| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES, INC. | 5515 SE MILWAUKIE AVE PORTLAND, OR 972024900 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $29K | $1K | $30K | 2.87% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE AND ASSOCIATES, INC. | 5515 SE MILWAUKIE AVE PORTLAND, OR 972024900 | PRINCIPAL LIFE INSURANCE COMPANY | $7K | $1K | $9K | 6.89% |
| LA PORTE AND ASSOCIATES INC Filed as: LA PORTE & ASSOC INC | 5515 SE MILWAUKIE AVE PORTLAND, OR 97202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 11.43% |
| HUGO GRANJA FLORES3 | 5424 SE REEDWAY ST PORTLAND, OR 97206 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 10.85% |
| KERRI CORL-WEILAND3 | 14511 SW CORNERSTONE LANE SHERWOOD, OR 97140 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $332 | $1K | $2K | 6.70% |
| MICHAEL LEROY ALLEY3 | 5285 MEADOWS ROAD #370 LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $413 | $883 | $1K | 4.97% |
| MARCI TALBURT3 Filed as: MARCI ANNE TALBURT | 4721 AZALEA GLEN ROAD GLENDALE, OR 99744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $540 | $258 | $798 | 3.06% |
| CASEY RATHMANNER3 | 28575 SW COFFEE LAKE DR WILSONVILLE, OR 97070 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $321 | $474 | $795 | 3.05% |
| GORDON FREDERICK WOLLEN3 | PO BOX 846 CANNON BEACH, OR 97110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $338 | $22 | $360 | 1.38% |
| PREMIER WORKSITE SOLUTIONS INC3 | 112 NW 114TH ST VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $67 | $79 | $146 | 0.56% |
| MARGARET BRYANT3 | 18014 SW BELMORE AVE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | $37 | $96 | 0.37% |
| RAQUEL LOSADA MONROY3 | 817 NE DELP ROAD CAMAS, WA 98607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | $11 | $65 | 0.25% |
| GABRIEL ANGEL CANALS3 | 1329 NE 236TH AVE WOOD VILLAGE, OR 97060 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $36 | $53 | 0.20% |
| ZINA OSTER3 | 3153 FOREST DR CHEYENNE, WY 82001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOC INC | 5515 SE MILWAUKIE AVE PORTLAND, OR 972024900 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | — | $65 | 3.11% |
| KERRI CORL-WEILAND3 | 14511 SW CORNERSTONE LANE SHERWOOD, OR 97140 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $12 | $37 | 1.77% |
| GORDON FREDERICK WOLLEN3 | PO BOX 846 CANNON BEACH, OR 97110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | — | $36 | 1.72% |
| CASEY RATHMANNER3 | 28575 SW COFFEE LAKE DR WILSONVILLE, OR 97070 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $2 | $15 | 0.72% |
| MICHAEL LEROY ALLEY3 | 5285 MEADOWS ROAD #370 LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $2 | $15 | 0.72% |
| PREMIER WORKSITE SOLUTIONS INC3 | 112 NW 114TH ST VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| GABRIEL ANGEL CANALS3 | 1329 NE 236TH AVE WOOD VILLAGE, OR 97060 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
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 | 158 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 158 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 223 | $126K |
| Life insurance(3 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 223 | $155K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 223 | $126K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 223 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.