| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SHELLI LITTLEFIELD3 | PACIFIC BENEFIT CONSULTANTS INC 450 COUNTRY CLUB ROAD, STE 330 EUGENE, OR 97401 | PROVIDENCE HEALTH PLAN | $24K | — | $24K | 3.00% |
| PACIFIC BENEFIT CONSULTANTS3 Filed as: PACIFIC BENEFIT CONSULTANTS INC | 450 COUNTRY CLUB RD, STE 330 EUGENE, OR 97401 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $36K | — | $36K | 12.83% |
| PACIFIC BENEFIT CONSULTANTS3 Filed as: PACIFIC BENEFIT CONSULTANTS INC | 450 COUNTRY CLUB RD, STE 330 EUGENE, OR 97401 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | — | $6K | 5.00% |
| DAVID FRANSEN3 | 131 65TH PL SPRINGFIELD, OR 97478 | AFLAC | $3K | $126 | $3K | 4.88% |
| JEANNETTE R. FRANSEN3 Filed as: JEANNETTE FRANSEN | 131 65TH PL SPRINGFIELD, OR 97478 | AFLAC | $3K | $126 | $3K | 4.88% |
| RICHARD E. SYFERT3 Filed as: RICHARD SYFERT | PO BOX 917 PLEASANT HILL, OR 97455 | AFLAC | $1K | $59 | $1K | 2.14% |
| VINCENT BRIAN VOLLMAR3 Filed as: VINCENT VOLLMAR | 777 COMMERCIAL ST SE, STE 20 SALEM, OR 97301 | AFLAC | $628 | $58 | $686 | 0.99% |
| JEROMY E. CILLEY3 Filed as: JEROMY CILLEY | 2683 E WILSHIRE DR EUGENE, OR 97405 | AFLAC | $376 | — | $376 | 0.54% |
| DIANA CABRAL RENTCHLER3 Filed as: DIANA RENTCHLER | PO BOX 54 WEST SACRAMENTO, CA 95691 | AFLAC | $358 | — | $358 | 0.52% |
| MARCI MARIE OTIS3 Filed as: MARCI OTIS | 200 JULINA LN ROSEBURG, OR 97471 | AFLAC | $216 | — | $216 | 0.31% |
| PAUL J BRIDGEMAN3 Filed as: PAUL BRIDGEMAN | 1600 SW DASH POINT RD, STE B #263 FEDERAL WAY, WA 98023 | AFLAC | $215 | — | $215 | 0.31% |
| PHILIP O MCGUIGAN3 Filed as: PHILIP MCGUIGAN | PO BOX 24021 EUGENE, OR 97402 | AFLAC | $167 | — | $167 | 0.24% |
| LEON NORMAN DAVIDSON3 Filed as: LEON DAVIDSON | 1230 ARROYO GRANDE DR SACRAMENTO, CA 95864 | AFLAC | $124 | — | $124 | 0.18% |
| DAVID MARTIN GUSTAFSON3 Filed as: DAVID GUSTAFSON | 340 E 41ST AVE EUGENE, OR 97405 | AFLAC | $119 | — | $119 | 0.17% |
| JAMES S SARANTIS3 Filed as: JAMES SARANTIS | 14132 SE FIRCREST CT PORTLAND, OR 97236 | AFLAC | $118 | — | $118 | 0.17% |
| PACIFIC BENEFIT SOLUTIONS LLC3 | PO BOX 5734 KENT, WA 98064 | AFLAC | $116 | — | $116 | 0.17% |
| GUY R SOUTER3 Filed as: GUY SOUTER | PO BOX 1283 LA PINE, OR 97739 | AFLAC | $107 | — | $107 | 0.15% |
| SCOTT NIELSEN3 | 718B W FOURTH PLAIN BLVD VANCOUVER, WA 98660 | AFLAC | $67 | — | $67 | 0.10% |
| PHIL E DIETMEYER3 Filed as: PHIL DIETMEYER | 8275 SW COLONY CREEK CT TIGARD, OR 97224 | AFLAC | $64 | — | $64 | 0.09% |
