| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | TWO PIERCE PLACE, 21ST FLOOR ITASCA, IL 60143 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $29K | $0 | $29K | 4.29% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 3350 RIVERWOOD PARKWAY, SUITE 80 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $613 | $0 | $613 | 0.09% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 95287 CHICAGO, IL 60694 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $264 | $0 | $264 | 0.04% |
| GREGORY J. HINE3 Filed as: GREGORY HINE | 8118 62ND DRIVE NE MARYSVILLE, WA 98270 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $22K | $0 | $22K | 11.02% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 777 108TH AVENUE NE BELLEVUE, WA 98004 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10K | $50 | $10K | 4.77% |
| JUDY INEZ BUCHOLTZ3 | 12517-217TH AVENUE COURT E BONNEY LAKE, WA 98391 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $144 | $4K | 1.75% |
| MEGAN ELIZABETH CASTO3 | UNKNOWN COLUMBIA, SC 29202 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $941 | $454 | $1K | 0.69% |
| SCOTT FENTON3 Filed as: SCOTT RONALD FENTON | 10506 RUSTIC ROAD SOUTH SEATTLE, WA 98178 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $190 | $616 | $806 | 0.40% |
| MJ INSURANCE3 Filed as: KATHLEEN COLLINS AND VARIOUS AGENTS | 1717 SW HENDERSON STREET SEATTLE, WA 98106 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $722 | $0 | $722 | 0.35% |
| PROPEL INSURANCE AGENCY LLC3 Filed as: PROPEL INSURANCE AGENCY, LLC | UNKNOWN TACOMA, WA 98402 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $515 | $0 | $515 | 0.25% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 3350 RIVERWOOD PARKWAY, SUITE 80 ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 3.49% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 95287 CHICAGO, IL 60694 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $519 | $0 | $519 | 1.50% |
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 | 4,236 | 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) | 4,236 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PREMERA BLUE CROSS | 2,778 | $27.6M |
| Dental(2 contracts, 2 carriers) | PREMERA BLUE CROSS | 2,778 | $28.4M |
| Vision | VISION SERVICE PLAN | 3,323 | $217K |
| Life insurance(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 3,174 | $720K |
| Short-term disability | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 164 | $204K |
| Prescription drug | PREMERA BLUE CROSS | 2,778 | $27.6M |
| Other(4 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 4,236 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,236 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.