| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENEFITS INC3 Filed as: THE BENEFITS GROUP, LLC | 601 E. 22ND STREET VANCOUVER, WA 98663 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $9K | $277 | $9K | 1.30% |
| DIETZ & CABALLERO INC3 Filed as: DIETZ & CABALLERO, INC. | 5441 SW MACADAM SUITE 301 PORTLAND, OR 97239 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $8K | $39 | $8K | 1.13% |
| BENEFITS INC3 Filed as: THE BENEFITS GROUP, LLC | 601 E. 22ND STREET VANCOUVER, WA 986633208 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 2.30% |
| DIETZ & CABALLERO INC3 Filed as: DIETZ & CABALLERO INC. | DBA IMPACT BENEFITS AND RETIREMENT 5441 SW MACADAM AVENUE, SUITE 301 PORTLAND, OR 972393823 | METROPOLITAN LIFE INSURANCE COMPANY | $981 | — | $981 | 1.17% |
| DIETZ & CABALLERO INC3 Filed as: DIETZ & CABALLERO, INC. | 5441 SW MACADAM AVENUE SUITE 301 PORTLAND, OR 97239 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 9.12% |
| BENEFITS INC3 Filed as: THE BENEFITS GROUP, LLC | 601 EAST 22ND STREET VANCOUVER, WA 98663 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $295 | — | $295 | 2.56% |
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 | 173 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 173 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 117 | $783K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 187 | $84K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 43 | $12K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 43 | $12K |
| Other(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 173 | $700K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 187 | — |
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.