| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SHELLI LITTLEFIELD3 | PACIFIC BENEFIT CONSULTANTS, INC. 450 COUNTRY CLUB ROAD, SUITE 330 EUGENE, OR 974016078 | PROVIDENCE HEALTH PLAN | $35K | — | $35K | 2.99% |
| PACIFIC BENEFIT CONSULTANTS3 Filed as: PACIFIC BENEFIT CONSULTANTS INC | 450 COUNTRY CLUB RD STE 330 EUGENE, OR 974016078 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | — | $7K | 5.00% |
| DAVID FRANSEN3 | 131 65TH PL. SPRINGFIELD, OR 97478 | AFLAC | $4K | $197 | $4K | 5.67% |
| JEANNETTE R. FRANSEN3 | 131 65TH PL. SPRINGFIELD, OR 97478 | AFLAC | $3K | $154 | $3K | 4.33% |
| DIANA CABRAL RENTCHLER3 | PO BOX 54 WEST SACRAMENTO, CA 95691 | AFLAC | $1K | — | $1K | 1.92% |
| BRUCE W. FORD3 | PO BOX 5734 KENT, WA 98064 | AFLAC | $1K | $63 | $1K | 1.53% |
| JEROMY E. CILLEY3 | 1115 PEARL ST EUGENE, OR 97401 | AFLAC | $1K | $72 | $1K | 1.52% |
| PHILIP O MCGUIGAN3 Filed as: PHILIP O. MCGUIGAN | PO BOX 24021 EUGENE, OR 97402 | AFLAC | $566 | $66 | $632 | 0.84% |
| RICHARD E. SYFERT3 | 86195 PANORAMA RD SPRINGFIELD, OR 97478 | AFLAC | $569 | $7 | $576 | 0.77% |
| MARCI MARIE OTIS3 | 200 JULINA LN ROSEBURG, OR 97471 | AFLAC | $308 | — | $308 | 0.41% |
| LEON NORMAN DAVIDSON3 | 1100 CORPORATE WAY SACRAMENTO, CA 95831 | AFLAC | $302 | — | $302 | 0.40% |
| MARY POHLMAN3 | 6102 90TH AVE SE MERCER ISLAND, WA 98040 | AFLAC | $270 | $13 | $283 | 0.38% |
| PAUL J BRIDGEMAN3 Filed as: PAUL J. BRIDGEMAN | 1600 B SW DASH POINT ROAD 263 FEDERAL WAY, WA 98023 | AFLAC | $224 | — | $224 | 0.30% |
| JACE G KUERSTEN3 Filed as: JACE G. KUERSTEN | 2281 LAVA RIDGE CT STE 130 ROSEVILLE, CA 95661 | AFLAC | $181 | — | $181 | 0.24% |
| JAMES S SARANTIS3 Filed as: JAMES S. SARANTIS | 2281 LAVA RIDGE CT STE 130 ROSEVILLE, CA 95661 | AFLAC | $177 | — | $177 | 0.24% |
| PHIL E DIETMEYER3 | 8275 SW COLONY CREEK CT TIGARD, OR 97224 | AFLAC | $148 | $17 | $165 | 0.22% |
| DAVID N GUSTAFSON3 Filed as: DAVID N. GUSTAFSON | 340 EAST 41ST AVE EUGENE, OR 97405 | AFLAC | $125 | — | $125 | 0.17% |
| CHARLES H WEISSBERGER3 Filed as: CHARLES H. WEISSBERGER | 308 GRAHAM AVE SE RENTON, WA 98059 | AFLAC | $122 | — | $122 | 0.16% |
| GUY R SOUTER3 Filed as: GUY R. SOUTER | 16280 PINE DROP LN LA PINE, OR 97739 | AFLAC | $111 | — | $111 | 0.15% |
| KIMBERLY A PARKS3 Filed as: KIMBERLY A. PARKS | 19818 N 147TH DR SUN CITY WEST, AZ 85375 | AFLAC | $96 | — | $96 | 0.13% |
| GUY R SOUTER3 Filed as: GUY R. SOUTER | PO BOX 1283 LA PINE, OR 97739 | AFLAC | $78 | — | $78 | 0.10% |
| SCOTT NIELSEN3 Filed as: SCOTT E. NEILSEN | 2709 DAY ISLAND BLVD W UNIT A UNIVERSITY PL, WA 98466 | AFLAC | $76 | — | $76 | 0.10% |
| RICHARD G MCGOWAN3 Filed as: RICHARD MARK SUMMERS | 450 COUNTRY CLUB RD STE 330 EUGENE, OR 97401 | AFLAC | $67 | — | $67 | 0.09% |
