| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 WEST 47TH STREET SUITE 900 KANSAS CITY, MO 64112 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $34K | $0 | $34K | 3.71% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET SUITE 900 KANSAS CITY, MO 64112 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC | $32K | $0 | $32K | 3.73% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH ST STE 900 ATTN TELLYE HEDRICK KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | $2K | $16K | 9.38% |
| LOCKTON COMPANIES, LLC3 | 444 W 47TH ST STE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $0 | $6K | 15.00% |
| LOCKTON COMPANIES, LLC3 | 444 W 47TH ST STE 900 KANSAS CITY, MO 64112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 20.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | PO BOX 843844 KANSAS CITY, MO 641843844 | VISION SERVICE PLAN | $1K | — | $1K | 5.57% |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING COMPANY | 601 UNION ST SEATTLE, WA 98101 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $155 | $0 | $155 | 2.75% |
| JOEL N NEWMAN AGENCY LLC3 | 924-B NW 52ND ST SEATTLE, WA 98107 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $101 | $10 | $111 | 1.97% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH ST KANSAS CITY, MO 64112 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $87 | $0 | $87 | 1.54% |
| BRIAN T MURPHY LLC3 | 5002 47TH AVE SW SEATTLE, WA 98136 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $78 | $9 | $87 | 1.54% |
| LAURA MCCLUNG PLYLER3 Filed as: LAURA CRADDOCK | 6820 COAL CREEK PKWY SE NEW CASTLE, WA 98059 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $25 | $0 | $25 | 0.44% |
| LUIS EDUARDO CARDENAS3 | 26341 SE DUTHIE HILL ROAD ISSAQUAH, WA 98029 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.27% |
| LAURABETH CHRISTENSEN3 | 16915 SE 272ND ST COVINGTON, WA 98042 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.18% |
| ELITE-VB LLC3 | 341 W. TUDOR ROAD ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.09% |
| RON BOWLING3 | 8575 W 110TH ST OVERLAND PARK, KS 66210 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | 0.09% |
| SANDRA LEE BERGMAN3 | 1880 25TH AVE NE #411 ISSAQUAH, WA 98029 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.07% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | C/O COMMERCE BANK PO BOX 843844 KANSAS CITY, MO 641843844 | HARTFORD LIFE AND ACCIDENT | $0 | $3K | $3K | 86.18% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62683 VIRGINIA BEACH, VA 23466 | HARTFORD LIFE AND ACCIDENT | -$38 | $0 | -$38 | -1.20% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH ST #900 KANSAS CITY, MO 64112 | HARTFORD LIFE AND ACCIDENT | -$123 | $0 | -$123 | -3.88% |
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 | 204 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 206 | 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 | 195 | $1.8M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 407 | $175K |
| Vision | VISION SERVICE PLAN | 267 | $20K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 291 | $26K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 221 | $3K |
| Long-term disability(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 221 | $41K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 195 | $1.8M |
| Other(3 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 291 | $31K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 407 | — |
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."
No prospect flags tripped on this filing.