| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 450 COUNTRY CLUB RD, STE 330 EUGENE, OR 97401 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $20K | — | $20K | 6.61% |
| PACIFIC BENEFIT CONSULTANTS3 Filed as: PACIFIC BENEFIT CONSULTANTS INC | 450 COUNTRY CLUB RD, STE 330 EUGENE, OR 97401 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $11K | — | $11K | 3.68% |
| PHILIP O MCGUIGAN3 | PO BOX 24021 EUGENE, OR 97402 | AFLAC | $3K | $126 | $3K | 5.33% |
| DAVID FRANSEN3 | 131 65TH PL SPRINGFIELD, OR 97478 | AFLAC | $2K | $56 | $2K | 2.59% |
| NOAH BAILEY3 | 201 W MAIN ST, STE 4A MEDFORD, OR 97501 | AFLAC | $1K | $54 | $1K | 1.82% |
| JEANNETTE R. FRANSEN3 Filed as: JEANNETTE FRANSEN | 131 65TH PL SPRINGFIELD, OR 97478 | AFLAC | $976 | $56 | $1K | 1.65% |
| RICHARD E. SYFERT3 Filed as: RICHARD E SYFERT | PO BOX 917 PLEASANT HILL, OR 97455 | AFLAC | $838 | — | $838 | 1.34% |
| JEANNETTE R. FRANSEN3 Filed as: JEANNETTE R FRANSEN | 131 65TH PL SPRINGFIELD, OR 97478 | AFLAC | $675 | — | $675 | 1.08% |
| DIANA CABRAL RENTCHLER3 | PO BOX 54 WEST SACRAMENTO, CA 95691 | AFLAC | $424 | $46 | $470 | 0.75% |
| DAVID WILLIAMS3 | 2580 GILHAM ROAD EUGENE, OR 97408 | AFLAC | $251 | — | $251 | 0.40% |
| JEROMY E. CILLEY3 Filed as: JEROMY E CILLEY | 2683 E WILSHIRE DR EUGENE, OR 97405 | AFLAC | $241 | — | $241 | 0.38% |
| VINCENT BRIAN VOLLMAR3 | 4085 HAGER ST SE, STE 300 SALEM, OR 97317 | AFLAC | $200 | — | $200 | 0.32% |
| MARCI MARIE OTIS3 | 200 JULINA LN ROSEBURG, OR 97471 | AFLAC | $160 | — | $160 | 0.26% |
| PAUL J BRIDGEMAN3 | 1600 SW DASH POINT RD, STE B PMB 263 FEDERAL WAY, WA 98023 | AFLAC | $150 | — | $150 | 0.24% |
| ERIC N RAWLINGS3 | 9092 POSADA WAY SACRAMENTO, CA 95826 | AFLAC | $79 | $10 | $89 | 0.14% |
| GUY R SOUTER3 | 1930 VILLAGE CENTER CIR, STE 3 PMB 5962 LAS VEGAS, NV 89134 | AFLAC | $84 | — | $84 | 0.13% |
| PACIFIC BENEFIT SOLUTIONS LLC3 | PO BOX 5734 KENT, WA 98064 | AFLAC | $84 | — | $84 | 0.13% |
| DAVID N GUSTAFSON3 | 340 E 41ST AVE EUGENE, OR 97405 | AFLAC | $81 | — | $81 | 0.13% |
| JAMES S SARANTIS3 | 14132 SE FIRCREST CT PORTLAND, OR 97236 | AFLAC | $76 | — | $76 | 0.12% |
| RONDA MATHEW3 | 2030 13TH ST, APT 3 SACRAMENTO, CA 95818 | AFLAC | $48 | $11 | $59 | 0.09% |
| G SCOTT COOKE3 Filed as: SCOTT E NIELSEN | 718B W FOURTH PLAIN BLVD VANCOUVER, WA 98660 | AFLAC | $57 | — | $57 | 0.09% |
| PHIL E DIETMEYER3 | 8275 SW COLONY CREEK CT TIGARD, OR 97224 | AFLAC | $48 | — | $48 | 0.08% |
| MARY POHLMAN3 | 8400 24TH AVE SW SEATTLE, WA 98106 | AFLAC | $46 | — | $46 | 0.07% |
| CODY JAMES FALKOSKI3 | PO BOX 712 FORT JONES, CA 96032 | AFLAC | $45 | — | $45 | 0.07% |
| RICHARD G MCGOWAN3 Filed as: RICHARD MARK SUMMERS | 450 COUNTRY CLUB RD, STE 330 EUGENE, OR 97401 | AFLAC | $44 | — | $44 | 0.07% |
| LEON NORMAN DAVIDSON3 | 1230 ARROYO GRANDE DR SACRAMENTO, CA 95864 | AFLAC | $31 | — | $31 | 0.05% |
| ROBERT PILKENTON3 Filed as: ROBERT L PILKENTON | 6643 FM 2187 RD SEALY, TX 77474 | AFLAC | $27 | — | $27 | 0.04% |