| RAYMOND JAMES REDBURN3 | 2624 N. RUSSET ST PORTLAND, OR 97217 | AFLAC | $67 | — | $67 | 0.09% |
| CARLOS J. TORRES LAO3 | 7180 SW FIR LOOP STE 250 TIGARD, OR 97223 | AFLAC | $45 | $18 | $63 | 0.08% |
| BRADLEY R. SWANK3 | PO BOX 872 SPRINGFIELD, OR 97477 | AFLAC | $60 | — | $60 | 0.08% |
| BRANDON PENKO3 Filed as: BRANDON C. HOOBLER | 1230 S 336TH ST STE A FEDERAL WAY, WA 98003 | AFLAC | $44 | $13 | $57 | 0.08% |
| PAUL MICHAEL HANNANT3 | 6052 SAWGRASS ST SE SALEM, OR 97306 | AFLAC | $49 | — | $49 | 0.07% |
| MICHAEL W. ATTERBERRY3 Filed as: MICHAEL J. KUVAAS | 2300 OAKMONT WAY STE 230 EUGENE, OR 97401 | AFLAC | $47 | — | $47 | 0.06% |
| ROBERT PILKENTON3 Filed as: ROBERT L. PILKENTON | 1100 CORPORATE WAY STE 100 SACRAMENTO, CA 95831 | AFLAC | $44 | — | $44 | 0.06% |
| MARK D LUTHER3 Filed as: MARK D. LUTHER | 1400 MAIN ST. APT 610 CANONSBURG, PA 15317 | AFLAC | $42 | — | $42 | 0.06% |
| RUSSELL HONDA3 Filed as: RUSSELL K. HONDA | 11795 SW TUALATIN RD APT 95 TUALATIN, OR 97062 | AFLAC | $38 | $4 | $42 | 0.06% |
| LISA M HUTCHERSON3 Filed as: LISA M. HUTCHERSON | 5690 LILYVIEW WAY ELK GROVE, CA 95757 | AFLAC | $35 | — | $35 | 0.05% |
| RAYMON P KEECH III3 Filed as: RAYMON P. KEECH III | 8207 CAMPAIGN CIR. RICHMOND, TX 77406 | AFLAC | $33 | — | $33 | 0.04% |
| G SCOTT COOKE3 Filed as: SCOTT E NIELSEN | 7188 W FOURTH PLAIN BLVD VANCOUVER, WA 98660 | AFLAC | $33 | — | $33 | 0.04% |
| DAVID B. KITCHEN3 | 1260 N. DUTTON AVE STE 180 SANTA ROSA, CA 95401 | AFLAC | $29 | — | $29 | 0.04% |
| PAUL A MARSHALL3 Filed as: PAUL A. MARSHALL | 555 S. RENTON VILLAGE PL. STE 160 RENTON, WA 98057 | AFLAC | $24 | — | $24 | 0.03% |
| SHELBIE NICOLE DIETMEYER3 | 8275 SW COLONY CREEK CT. TIGARD, OR 97224 | AFLAC | $16 | $5 | $21 | 0.03% |
| HARRY R CONRAD3 Filed as: HARRY R. CONRAD | 2140 ELYSIUM AVE EUGENE, OR 97401 | AFLAC | $19 | — | $19 | 0.03% |
| GLEN T SCHWEIKERT3 Filed as: GLEN W. SUGGS | 2254 72ND AVENUE SE MERCER ISLAND, WA 98040 | AFLAC | $18 | — | $18 | 0.02% |
| LARRY A MORRIS3 Filed as: LARRY A. MORRIS | 259 S SEQUOIA PKWY # K093 CANBY, OR 97013 | AFLAC | $14 | $4 | $18 | 0.02% |
| IOANNIS T GRATSINOPOULOS3 Filed as: IOANNIS T. GRATSINOPOULOS | 3565 SUMMERLINN DR WEST LINN, OR 97068 | AFLAC | $16 | — | $16 | 0.02% |
| SHANE EDMUND ATTEBERY3 | 391 RANDY DR GRANTS PASS, OR 97527 | AFLAC | $16 | — | $16 | 0.02% |
| ROBERTA LOU DIETMEYER3 | 8275 SW COLONY CREEK CT. TIGARD, OR 97224 | AFLAC | $15 | — | $15 | 0.02% |
| TODD M TAYLOR3 Filed as: TODD M. TAYLOR | 3670 WESTWARD HO AVE EUGENE, OR 97401 | AFLAC | $15 | — | $15 | 0.02% |
| BRIDGET RENEA TOWNSEND3 | 3635 5TH ST HUBBARD, OR 97032 | AFLAC | $10 | $4 | $14 | 0.02% |
