| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LLC | 1111 LAKE WASHINGTON BLVD STE 400 RENTON, WA 98056 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $19K | $0 | $19K | 2.89% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LLC | 1111 LAKE WASHINGTON BLVD N STE 400 RENTON, WA 98056 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $8K | $0 | $8K | 2.84% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $1K | $8K | 12.87% |
| WATCHTOWER TECHNOLOGIES INC3 Filed as: WATCHTOWER TECHNOLOGIES, INC. | 306 WEST ERIE STREET SUITE 300 CHICAGO, IL 60654 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 1.63% |
| ASSUREX GLOBAL CORPORATION3 | 6620 MOONEY ST STE 360 DUBLIN, OH 43017 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $0 | $0 | 0.00% |
| THE PARTNERS GROUP LTD-SEATTLE3 | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | DELTA DENTAL OF WASHINGTON | $2K | $0 | $2K | 5.29% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | WILLAMETTE DENTAL OF WASHINGTON, INC. | $960 | $0 | $960 | 5.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $765 | $188 | $953 | 27.58% |
| ASSUREX GLOBAL CORPORATION3 | 6620 MOONEY ST STE 360 DUBLIN, OH 43017 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $0 | $0 | 0.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $398 | $133 | $531 | 21.72% |
| ASSUREX GLOBAL CORPORATION3 | 6620 MOONEY ST STE 360 DUBLIN, OH 43017 | UNUM INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $324 | $107 | $431 | 21.59% |
| ASSUREX GLOBAL CORPORATION3 | 6620 MOONEY ST STE 360 DUBLIN, OH 43017 | UNUM INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $199 | $66 | $265 | 21.65% |
| ASSUREX GLOBAL CORPORATION3 | 6620 MOONEY ST STE 360 DUBLIN, OH 43017 | UNUM INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
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 | 161 | Currently employed and enrolled or eligible. |
| Retired/separated still eligible | 8 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 169 | 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 | 61 | $951K |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF WASHINGTON | 44 | $53K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 159 | $65K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 159 | $62K |
| Other(3 contracts) | UNUM INSURANCE COMPANY | 14 | $6K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 159 | — |
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."
No prospect flags tripped on this filing.