| MARK D LUTHER3 | 300 LOOP RD SHERWOOD, AR 72120 | AFLAC | $26 | — | $26 | 0.04% |
| CARLOS J. TORRES LAO3 Filed as: CARLOS J TORRES LAO | 6120 SW 18TH DR, APT 29 PORTLAND, OR 97239 | AFLAC | $25 | — | $25 | 0.04% |
| PAUL A MARSHALL3 | 555 S RENTON VILLAGE PL, STE 160 RENTON, WA 98057 | AFLAC | $24 | — | $24 | 0.04% |
| RUSSELL HONDA3 Filed as: RUSSELL K HONDA | 9961 SW SIUSLAW LN TUALATIN, OR 97062 | AFLAC | $22 | — | $22 | 0.04% |
| BRANDON PENKO3 Filed as: BRANDON C HOOBLER | 1230 S 336TH ST, STE A FEDERAL WAY, WA 98003 | AFLAC | $21 | — | $21 | 0.03% |
| BRADLEY R. SWANK3 Filed as: BRADLEY R SWANK | 452 ISLAND HOUSE PATH THE VILLAGES, FL 32163 | AFLAC | $20 | — | $20 | 0.03% |
| LISA M HUTCHERSON3 | 1814 LEMAR AVE EVANSTON, IL 60201 | AFLAC | $20 | — | $20 | 0.03% |
| RAYMON P KEECH III3 | 8207 CAMPAIGN CIR RICHMOND, TX 77406 | AFLAC | $19 | — | $19 | 0.03% |
| PAUL MICHAEL HANNANT3 | 6052 SAWGRASS ST SE SALEM, OR 97306 | AFLAC | $18 | — | $18 | 0.03% |
| JACE G KUERSTEN3 | 1574 SAN FERNANDO DR CORONA, CA 92882 | AFLAC | $14 | — | $14 | 0.02% |
| BARRY MCPHERSON INC3 | 3928 IRONBARK WAY MCKINNEY, TX 75071 | AFLAC | $12 | — | $12 | 0.02% |
| JOHNNY WAYNE ROBBINS3 | 2350 N TERRY ST, SPC 105 EUGENE, OR 97402 | AFLAC | $12 | — | $12 | 0.02% |
| DAVID B. KITCHEN3 Filed as: DAVID B KITCHEN | 5230 HARTER LN LA CANADA FLINTRIDGE, CA 91011 | AFLAC | $10 | — | $10 | 0.02% |
| TODD M TAYLOR3 | 3670 WESTWARD HO AVE EUGENE, OR 97401 | AFLAC | $9 | — | $9 | 0.01% |
| SHANE EDMUND ATTEBERY3 Filed as: SHANE EDMUND ATTERBERY | 391 RANDY DR GRANTS PASS, OR 97527 | AFLAC | $9 | — | $9 | 0.01% |
| GLEN T SCHWEIKERT3 Filed as: GLEN W SUGGS | 2254 72ND AVE SE MERCER ISLAND, WA 98040 | AFLAC | $9 | — | $9 | 0.01% |
| ERNEST E SNOOK3 | 6835 KYODI CT SE TUMWATER, WA 98501 | AFLAC | $8 | — | $8 | 0.01% |
| IOANNIS T GRATSINOPOULOS3 | 1893 E DAULBY ST MERIDIAN, ID 83642 | AFLAC | $8 | — | $8 | 0.01% |
| MARY L ZACHARY3 | 18830 NW UKIAH ST PORTLAND, OR 97229 | AFLAC | $7 | — | $7 | 0.01% |
| ANGELA MARIE MCCOY3 | 5411 SW JOSHUA ST TUALATIN, OR 97062 | AFLAC | $7 | — | $7 | 0.01% |
| ERIC DANIEL WEILAND3 | 14511 SW CORNERSTONE LN SHERWOOD, OR 97140 | AFLAC | $7 | — | $7 | 0.01% |
| KIMBERLY A PARKS3 | 19818 N 147TH DR SUN CITY WEST, AZ 85375 | AFLAC | $6 | — | $6 | 0.01% |
| LES HEINSEN INS SERVICES INC3 | 4416 VIA PALAGIO FAIR OAKS, CA 95628 | AFLAC | $5 | — | $5 | 0.01% |
| ROBERTA LOU DIETMEYER3 | 8275 SW COLONY CREEK CT TIGARD, OR 97224 | AFLAC | $5 | — | $5 | 0.01% |
| CAMERON CARRILLO3 Filed as: CAMERON D CARRILLO | 61503 ORION DR BEND, OR 97702 | AFLAC | $5 | — | $5 | 0.01% |
| SCOTT W BLACKSHEAR3 | 108 ALSACE CT PONTE VEDRA BEACH, FL 32082 | AFLAC | $4 | — | $4 | 0.01% |
| MICHAEL C WALKER3 Filed as: MICHAEL L ALLEY | 2189 SE 12TH AVE CANBY, OR 97013 | AFLAC | $4 | — | $4 | 0.01% |
| JACOB J MCINTOSH3 | 665 S WOODRUFF AVE, STE 250 IDAHO FALLS, ID 83401 | AFLAC | $4 | — | $4 | 0.01% |
