| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIETZ & CABALLERO INC3 | 811 SW 6TH AVENUE, SUITE 1000 PORTLAND, OR 97204 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $12K | $664 | $13K | 1.54% |
| PROPEL INSURANCE AGENCY LLC3 | 1201 PACIFIC AVENUE, SUITE 1000 TACOMA, WA 98402 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $8K | $0 | $8K | 0.99% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY, SUITE 1950 ATLANTA, GA 30339 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | $0 | $2K | 0.26% |
| DIETZ & CABALLERO INC3 | 811 SW 6TH AVENUE, SUITE 1000 PORTLAND, OR 97204 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 2.55% |
| PROPEL INSURANCE AGENCY LLC3 | PO BOX 2940 TACOMA, WA 98401 | METROPOLITAN LIFE INSURANCE COMPANY | $739 | $53 | $792 | 0.95% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY, SUITE 1950 ATLANTA, GA 30339 | METROPOLITAN LIFE INSURANCE COMPANY | $285 | $121 | $406 | 0.49% |
| PROPEL INSURANCE AGENCY LLC3 | PO BOX 2940 TACOMA, WA 98401 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $1K | $0 | $1K | 2.21% |
| PROPEL INSURANCE AGENCY LLC3 | 1201 PACIFIC AVENUE, SUITE 1000 TACOMA, WA 98402 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 5.85% |
| DIGITAL INSURANCE LLC3 | 811 SW 6TH AVENUE, SUITE 1000 PORTLAND, OR 97204 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $899 | $0 | $899 | 4.84% |
| DIGITAL INSURANCE LLC3 | UNKNOWN VANCOUVER, WA 98663 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $227 | $227 | 1.22% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY, SUITE 1950 ATLANTA, GA 30339 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $180 | $0 | $180 | 0.97% |
| PACIFIC ADVISORS LLC3 | 333 INDIAN HILL BOULEVARD CLAREMONT, CA 91711 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $16 | $0 | $16 | 0.09% |
| DIETZ & CABALLERO INC3 | 5441 SW MACADAM AVENUE, SUITE 301 PORTLAND, OR 97239 | VISION SERVICE PLAN | $440 | $0 | $440 | 4.60% |
| BRATRUD MIDDLETON INSURANCE BROKERS3 | PO BOX 2940 TACOMA, WA 98401 | VISION SERVICE PLAN | $235 | $0 | $235 | 2.45% |
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 | 193 | 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) | 193 | 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 | 128 | $889K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 208 | $83K |
| Vision | VISION SERVICE PLAN | 124 | $10K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 102 | $19K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 102 | $19K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 128 | $889K |
| Other(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 193 | $23K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 208 | — |
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.