| 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 | $23K | $1K | $24K | 2.87% |
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE AND ASSOCIATES INC DBA LAPO | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | PRINCIPAL LIFE INSURANCE COMPANY | $7K | $2K | $9K | 8.62% |
| MARGARET BRYANT3 | 18014 SOUTHWEST BELMORE AVENUE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 9.14% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOC INC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $67 | $3K | 7.49% |
| RAQUEL LOSADA MONROY3 | 817 NORTHEAST DELP ROAD CAMAS, WA 98607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $356 | $2K | 4.37% |
| WORKSITE BENEFITS GROUP INC3 | 112 NORTHWEST 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $584 | $793 | $1K | 3.09% |
| GABRIEL ANGEL CANALS3 | 1549 NORTHWEST CIVIC DRIVE GRESHAM, OR 97030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $441 | $813 | $1K | 2.82% |
| ISAACSON INSURANCE AGENCY LLC3 | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $166 | $52 | $218 | 0.49% |
| MARCI TALBURT3 | 4721 AZALEA GLEN ROAD GLENDALE, OR 99744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $71 | — | $71 | 0.16% |
| JOEL SANDERS3 Filed as: JOEL SAMANDARI LUCAS | 2129 SOUTH BELAIR DRIVE MOSES LAKE, WA 98837 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49 | — | $49 | 0.11% |
| CASEY RATHMANNER3 | 1601 NORTHEAST CRESTVIEW LANE CORBETT, OR 97019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 0.11% |
| MICHAEL LEROY ALLEY3 | 2189 SOUTHEAST 12TH AVENUE CANBY, OR 97013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 0.11% |
| QUEST BENEFITS NORTHWEST LLC3 | 1601 NORTHEAST CRESTVIEW LANE CORBETT, OR 97019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.05% |
| KATHERINE DUPRIEST3 | 1246 NORTHEAST 111TH AVENUE PORTLAND, OR 97220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| ZINA OSTER3 | 3153 FOREST DRIVE CHEYENNE, WY 82001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOC INC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $237 | $4 | $241 | 7.85% |
| MARGARET BRYANT3 | 18014 SOUTHWEST BELMORE AVENUE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $130 | $48 | $178 | 5.80% |
| RAQUEL LOSADA MONROY3 | 817 NORTHEAST DELP ROAD CAMAS, WA 98607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $84 | $18 | $102 | 3.32% |
| WORKSITE BENEFITS GROUP INC3 | 112 NORTHWEST 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $38 | $64 | 2.08% |
| GABRIEL ANGEL CANALS3 | 1549 NORTHWEST CIVIC DRIVE GRESHAM, OR 97030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $13 | $19 | 0.62% |
| CASEY RATHMANNER3 | 1601 NORTHEAST CRESTVIEW LANE CORBETT, OR 97019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.33% |
| MICHAEL LEROY ALLEY3 | 2189 SOUTHEAST 12TH AVENUE CANBY, OR 97013 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.33% |
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 | 113 | 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) | 113 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 109 | $818K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 113 | $102K |
| Vision | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 109 | $818K |
| Life insurance(3 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 113 | $150K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 113 | $102K |
| Other(3 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 113 | $150K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 113 | — |
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."
No prospect flags tripped on this filing.