| MICHAEL C WALKER3 Filed as: MICHAEL A STACHOWIAK | 321 N CLARK ST, STE 615 CHICAGO, IL 60654 | AFLAC | $4 | — | $4 | 0.01% |
| MATTHEW G BERGER3 Filed as: MATTHEW SHROYER | 1384 NE 70TH AVE PORTLAND, OR 97213 | AFLAC | $3 | — | $3 | 0.00% |
| LARRY A MORRIS3 | 259 S SEQUOIA PKWY # K093 CANBY, OR 97013 | AFLAC | $3 | — | $3 | 0.00% |
| L & T ENT LLC3 | 2441 IMPERIAL DR NW ALBANY, OR 97321 | AFLAC | $3 | — | $3 | 0.00% |
| STANLEY A MCPHERSON3 | 9090 SE 242ND AVE DAMASCUS, OR 97089 | AFLAC | $3 | — | $3 | 0.00% |
| MICHAEL C WALKER3 Filed as: MICHAEL M STASTNY | 605 PORTLAND AVE, UNIT 531 GLADSTONE, OR 97027 | AFLAC | $3 | — | $3 | 0.00% |
| BRIDGET RENEA TOWNSEND3 | 28317 SW PARIS AVE WILSONVILLE, OR 97070 | AFLAC | $3 | — | $3 | 0.00% |
| AMANDA M GRIFFITH3 | 11400 SE 8TH ST, STE 375 BELLEVUE, WA 98004 | AFLAC | $2 | — | $2 | 0.00% |
| GINA SIENIA3 | PO BOX 446 ECHO, OR 97826 | AFLAC | $2 | — | $2 | 0.00% |
| CHRISTOPHER WALLACE HOFF3 | 56 MARATHON KEY WAY PONTE VEDRA, FL 32081 | AFLAC | $2 | — | $2 | 0.00% |
| AMY E COHEN3 Filed as: AMY MARIE LUDWICK | 229 MCKAYS POINT PL WEST SACRAMENTO, CA 95605 | AFLAC | $1 | — | $1 | 0.00% |
| BARRY A WHITE3 | 1899 WINDING WAY LINCOLN, CA 95648 | AFLAC | $1 | — | $1 | 0.00% |
| MICHAEL C WALKER3 Filed as: MICHAEL JAMES RHODD | 4160 GREEN VALLEY RD FAIRFIELD, CA 94534 | AFLAC | $1 | — | $1 | 0.00% |
| SIERRA N KIRSHY3 | 348 DIAMOND OAKS RD ROSEVILLE, CA 95678 | AFLAC | $1 | — | $1 | 0.00% |
| MJ INSURANCE3 Filed as: ROBIN D HUDSON | 22100 NE HALSEY ST. APT 354 FAIRVIEW, OR 97024 | AFLAC | $1 | — | $1 | 0.00% |
| BRIAN E DICKSON3 | 25430 VOLENDAM ST CALDWELL, ID 83607 | AFLAC | $1 | — | $1 | 0.00% |
| PAUL B ROBEDEAU3 | 9523 BAY CT CARMEL, CA 93923 | AFLAC | $1 | — | $1 | 0.00% |
| RUSSELL W REOPELLE3 | 1211 BILLY FRANK JR ST, APT 1 BELLINGHAM, WA 98225 | AFLAC | $1 | — | $1 | 0.00% |
| HEATHER F CHRISTENSEN3 | PO BOX 784 MORONI, UT 84646 | AFLAC | $1 | — | $1 | 0.00% |
| MEGAN ELIZABETH CASTO3 Filed as: MEGAN J STEVENSON | 33305 1ST WAY S, STE B203 FEDERAL WAY, WA 98003 | AFLAC | $1 | — | $1 | 0.00% |
| MITCHELL HECTOR MORALES3 Filed as: MITCHELL PUMPIAN | 225 NE BIRCH ST ISSAQUAH, WA 98027 | AFLAC | $1 | — | $1 | 0.00% |
| PACIFIC BENEFIT CONSULTANTS3 | 450 COUNTRY CLUB RD, STE 330 EUGENE, OR 97401 | VISION SERVICE PLAN | $928 | — | $928 | 4.42% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 450 COUNTRY CLUB RD, STE 330 EUGENE, OR 97401 | VISION SERVICE PLAN | $481 | — | $481 | 2.29% |
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 | 169 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 170 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 169 | $303K |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 169 | $303K |
| Vision | VISION SERVICE PLAN | 137 | $21K |
| Short-term disability | AFLAC | 82 | $63K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 169 | — |
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.