| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | METROPOLITAN LIFE INSURANCE COMPANY | $22K | $0 | $22K | 4.07% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $9K | $9K | 1.75% |
| ALLIANT INSURANCE SERVICES, INC.3 | 818 WEST RIVERSIDE, SUITE 800 SPOKANE, WA 99201 | SYMETRA LIFE INSURANCE COMPANY | $37K | $0 | $37K | 13.66% |
| ALLIANT INSURANCE SERVICES, INC.3 | 401 UNION STREET, SUITE 3000 SEATTLE, WA 98101 | SYMETRA LIFE INSURANCE COMPANY | $0 | $19K | $19K | 7.09% |
| CONNEXION INSURANCE SOLUTIONS3 | PO BOX 34315, MS320 SEATTLE, WA 98124 | SYMETRA LIFE INSURANCE COMPANY | $13K | $0 | $13K | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | PO BOX 8299 PASADENA, CA 91109 | VISION SERVICE PLAN | $3K | $0 | $3K | 2.28% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 582 EAST 36TH AVENUE, SUITE 300 ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $19 | $1K | 3.99% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $281 | $216 | $497 | 1.94% |
| ELITE-VB LLC3 Filed as: ELITE-VB, LLC | 111 HEKILI STREET KAILUA, HI 96734 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $427 | $0 | $427 | 1.66% |
| MEGAN ELIZABETH CASTO3 Filed as: MEGAN E. CASTO AND OTHER AGENTS | UNKNOWN COLUMBIA, SC 29202 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $232 | $88 | $320 | 1.25% |
| ANGELA MAY RAMIREZ3 | 850 NORTH WESGLENN CIRCLE, SUITE 1 WASILLA, AK 99654 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $209 | $46 | $255 | 0.99% |
| PAMELA WHITFIELD3 | 111 HEKILI STREET KAILUA, HI 96734 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $218 | $0 | $218 | 0.85% |
| CARYL ESTES3 | 15907 ASH WAY LYNNWOOD, WA 98087 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $169 | $5 | $174 | 0.68% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 582 EAST 36TH AVENUE, SUITE 300 ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $791 | $0 | $791 | 4.53% |
| ELITE-VB LLC3 Filed as: ELITE-VB, LLC | 111 HEKILI STREET KAILUA, HI 96734 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $311 | $0 | $311 | 1.78% |
| PAMELA WHITFIELD3 | 111 HEKILI STREET KAILUA, HI 96734 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $153 | $0 | $153 | 0.88% |
| ANGELA MAY RAMIREZ3 | 850 NORTH WESGLENN CIRCLE, SUITE 1 WASILLA, AK 99654 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $152 | $0 | $152 | 0.87% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1420 5TH AVENUE, SUITE 1500 SEATTLE, WA 98101 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $135 | $0 | $135 | 0.77% |
| MEGAN ELIZABETH CASTO3 Filed as: MEGAN E. CASTO AND OTHER AGENTS | 10340 CARNEY DRIVE SE OLYMPIA, WA 98501 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $83 | $0 | $83 | 0.48% |
| GCG FINANCIAL LLC3 Filed as: WILSON ALBERS AN ALERA GROUP AGENCY | 3000 A STREET ANCHORAGE, AK 99503 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $43 | $0 | $43 | 0.25% |
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 | 486 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 19 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 505 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,264 | $541K |
| Vision | VISION SERVICE PLAN | 393 | $136K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 486 | $268K |
| Short-term disability(3 contracts, 2 carriers) | SYMETRA LIFE INSURANCE COMPANY | 486 | $311K |
| Long-term disability | SYMETRA LIFE INSURANCE COMPANY | 486 | $268K |
| Other(3 contracts, 2 carriers) | SYMETRA LIFE INSURANCE COMPANY | 486 | $311K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,264 | — |
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.