| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LAPORTE & ASSOCIATES, INC3 | 5515 SOUTHEAST MILWAUKIE AVENUE RD PORTLAND, OR 97202 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $32K | $1K | $34K | 3.08% |
| PAULLA ANN WALKER3 | 601 IDYLWOOD DRIVE SOUTHEAST SALEM, OR 97302 | AFLAC | $4K | $125 | $4K | 12.86% |
| ERINN BERBERICK3 | 239 SILVER LOOP SILVERTON, OR 97381 | AFLAC | $1K | $89 | $1K | 4.35% |
| PETER JOHN MARTIN3 | 350 13TH STREET NORTHEAST APARTMENT 208 SALEM, OR 97301 | AFLAC | $869 | — | $869 | 2.63% |
| VINCENT BRIAN VOLLMAR3 | 3295 TRIANGLE DRIVE SOUTHEAST SUITE 120 SALEM, OR 97302 | AFLAC | $667 | $24 | $691 | 2.09% |
| JAMES F TUOR3 | 22416 NORTH ARRELLAGA DRIVE SUN CITY WEST, AZ 85375 | AFLAC | $179 | — | $179 | 0.54% |
| ROBERT BRIGHAM SAFFEELS3 | 5557 7TH AVENUE SOUTHEAST SALEM, OR 97306 | AFLAC | $139 | — | $139 | 0.42% |
| JEFFORY P MERTEN3 | 906 NORTHWEST LEWISBURG AVENUE CORVALLIS, OR 97330 | AFLAC | $112 | — | $112 | 0.34% |
| WILLIAM R MEDITZ3 | 25884 SOUTHWEST CANYON CREEK ROAD APARTMENT J202 WILSONVILLE, OR 97070 | AFLAC | $104 | — | $104 | 0.31% |
| ALICIA J MATSON3 | 6027 ROLLETTI DRIVE SOUTHEAST SALEM, OR 97306 | AFLAC | $100 | — | $100 | 0.30% |
| NATHAN HANSEN3 | 745 EAST DUSTY CREEK AVENUE SANDY, UT 84094 | AFLAC | $52 | — | $52 | 0.16% |
| G SCOTT COOKE3 Filed as: SCOTT E NIELSEN | 718B WEST FOURTH PLAIN BOULEVARD VANCOUVER, WA 98660 | AFLAC | $51 | — | $51 | 0.15% |
| TIFFANY M HEBERT3 | 567 SOUTHEAST CYPRESS AVENUE DALLAS, OR 97338 | AFLAC | $35 | — | $35 | 0.11% |
| DAVID J MCCLELLAN3 Filed as: DAVID JOHN HANNANT | 14830 NORTHEAST 167TH STREET WOODINVILLE, WA 98072 | AFLAC | $32 | — | $32 | 0.10% |
| RICHARD SCOTT HICKEY3 | 3389 3RD AVENUE SOUTHEAST SALEM, OR 97302 | AFLAC | $32 | — | $32 | 0.10% |
| TYSON ERNEST COX3 | 5965 DEWPOINTE STREET SOUTHEAST SALEM, OR 97306 | AFLAC | $24 | $7 | $31 | 0.09% |
| SHAWN NEVIN3 | 5845 HACIENDA AVENUE LINCOLN CITY, OR 97367 | AFLAC | $18 | $5 | $23 | 0.07% |
| GUY R SOUTER3 | 16280 PINE DROP LANE LA PINE, OR 97739 | AFLAC | $13 | — | $13 | 0.04% |
| PAUL MICHAEL HANNANT3 | 6052 SAWGRASS STREET SOUTHEAST SALEM, OR 97306 | AFLAC | $13 | — | $13 | 0.04% |
| G SCOTT COOKE3 Filed as: SCOTT E NIELSEN | 2709 DAY ISLAND BOULEVARD WEST UNIT A UNIVERSITY PL, WA 98466 | AFLAC | $12 | — | $12 | 0.04% |
| SHANE EDMUND ATTEBERY3 | 391 RANDY DRIVE GRANTS PASS, OR 97527 | AFLAC | $5 | — | $5 | 0.02% |
| GINA SIENIA3 | PO BOX 446 ECHO, OR 97826 | AFLAC | $4 | — | $4 | 0.01% |
| IOANNIS T GRATSINOPOULOS3 | 3565 SUMMERLINN DRIVE WEST LINN, OR 97068 | AFLAC | $4 | — | $4 | 0.01% |
| ERIC DANIEL WEILAND3 | 14511 SOUTHWEST CORNERSTONE LANE SHERWOOD, OR 97140 | AFLAC | $4 | — | $4 | 0.01% |
| RAYMON P KEECH III3 | 8207 CAMPAIGN CIRCLE RICHMOND, TX 77406 | AFLAC | $2 | — | $2 | 0.01% |
| KIMBERLY A PARKS3 | 19818 NORTH 147TH DRIVE SUN CITY WEST, AZ 85375 | AFLAC | $1 | — | $1 | 0.00% |
| MATTHEW G BERGER3 Filed as: MATTHEW SHROYER | 1384 NORTHEAST 70TH AVENUE PORTLAND, OR 97213 | AFLAC | $1 | — | $1 | 0.00% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOCIATES INC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 12.33% |
| MARK A REED3 | PO BOX 12786 SALEM, OR 97309 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $520 | — | $520 | 2.67% |
| NYLIFE SECURITIES LLC3 | 51 MADISON AVENUE ROOM 251 NEW YORK, NY 10010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $26 | $26 | 0.13% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOCIATES INC | 5515 SOUTHEAST MILWAUKIE AVE PORTLAND, OR 97202 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $978 | — | $978 | 8.35% |
| MARK A REED3 | PO BOX 12786 SALEM, OR 97309 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $194 | — | $194 | 1.66% |
| NYLIFE SECURITIES LLC3 | 51 MADISON AVENUE ROOM 251 NEW YORK, NY 10010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $15 | $15 | 0.13% |
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 | 98 | 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) | 98 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 197 | $1.1M |
| Dental(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 197 | $1.1M |
| Vision | AFLAC | 40 | $33K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 105 | $31K |
| Short-term disability | AFLAC | 40 | $33K |
| Other(3 contracts, 2 carriers) | AFLAC | 105 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 197 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.