| ERNEST E SNOOK3 Filed as: ERNEST E. SNOOK | 14011 282ND LN. NE DUVALL, WA 98019 | AFLAC | $13 | — | $13 | 0.02% |
| ERIC DANIEL WEILAND3 | 14511 SW CORNERSTONE LN SHERWOOD, OR 97140 | AFLAC | $13 | — | $13 | 0.02% |
| BARRY MCPHERSON INC3 Filed as: BARRY MCPHERSON INC. | 2211 MICHELSON DR. STE 1150 IRVINE, CA 92612 | AFLAC | $12 | — | $12 | 0.02% |
| LES HEINSEN INS SERVICES INC3 Filed as: LES HEINSEN INS SERVICES INC. | 4416 VIA PALAGIO FAIR OAKS, CA 95628 | AFLAC | $11 | — | $11 | 0.01% |
| STANLEY A MCPHERSON3 Filed as: STANLEY A. MCPHERSON | 2137 NE 38TH DR. GRESHAM, OR 97030 | AFLAC | $10 | — | $10 | 0.01% |
| SHEREEN EMDE3 | 6449 HIGHWAY 219 NE GERVAIS, OR 97026 | AFLAC | $10 | — | $10 | 0.01% |
| PETER JAMES SARANTIS3 | 26200 TOWN CENTER DR STE 110 NOVI, MI 48375 | AFLAC | $9 | — | $9 | 0.01% |
| L & T ENT LLC3 | 259 S SEQUOIA PARKWAY #K093 CANBY, OR 97013 | AFLAC | $9 | — | $9 | 0.01% |
| MARY L ZACHARY3 Filed as: MARY L. ZACHARY | 18830 NW UKIAH ST. PORTLAND, OR 97229 | AFLAC | $8 | — | $8 | 0.01% |
| ANGELA MARIE MCCOY3 | 5411 SW JOSHUA ST. TUALATIN, OR 97062 | AFLAC | $7 | — | $7 | 0.01% |
| STANLEY A MCPHERSON3 | 9090 SE 242ND AVE DAMASCUS, OR 97089 | AFLAC | $7 | — | $7 | 0.01% |
| KENNETH MAGEE3 | 3760 MARKEY ST NE STE 347 SALEM, OR 97301 | AFLAC | $7 | — | $7 | 0.01% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INS INC | C/O ROBERT WEEKS PO BOX 29 SPRINGFIELD, OR 97477 | AFLAC | $7 | — | $7 | 0.01% |
| SCOTT W BLACKSHEAR3 Filed as: SCOTT W. BLACKSHEAR | 3453 CATHRYN DR. COLUMBUS, GA 31906 | AFLAC | $6 | — | $6 | 0.01% |
| CAMERON CARRILLO3 Filed as: CAMERON D. CARRILLO | 22556 SW 96TH DR. TUALATIN, OR 97062 | AFLAC | $5 | — | $5 | 0.01% |
| MATTHEW G BERGER3 Filed as: MATTHEW SHROYER | 1384 NE 70TH AVE PORTLAND, OR 97213 | AFLAC | $5 | — | $5 | 0.01% |
| MICHAEL C WALKER3 Filed as: MICHAEL A. STACHOWIAK | 321 N CLARK ST STE 625 CHICAGO, IL 60654 | AFLAC | $5 | — | $5 | 0.01% |
| MICHAEL C WALKER3 Filed as: MICHAEL L. ALLEY | 18047 SW LOWER BOONES FERRY RD APT 415 TIGARD, OR 97224 | AFLAC | $4 | — | $4 | 0.01% |
| GINA SIENIA3 | PO BOX 446 ECHO, OR 97826 | AFLAC | $4 | — | $4 | 0.01% |
| MICHAEL C WALKER3 Filed as: MICHAEL M. STASTNY | 605 PORTLAND AVE UNIT 531 GLADSTONE, OR 97027 | AFLAC | $4 | — | $4 | 0.01% |
| ALICIA J MATSON3 Filed as: ALICIA J. MATSON | 6027 ROLLETTI DR SE SALEM, OR 97306 | AFLAC | $4 | — | $4 | 0.01% |
| MICHAEL C WALKER3 Filed as: MICHAEL JAMES RHODD | 4160 GREEN VALLEY RD FAIRFIELD, CA 94534 | AFLAC | $3 | — | $3 | 0.00% |
| AMANDA M GRIFFITH3 Filed as: AMANDA M. GRIFFITH | 11400 SE 8TH STREET STE 375 BELLEVUE, WA 98004 | AFLAC | $3 | — | $3 | 0.00% |
| AMY E COHEN3 Filed as: AMY MARIE LUDWICK | 305 10TH ST SACRAMENTO, CA 95814 | AFLAC | $3 | — | $3 | 0.00% |
