| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $11K | $0 | $11K | 2.05% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $7K | $0 | $7K | 1.67% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | DELTA DENTAL OF WASHINGTON | $2K | $0 | $2K | 2.59% |
| PROPEL INSURANCE3 Filed as: PROPEL INSURANCE-TACOMA | 1201 PACIFICE AVE STE 1000 TACOMA, WA 98402 | DELTA DENTAL OF WASHINGTON | $2K | $0 | $2K | 2.39% |
| PROPEL INSURANCE3 Filed as: PROPEL INSURANCE-PORTLAND | 888 SW 5TH AVE #1170 PORTLAND, OR 97204 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $991 | $1K | $2K | 9.94% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.32% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK STE A BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $557 | $557 | 2.63% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | WILLAMETTE DENTAL OF WASHINGTON, INC | $447 | $0 | $447 | 3.33% |
| PROPEL INSURANCE3 Filed as: PROPEL INSURANCE-PORTLAND | 888 SW 5TH AVE #1170 PORTLAND, OR 97204 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $545 | $588 | $1K | 9.49% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $649 | $0 | $649 | 5.44% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK STE A BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $294 | $294 | 2.46% |
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 | 150 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 10 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 161 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 64 | $971K |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF WASHINGTON | 105 | $83K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 151 | $12K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 151 | $21K |
| Other(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 173 | $15K |
| 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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.