| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | REGENCE BLUE SHIELD OF IDAHO | $40K | $7K | $48K | 3.26% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | SUTTER HEALTH PLAN | $9K | $0 | $9K | 6.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | DELTA DENTAL OF IDAHO | $7K | $0 | $7K | 4.99% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | SUN LIFE ASSURANCE COMPANY OF CANADA | $10K | $0 | $10K | 15.03% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, TX 98101 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | $135 | $12K | 20.71% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD, SUITE 800 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1K | $1K | 2.06% |
| COMPASS BENEFIT ADVISORS LLC3 | 830 NORTH MAIN STREET, SUITE 200 MERIDIAN, ID 83642 | METROPOLITAN LIFE INSURANCE COMPANY | $13 | $0 | $13 | 0.02% |
| ALLIANT INSURANCE SERVICES, INC.3 | 818 WEST RIVERSIDE, SUITE 800 SPOKANE, WA 99201 | LIFEMAP ASSURANCE COMPANY | $2K | $0 | $2K | 9.98% |
| CAMBIA HEALTH SOLUTIONS3 | 100 SW MARKET STREET PORTLAND, OR 97201 | LIFEMAP ASSURANCE COMPANY | $512 | $0 | $512 | 2.12% |
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 | 131 | 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) | 131 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | REGENCE BLUE SHIELD OF IDAHO | 234 | $1.6M |
| Dental | DELTA DENTAL OF IDAHO | 130 | $131K |
| Vision | LIFEMAP ASSURANCE COMPANY | 134 | $24K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 250 | $57K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 210 | $64K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 210 | $64K |
| Prescription drug(2 contracts, 2 carriers) | REGENCE BLUE SHIELD OF IDAHO | 234 | $1.6M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 250 | $61K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 250 | — |
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.