| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF WASHINGTON | 1325 4TH AVE STE 2100 SEATTLE, WA 98027 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $879K | $0 | $879K | 0.84% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1125 NW COUCH ST STE 900 PORTLAND, OR 97209 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $0 | $0 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF WASHINGTON | 1325 4TH AVE STE 2100 SEATTLE, WA 98101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $951K | $0 | $951K | 1.73% |
| M FINANCIAL HOLDINGS INC3 | STE 900 1125 NW COUCH ST PORTLAND, OR 97209 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $0 | $0 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF WASHINGTON | 1325 4TH AVE STE 2100 SEATTLE, WA 98101 | FIRST UNUM LIFE INSURANCE COMPANY | $65K | $0 | $65K | 3.19% |
| M FINANCIAL HOLDINGS INC3 | SUITE 900 1125 NW COUCH ST PORTLAND, OR 97209 | FIRST UNUM LIFE INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF WASHINGTON | 1325 4TH AVE STE 2100 SEATTLE, WA 98101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $31K | $0 | $31K | 2.16% |
| M FINANCIAL HOLDINGS INC3 | SUITE 900 1125 NW COUCH ST PORTLAND, OR 97209 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $0 | $0 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF WASHINGTON | 1325 4TH AVE STE 2100 SEATTLE, WA 98101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $40K | $0 | $40K | 3.22% |
| M FINANCIAL HOLDINGS INC3 | STE 900 1125 NW COUCH ST PORTLAND, OR 97209 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $0 | $0 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF WASHINGTON LLC | 1325 FOURTH AVE STE 2100 SEATTLE, WA 98101 | HARTFORD LIFE AND ACCIDENT | $0 | $0 | $0 | 0.00% |
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 | 189,171 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 189,171 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION | 5,030 | $26.7M |
| Dental | TRIPLE S SALUD, INC | 1,364 | $6.4M |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 166,960 | $55.1M |
| Short-term disability(3 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 159,715 | $106.8M |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 159,715 | $104.1M |
| Prescription drug | TRIPLE S SALUD, INC | 1,364 | $6.4M |
| Other(5 contracts, 5 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 166,960 | $63.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 166,960 | — |
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.