| MARY POHLMAN3 | 27735 214TH AVE SE MAPLE VALLEY, WA 98038 | AFLAC | $63 | — | $63 | 0.09% |
| MICHAEL W. ATTERBERRY3 Filed as: MICHAEL KUVAAS | 2300 OAKMONT WAY, STE 203 EUGENE, OR 97401 | AFLAC | $56 | — | $56 | 0.08% |
| RICHARD SUMMERS3 | 450 COUNTRY CLUB RD, STE 330 EUGENE, OR 97401 | AFLAC | $48 | — | $48 | 0.07% |
| ROBERT PILKENTON3 | 6643 FM 2187 RD SEALY, TX 77474 | AFLAC | $37 | — | $37 | 0.05% |
| MARK D LUTHER3 Filed as: MARK LUTHER | 300 LOOP RD SHERWOOD, AR 72120 | AFLAC | $36 | — | $36 | 0.05% |
| JACE KUERSTEN3 | 1574 SAN FERNANDO DR CORONA, CA 92882 | AFLAC | $36 | — | $36 | 0.05% |
| LISA A PERRI3 Filed as: LISA HUTCHERSON | 5690 LILYVIEW WAY ELK GROVE, CA 95757 | AFLAC | $33 | — | $33 | 0.05% |
| BRADLEY R. SWANK3 Filed as: BRADLEY SWANK | PO BOX 872 SPRINGFIELD, OR 97477 | AFLAC | $32 | — | $32 | 0.05% |
| PAUL MICHAEL HANNANT3 Filed as: PAUL HANNANT | 6052 SAWGRASS ST SE SALEM, OR 97306 | AFLAC | $30 | — | $30 | 0.04% |
| RAYMON P KEECH III3 Filed as: RAYMON KEECH III | 8207 CAMPAIGN CIR RICHMOND, TX 77406 | AFLAC | $27 | — | $27 | 0.04% |
| DAVID B. KITCHEN3 Filed as: DAVID KITCHEN | 5230 HARTER LN LA CANADA FLINTRIDGE, CA 91011 | AFLAC | $27 | — | $27 | 0.04% |
| RUSSELL HONDA3 | 11865 SW TUALATIN RD, APT 73 TUALATIN, OR 97062 | AFLAC | $24 | — | $24 | 0.03% |
| BRANDON PENKO3 Filed as: BRANDON HOOBLER | 1230 S 336TH ST, STE A FEDERAL WAY, WA 98003 | AFLAC | $24 | — | $24 | 0.03% |
| JOHNNY ROBBINS3 | 2350 N TERRY ST, SPC 105 EUGENE, OR 97402 | AFLAC | $24 | — | $24 | 0.03% |
| PAUL A MARSHALL3 Filed as: PAUL MARSHALL | 555 S RENTON VILLAGE PL, STE 160 RENTON, WA 98057 | AFLAC | $24 | — | $24 | 0.03% |
| CARLOS J. TORRES LAO3 Filed as: CARLOS TORRES LAO | 6120 SW 18TH DR, APT 29 PORTLAND, OR 97239 | AFLAC | $19 | — | $19 | 0.03% |
| GLEN T SCHWEIKERT3 Filed as: GLEN SUGGS | 2254 72ND AVE SE MERCER ISLAND, WA 98040 | AFLAC | $18 | — | $18 | 0.03% |
| ERNEST E SNOOK3 Filed as: ERNEST SNOOK | 14011 282ND LN NE DUVALL, WA 98019 | AFLAC | $13 | — | $13 | 0.02% |
| SHANE EDMUND ATTEBERY3 Filed as: SHANE ATTEBERY | 391 RANDY DR GRANTS PASS, OR 97527 | AFLAC | $13 | — | $13 | 0.02% |
| BARRY MCPHERSON INC3 | 3928 IRONBARK WAY MCKINNEY, TX 75071 | AFLAC | $12 | — | $12 | 0.02% |
| IOANNIS T GRATSINOPOULOS3 Filed as: IOANNIS GRATSINOPOULOS | 1893 E DAULBY ST MERIDAN, ID 83642 | AFLAC | $12 | — | $12 | 0.02% |
| SHEREEN EMDE3 | 6449 HIGHWAY 219 NE GERVAIS, OR 97026 | AFLAC | $12 | — | $12 | 0.02% |
