| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF WASHINGTON LLC | 1325 FOURTH AVE STE 2100 SEATTLE, WA 98101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.1M | $0 | $1.1M | 0.68% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF WASHINGTON LLC | 1325 FOURTH AVE STE 2100 SEATTLE, WA 98101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.3M | $0 | $1.3M | 1.63% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF WASHINGTON LLC | 1325 FOURTH AVE STE 2100 SEATTLE, WA 98101 | FIRST UNUM LIFE INSURANCE COMPANY | $72K | $0 | $72K | 2.52% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF WASHINGTON LLC | 1325 FOURTH AVE STE 2100 SEATTLE, WA 98101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $71K | $0 | $71K | 2.75% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF WASHINGTON LLC | 1325 FOURTH AVE STE 2100 SEATTLE, WA 98101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $27K | $0 | $27K | 1.83% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF WASHINGTON LLC | 1325 FOURTH AVE STE 2100 SEATTLE, WA 98101 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | $0 | $7K | 25.58% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST STE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $517 | $0 | $517 | 1.86% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF WASHINGTON LLC | 1325 FOURTH AVE STE 2100 SEATTLE, WA 98101 | HARTFORD LIFE AND ACCIDENT | $0 | $0 | $0 | — |
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 | 221,374 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 221,374 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION | 4,494 | $32.7M |
| Dental | TRIPLE S SALUD INC | 1,283 | $8.3M |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 100,018 | $81.2M |
| Short-term disability(3 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 213,656 | $165.2M |
| Long-term disability(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 213,656 | $161.2M |
| Prescription drug | TRIPLE S SALUD INC | 1,283 | $8.3M |
| Other(5 contracts, 5 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 100,018 | $92.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 213,656 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.