| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $24K | $0 | $24K | 3.80% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | STANDARD INSURANCE COMPANY | $3K | $286 | $3K | 5.44% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $758 | $40 | $798 | 3.12% |
| ALLISON RENEE MOSER3 | 2211 HENRY STREET BELLINGHAM, WA 98225 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $338 | $166 | $504 | 1.97% |
| DANIEL SHARP3 | 1911 98TH STREET SE EVERETT, WA 98208 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $296 | $96 | $392 | 1.53% |
| MEGAN ELIZABETH CASTO3 | 10340 CARNEY DRIVE SE OLYMPIA, WA 98501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $352 | $34 | $386 | 1.51% |
| RONALD E KIRKLAND3 Filed as: RONALD JONES | 320 NANCY COURT MOSCOW, ID 83843 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $195 | $0 | $195 | 0.76% |
| MJ INSURANCE3 Filed as: MARIA JARQUE AND VARIOUS AGENTS | 4525 GEORGIA STREET SAN DIEGO, CA 92116 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $68 | $0 | $68 | 0.27% |
| LISA LOUISE ROBBERSON3 | 13120 102ND LANE NE, APARTMENT 3 KIRKLAND, WA 98034 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $44 | $0 | $44 | 0.17% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | HARTFORD LIFE AND ACCIDENT | $3K | $243 | $3K | 12.14% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $544 | $0 | $544 | 9.25% |
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 | 119 | 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) | 119 | 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. | 126 | $669K |
| Dental | STANDARD INSURANCE COMPANY | 108 | $64K |
| Vision | VISION SERVICE PLAN | 106 | $6K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 119 | $23K |
| Short-term disability | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 29 | $26K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 119 | $23K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | 126 | $643K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 119 | $49K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 126 | — |
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.