| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PROPEL INSURANCE3 Filed as: PROPEL INSURANCE INC | 601 UNION STREET, SUITE 3400 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $36K | $0 | $36K | 3.12% |
| PROPEL INSURANCE3 Filed as: PROPEL INSURANCE INC | 601 UNION STREET, SUITE 3400 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $28K | $0 | $28K | 3.25% |
| CONNEXION INSURANCE SOLUTIONS3 Filed as: CONNEXION INSURANCE SOLUTIONS INC | PO BOX 34315 SEATTLE, WA 98124 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $2K | $12K | 5.73% |
| PROPEL INSURANCE AGENCY LLC3 | PO BOX 2940 TACOMA, WA 98401 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $3K | $8K | 3.46% |
| PROPEL INSURANCE AGENCY LLC3 Filed as: PROPEL INSURANCE AGENCY | 1202 PACIFIC AVENUE, SUITE 1000 TACOMA, WA 98402 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9K | $0 | $9K | 15.74% |
| PROPEL INSURANCE AGENCY LLC3 Filed as: PROPEL INSURANCE AGENCY | 1202 PACIFIC AVENUE, SUITE 1000 TACOMA, WA 98402 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 11.57% |
| STEVEN RAY GRIFFIN3 | 200 MORRIS AVENUE, SUITE 1400 BIRMINGHAM, AL 35203 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $705 | $0 | $705 | 2.66% |
| WHITFIELDS UNITED INSURANCE AGENCIE3 Filed as: WHITFIELDS UNT. INSURANCE | PO BOX 65770 UNIVERSITY PL, WA 98464 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $301 | $0 | $301 | 1.14% |
| PROPEL INSURANCE AGENCY LLC3 Filed as: PROPEL INSURANCE AGENCY | 1202 PACIFIC AVENUE, SUITE 1000 TACOMA, WA 98402 | UNUM INSURANCE COMPANY | $487 | $17 | $504 | 3.10% |
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 | 526 | 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) | 528 | 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. | 174 | $2.0M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 427 | $217K |
| Vision(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | 174 | $2.0M |
| Life insurance(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 526 | $81K |
| Short-term disability | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 84 | $26K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | 174 | $2.0M |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 526 | $70K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 526 | — |
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.