| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA - TACOMA | — | REGENCE BLUESHIELD | $61K | $13K | $74K | 3.66% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA, INC. | 2106 PACIFIC AVE, SUITE 501 TACOMA, WA 98402 | DELTA DENTAL OF WASHINGTON | $9K | — | $9K | 3.82% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA - TACOMA | — | LIFEMAP ASSURANCE COMPANY | $9K | $1K | $10K | 8.18% |
| SUZANNE BRATTON TUCKER3 Filed as: SUZANNE O'BRIEN | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2K | $58 | $2K | 4.46% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON, INC. | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1K | — | $1K | 2.80% |
| LISA A. TAYLOR3 Filed as: LISA A TAYLOR | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $753 | — | $753 | 1.93% |
| PATRICK RUHLE3 Filed as: PATRICK N KELLEY | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $360 | — | $360 | 0.92% |
| COTTER CONSULTING & BENEFITS INC3 Filed as: COTTER CONSULTING & BENEFITS INC. | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $277 | — | $277 | 0.71% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $125 | — | $125 | 0.32% |
| MARY POHLMAN3 | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $101 | — | $101 | 0.26% |
| MCGRATH INSURANCE GROUP INC3 Filed as: JR MCGRATH | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $78 | — | $78 | 0.20% |
| MATTHEW G BERGER3 Filed as: MATTHEW A BUMALA | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $58 | $12 | $70 | 0.18% |
| SUSAN MAE DANIEL3 Filed as: SUSAN L JOHNSON | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $64 | — | $64 | 0.16% |
| BRANDON PENKO3 Filed as: BRANDON C HOOBLER | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $60 | — | $60 | 0.15% |
| PAUL B ROBEDEAU3 | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $52 | — | $52 | 0.13% |
| REIMER INS AGENCY INC3 Filed as: REIMER INSURANCE AGENCY INC | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $44 | — | $44 | 0.11% |
| TERRY J SILVERS3 Filed as: TERRY P MCLAUGHLIN | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $34 | — | $34 | 0.09% |
| RUSSELL L WARYE3 Filed as: RUSSELL W REOPELLE | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $32 | — | $32 | 0.08% |
| MUELLER OF OLD CHEYENNE3 Filed as: MUELLER INS & FINANCIAL SERVICES | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $31 | — | $31 | 0.08% |
| CYNTHIA LERNER RUBIN3 Filed as: CYNTHIA M SIMS | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $30 | — | $30 | 0.08% |
| ANDRE LAFLAMME3 | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $27 | — | $27 | 0.07% |
| DAVID J MCCLELLAN3 Filed as: DAVID DAY | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $27 | — | $27 | 0.07% |
| JOSPEH A NASCA3 Filed as: JOSPEH RAY HARDIE | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $27 | — | $27 | 0.07% |
| LISA M HUTCHERSON3 | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $25 | — | $25 | 0.06% |
| KEVIN C HALLAM3 | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $24 | — | $24 | 0.06% |
| DAVID J MCCLELLAN3 Filed as: DAVID JOHN HANNANT | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $23 | — | $23 | 0.06% |
| RUZICKAS INC3 | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $21 | — | $21 | 0.05% |
| CAMERON M KENNEDY3 Filed as: CAMERON MARCEAUX | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $13 | $7 | $20 | 0.05% |
| ERNEST E SNOOK3 | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $18 | — | $18 | 0.05% |
| GLEN T SCHWEIKERT3 Filed as: GLEN W SUGGS | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $16 | — | $16 | 0.04% |
| CRAIG A HANSEN3 | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $14 | — | $14 | 0.04% |
| KATHERINE C WOOD3 Filed as: KATHERINE P CORSO | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $14 | — | $14 | 0.04% |
| SCOTT W BLACKSHEAR3 | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $13 | — | $13 | 0.03% |
| DARAN L WYCKOFF3 | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $12 | — | $12 | 0.03% |
| MEGAN ELIZABETH CASTO3 Filed as: MEGAN J STEVENSON | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $10 | — | $10 | 0.03% |
| MITCHELL HECTOR MORALES3 Filed as: MITCHELL PUMPIAN | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $10 | — | $10 | 0.03% |
| MICHAEL C WALKER3 Filed as: MICHAEL A STACHOWIAK | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $7 | — | $7 | 0.02% |
| JOSHUA PAUL GROUP INC3 Filed as: JOSHUA M HELDEROP | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $4 | — | $4 | 0.01% |
| AMANDA M GRIFFITH3 | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3 | — | $3 | 0.01% |
| HEATHER L TOMSON3 | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3 | — | $3 | 0.01% |
| SUWAT ASSAWAMATIYANONT3 | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2 | — | $2 | 0.01% |
| DAVID J MCCLELLAN3 Filed as: DAVID W STEWART | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2 | — | $2 | 0.01% |
| ERIC BROGAN3 Filed as: ERIC OGREN | — | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2 | — | $2 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON, INC. | 2106 PACIFIC AVE SUITE 501 TACOMA, WA 98402 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $15 | $4K | 10.05% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON, INC. | 800 5TH AVE SUITE 2400 SEATTLE, WA 981043151 | METROPOLITAN LIFE INSURANCE COMPANY | — | $642 | $642 | 1.74% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA, INC. | 2106 PACIFIC AVE SUITE 501 TACOMA, WA 98402 | VISION SERVICE PLAN | $1K | — | $1K | 5.02% |
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 | 268 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 268 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUESHIELD | 325 | $2.0M |
| Dental | DELTA DENTAL OF WASHINGTON | 450 | $231K |
| Vision | VISION SERVICE PLAN | 237 | $25K |
| Life insurance(2 contracts, 2 carriers) | LIFEMAP ASSURANCE COMPANY | 268 | $162K |
| Long-term disability | LIFEMAP ASSURANCE COMPANY | 268 | $126K |
| Prescription drug | REGENCE BLUESHIELD | 325 | $2.0M |
| Other(3 contracts, 3 carriers) | LIFEMAP ASSURANCE COMPANY | 268 | $202K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 450 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.