| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD. | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | DELTA DENTAL OF WASHINGTON | $574 | — | $574 | 0.83% |
| ADEPT BENEFITS LLC3 | 6611 413TH AVENUE SE SNOQUALMIE, WA 98065 | DELTA DENTAL OF WASHINGTON | $272 | — | $272 | 0.39% |
| COTTER CONSULTING & BENEFITS INC3 | 13526 160TH AVE NE REDMOND, WA 98052 | AFLAC | $988 | — | $988 | 1.87% |
| MARY L. JOCHUM3 Filed as: MARY L JOCHUM | 17901 123RD CT SE RENTON, WA 98058 | AFLAC | $923 | — | $923 | 1.75% |
| NORTHWEST BENEFIT ADVISORS, INC.3 Filed as: NORTHWEST BENEFIT ADVISORS, INC | 8151 164TH AVE NE #411 REDMOND, WA 98052 | AFLAC | $827 | — | $827 | 1.56% |
| BRIAN W. BALMES3 Filed as: BRIAN W BALMES | 757 HIGH VALLEY RD SELAH, WA 98942 | AFLAC | $774 | — | $774 | 1.46% |
| PARKER SMITH & FEEK INC.3 Filed as: PARKER SMITH & FEEK INC | 2233 112TH AVE NE BELLVUE, WA 98004 | AFLAC | $719 | — | $719 | 1.36% |
| NANCY LAPHAM3 Filed as: NANCY L WALDNER | 227 BELLEVUE WAY NE APT 365 BELLEVUE, WA 98004 | AFLAC | $594 | — | $594 | 1.12% |
| KIMBERLY FERGUSON3 Filed as: KIMBERLY MOGER | 24229 SE 147TH PL ISSAQUAH, WA 98027 | AFLAC | $392 | — | $392 | 0.74% |
| ANDREW N LUCCOCK3 | 19766 WILDWOOD DR WEST LINN, OR 97068 | AFLAC | $382 | — | $382 | 0.72% |
| HILARY K CAHILL3 | 25540 SE 274TH PL MAPLE VALLEY, WA 98038 | AFLAC | $376 | — | $376 | 0.71% |
| ANDREA J VON GOEDERT3 | 14127 SE 281ST PL KENT, WA 98042 | AFLAC | $136 | — | $136 | 0.26% |
| DAVID E CIAMPOLI3 | 1204 BIG OAK DR ALMA, AR 72921 | AFLAC | $135 | — | $135 | 0.26% |
| PAUL B ROBEDEAU3 | 9523 BAY CT CARMEL, CA 93923 | AFLAC | $112 | — | $112 | 0.21% |
| SEAN F HARRINGTON3 Filed as: SEAN HARRINGTON | 11151 MIERAS RD YAKIMA, WA 98901 | AFLAC | $84 | — | $84 | 0.16% |
| LEO JENNINGS3 | 500 LOCHER RD TOUCHET, WA 99360 | AFLAC | $79 | — | $79 | 0.15% |
| DAVID J MCCLELLAN3 Filed as: DAVID JOHN HANNANT | 14830 NE 167TH ST WOODINVILLE, WA 98072 | AFLAC | $77 | — | $77 | 0.15% |
| MARY L. JOCHUM3 Filed as: MARY L JOCHUM | 1200 179TH PL NE BELLEVUE, WA 98008 | AFLAC | $71 | — | $71 | 0.13% |
| LINDA F CRAIG3 | 1374 UPLAND DR SUNNYSIDE, WA 98944 | AFLAC | $61 | — | $61 | 0.12% |
| TERRY ANN PARKER3 | 11175 SW BERLIN AVE WILSONVILLE, OR 97070 | AFLAC | $60 | — | $60 | 0.11% |
| ROGER L OLSON3 | 471 DAVIS LAKE RD USK, WA 99180 | AFLAC | $53 | — | $53 | 0.10% |
| REBECCA J. COTTER3 Filed as: REBECCA J COTTER | 13526 160TH AVE NE REDMOND, WA 98052 | AFLAC | $42 | — | $42 | 0.08% |