| ANDY B GLENN II3 Filed as: ANDY GLENN II | 2999 DOUGLAS BLVD, SUIE 180 ROSEVILLE, CA 95661 | AFLAC | $10 | — | $10 | 0.01% |
| TODD M TAYLOR3 Filed as: TODD TAYLOR | 3670 WESTWARD HO AVE EUGENE, OR 97401 | AFLAC | $9 | — | $9 | 0.01% |
| LES HEINSEN INS SERVICES INC3 | 4416 VIA PALAGIO FAIR OAKS, CA 95628 | AFLAC | $9 | — | $9 | 0.01% |
| ERIC DANIEL WEILAND3 Filed as: ERIC WEILAND | 14511 SW CORNERSTONE LN SHERWOOD, OR 97140 | AFLAC | $9 | — | $9 | 0.01% |
| KIMBERLY A PARKS3 Filed as: KIMBERLY PARKS | 19818 N 147TH DR SUN CITY WEST, AZ 85375 | AFLAC | $8 | — | $8 | 0.01% |
| STANLEY A MCPHERSON3 Filed as: STANLEY MCPHERSON | 9090 SE 242ND AVE DAMASCUS, OR 97089 | AFLAC | $8 | — | $8 | 0.01% |
| KENNETH MAGEE3 | 3760 MARKET ST NE 347 SALEM, OR 97301 | AFLAC | $8 | — | $8 | 0.01% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INS INC | C/O ROBERT WEEKS PO BOX 29 SPRINGFIELD, OR 97477 | AFLAC | $8 | — | $8 | 0.01% |
| MARY L ZACHARY3 Filed as: MARY ZACHARY | 18830 NW UKIAH ST PORTLAND, OR 97229 | AFLAC | $7 | — | $7 | 0.01% |
| ANGELA MARIE MCCOY3 Filed as: ANGELA MCCOY | 5411 SW JOSHUA ST TUALATIN, OR 97062 | AFLAC | $7 | — | $7 | 0.01% |
| ROBERTA LOU DIETMEYER3 Filed as: ROBERTA DIETMEYER | 8275 SW COLONY CREEK CT TIGARD, OR 97224 | AFLAC | $7 | — | $7 | 0.01% |
| L & T ENT LLC3 Filed as: L&T ENT LLC | 2441 IMPERIAL DW NW ALBANY, OR 97321 | AFLAC | $6 | — | $6 | 0.01% |
| G SCOTT COOKE3 Filed as: SCOTT BLACKSHEAR | 108 ALSACE CT PONTE VEDRA BEACH, FL 32082 | AFLAC | $5 | — | $5 | 0.01% |
| JACOB J MCINTOSH3 Filed as: JACOB MCINTOSH | 665 S WOODRUFF AVE, STE 250 IDAHO FALLS, ID 83401 | AFLAC | $5 | — | $5 | 0.01% |
| CAMERON CARRILLO3 | 61503 ORION DR BEND, OR 97702 | AFLAC | $5 | — | $5 | 0.01% |
| MICHAEL C WALKER3 Filed as: MICHAEL STACHOWIAK | 321 N CLARK ST, STE 615 CHICAGO, IL 60654 | AFLAC | $5 | — | $5 | 0.01% |
| ALICIA J MATSON3 Filed as: ALICIA MATSON | 6027 ROLLETTI DR SE SALEM, OR 97306 | AFLAC | $5 | — | $5 | 0.01% |
| PETER JAMES SARANTIS3 Filed as: PETER SARANTIS | 7775 DUTRA BEND DR SACRAMENTO, CA 95831 | AFLAC | $5 | — | $5 | 0.01% |
| CHARLES D. BLOCK3 Filed as: CHARLES WEISSBERGER | 54110 MICHELE LN SHELBY TOWNSHIP, MI 48315 | AFLAC | $5 | — | $5 | 0.01% |
| MICHAEL LEROY ALLEY3 Filed as: MICHAEL ALLEY | 2189 SE 12TH AVE CANBY, OR 97013 | AFLAC | $4 | — | $4 | 0.01% |
| MATTHEW G BERGER3 Filed as: MATTHEW SHROYER | 1384 NE 70TH AVE PORTLAND, OR 97213 | AFLAC | $4 | — | $4 | 0.01% |
| GINA SIENIA3 | PO BOX 446 ECHO, OR 97826 | AFLAC | $3 | — | $3 | 0.00% |
