $0 | $6K | 15.00% |
| DAVID M WALDO3 | 378 W IDAHO AVENUE ONTARIO, OR 97914 | BLUE CROSS OF IDAHO HEALTH SERVICE, INC. | $828 | $0 | $828 | 2.49% |
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 | 191 | 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) | 191 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 569 | $413K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 569 | $379K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 569 | $379K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 569 | $379K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 569 | $379K |
| Other(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 569 | $422K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 569 | — |
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."
No prospect flags tripped on this filing.