| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LAPORTE INSURANCE LLC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $28K | $55 | $28K | 3.00% |
| LAPORTE INSURANCE LLC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | PRINCIPAL LIFE INSURANCE COMPANY | $6K | $2K | $8K | 8.61% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS, LLC | 1787 PARKWAY WEST BLUEBELL, PA 19422 | PRINCIPAL LIFE INSURANCE COMPANY | — | $4K | $4K | 4.79% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOC INC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 4.02% |
| MARGARET BRYANT3 | 18014 BELMORE AVENUE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $882 | $13 | $895 | 2.97% |
| WORKSITE BENEFITS GROUP INC3 | 112 NORTHWEST 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $269 | $74 | $343 | 1.14% |
| RAQUEL LOSADA MONROY3 | 817 NORTHEAST DELP ROAD CAMAS, WA 98607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $321 | $21 | $342 | 1.13% |
| GABRIEL ANGEL CANALS3 | 1549 NORTHWEST CIVIC DRIVE APARTMENT 204 GRESHAM, OR 97030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $14 | $69 | 0.23% |
| MARCI TALBURT3 | 4721 AZALEA GLEN ROAD GLENDALE, OR 97442 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | — | $56 | 0.19% |
| CASEY RATHMANNER3 | 310 HUCKLEBERRY LAKE FOREST, CA 92630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.13% |
| MICHAEL LEROY ALLEY3 | 2189 SOUTHEAST 12TH AVENUE CANBY, OR 97013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.13% |
| JOEL SANDERS3 Filed as: JOEL SAMANDARI LUCAS | 2129 SOUTH BELAIR DRIVE MOSES LAKE, WA 98837 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.10% |
| QUEST BENEFITS NORTHWEST LLC3 | 310 HUCKLEBERRY LAKE FOREST, CA 92630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.07% |
| ISAACSON INSURANCE AGENCY LLC3 | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOC INC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $211 | — | $211 | 7.94% |
| MARGARET BRYANT3 | 18014 BELMORE AVENUE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $96 | $9 | $105 | 3.95% |
| RAQUEL LOSADA MONROY3 | 817 NORTHEAST DELP ROAD CAMAS, WA 98607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $67 | $11 | $78 | 2.93% |
| WORKSITE BENEFITS GROUP INC3 | 112 NORTHWEST 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $37 | $52 | 1.96% |
| GABRIEL ANGEL CANALS3 | 1549 NORTHWEST CIVIC DRIVE GRESHAM, OR 97030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $7 | $12 | 0.45% |
| CASEY RATHMANNER3 | 1601 NORTHEAST CRESTVIEW LANE CORBETT, OH 97019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.34% |
| MICHAEL LEROY ALLEY3 | 2189 SOUTHEAST 12TH AVENUE CANBY, OR 97013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.34% |
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 | 123 | 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) | 123 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 108 | $948K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 123 | $93K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 123 | $93K |
| Life insurance(3 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 123 | $126K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 123 | $93K |
| Other(3 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 123 | $126K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 123 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.