| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | — | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $71K | — | $71K | 3.38% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | — | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $19K | $11K | $30K | 5.44% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | — | KAISER FOUNDATION HEALTH PLAN, INC. | $10K | — | $10K | 3.46% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | — | KAISER FOUNDATION HEALTH PLAN, INC. | $9K | — | $9K | 3.43% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | — | DELTA DENTAL OF WASHINGTON | $9K | — | $9K | 3.98% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $6K | — | $6K | 4.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | — | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | — | $10K | 7.62% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | — | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 11.54% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | — | HEALTH PLAN OF NEVADA/SIERRA HEALTH & LIFE | $2K | — | $2K | 4.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC. | — | AMERITAS LIFE INSURANCE CORP | $2K | — | $2K | 5.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA INC. | — | AMERITAS LIFE INSURANCE CORP | — | $382 | $382 | 0.99% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | — | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 11.40% |
| ACRIALPS LLC3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $5K | 13.89% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 9.81% |
| MEGAN WILSON3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $580 | $140 | $720 | 2.18% |
| ASSUREDPARTNERS3 Filed as: JENNIFER RENEE BLAIR | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $351 | $107 | $458 | 1.39% |
| SAMAR BREIK ALBIN3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $214 | $85 | $299 | 0.91% |
| ALEXANDRA DIANE SORRENTINO3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $207 | $68 | $275 | 0.83% |
| BRIAN T MURPHY LLC3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $217 | — | $217 | 0.66% |
| CHELSEA L WARE LLC3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $197 | — | $197 | 0.60% |
| ZACHAREEE KEITH SIAHPUSH3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $140 | $17 | $157 | 0.48% |
| ROGER STUART KENCHEL3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $108 | $35 | $143 | 0.43% |
| CARYL ESTES3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $137 | — | $137 | 0.42% |
| BRIAN WHITE3 Filed as: BRIAN E KROK | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | $26 | $96 | 0.29% |
| JOEL N NEWMAN AGENCY LLC3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | — | $93 | 0.28% |
| CALEB ANTHONY LAW3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | — | $78 | 0.24% |
| RUTHIE A LAGRONE3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | $7 | $53 | 0.16% |
| LUIS RAFAEL VALLE3 Filed as: LUIS PEREZ BENEFIT INS SOLUTIONS | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | — | $51 | 0.15% |
| SHAWNEENA MERCADO OVERLY3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $7 | $49 | 0.15% |
| EDWARD D SOMMER3 Filed as: EDWARD GUY JR | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | $7 | $35 | 0.11% |
| LAURABETH CHRISTENSEN3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.10% |
| BRIAN WHITE3 Filed as: BRIAN RODERICK | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.08% |
| JENNIFER JEAN MOYA3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $3 | $24 | 0.07% |
| RYAN WARE3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.06% |
| ERIC BROGAN3 Filed as: ERIC L MILLER | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $1 | $17 | 0.05% |
| GILBERTO DASILVA3 Filed as: GILBERTO MARTINEZ JR | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $7 | $17 | 0.05% |
| BRIGATA LLC3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $1 | $16 | 0.05% |
| DOUGLAS-MCCARTY INSURANCE SERVICES3 Filed as: DOUGLAS EDWARD VIESELMEYER | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $3 | $11 | 0.03% |
| KIM REED SMITH3 Filed as: KIM R TERRELL | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.03% |
| WENDY SUE GERSHOW3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.02% |
| ANTONIA DAVILA3 Filed as: ANTONIA MARIA HOLDEN | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $2 | $7 | 0.02% |
| CINDY V SHIELDS3 Filed as: CINDY PAMELA REYES-MEDINA | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $1 | $6 | 0.02% |
| DOMINICK R SIRACUSA3 Filed as: DOMINICK MICHAEL SORRENTINO | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $1 | $6 | 0.02% |
| MEGAN ELIZABETH CASTO3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $2 | $5 | 0.02% |
| KAREN PICCININI3 Filed as: KAREN MUSACCHIA | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| KATHERINE C WOOD3 Filed as: KATHERINE ROBERTS NOLA | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| JOEY MIGUES3 Filed as: JOEY GRUBBS BENEFITS LLC | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.01% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: JOHN ANTHONY GALLAGHER | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $2 | $2 | 0.01% |
| DAVID J MCCLELLAN3 Filed as: DAVID B MERKHOFER | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| THE CAPITAL GROUP LLC3 Filed as: CAPITAL FINANCIAL STRATEGIES INC | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BARBARA ANN BASTON3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JEFFERY TAL WEBB3 Filed as: JEFFERY F BARNETT | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $1 | $1 | 0.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON, INC. | — | WILLAMETTE DENTAL OF WASHINGTON, INC. | $1K | — | $1K | 3.98% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | — | LIFE INSURANCE COMPANY OF NORTH AMERICA | $844 | — | $844 | 7.67% |
| CARRIE S FLATEN3 Filed as: CARRIE LILLIE-LUGO | — | DENTAL HEALTH SERVICES | $152 | — | $152 | 3.98% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | — | HARTFORD LIFE AND ACCIDENT | $184 | $61 | $245 | 19.98% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NAVIA BENEFIT SOLUTIONS, INC. EIN 91-1467758 FSA ADMINISTRATOR | Claims processing Service code 12 | — | $8K |
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 | 372 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 372 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | 229 | $3.4M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL OF WASHINGTON | 376 | $262K |
| Vision(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | 673 | $3.4M |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 491 | $129K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 171 | $35K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 372 | $59K |
| Prescription drug(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | 229 | $3.4M |
| Other(4 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 491 | $175K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 673 | — |
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.