| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 818 WEST RIVERSIDE, SUITE 800 SPOKANE, WA 99201 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $34K | $0 | $34K | 5.19% |
| ALLIANT INSURANCE SERVICES, INC.3 | 818 WEST RIVERSIDE, SUITE 800 SPOKANE, WA 99201 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC | $18K | $0 | $18K | 4.63% |
| ALLIANT INSURANCE SERVICES, INC.3 | 818 WEST RIVERSIDE, SUITE 800 SPOKANE, WA 99201 | DELTA DENTAL OF WASHINGTON | $4K | $0 | $4K | 2.19% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | STANDARD INSURANCE COMPANY | $5K | $2K | $7K | 11.62% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $715 | $0 | $715 | 7.69% |
| CORKERY AND JONES BENEFITS, INC.3 Filed as: CORKERY & JONES BENEFITS | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $153 | $0 | $153 | 1.65% |
| ALLIANT INSURANCE SERVICES, INC.3 | 818 WEST RIVERSIDE, SUITE 800 SPOKANE, WA 99201 | ZURICH AMERICAN INSURANCE COMPANY | $769 | $0 | $769 | 14.99% |
| CORKERY AND JONES BENEFITS, INC.3 Filed as: CORKERY & JONES BENEFITS INC | 818 WEST RIVERSIDE, SUITE 800 SPOKANE, WA 99201 | GERBER LIFE INSURANCE COMPANY | $180 | $0 | $180 | 15.04% |
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 | 198 | 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) | 198 | 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 | 129 | $1.0M |
| Dental | DELTA DENTAL OF WASHINGTON | 293 | $176K |
| Vision | VISION SERVICE PLAN | 73 | $9K |
| Life insurance | STANDARD INSURANCE COMPANY | 198 | $61K |
| Short-term disability | STANDARD INSURANCE COMPANY | 198 | $61K |
| Long-term disability | STANDARD INSURANCE COMPANY | 198 | $61K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 129 | $1.0M |
| Other(3 contracts, 3 carriers) | STANDARD INSURANCE COMPANY | 292 | $67K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 293 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.