| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAVIDSON BENEFITS PLANNING LLC3 Filed as: DAVIDSON BENEFITS PLANNING, LLC. | 7632 SW DURHAM ROAD SUITE 115 TIGARD, OR 97224 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $12K | $0 | $12K | 3.96% |
| DAVIDSON BENEFITS PLANNING LLC3 Filed as: DAVIDSON BENEFITS PLANNING, LLC. | 7632 SW DURHAM ROAD SUITE 115 TIGARD, OR 97224 | VISION SERVICE PLAN | $3K | $0 | $3K | 2.27% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | WEX, INC. | 10 | $10K |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF WASHINGTON | 140 | $488K |
| Vision | VISION SERVICE PLAN | 112 | $112K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 5,387 | $311K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 5,387 | $311K |
| Other(3 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 5,387 | $383K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,387 | — |
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."
Final-filing indicator set. Plan is winding down; don't waste sales effort here.