| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CASCADE VALLEY INSURANCE, INC.3 Filed as: CASCADE VALLEY INS, INC | 2727 HOLLYCROFT ST STE 390 GIG HARBOR, WA 98335 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $13K | — | $13K | 4.36% |
| MADDOCK & ASSOCIATES LLC3 | 1407 WILLOW ROAD EAST SUITE C FIFE, WA 98424 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $4K | — | $4K | 1.20% |
| CASCADE VALLEY INSURANCE, INC.3 Filed as: CASCADE VALLEY INS, INC | 2727 HOLLYCROFT ST STE 390 GIG HARBOR, WA 98335 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $4K | — | $4K | 4.29% |
| MADDOCK & ASSOCIATES LLC3 | 1407 WILLOW ROAD EAST SUITE C FIFE, WA 98424 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $1K | — | $1K | 1.14% |
| CASCADE VALLEY INSURANCE, INC.3 Filed as: CASCADE VALLEY INS, INC | 2727 HOLLYCROFT ST STE 390 GIG HARBOR, WA 98335 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 10.06% |
| MADDOCK & ASSOCIATES LLC3 | 1407 WILLOW ROAD EAST SUITE C FIFE, WA 98424 | STANDARD INSURANCE COMPANY | $357 | — | $357 | 1.24% |
| MADDOCK & ASSOCIATES LLC3 | 1407 WILLOW ROAD EAST SUITE C FIFE, WA 98424 | WILLAMETTTE DENTAL OF WASHINGTON | $518 | — | $518 | 2.02% |
| CASCADE VALLEY INSURANCE, INC.3 Filed as: CASCADE VALLEY INS, INC | 2727 HOLLYCROFT ST STE 390 GIG HARBOR, WA 98335 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 13.79% |
| MADDOCK & ASSOCIATES LLC3 | 1407 WILLOW ROAD EAST SUITE C FIFE, WA 98424 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $187 | — | $187 | 0.95% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWY ATLANTA, GA 30339 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $307 | — | $307 | 1.63% |
| CASCADE VALLEY INSURANCE, INC.3 Filed as: CASCADE VALLEY INSURANCE | 2727 HOLLYCROFT ST NW GIG HARBOR, WA 98335 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $261 | — | $261 | 1.39% |
| JUDY INEZ BUCHOLTZ3 | 12517 217TH AVENUE CT E BONNEY LAKE, WA 98391 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $218 | $11 | $229 | 1.22% |
| BRIAN T MURPHY LLC3 | 5002 47TH AVE SW SEATTLE, WA 98136 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $168 | $0 | $168 | 0.89% |
| JOEL N NEWMAN AGENCY LLC3 | 924-B NW 52ND ST SEATTLE, WA 98107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $168 | $0 | $168 | 0.89% |
| MADDOCK & ASSOCIATES LLC3 | 1407 WILLOW ROAD EAST SUITE C FIFE, WA 98424 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $156 | $3 | $159 | 0.85% |
| MARCIA M WEST3 | 1134 VAN OGLE LANE NW ORTING, WA 98361 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $148 | — | $148 | 0.79% |
| LAURABETH CHRISTENSEN3 | 19203 144TH ST E BONNEY LAKE, WA 98391 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $118 | — | $118 | 0.63% |
| NICHOLAS STEVEN WALLACE3 | 3115 ALDERWOOD AVE BELLINGHAM, WA 98225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $87 | — | $87 | 0.46% |
| CALEB ANTHONY LAW3 | 19807 2ND DR SE BOTHELL, WA 98012 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $87 | — | $87 | 0.46% |
| ERIS VENTURES LLC3 | BOX 433 ATLANTA, GA 30308 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $39 | $62 | 0.33% |
| LUIS EDUARDO CARDENAS3 | 26341 SE DUTHIE HILL RD ISSAQUAH, WA 98029 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.18% |
| MEGAN ELIZABETH CASTO3 | 10340 CARNEY DR SE OLYMPIA, WA 98501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $11 | $32 | 0.17% |
| JOEL SANDERS3 Filed as: JOEL SAMANDARI LUCAS | 2129 S BELAIR DR MOSES LAKE, WA 98837 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.12% |
| MADDOCK & ASSOCIATES LLC3 | 1407 WILLOW ROAD EAST SUITE C FIFE, WA 98424 | PRINCIPAL LIFE INSURANCE COMPANY | $456 | — | $456 | 4.92% |
| CASCADE VALLEY INSURANCE, INC.3 Filed as: CASCADE VALLEY INSURANCE INC | PO BOX 1279 GIG HARBOR, WA 98335 | VISION SERVICE PLAN | $327 | — | $327 | 5.86% |
| MADDOCK & ASSOCIATES LLC3 | 1407 WILLOW ROAD EAST SUITE C FIFE, WA 98424 | VISION SERVICE PLAN | $231 | — | $231 | 4.14% |
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 | 107 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 107 | 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 | 77 | $402K |
| Dental(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 62 | $38K |
| Vision | VISION SERVICE PLAN | 56 | $6K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 35 | $38K |
| Short-term disability(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 35 | $38K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 17 | $20K |
| Other(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 107 | $23K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 107 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.