| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SERVICES | 1420 5TH AVENUE SUITE 1500 SEATTLE, WA 98101 | AETNA LIFE INSURANCE COMPANY | $3K | $3K | $6K | 0.58% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF NEVADA LLC | 5985 HOME GARDENS DRIVE SUITE A RENO, NV 89502 | AETNA LIFE INSURANCE COMPANY | $583 | — | $583 | 0.05% |
| MARGARET BRYANT3 | 18014 SOUTHWEST BELMORE AVENUE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $712 | $2K | 8.68% |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING COMPANY | 601 UNION STREET SUITE 1000 SEATTLE, WA 98101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 4.68% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 751 B STREET SUITE 600 SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $876 | — | $876 | 3.40% |
| PREMIER WORKSITE SOLUTIONS INC3 Filed as: PREMIER WORKSITE SOLUTIONS INC. | 112 NORTHWEST 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $327 | $227 | $554 | 2.15% |
| KAREN CLAY KUNKLER3 | 1709 NORTHWEST 45TH AVENUE CAMAS, WA 98607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $383 | $43 | $426 | 1.66% |
| HAROLD ANTHONY EDWARDS3 | 1070 FOREST HILL DRIVE CALUMET CITY, IL 60409 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $243 | $55 | $298 | 1.16% |
| TRIFLEX CORPORATION3 | 4023 NORTH O'CONNOR ROAD IRVING, TX 75062 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $255 | $3 | $258 | 1.00% |
| MARY ESTHER TAYLOR3 | P.O. BOX 70334 SPRINGFIELD, OR 97475 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $206 | $8 | $214 | 0.83% |
| ISAACSON INSURANCE AGENCY LLC3 | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $153 | $53 | $206 | 0.80% |
| KRISTEN ELISE RANDALL3 | 22 SOUTH GAY DRIVE LONGMONT, CO 80501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $167 | $3 | $170 | 0.66% |
| THE WORKSIGHT GROUP LLC3 | 6 ELM STREET UNIT 5 MADISON, NJ 07940 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $76 | $71 | $147 | 0.57% |
| THOMAS TAYLOR3 Filed as: THOMAS MCKY TAYLOR | P.O. BOX 70334 SPRINGFIELD, OR 97475 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $131 | $12 | $143 | 0.56% |
| MICHELLE CRISANTI3 | 802 RIVERWALK DRIVE SUITE 110 WAUKESHA, WI 53188 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $114 | — | $114 | 0.44% |
| ERENDIRA CARDENAS RIOS3 Filed as: ERENDIRA C RIOS | 4101 NASA PARKWAY SUITE 217 SEABROOK, TX 77586 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | — | $78 | 0.30% |
| ELAISIUS BONNER3 | 974 ROSEFIELD LANE AURORA, IL 60504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $41 | $75 | 0.29% |
| MPART BENEFITS INC3 Filed as: MPART BENEFITS INC. | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | $35 | $71 | 0.28% |
| NATALIE JONES TELTOW3 | 1742 WICKHAM REACH DRIVE SPRING, TX 77386 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | — | $43 | 0.17% |
| VOLUNTARY SOLUTIONS INC3 | 509 SOUTH 4TH AVENUE BRIGHTON, CO 80601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | $19 | $43 | 0.17% |
| EDWARD RICHARD ESTRADA3 | 580 PATRICK LOOP COTTAGE GROVE, OR 97424 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.13% |
| MARK CHARLES MORGAN3 | 2550 GRAY FALLS DRIVE SUITE 350 HOUSTON, TX 77077 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $22 | $33 | 0.13% |
| CHRISTINE LYNN MORGESTER3 | 14913 SOUTH SUNTERRA LOOP OREGON CITY, OR 97045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $1 | $28 | 0.11% |
| GARSON FINANCIAL SERVICES S C3 | 904 EAST PEARSON STREET MILWAUKEE, WI 53202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $10 | $27 | 0.10% |
| BRIAN COHEN3 | 701 LEORA LANE THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.10% |
| MARK J ROBISON3 | 1255 KIENAS ROAD KALISPELL, MT 59901 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.05% |
| MARY CATHERINE WILLIAMS3 | 2950 SOUTH JAMAICA COURT SUITE 302 AURORA, CO 80014 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.04% |
| ROXANA BUSCHMAN3 | 400 NORTHEAST 149TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| DARIN POTTS3 | 510 BERING DRIVE HOUSTON, TX 77057 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BARRY W MAAS3 | P.O. BOX 5809 FRESNO, CA 93755 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| WILLIAM WAYNE STIGILE3 | 514 GRINDSTONE WOODBRIDGE, CA 95258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| RITA J ROBINSON3 | P.O. BOX 34 WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 320 WEST 57TH STREET NEW YORK, NY 100193705 | PRINCIPAL LIFE INSURANCE COMPANY | $369 | — | $369 | 18.19% |
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 | 108 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 124 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 107 | $1.1M |
| Dental | AETNA LIFE INSURANCE COMPANY | 107 | $1.1M |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 4 | $2K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 30 | $26K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 4 | $2K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 30 | $28K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 107 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.