| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TRUEBENEFITS LLC3 | 1325 4TH AVENUE, SUITE 1900 SEATTLE, WA 98101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $2K | $2K | 2.00% |
| PLANSOURRCE BENEFIT ADMINSTRATION3 | PO BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $108 | $0 | $108 | 0.12% |
| TRUEBENEFITS LLC3 | 1325 4TH AVENUE, SUITE 1900 SEATTLE, WA 98101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $411 | $411 | 2.00% |
| PLANSOURRCE BENEFIT ADMINSTRATION3 | PO BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $19 | $0 | $19 | 0.09% |
| TRUE BENEFITS LLC3 | 601 UNION STREET SEATTLE, WA 98101 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $902 | $0 | $902 | 5.86% |
| WA EMPLOYEE BENEFITS LLC3 Filed as: WA EMPLOYEE BENEFITS, LLC | 28313 REDONDO WAY S APT 105 DES MOINES, IA 98198 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $195 | $249 | $444 | 2.89% |
| MEGAN ELIZABETH CASTO3 | 10340 CARNEY DRIVE SE OLYMPIA, WA 98501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $201 | $46 | $247 | 1.61% |
| JODI MOYLAN3 | 19103 MERIDIAN E PUYALLUP, WA 98375 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $166 | $37 | $203 | 1.32% |
| RANDELL LYNN KRUSE3 Filed as: RANDELL LYNN KRUSE AND OTHER AGENTS | 2018 DAYTON COURT SE RENTON, WA 98055 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $145 | $20 | $165 | 1.07% |
| ZACHAREE KEITH SIAHPUSH3 | 33 SE 71ST AVENUE PORTLAND, OR 97215 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $88 | $0 | $88 | 0.57% |
| ELIZABETH BETTRIDGE3 | 22211 6TH AVENUE S, APT 101 DES MOINES, IA 98198 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $81 | $0 | $81 | 0.53% |
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 | 192 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 194 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 166 | $18K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 192 | $111K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 192 | $90K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 192 | $90K |
| Other(4 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 192 | $133K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 192 | — |
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.