| MICHAEL STASTNY3 | 605 PORTLAND AVE, UNIT 531 GLADSTONE, OR 97027 | AFLAC | $3 | — | $3 | 0.00% |
| AMANDA M GRIFFITH3 Filed as: AMANDA GRIFFITH | 11400 SE 8TH ST, STE 375 BELLEVUE, WA 98004 | AFLAC | $3 | — | $3 | 0.00% |
| BRIDGET RENEA TOWNSEND3 Filed as: BRIDGET TOWNSEND | 28317 SW PARIS AVE WILSONVILLE, OR 97070 | AFLAC | $3 | — | $3 | 0.00% |
| AMY LUDWICK3 | 229 MCKAYS POINT PL WEST SACRAMENTO, CA 95605 | AFLAC | $2 | — | $2 | 0.00% |
| MICHAEL RHODD3 | 4160 GREEN VALLEY RD FAIRFIELD, CA 94534 | AFLAC | $2 | — | $2 | 0.00% |
| BARRY A WHITE3 Filed as: BARRY WHITE | 1899 WINDING WAY LINCOLN, CA 95648 | AFLAC | $2 | — | $2 | 0.00% |
| CHRISTOPHER WALLACE HOFF3 Filed as: CHRISTOPHER HOFF | 56 MARATHON KEY WAY PONTE VEDRA, FL 32081 | AFLAC | $2 | — | $2 | 0.00% |
| PAUL GLOBAL BENEFITS INC3 Filed as: PAUL ROBEDEAU | 9523 BAY CT CARMEL, CA 93923 | AFLAC | $1 | — | $1 | 0.00% |
| SHELBIE NICOLE DIETMEYER3 Filed as: SHELBIE DIETMEYER | 8275 SW COLONY CREEK CT TIGARD, OR 97224 | AFLAC | $1 | — | $1 | 0.00% |
| SIERRA N KIRSHY3 Filed as: SIERRA KIRSHY | 348 DIAMOND OAKS RD ROSEVILLE, CA 95678 | AFLAC | $1 | — | $1 | 0.00% |
| BRIAN E DICKSON3 Filed as: BRIAN DICKSON | 25430 VOLENDAM ST CALDWELL, ID 83607 | AFLAC | $1 | — | $1 | 0.00% |
| RUSSELL L WARYE3 Filed as: RUSSELL REOPELLE | 1211 BILLY FRANK JR ST, APT 1 BELLINGHAM, WA 98225 | AFLAC | $1 | — | $1 | 0.00% |
| MJ INSURANCE3 Filed as: ROBIN HUDSON | 22100 NE HALSEY ST, APT 354 FAIRVIEW, OR 97024 | AFLAC | $1 | — | $1 | 0.00% |
| MITCHELL HECTOR MORALES3 Filed as: MITCHELL PUMPIAN | 225 NE BIRCH ST ISSAQUAH, WA 98027 | AFLAC | $1 | — | $1 | 0.00% |
| MEGAN ELIZABETH CASTO3 Filed as: MEGAN STEVENSON | 33305 1ST WAY S, STE B203 FEDERAL WAY, WA 98003 | AFLAC | $1 | — | $1 | 0.00% |
| HEATHER F CHRISTENSEN3 Filed as: HEATHER CHRISTENSEN | PO BOX 784 MORONI, UT 84646 | AFLAC | $1 | — | $1 | 0.00% |
| PACIFIC BENEFIT CONSULTANTS3 | 450 COUNTRY CLUB RD, STE 330 EUGENE, OR 97401 | VISION SERVICE PLAN | $1K | — | $1K | 4.52% |
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 | 232 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 233 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PROVIDENCE HEALTH PLAN | 253 | $1.1M |
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 256 | $398K |
| Vision | VISION SERVICE PLAN | 220 | $27K |
| Short-term disability | AFLAC | 92 | $69K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 256 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.