| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 | 1420 FIFTH AVENUE, SUITE 1500 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $27K | — | $27K | 1.75% |
| PROPEL INSURANCE3 | 1201 PACIFIC AVENUE SUITE 1000 TACOMA, WA 98402 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $26K | — | $26K | 1.73% |
| AON CONSULTING INC3 | 1420 FIFTH AVENUE, SUITE 1200 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $22K | — | $22K | 1.77% |
| PROPEL INSURANCE3 | 601 UNION STREET SUITE 3400 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $22K | — | $22K | 1.74% |
| PROPEL INSURANCE AGENCY LLC3 Filed as: PROPEL INSURANCE AGENCY | 1201 PACIFIC AVENUE #1000 TACOMA, WA 98402 | DELTA DENTAL OF WASHINGTON | $3K | — | $3K | 2.48% |
| AON CONSULTING INC3 | 29848 NETWORK PLACE CHICAGO, IL 60673 | DELTA DENTAL OF WASHINGTON | $3K | — | $3K | 2.36% |
| PROPEL INSURANCE3 | 1201 PACIFIC AVENU SUITE 1000 TACOMA, WA 98402 | WILLAMETTE GROUP | $1K | — | $1K | 5.00% |
| PROPEL INSURANCE AGENCY LLC3 | 1201 PACIFIC AVENUE #1000 TACOMA, WA 98402 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $77 | $77 | 0.32% |
| AON CONSULTING INC3 | 1420 FIFTH AVENUE, SUITE 1200 SEATTLE, WA 98101 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $580 | $69 | $649 | 3.04% |
| PROPEL INSURANCE AGENCY LLC3 Filed as: PROPEL INSURANCE AGENCY, LLC | 1201 PACIFIC AVENUE #1000 TACOMA, WA 98402 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $488 | — | $488 | 2.28% |
| BRATRUID MIDDLETON INSURANCE BROKER3 | 1201 PACIFIC AVENUE SUITE 1000 TACOMA, WA 98402 | VISION SERVICE PLAN | $522 | — | $522 | 3.99% |
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 | 267 | 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) | 267 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 178 | $2.8M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF WASHINGTON | 228 | $161K |
| Vision | VISION SERVICE PLAN | 84 | $13K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 267 | $50K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 265 | $21K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 178 | $2.8M |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 267 | $50K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 267 | — |
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.