| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIAM DUNAGAN3 Filed as: WILLIAM R. DUNAGAN | 27034 111TH PLACE SE KENT, WA 98030 | AFLAC | $3K | $178 | $4K | 7.99% |
| COTTER CONSULTING & BENEFITS INC3 Filed as: COTTER CONSULTING AND BENEFITS, INC | 13526 160TH AVENUE NE REDMOND, WA 98052 | AFLAC | $1K | $0 | $1K | 2.49% |
| JACOB J MCINTOSH3 Filed as: JACOB J. MCINTOSH AND VARIOUS AGENT | 665 SOUTH WOODRUFF AVENUE SUITE 250 IDAHO FALLS, OR 83401 | AFLAC | $798 | $0 | $798 | 1.81% |
| MARY POHLMAN3 | 27735 214TH AVENUE SE MAPLE VALLEY, WA 98038 | AFLAC | $624 | $36 | $660 | 1.50% |
| CHARLES H WEISSBERGER3 Filed as: CHARLES H. WEISSBERGER | 5128 CREEKMONTE DRIVE ROCHESTER, MI 48306 | AFLAC | $282 | $36 | $318 | 0.72% |
| DAVID E CIAMPOLI3 Filed as: DAVID E. CIAMPOLI | 1204 BIG OAK DRIVE ALMA, AR 72921 | AFLAC | $303 | $0 | $303 | 0.69% |
| HILARY K CAHILL3 Filed as: HILARY K. CAHILL | 25540 SE 274TH PLACE MAPLE VALLEY, WA 93038 | AFLAC | $204 | $0 | $204 | 0.46% |
| WILLIAM DUNAGAN3 Filed as: WILLIAM R. DUNAGAN | 27034 111TH PLACE SE KENT, WA 98030 | AFLAC | $4K | $166 | $4K | 11.70% |
| MARY POHLMAN3 | 27735 214TH AVENUE SE MAPLE VALLEY, WA 98038 | AFLAC | $993 | $33 | $1K | 2.86% |
| MJ INSURANCE3 Filed as: KIMBERLY MOGER AND VARIOUS AGENTS | 4543 106TH AVENUE SE BELLEVUE, WA 98006 | AFLAC | $491 | $0 | $491 | 1.37% |
| CHARLES H WEISSBERGER3 Filed as: CHARLES H. WEISSBERGER | 5128 CREEKMONTE DRIVE ROCHESTER, MI 48306 | AFLAC | $443 | $33 | $476 | 1.33% |
| COTTER CONSULTING & BENEFITS INC3 Filed as: COTTER CONSULTING AND BENEFITS, INC | 13526 160TH AVENUE NE REDMOND, WA 98052 | AFLAC | $293 | $0 | $293 | 0.82% |
| BRANDON PENKO3 Filed as: BRANDON C. HOOBLER | 1230 SOUTH 336TH STREET, SUITE A FEDERAL WAY, WA 98003 | AFLAC | $122 | $0 | $122 | 0.34% |
| JACOB J MCINTOSH3 Filed as: JACOB J. MCINTOSH | 665 SOUTH WOODRUFF AVENUE SUITE 250 IDAHO FALLS, OR 83401 | AFLAC | $104 | $0 | $104 | 0.29% |
| LIBERTY BENEFITS GROUP LLC3 Filed as: LIBERTY BENEFITS GROUP, LLC | 4100 194TH STREET SW, SUITE 380 LYNNWOOD, WA 98036 | VISION SERVICE PLAN | $779 | $0 | $779 | 6.66% |
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 | 188 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 193 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WASHINGTON | 228 | $117K |
| Vision | VISION SERVICE PLAN | 132 | $12K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 261 | $62K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 261 | $62K |
| Other(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 261 | $142K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 261 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.