| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PARKER SMITH & FEEK INC.3 Filed as: PARKER SMITH & FEEK, INC. - MARY C | 200 SW MARKET ST. STE 750 PORTLAND, OR 97201 | PROVIDENCE HEALTH PLAN | $15K | — | $15K | 1.75% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OR - TIMOTHY C | PO BOX 29018 PORTLAND, OR 97296 | PROVIDENCE HEALTH PLAN | $11K | — | $11K | 1.24% |
| PARKER SMITH & FEEK INC.3 Filed as: PARKER SMITH AND FEEK INC | 2233 112TH AVE NE BELLEVUE, WA 98004 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 3.48% |
| HEARTSEASE LLC3 | 1521 NE 63RD AVE HILLSBORO, OR 97124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $3K | $6K | 9.97% |
| PARKER SMITH & FEEK INC.3 Filed as: PARKER SMITH & FEEK INC | 3800 CENTERPOINT DR STE 601 ANCHORAGE, AK 99503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 7.76% |
| BENEFITS BY DESIGN INC3 | 2101 NE 279TH ST RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 5.12% |
| WORKSITE BENEFITS GROUP INC3 | 112 NW 114TH ST VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $740 | $1K | $2K | 3.18% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF OREGON LLC | N/A PORTLAND, OR 97296 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $34 | $1K | 2.36% |
| KAREN CLAY KUNKLER3 | 415 SE 177TH AVE UNIT 236 VANCOUVER, WA 98683 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $411 | $25 | $436 | 0.71% |
| QUEST BENEFITS NORTHWEST LLC3 | 2189 SOUTHEAST 12TH AVE CANBY, OR 97013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $263 | — | $263 | 0.43% |
| MICHAEL LEROY ALLEY3 | 2189 SOUTHEAST 12TH AVE CANBY, OR 97013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $221 | — | $221 | 0.36% |
| CASEY RATHMANNER3 | 1601 NE CRESTVIEW LN CORBETT, OR 97019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $159 | — | $159 | 0.26% |
| RAQUEL LOSADA MONROY3 | 817 NE DELP ROAD CAMAS, WA 98607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $119 | $30 | $149 | 0.24% |
| MARGARET BRYANT3 | 18014 SW BELMORE AVE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $130 | $18 | $148 | 0.24% |
| ROXANA BUSCHMAN3 | 400 NORTHEAST 149TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | — | $55 | 0.09% |
| TRICIA MILLER3 | 2101 NE 279TH ST RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | — | $45 | 0.07% |
| PAMELA COPLE SMITH3 | 411 HIGHLAND DR SEATTLE, WA 98109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.05% |
| GABRIEL ANGEL CANALS3 | 1329 NE 236TH AVE WOOD VILLAGE, OR 97060 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $11 | $19 | 0.03% |
| ISAACSON INSURANCE AGENCY LLC3 | 1250 11TH ST WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $3 | $11 | 0.02% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN NORTHWEST | PO BOX 29018 PORTLAND, OR 97296 | VISION SERVICE PLAN | $635 | — | $635 | 3.88% |
| PARKER SMITH & FEEK INC.3 Filed as: PARKER SMITH & FEEK INC | 2233 112TH AVE NE BELLEVUE, WA 98004 | VISION SERVICE PLAN | $614 | — | $614 | 3.75% |
| EMPLOYEE NAVIGATOR, LLC3 Filed as: EMPLOYEE NAVIGATOR LLC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 20814 | VISION SERVICE PLAN | $82 | — | $82 | 0.50% |
| PARKER SMITH & FEEK INC.3 Filed as: PARKER SMITH AND FEEK INC | 2233 112TH AVE NE BELLEVUE, WA 98004 | STANDARD INSURANCE COMPANY | $812 | — | $812 | 9.39% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | PO BOX 29018 PORTLAND, OR 97296 | STANDARD INSURANCE COMPANY | $641 | — | $641 | 7.41% |
| PARKER SMITH & FEEK INC.3 Filed as: PARKER SMITH & FEEK INC | 3800 CENTERPOINT DR STE 601 ANCHORAGE, AK 99503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $277 | — | $277 | 7.44% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF OREGON LLC | N/A PORTLAND, OR 97296 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | $6 | $98 | 2.63% |
| HEARTSEASE LLC3 | 1521 NE 63RD AVE HILLSBORO, OR 97124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | $31 | $69 | 1.85% |
| BENEFITS BY DESIGN INC3 | 2101 NE 279TH ST RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | $10 | $34 | 0.91% |
| QUEST BENEFITS NORTHWEST LLC3 | 2189 SOUTHEAST 12TH AVE CANBY, OR 97013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.03% |
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 | 118 | 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) | 118 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PROVIDENCE HEALTH PLAN | 135 | $866K |
| Dental | STANDARD INSURANCE COMPANY | 114 | $81K |
| Vision | VISION SERVICE PLAN | 94 | $16K |
| Life insurance(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 202 | $65K |
| Short-term disability(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 202 | $65K |
| Long-term disability | STANDARD INSURANCE COMPANY | 32 | $9K |
| Other(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 202 | $65K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 202 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.