| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE NORTHWEST PTRS INS SVCS | 19401 40TH AVENUE WEST, SUITE 440 LYNNWOOD, WA 98036 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | $0 | $10K | 8.63% |
| ACRISURE LLC3 | 582 EAST 36TH AVENUE, SUITE 300 ANCHORAGE, AK 99503 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | $0 | $8K | 6.37% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DRIVE URBANDALE, IA 50323 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $6K | $6K | 5.00% |
| ACRISURE LLC3 | 582 E 36TH AVENUE, SUITE 300 ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $92 | $3K | 7.14% |
| PAMELA WHITFIELD3 | 646 A AKOAKOA STREET KAILUA, HI 96734 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $732 | $0 | $732 | 1.95% |
| ANGELA MAY RAMIREZ3 Filed as: ANGELA RAMIREZ | 850 N WESGLENN CIRCLE, SUITE 1 WASILLA, AK 99654 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $350 | $54 | $404 | 1.08% |
| PICKERING FINANCIAL SERVICES INC3 Filed as: PICKERING FINANACIAL SERVICES | 4012 REKA DRIVE ANCHORAGE, AK 99508 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $126 | $0 | $126 | 0.34% |
| MEGAN ELIZABETH CASTO3 Filed as: MEGAN CASTO | 10340 CARNEY DRIVE SE OLYMPIA, WA 98501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $45 | $13 | $58 | 0.15% |
| FRANK THOMAS BAILEY3 Filed as: FRANK BAILEY | 3630 LOC SAULT AVENUE ANCHORAGE, AK 99516 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $24 | $30 | $54 | 0.14% |
| MJ INSURANCE3 Filed as: NICHOLAS WOOG AND VARIOUS AGENTS | 4837 42ND AVENUE SOUTH SEATTLE, WA 98118 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $29 | $1 | $30 | 0.08% |
| CONNEXION INSURANCE SOLUTIONS3 | 9725 3RD AVENUE NE, SUITE 110 SEATTLE, WA 98115 | USABLE LIFE | $3K | $0 | $3K | 8.86% |
| ACRISURE LLC3 | 100 OTTAWA AVENUE SW GRAND RAPIDS, MI 49503 | USABLE LIFE | $2K | $0 | $2K | 5.77% |
| ACRISURE LLC3 | 582 E 36TH AVENUE, SUITE 300 ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $294 | $2K | 8.96% |
| ANGELA MAY RAMIREZ3 Filed as: ANGELA RAMIREZ | 850 N WESGLENN CIRCLE, SUITE 1 WASILLA, AK 99654 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $668 | $246 | $914 | 3.85% |
| PAMELA WHITFIELD3 | 646 A AKOAKOA STREET KAILUA, HI 96734 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $410 | $0 | $410 | 1.73% |
| FRANK THOMAS BAILEY3 Filed as: FRANK BAILEY | 3630 LOC SAULT AVENUE ANCHORAGE, AK 99516 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $59 | $101 | $160 | 0.67% |
| MEGAN ELIZABETH CASTO3 Filed as: MEGAN CASTO | 10340 CARNEY DRIVE SE OLYMPIA, WA 98501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $100 | $46 | $146 | 0.62% |
| PICKERING FINANCIAL SERVICES INC3 Filed as: PICKERING FINANACIAL SERVICES | 4012 REKA DRIVE ANCHORAGE, AK 99508 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $83 | $0 | $83 | 0.35% |
| MJ INSURANCE3 Filed as: JANEEN BAILEY AND VARIOUS AGENTS | 3630 LOC SAULT AVENUE ANCHORAGE, AK 99516 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $31 | $2 | $33 | 0.14% |
| ACRISURE LLC3 | 582 EAST 36TH AVENUE, SUITE 300 ANCHORAGE, AK 99503 | NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA. | $466 | — | $466 | 15.01% |
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 | 182 | 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) | 182 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(4 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 182 | $212K |
| Short-term disability(2 contracts) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 32 | $61K |
| Long-term disability(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 182 | $151K |
| Other(6 contracts, 5 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 182 | $219K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 182 | — |
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.