| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 Filed as: PARTNERS GROUP LTD | 11850 SW 67TH AVENUE, SUITE 100 PORTLAND, OR 97223 | AMERITAS LIFE INSURANCE CORP. | $2K | $0 | $2K | 4.14% |
| BTG AND ASSOCIATES LLC3 Filed as: BTG AND ASSOCIATES, LLC | 345 118TH AVENUE, SUITE 210 BELLEVUE, WA 98005 | AMERITAS LIFE INSURANCE CORP. | $434 | $0 | $434 | 0.86% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVENUE, SUITE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $514 | $157 | $671 | 17.34% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 345 118TH AVENUE SE, SUITE 210 BELLEVUE, WA 98005 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $107 | $0 | $107 | 2.76% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVENUE, SUITE 100 PORTLAND, OR 97223 | FIRST CHOICE HEALTH | $206 | $0 | $206 | 7.53% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVENUE, SUITE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $143 | $48 | $191 | 20.81% |
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 | 105 | 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) | 105 | 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 | 73 | $431K |
| Dental | AMERITAS LIFE INSURANCE CORP. | 173 | $51K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 95 | $4K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | 32 | $155K |
| Other(3 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 105 | $8K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 173 | — |
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.