| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LAPORTE & ASSOCIATES, INC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $29K | $766 | $30K | 3.67% |
| LAPORTE & ASSOCIATES, INC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | PRINCIPAL LIFE INSURANCE COMPANY | $7K | $4K | $11K | 9.31% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOC INC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 19.29% |
| MARGARET BRYANT3 | 18014 SOUTHWEST BELMORE AVENUE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $812 | $5K | 14.82% |
| GABRIEL ANGEL CANALS3 | 1329 NORTHEAST 236TH AVENUE WOOD VILLAGE, OR 97060 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $3K | $4K | 12.71% |
| WORKSITE BENEFITS GROUP INC3 | 112 NORTHWEST 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $798 | $1K | $2K | 6.84% |
| RAQUEL LOSADA MONROY3 | 817 NORTHEAST DELP ROAD CAMAS, WA 98607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $409 | $2K | 6.59% |
| MARCI TALBURT3 | 4721 AZALEA GLEN ROAD GLENDALE, OR 99744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $89 | $3 | $92 | 0.27% |
| JOEL SANDERS3 Filed as: JOEL SAMANDARI LUCAS | 2129 SOUTH BELAIR DRIVE MOSES LAKE, WA 98837 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $74 | — | $74 | 0.22% |
| CASEY RATHMANNER3 | 1601 NORTHEAST CRESTVIEW LANE CORBETT, OR 97019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | — | $70 | 0.21% |
| MICHAEL LEROY ALLEY3 | 2189 SOUTHEAST 12TH AVENUE CANBY, OR 97013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | — | $70 | 0.21% |
| QUEST BENEFITS NORTHWEST LLC3 Filed as: QUEST BENEFITS NORTHWEST | 5285 MEADOWS ROAD #370 LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | — | $45 | 0.13% |
| GORDON FREDERICK WOLLEN3 | PO BOX 846 CANNON BEACH, OR 97110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.12% |
| KATHERINE DUPRIEST3 | 1246 NORTHEAST 111TH AVENUE PORTLAND, OR 97220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.04% |
| J WILSON AGENCY LLC3 | 15518 SOUTHEAST 133RD STREET RENTON, WA 98059 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: JASON ALYN BROWN | 1414 SUNRISE HEIGHTS ROAD OKANOGAN, WA 98840 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ZINA OSTER3 | 3153 FOREST DRIVE CHEYENNE, WY 82001 | 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 | $244 | — | $244 | 11.91% |
| MARGARET BRYANT3 | 18014 SOUTHWEST BELMORE AVENUE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $132 | $26 | $158 | 7.71% |
| RAQUEL LOSADA MONROY3 | 817 NORTHEAST DELP ROAD CAMAS, WA 98607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $123 | $28 | $151 | 7.37% |
| WORKSITE BENEFITS GROUP INC3 | 112 NORTHWEST 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $48 | $73 | 3.56% |
| GABRIEL ANGEL CANALS3 | 1329 NORTHEAST 236TH AVENUE WOOD VILLAGE, OR 97060 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $15 | $24 | 1.17% |
| CASEY RATHMANNER3 | 1601 NORTHEAST CRESTVIEW LANE CORBETT, OR 97019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.44% |
| MICHAEL LEROY ALLEY3 | 2189 SOUTHEAST 12TH AVENUE CANBY, OR 97013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.44% |
| QUEST BENEFITS NORTHWEST LLC3 Filed as: QUEST BENEFITS NORTHWEST | 5285 MEADOWS ROAD #370 LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.29% |
| KATHERINE DUPRIEST3 | 1246 NORTHEAST 111TH AVENUE PORTLAND, OR 97220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.24% |
| GORDON FREDERICK WOLLEN3 | PO BOX 846 CANNON BEACH, OR 97110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.24% |
| MARCI TALBURT3 | 4721 AZALEAGLEN ROAD GLENDALE, OR 97442 | 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 | $213 | — | $213 | 36.04% |
| JEFFREY CARL DOLLARHIDE3 | 17550 NORTH PERIMETER DRIVE SUITE 450 SCOTTSDALE, AZ 85255 | MASSACHUSETTS MUTUAL LIFE INSUARANCE COMPANY | $17 | $4 | $21 | 3.55% |
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 | 129 | 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) | 129 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 129 | $809K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 126 | $114K |
| Vision | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 129 | $809K |
| Life insurance(4 contracts, 3 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 126 | $150K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 126 | $114K |
| Other(4 contracts, 3 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 126 | $150K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 129 | — |
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.