| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES, INC. | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $28K | $846 | $29K | 3.38% |
| LA PORTE AND ASSOCIATES INC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | PRINCIPAL LIFE INSURANCE COMPANY | $8K | $2K | $10K | 8.61% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOC INC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 6.70% |
| JOEL SANDERS3 Filed as: JOEL SAMANDARI LUCAS | 2129 SOUTH BELAIR DRIVE MOSES LAKE, WA 98837 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $521 | $37 | $558 | 2.43% |
| KOREEN JANE BAZZANI3 | 5615 NORTHEAST 101 CIRCLE VANCOUVER, WA 98686 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $313 | $79 | $392 | 1.70% |
| MARCI TALBURT3 | 4721 AZALEA GLEN ROAD GLENDALE, OR 99744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $258 | $87 | $345 | 1.50% |
| HUGO GRANJA FLORES3 | 5424 SOUTHEAST REEDWAY STREET PORTLAND, OR 97206 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $326 | $3 | $329 | 1.43% |
| MICHAEL LEROY ALLEY3 | 5285 MEADOWS ROAD #370 LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $175 | $142 | $317 | 1.38% |
| GORDON FREDERICK WOLLEN3 | PO BOX 846 CANNON BEACH, OR 97110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $183 | — | $183 | 0.80% |
| CASEY RATHMANNER3 | 28575 SOUTHWEST COFFEE LAKE DRIVE WILSONVILLE, OR 97070 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $141 | $22 | $163 | 0.71% |
| J WILSON AGENCY LLC3 | 15518 SOUTHEAST 133RD STREET RENTON, WA 98059 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | $38 | $77 | 0.33% |
| PREMIER WORKSITE SOLUTIONS INC3 | 112 NORTHWEST 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $16 | $58 | 0.25% |
| MARGARET BRYANT3 | 18014 SOUTHWEST BELMORE AVENUE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | $5 | $57 | 0.25% |
| DOMESTIC SUPPLY LLC3 | 707 SOUTH GRADY WAY SUITE 550 RENTON, WA 98057 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.17% |
| ZINA OSTER3 | 3153 FOREST DRIVE CHEYENNE, WY 82001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOC INC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | — | $61 | 3.64% |
| GORDON FREDERICK WOLLEN3 | PO BOX 846 CANNON BEACH, OR 97110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 1.73% |
| CASEY RATHMANNER3 | 28575 SOUTHWEST COFFEE LAKE DRIVE WILSONVILLE, OR 97070 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.72% |
| MICHAEL LEROY ALLEY3 | 5285 MEADOWS ROAD #370 LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.72% |
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 | 133 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 135 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 147 | $863K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 133 | $121K |
| Vision | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 147 | $863K |
| Life insurance(3 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 133 | $146K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 133 | $121K |
| Other(3 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 133 | $146K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 147 | — |
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.