| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PROPEL INSURANCE3 | PO BOX 2940 TACOMA, WA 98401 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $35K | $0 | $35K | 2.49% |
| PROPEL INSURANCE3 | PO BOX 2940 TACOMA, WA 98401 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $29K | $1 | $29K | 5.71% |
| CONNEXION INSURANCE SOLUTIONS3 Filed as: CONNEXION INSURANCE SOLUTIONS INC. | PO BOX 34315 SEATTLE, WA 98124 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $141 | $8K | 4.43% |
| PROPEL INSURANCE3 | PO BOX 2940 TACOMA, WA 98401 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $39 | $5K | 2.71% |
| STEVEN RAY GRIFFIN3 | 2000 MORRIS AVENUE, SUITE 1400 BIRMINGHAM, AL 35203 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $642 | $6K | 11.39% |
| WHITFIELDS UNITED INSURANCE AGENCIE3 Filed as: WHITFIELDS UNT. INSURANCE | PO BOX 1127 EVERETT, WA 98206 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 4.40% |
| EMPLOYEE CHOICE SOLUTIONS3 Filed as: EMPLOYEE CHOICE SOLUTIONS INS. AGEN | 216 SOUTH 200 WEST CEDAR CITY, UT 84720 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $3 | $3 | 0.01% |
| BRATRUD MIDDLETON INSURANCE BROKERS3 Filed as: BRATRUD MIDDLETON INSURANCE BROKER | PO BOX 2940 TACOMA, WA 98401 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $275 | $2K | 12.19% |
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 | 620 | 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) | 620 | 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. | 214 | $1.9M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 463 | $178K |
| Life insurance(2 contracts, 2 carriers) | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 620 | $76K |
| Short-term disability | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 209 | $57K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | 214 | $1.9M |
| Other | UNUM LIFE INSURANCE COMPANY OF AMERICA | 620 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 620 | — |
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.