| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LAPORTE INSURANCE LLC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $39K | $75 | $39K | 3.29% |
| LAPORTE INSURANCE LLC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $6K | 9.28% |
| MARGARET BRYANT3 | 18014 BELMORE AVENUE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $301 | $4K | 7.15% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOC INC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 6.34% |
| WORKSITE BENEFITS GROUP INC3 | 112 NORTHWEST 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $819 | $2K | $3K | 4.75% |
| CHRISTINE LYNN MORGESTER3 | 14913 SOUTH SUNTERRA LOOP OREGON CITY, OR 97045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 2.79% |
| ISAACSON INSURANCE AGENCY LLC3 | 1821 NORTHWEST 23RD PLACE PORTLAND, OR 97210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $168 | $1K | 2.28% |
| KAREN CLAY KUNKLER3 | 415 SOUTHEAST 177TH AVENUE UNIT 236 VANCOUVER, WA 98683 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $173 | — | $173 | 0.30% |
| MARCI TALBURT3 | 4721 AZALEA GLEN ROAD GLENDALE, OR 97442 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $143 | — | $143 | 0.25% |
| RAQUEL LOSADA MONROY3 | 817 NORTHEAST DELP ROAD CAMAS, WA 98607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $143 | — | $143 | 0.25% |
| QUEST BENEFITS NORTHWEST LLC3 | 2189 SOUTHEAST 12TH AVENUE CANBY, OR 97013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $102 | — | $102 | 0.18% |
| EMPLOYEE BENEFIT SOLUTIONS INC3 | — | SIERRA HEALTH & LIFE | $290 | $424 | $714 | 2.67% |
| LAPORTE INSURANCE LLC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $557 | $4K | 17.55% |
| LAPORTE INSURANCE LLC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $420 | $3K | 17.79% |
| COREPRIME3 | — | SIERRA HEALTH & LIFE | $130 | $341 | $471 | 3.45% |
| EMPLOYEE BENEFIT SOLUTIONS INC3 | 10161 PARK RUN DRIVE SUITE 150 LAS VEGAS, NV 89145 | PRINCIPAL LIFE INSURANCE COMPANY | $308 | — | $308 | 8.49% |
| CORE NEVADA LLC3 | PO BOX 371210 LAS VEGAS, NV 89137 | PRINCIPAL LIFE INSURANCE COMPANY | $72 | — | $72 | 1.99% |
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 | 89 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 90 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 147 | $1.2M |
| Dental(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 147 | $1.2M |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 3 | $4K |
| Life insurance(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 88 | $94K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 51 | $57K |
| Other(4 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 88 | $154K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 147 | — |
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.