| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEAVITT GROUP3 Filed as: WHITEFIELD UNITED - LEAVITT | PO BOX 833 AUBURN, WA 98071 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $16K | $0 | $16K | 3.34% |
| LEAVITT GROUP3 Filed as: WHITEFIELD UNITED - LEAVITT | PO BOX 833 AUBURN, WA 98071 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $5K | $0 | $5K | 3.27% |
| WHITFIELDS UNITED INSURANCE AGENCY3 | 2121 70TH AVENUE WEST, SUITE B UNIVERSITY PLACE, WA 98466 | DELTA DENTAL OF WASHINGTON | $4K | $0 | $4K | 5.09% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, INC. | 200 GALLERIA PARKWAY, SUITE 1950 ATLANTA, GA 30339 | DELTA DENTAL OF WASHINGTON | -$3 | $0 | -$3 | -0.00% |
| WHITFIELDS UNITED INSURANCE AGENCY3 | 2121 70TH AVENUE WEST, SUITE B UNIVERSITY PLACE, WA 98466 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 13.26% |
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 | 173 | 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) | 173 | 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 | 64 | $650K |
| Dental | DELTA DENTAL OF WASHINGTON | 99 | $72K |
| Vision | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | 18 | $164K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 98 | $20K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 64 | $650K |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 173 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 173 | — |
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.