| JACOB J MCINTOSH3 Filed as: JACOB J. MCINTOSH | 665 S WOODRUFF AVE STE 250 IDAHO FALLS, ID 83401 | AFLAC | $3 | — | $3 | 0.00% |
| DAVID J MCCLELLAN3 Filed as: DAVID JOHN HANNANT | 14830 NE 167TH ST. WOODINVILLE, WA 98072 | AFLAC | $2 | — | $2 | 0.00% |
| CHRISTOPHER WALLACE HOFF3 | 13580 SW CRESTLINE CT TIGARD, OR 97224 | AFLAC | $2 | — | $2 | 0.00% |
| BARRY A WHITE3 Filed as: BARRY A. WHITE | 4506 BANTAM WAY ELK GROVE, CA 95758 | AFLAC | $2 | — | $2 | 0.00% |
| JACOB J MCINTOSH3 Filed as: JACOB J. MCINTOSH | 7180 SW FIR LOOP STE 250 TIGARD, OR 97223 | AFLAC | $2 | — | $2 | 0.00% |
| CRAIG A HANSEN3 Filed as: CRAIG A. HANSEN | 6848 RIVERDALE DRIVE SE TUMWATER, WA 98501 | AFLAC | $2 | — | $2 | 0.00% |
| BRIAN E DICKSON3 Filed as: BRIAN E. DICKSON | 8905 SW NIMBUS AVE. 375 BEAVERTON, OR 97008 | AFLAC | $2 | — | $2 | 0.00% |
| PAUL B ROBEDEAU3 Filed as: PAUL B. ROBEDEAU | 9523 BAY CT. CARMEL, CA 93923 | AFLAC | $1 | — | $1 | 0.00% |
| DEBORAH L SENN3 Filed as: DEBORAH L. SENN | 230 BRIGGS RANCH DR FOLSOM, CA 95630 | AFLAC | $1 | — | $1 | 0.00% |
| HEATHER F CHRISTENSEN3 Filed as: HEATHER F. CHRISTENSEN | PO BOX 784 MORONI, UT 84646 | AFLAC | $1 | — | $1 | 0.00% |
| RUSSELL W REOPELLE3 Filed as: RUSSELL W. REOPELLE | 1211 BILLY FRANK JR. ST. APT. 1 BELLINGHAM, WA 98225 | AFLAC | $1 | — | $1 | 0.00% |
| MJ INSURANCE3 Filed as: ROBIN D. HUDSON | 15000 DAVIS LN APT 80 LAKE OSWEGO, OR 97035 | AFLAC | $1 | — | $1 | 0.00% |
| SIERRA N KIRSHY3 Filed as: SIERRA N. KIRSHY | 348 DIAMOND OAKS RD. ROSEVILLE, CA 95678 | AFLAC | $1 | — | $1 | 0.00% |
| JOSHUA PAUL GROUP INC3 Filed as: JOSHUA M. HELDEROP | 10509 NE 120TH PL KIRKLAND, WA 98034 | AFLAC | $1 | — | $1 | 0.00% |
| ROBERT PILKENTON3 Filed as: ROBERT L. PILKENTON | 1100 CORPORATE WAY STE 100 SACRAMENTO, CA 95831 | AFLAC | $1 | — | $1 | 0.00% |
| CHRISTOPHER EDWARD RUSSELL3 | 1895 W 17TH AVE EUGENE, OR 97402 | AFLAC | $1 | — | $1 | 0.00% |
| MJ INSURANCE3 Filed as: ROBIN D. HUDSON | 15000 DAVIS LN APT 80 LAKE OSWEGO, OR 97035 | AFLAC | $1 | — | $1 | 0.00% |
| PACIFIC BENEFIT CONSULTANTS3 | 450 COUNTRY CLUB RD STE 330 EUGENE, OR 974016078 | VISION SERVICE PLAN | $1K | — | $1K | 4.76% |
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 | 264 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 265 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PROVIDENCE HEALTH PLAN | 265 | $1.2M |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 260 | $131K |
| Vision | VISION SERVICE PLAN | 239 | $29K |
| Short-term disability | AFLAC | 147 | $75K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 265 | — |
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.