| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LAPORTE & ASSOCIATES, INC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $35K | $1K | $37K | 3.07% |
| PAULLA ANN WALKER3 | 601 IDYLWOOD DRIVE SOUTHEAST SALEM, OR 97302 | AFLAC | $3K | $293 | $3K | 10.78% |
| PETER JOHN MARTIN3 | 350 13TH STREET NORTHEAST APARTMENT 208 SALEM, OR 97301 | AFLAC | $142 | $93 | $235 | 0.82% |
| VINCENT BRIAN VOLLMAR3 | 777 COMMERCIAL STREET SOUTHEAST SUITE 20 SALEM, OR 97301 | AFLAC | $205 | $11 | $216 | 0.75% |
| VINCENT BRIAN VOLLMAR3 | 3295 TRIANGLE DRIVE SOUTHEAST SUITE 120 SALEM, OR 97302 | AFLAC | $143 | $69 | $212 | 0.74% |
| CHERYL DOWNING3 | 496 INVERNESS DRIVE SOUTHEAST SALEM, OR 97306 | AFLAC | $190 | — | $190 | 0.66% |
| JAMES F TUOR3 | 22416 NORTH ARRELLAGA DRIVE SUN CITY WEST, AZ 85375 | AFLAC | $166 | — | $166 | 0.58% |
| JEFFORY P MERTEN3 | 906 NORTHWEST LEWISBURG AVENUE CORVALLIS, OR 97330 | AFLAC | $105 | — | $105 | 0.36% |
| ALICIA J MATSON3 | 6027 ROLLETTI DRIVE SOUTHEAST SALEM, OR 97306 | AFLAC | $69 | — | $69 | 0.24% |
| WILLIAM R MEDITZ3 | 25884 SOUTHWEST CANYON CREEK ROAD APARTMENT J202 WILSONVILLE, OR 97070 | AFLAC | $67 | — | $67 | 0.23% |
| G SCOTT COOKE3 Filed as: SCOTT E NIELSEN | 718B WEST FOURTH PLAIN BOULEVARD VANCOUVER, WA 98660 | AFLAC | $56 | — | $56 | 0.19% |
| NATHAN HANSEN3 | 745 EAST DUSTY CREEK AVENUE SANDY, UT 84094 | AFLAC | $48 | — | $48 | 0.17% |
| TIFFANY M HEBERT3 | 567 SOUTHEAST CYPRESS AVENUE DALLAS, OR 97338 | AFLAC | $32 | — | $32 | 0.11% |
| DAVID J MCCLELLAN3 Filed as: DAVID JOHN HANNANT | 14830 NORTHEAST 167TH STREET WOODINVILLE, WA 98072 | AFLAC | $30 | — | $30 | 0.10% |
| PAUL MICHAEL HANNANT3 | 6052 SAWGRASS STREET SOUTHEAST SALEM, OR 97306 | AFLAC | $12 | — | $12 | 0.04% |
| RICHARD SCOTT HICKEY3 | 3389 3RD AVENUE SOUTHEAST SALEM, OR 97302 | AFLAC | $12 | — | $12 | 0.04% |
| GINA SIENIA3 | PO BOX 446 ECHO, OR 97826 | AFLAC | $4 | — | $4 | 0.01% |
| SHANE EDMUND ATTEBERY3 | 391 RANDY DRIVE GRANTS PASS, OR 97527 | AFLAC | $4 | — | $4 | 0.01% |
| G SCOTT COOKE3 Filed as: SCOTT E NIELSEN | 2709 DAY ISLAND BOULEVARD WEST UNIT A UNIVERSITY PLACE, WA 98466 | AFLAC | $4 | — | $4 | 0.01% |
| ERIC DANIEL WEILAND3 | 14511 SOUTHWEST CORNERSTONE LANE SHERWOOD, OR 97140 | AFLAC | $3 | — | $3 | 0.01% |
| SHAWN NEVIN3 | 5845 HACIENDA AVENUE LINCOLN CITY, OR 97367 | AFLAC | $3 | — | $3 | 0.01% |
| IOANNIS T GRATSINOPOULOS3 | 1893 EAST DAULBY STREET MERIDIAN, ID 83642 | AFLAC | $2 | — | $2 | 0.01% |
| IOANNIS T GRATSINOPOULOS3 | 3565 SUMMERLINN DRIVE WEST LINN, OR 97068 | AFLAC | $1 | — | $1 | 0.00% |
| RAYMON P KEECH III3 | 8207 CAMPAIGN CIRCLE RICHMOND, TX 77406 | 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 | $3K | — | $3K | 15.00% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOCIATES INC | 5515 SOUTHEAST MILWAUKIE AVE PORTLAND, OR 97202 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 10.00% |
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 | 95 | 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) | 95 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 191 | $1.2M |
| Dental(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 191 | $1.2M |
| Vision | AFLAC | 28 | $29K |
| Life insurance(3 contracts, 2 carriers) | AFLAC | 104 | $64K |
| Short-term disability | AFLAC | 28 | $29K |
| Other(3 contracts, 2 carriers) | AFLAC | 104 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 191 | — |
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.