| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOHN JOSEPH DAVIDSON3 | 7632 SW DURHAM ROAD, SUITE 115 TIGARD, OR 97224 | UNITEDHEALTHCARE INSURANCE COMPANY | $47K | $0 | $47K | 2.75% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 777 108TH AVENUE NE, SUITE 200 BELLEVUE, WA 98004 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $6K | $6K | 1.82% |
| JOHN JOSEPH DAVIDSON3 | 7632 SW DURHAM ROAD, SUITE 115 TIGARD, OR 97224 | UNITEDHEALTHCARE INSURANCE COMPANY | $1 | $4K | $4K | 1.24% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 777 108TH AVENUE NE, SUITE 200 BELLEVUE, WA 98004 | THE METROPOLITAN LIFE INSURANCE COMPANY | $10K | $64 | $10K | 3.44% |
| DAVIDSON BENEFITS PLANNING LLC3 Filed as: DAVIDSON BENEFITS PLANNING | 7632 SW DURHAM ROAD, SUITE 115 TIGARD, OR 97224 | THE METROPOLITAN LIFE INSURANCE COMPANY | $8K | $0 | $8K | 2.89% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INSURANCE | 999 3RD AVENUE, SUITE 4100 SEATTLE, WA 98104 | THE METROPOLITAN LIFE INSURANCE COMPANY | $5K | $57 | $5K | 1.73% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | THE METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.68% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INSURANCE | 1018 WEST 9TH AVENUE KING OF PRUSSIA, PA 19406 | THE METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1K | $1K | 0.44% |
| JOHN J DAVIDSON3 Filed as: JOHN J. DAVIDSON | 7362 SW DURHAM ROAD, SUITE 115 TIGARD, OR 97224 | KAISER FOUNDATION HEALTH PLAN INC | $9K | $0 | $9K | 3.98% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 777 108TH AVENUE NE, SUITE 200 BELLEVUE, WA 98004 | KAISER FOUNDATION HEALTH PLAN INC | $3K | $0 | $3K | 1.36% |
| DAVIDSON BENEFITS PLANNING LLC3 Filed as: DAVIDSON BENEFITS PLANNING, LLC | 7632 SW DURHAM ROAD, SUITE 115 TIGARD, OR 97224 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | $545 | $9K | 7.76% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 777 108TH AVENUE NE , SUITE 200 BELLEVUE, WA 98004 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 2.06% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 777 108TH AVENUE NE, SUITE 200 BELLEVUE, WA 98004 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 1.74% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF ROAD, 11TH FLOOR ROLLING MEADOWS, IL 60008 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $612 | $612 | 0.53% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 777 108TH AVENUE NE SUITE 200 BELLEVUE, WA 98004 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | $0 | $3K | 3.09% |
| BRIAN STRITT3 | 23 CLEVELAND STREET, SUITE A GREENVILLE, SC 29601 | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $5K | $0 | $5K | 6.46% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 777 108TH AVENUE NE, SUITE 200 BELLEVUE, WA 98004 | VISION SERVICE PLAN | $1K | $0 | $1K | 2.18% |
| DAVIDSON BENEFITS PLANNING LLC3 Filed as: DAVIDSON BENEFITS PLANNING, LLC | 7632 SW DURHAM ROAD, SUITE 115 TIGARD, OR 97224 | VISION SERVICE PLAN | $1K | $0 | $1K | 1.70% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INSURANCE | 999 3RD AVENUE, SUITE 4100 SEATTLE, WA 98104 | VISION SERVICE PLAN | $309 | $0 | $309 | 0.53% |
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 | 622 | 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) | 622 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 399 | $2.5M |
| Dental | THE METROPOLITAN LIFE INSURANCE COMPANY | 1,462 | $289K |
| Vision(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 612 | $138K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 248 | $115K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 248 | $115K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 248 | $115K |
| Prescription drug(5 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 399 | $2.5M |
| Other | UNUM LIFE INSURANCE COMPANY OF AMERICA | 248 | $115K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,462 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.