| BENEFITS NETWORK NORTHWEST INC3 | 1108 N 29TH ST RENTON, WA 98056 | AFLAC | $40 | — | $40 | 0.08% |
| G SCOTT COOKE3 Filed as: SCOTT E NIELSEN | 718B W FOURTH PLAIN BLVD VANCOUVER, WA 98660 | AFLAC | $38 | — | $38 | 0.07% |
| CHAVA V. REID3 Filed as: CHAVA V REID | PO BOX 3196 CHELAN, WA 98816 | AFLAC | $32 | — | $32 | 0.06% |
| TRICIA CHARLES3 | 615 S 48TH AVE STE B YAKIMA, WA 98908 | AFLAC | $28 | — | $28 | 0.05% |
| ANDREW N LUCCOCK3 | PO BOX 1965 WILSONVILLE, OR 97070 | AFLAC | $25 | — | $25 | 0.05% |
| CRAIG A HANSEN3 | 6848 RIVERDALE DR SE TUMWATER, WA 98501 | AFLAC | $18 | — | $18 | 0.03% |
| CHARLES H WEISSBERGER3 | 5128 CREEKMONTE DR ROCHESTER, MI 48306 | AFLAC | $1 | $16 | $17 | 0.03% |
| AL HULVERSON3 | 17937 DALISKY CT SW TENINO, WA 98589 | AFLAC | $16 | — | $16 | 0.03% |
| DIXIE D SIMON3 | 509 N SHAMROCK RD SPOKANE VALLEY, WA 99037 | AFLAC | $16 | — | $16 | 0.03% |
| MICHAEL A MAYER3 | 4406 CAMPOLINA LN PASCO, WA 99301 | AFLAC | $14 | — | $14 | 0.03% |
| MITCHELL HECTOR MORALES3 Filed as: MITCHELL PUMPIAN | 225 NE BIRCH ST ISSAQUAH, WA 98027 | AFLAC | $13 | — | $13 | 0.02% |
| TY ROBERT NAUGLE3 | 5118 SW 1ST AVE PORTLAND, OR 97239 | AFLAC | $13 | — | $13 | 0.02% |
| KRISTEN SUE PLAISANCE3 | 11315 E 12TH AVE SPOKANE VALLEY, WA 99206 | AFLAC | $13 | — | $13 | 0.02% |
| DARL CORNMAN3 | PO BOX 831 CANYONVILLE, OR 97417 | AFLAC | $12 | — | $12 | 0.02% |
| SCOTT W BLACKSHEAR3 | 181 OLETA WAY ST. AUGUSTINE, FL 32095 | AFLAC | $12 | — | $12 | 0.02% |
| MICHAEL C WALKER3 Filed as: MICHAEL A STACHOWIAK | 321 N CLARK ST STE 615 CHICAGO, IL 60654 | AFLAC | $12 | — | $12 | 0.02% |
| SCOTT STOBAUGH3 | 704 228TH AVE NE # 774 SAMMAMISH, WA 98074 | AFLAC | $11 | — | $11 | 0.02% |
| JOSEPH C PRICE3 | 4 HILTON WOODS CT COLUMBUS, GA 31906 | AFLAC | $10 | — | $10 | 0.02% |
| LISA R PETERS3 | 1932 E COLLEGE WAY STE B MOUNT VERNON, WA 98273 | AFLAC | $9 | — | $9 | 0.02% |
| SUWAT ASSAWAMATIYANONT3 | 8171 HAMPTON WOOD DR BOCA RATON, FL 33433 | AFLAC | $7 | — | $7 | 0.01% |
| JOSHUA PAUL GROUP INC3 Filed as: JOSHUA M HELDEROP | 10509 NE 120TH PL KIRKLAND, WA 98034 | AFLAC | $5 | — | $5 | 0.01% |
| CAROL E OLSON3 | 471 DAVIS LAKE RD USK, WA 99180 | AFLAC | $4 | — | $4 | 0.01% |
| ERIC DANIEL WEILAND3 | 14511 SW CORNERSTONE LN SHERWOOD, OR 97140 | AFLAC | $4 | — | $4 | 0.01% |
| DARAN L WYCKOFF3 | PO BOX 31233 SPOKANE, WA 99223 | AFLAC | $4 | — | $4 | 0.01% |
| RUTH D ELLSWORTH3 | 6927 S JASPER DR SPOKANE, WA 99224 | AFLAC | $4 | — | $4 | 0.01% |
| GINA SIENIA3 | PO BOX 446 ECHO, OR 97826 | AFLAC | $4 | — | $4 | 0.01% |
