| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FORTUNE MANAGEMENT, INC.3 Filed as: FORTUNE MANAGEMENT | 1325 4TH AVE. STE. 2100 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $67K | — | $67K | 3.45% |
| FORTUNE MANAGEMENT, INC.3 Filed as: FORTUNE MANAGEMENT | 1325 4TH AVE. STE. 2100 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $16K | — | $16K | 3.53% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF WA LLC | DBA FORTUNE MANAGEMENT 1325 4TH AVE., STE. 2100 SEATTLE, WA 98101 | METROPOLITAN LIFE INSURANCE COMPANY | $18K | $19 | $19K | 8.72% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF WA LLC | 1325 4TH AVE. STE. 2100 SEATTLE, WA 98101 | METROPOLITAN LIFE INSURANCE COMPANY | — | $19 | $19 | 0.01% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF WASHINGTON | 1325 4TH AVE. STE. 2100 SEATTLE, WA 98101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 14.13% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF WASHINGTON | 1325 4TH AVE. STE. 2100 SEATTLE, WA 98101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 12.45% |
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 | 260 | 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) | 260 | 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 OPTIONS, INC. | 180 | $2.4M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 260 | $212K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 260 | $212K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 134 | $27K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 74 | $27K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 74 | $27K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | 180 | $2.4M |
| Other | UNUM LIFE INSURANCE COMPANY OF AMERICA | 134 | $27K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 260 | — |
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.