| 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 | $25K | — | $25K | 2.53% |
| LA PORTE AND ASSOCIATES INC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | PRINCIPAL LIFE INSURANCE COMPANY | $7K | $4K | $11K | 9.30% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOC INC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $945 | $256 | $1K | 6.75% |
| QUEST BENEFITS NORTHWEST LLC3 Filed as: QUEST BENEFITS NORTHWEST | 5285 MEADOWS ROAD #370 LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $189 | $235 | $424 | 2.38% |
| JOEL SANDERS3 Filed as: JOEL SAMANDARI LUCAS | 2129 SOUTH BELAIR DRIVE MOSES LAKE, WA 98837 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $178 | $5 | $183 | 1.03% |
| MARCI TALBURT3 | 4721 AZALEA GLEN ROAD GLENDALE, OR 99744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $143 | $16 | $159 | 0.89% |
| GORDON FREDERICK WOLLEN3 | PO BOX 846 CANNON BEACH, OR 97110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $139 | — | $139 | 0.78% |
| KATHERINE DUPRIEST3 | 1246 NORTHEAST 111TH AVENUE PORTLAND, OR 97220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $108 | $4 | $112 | 0.63% |
| MICHAEL LEROY ALLEY3 | 5285 MEADOWS ROAD #370 LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $89 | — | $89 | 0.50% |
| CASEY RATHMANNER3 | 1601 NORTHEAST 101 CIRCLE VANCOUVER, WA 98686 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | — | $86 | 0.48% |
| MARGARET BRYANT3 | 18014 SOUTHWEST BELMORE AVENUE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | $2 | $47 | 0.26% |
| KOREEN JANE BAZZANI3 | 5615 NORTHEAST 101 CIRCLE VANCOUVER, WA 98686 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.19% |
| WORKSITE BENEFITS GROUP INC3 | 112 NORTHWEST 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $8 | $31 | 0.17% |
| J WILSON AGENCY LLC3 | 15518 SOUTHEAST 133RD STREET RENTON, WA 98059 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $12 | $24 | 0.13% |
| PREMIER WORKSITE SOLUTIONS INC3 | 112 NORTHWEST 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $3 | $15 | 0.08% |
| DOMESTIC SUPPLY LLC3 | 707 SOUTH GRADY WAY SUITE 550 RENTON, WA 98057 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: JASON ALYN BROWN | 1414 SUNRISE HEIGHTS ROAD OKANOGAN, WA 98840 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| 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 | $146 | $53 | $199 | 10.03% |
| QUEST BENEFITS NORTHWEST LLC3 Filed as: QUEST BENEFITS NORTHWEST | 5285 MEADOWS ROAD #370 LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $53 | $67 | $120 | 6.05% |
| KATHERINE DUPRIEST3 | 1246 NORTHEAST 111TH AVENUE PORTLAND, OR 97220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | $2 | $48 | 2.42% |
| GORDON FREDERICK WOLLEN3 | PO BOX 846 CANNON BEACH, OR 97110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 1.51% |
| MARCI TALBURT3 | 4721 AZALEAGLEN ROAD GLENDALE, OR 97442 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $3 | $14 | 0.71% |
| CASEY RATHMANNER3 | 1601 NORTHEAST CRESTVIEW LANE WILSONVILLE, OR 97019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.60% |
| MICHAEL LEROY ALLEY3 | 5285 MEADOWS ROAD #370 LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.60% |
| WORKSITE BENEFITS GROUP INC3 | 112 NORTHWEST 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $2 | $3 | 0.15% |
| MARGARET BRYANT3 | 18014 SOUTHWEST BELMORE AVENUE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.05% |
| QUEST BENEFITS NORTHWEST LLC3 Filed as: QUEST BENEFITS NORTHWEST | 1601 NORTHEAST CRESTVIEW LANE CORBETT, OR 97019 | MASSACHUSETTS MUTUAL LIFE INSUARANCE COMPANY | $456 | — | $456 | 83.06% |
| JEFFREY CARL DOLLARHIDE3 | 17550 NORTH PERIMETER DRIVE SUITE 450 SCOTTSDALE, AZ 85255 | MASSACHUSETTS MUTUAL LIFE INSUARANCE COMPANY | $101 | $33 | $134 | 24.41% |
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 | 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) | 142 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 142 | $986K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 134 | $119K |
| Vision | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 142 | $986K |
| Life insurance(4 contracts, 3 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 134 | $139K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 134 | $119K |
| Other(4 contracts, 3 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 134 | $139K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.