| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $9K | $0 | $9K | 0.82% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $7K | $0 | $7K | 0.78% |
| CONNEXION INSURANCE SOLUTIONS3 Filed as: CONNEXION INSURANCE SOLUTIONS INC. | PO BOX 743979 LOS ANGELES, CA 90074 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $182 | $8K | 4.01% |
| PROPEL INSURANCE AGENCY LLC3 Filed as: PROPEL INSURANCE AGENCY, LLC | PO BOX 2940 TACOMA, WA 98401 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $2K | $5K | 2.47% |
| LOCKTON COMPANIES, LLC3 | PO BOX 843844 KANSAS CITY, MO 64184 | METROPOLITAN LIFE INSURANCE COMPANY | $768 | $619 | $1K | 0.69% |
| LOCKTON COMPANIES, LLC3 | PO BOX 123042 DALLAS, TX 75312 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $13 | $13 | 0.01% |
| PROPEL INSURANCE AGENCY LLC3 Filed as: PROPEL INSURANCE AGENCY, LLC | 1201 PACIFIC AVENUE, SUITE 1000 TACOMA, WA 98402 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11K | $0 | $11K | 12.31% |
| LOCKTON COMPANIES, LLC3 | PO BOX 843844 KANSAS CITY, MO 64184 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $900 | $147 | $1K | 1.19% |
| PROPEL INSURANCE AGENCY LLC3 Filed as: PROPEL INSURANCE AGENCY, LLC | 1201 PACIFIC AVENUE, SUITE 1000 TACOMA, WA 98402 | UNUM INSURANCE COMPANY | $471 | $0 | $471 | 2.29% |
| LOCKTON COMPANIES, LLC3 | PO BOX 843844 KANSAS CITY, MO 64184 | UNUM INSURANCE COMPANY | $146 | $98 | $244 | 1.19% |
| PROPEL INSURANCE AGENCY LLC3 Filed as: PROPEL INSURANCE AGENCY, LLC | 1201 PACIFIC AVENUE, SUITE 1000 TACOMA, WA 98402 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $879 | $0 | $879 | 4.37% |
| STEVEN RAY GRIFFIN3 | 2000 MORRIS AVENUE, SUITE 1400 BIRMINGHAM, AL 35203 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $469 | $0 | $469 | 2.33% |
| WHITFIELDS UNITED INSURANCE AGENCIE3 Filed as: WHITFIELDS UNITED INSURANCE | PO BOX 65770 UNIVERSITY PLACE, WA 98464 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $202 | $0 | $202 | 1.00% |
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 | 523 | 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) | 523 | 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. | 169 | $2.1M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 359 | $200K |
| Vision(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | 169 | $2.1M |
| Life insurance(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 422 | $108K |
| Short-term disability | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 55 | $20K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | 169 | $2.1M |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 422 | $109K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 422 | — |
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.