| CLIFF HARRISON BARROWS3 | 5716 S FERRALL ST SPOKANE, WA 99223 | AFLAC | $4 | — | $4 | 0.01% |
| HEATHER L TOMSON3 | 63607 NE 9TH STREET RENTON, WA 98056 | AFLAC | $3 | — | $3 | 0.01% |
| AMANDA M GRIFFITH3 | 11400 SE 8TH ST STE 375 BELLEVUE, WA 98004 | AFLAC | $3 | — | $3 | 0.01% |
| BRIAN L HUGGER3 | 10117 SE SUNNYSIDE RD STE F52 CLACKAMAS, OR 97015 | AFLAC | $3 | — | $3 | 0.01% |
| MICHAEL C WALKER3 Filed as: MICHAEL M STASTNY | 605 PORTLAND AVE UNIT 531 GLADSTONE, OR 97027 | AFLAC | $3 | — | $3 | 0.01% |
| MEGAN ELIZABETH CASTO3 Filed as: MEGAN J STEVENSON | 33305 1ST WAY S STE B203 FEDERAL WAY, WA 98003 | AFLAC | $2 | — | $2 | 0.00% |
| EDWIN J TEDERS3 | 1345 183RD AVE NE BELLEVUE, WA 98008 | AFLAC | $2 | — | $2 | 0.00% |
| CHRISTOPHER WALLACE HOFF3 | 22996 SW LODGEPOLE AVE TUALATIN, OR 97062 | AFLAC | $1 | — | $1 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H WILLIS JR | 1431 NE 55TH ST FORT LAUDERDALE, FL 33334 | AFLAC | $1 | — | $1 | 0.00% |
| MATTHEW G BERGER3 Filed as: MATTHEW SHROYER | 1384 NE 70TH AVE PORTLAND, OR 97213 | AFLAC | $1 | — | $1 | 0.00% |
| KRISTINE G WYCKOFF3 | PO BOX 31233 SPOKANE, WA 99223 | AFLAC | $0 | — | $0 | 0.00% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11225 SE 6TH STREET SUITE 110 BELLEVUE, WA 98004 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 7.89% |
| ADEPT BENEFITS LLC3 | 6611 413TH AVENUE SE SNOQUALMIE, WA 98065 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 3.75% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | VISION SERVICE PLAN | $655 | — | $655 | 6.17% |
| ADEPT BENEFITS LLC3 | 6611 413TH AVE SE SNOQUALMIE, WA 98065 | VISION SERVICE PLAN | $118 | — | $118 | 1.11% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11225 SE 6TH STREET SUITE 110 BELLEVUE, WA 98004 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $863 | — | $863 | 9.75% |
| ADEPT BENEFITS LLC3 | 6611 413TH AVE SE SNOQUALMIE, WA 98065 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $464 | — | $464 | 5.24% |
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 |
|---|---|---|---|
| Dental | DELTA DENTAL OF WASHINGTON | 147 | $70K |
| Vision | VISION SERVICE PLAN | 110 | $11K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 21 | $9K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 118 | $37K |
| Other(2 contracts, 2 carriers) | AFLAC | 61 | $62K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 147 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.