| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | -$21K | $36K | $16K | 0.85% |
| LINDA RODEHEAVER TROUTMAN3 | 12755 BIRCH ROAD ANCHORAGE, AK 99516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20K | $0 | $20K | 6.47% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS AND OTHER AGENTS | 112 NW 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $1K | $8K | 2.53% |
| FRANK THOMAS BAILEY3 | 3630 LOC SAULT AVENUE ANCHORAGE, AK 99516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $4K | $5K | 1.66% |
| SUSAN GOLD STOKES3 | 104 MISTY HOLLOW WAY HUNTSVILLE, AL 35806 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $653 | $5K | 1.64% |
| BENEFITS BY DESIGN INC3 | 2101 NE 279TH STREET RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $909 | $5K | 1.59% |
| PAMELA WHITFIELD3 | 111 HEKILI STREET KAILUA, HI 96734 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 0.71% |
| KRISTIN LEASE3 | 3890 HOWARD AVENUE LOS ALAMITOS, CA 90720 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $190 | $921 | $1K | 0.35% |
| UNKNOWN3 | UNKNOWN ANCHORAGE, AL 99503 | PREMERA BLUE CROSS BLUE SHIELD OF ALASKA | $5K | $0 | $5K | 4.32% |
| LINDA RODEHEAVER TROUTMAN3 | 12755 BIRCH ROAD ANCHORAGE, AK 99516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $407 | $0 | $407 | 11.28% |
| SUSAN GOLD STOKES3 | 104 MISTY HOLLOW WAY HUNTSVILLE, AL 35806 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $319 | $46 | $365 | 10.11% |
| KRISTIN LEASE3 | 3890 HOWARD AVENUE LOS ALAMITOS, CA 90720 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $180 | $217 | 6.01% |
| FRANK THOMAS BAILEY3 | 3630 LOC SAULT AVENUE ANCHORAGE, AK 99516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $160 | $194 | 5.38% |
| BENEFITS BY DESIGN INC3 | 2101 NE 279TH STREET RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | $40 | $133 | 3.69% |
| ANGELA MAY RAMIREZ3 Filed as: ANGELA RAMIREZ AND OTHER AGENTS | 850 NORTH WESGLENN CIRCLE, SUITE 1 WASILLA, AK 99654 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $5 | $60 | 1.66% |
| WORKSITE BENEFITS GROUP INC3 | 112 NW 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $24 | $41 | 1.14% |
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 | 2,142 | 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) | 2,142 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PREMERA BLUE CROSS BLUE SHIELD OF ALASKA | 2,142 | $153K |
| Dental | HAWAII MEDICAL SERVICES ASSOCIATION | 5 | $45K |
| Vision(2 contracts, 2 carriers) | PREMERA BLUE CROSS BLUE SHIELD OF ALASKA | 2,142 | $153K |
| Life insurance(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 2,142 | $2.2M |
| Short-term disability(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 2,142 | $2.2M |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 2,142 | $1.8M |
| Prescription drug(2 contracts, 2 carriers) | PREMERA BLUE CROSS BLUE SHIELD OF ALASKA | 2,142 | $153K |
| Other(4 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 2,142 | $2.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,142 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.