| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 501 NORTH RIVERPOINT BLVD STE 403 SPOKANE, WA 99202 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC | $28K | $0 | $28K | 1.74% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LLC | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $10K | $0 | $10K | 1.28% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC PAYNEWE | PO BOX 4386 MISSOULA, MT 59806 | STANDARD INSURANCE COMPANY | $3K | $0 | $3K | 2.90% |
| THE PARTNERS GROUP3 | 1111 LAKE WASHINGTON BLVD N STE 400 RENTON, WA 98056 | STANDARD INSURANCE COMPANY | $2K | $0 | $2K | 2.10% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PAYNEWEST INSURANCE, MMA NORTHWEST | 501 N. RIVERPOINT BLVD, SUITE 403 SPOKANE, WA 99202 | WILLAMETTE DENTAL OF WASHINGTON, INC | $2K | $0 | $2K | 2.57% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | WILLAMETTE DENTAL OF WASHINGTON, INC | $1K | $0 | $1K | 2.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | VISION SERVICE PLAN | $931 | $0 | $931 | 3.34% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 4386 MISSOULA, MT 59806 | VISION SERVICE PLAN | $588 | $0 | $588 | 2.11% |
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 | 364 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 26 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 392 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC | 178 | $2.4M |
| Dental(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 175 | $176K |
| Vision | VISION SERVICE PLAN | 271 | $28K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 276 | $59K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 276 | $59K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 276 | — |
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.