| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LAPORTE & ASSOCIATES, INC3 | 5515 SOUTHEAST MILWAUKEE AVENUE ROA PORTLAND, OH 97202 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $93K | $3K | $95K | 4.12% |
| LA PORTE AND ASSOCIATES INC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 6.69% |
| LA PORTE AND ASSOCIATES INC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 10.66% |
| LA PORTE AND ASSOCIATES INC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| LA PORTE AND ASSOCIATES INC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| LAPORTE & ASSOCIATES, INC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $736 | — | $736 | 7.10% |
| 9999DANIEL SULLIVAN3 | 131 NORTHWEST 208TH AVENUE BEAVERTON, OR 97006 | CONTINENTAL AMERICAN INSURANCE COMPANY | $605 | — | $605 | 5.83% |
| KATHERINE WOOD ELLEGOOD3 Filed as: KATHERINE ELLEGOOD | 700 NORTH HAYDEN ISLAND DRIVE PORTLAND, OR 97217 | CONTINENTAL AMERICAN INSURANCE COMPANY | $196 | — | $196 | 1.89% |
| STEPHANIE JOELAINE THOMAS ROID3 Filed as: STEPHANIE THOMAS-ROID | 515 NORTHWEST SALTZMAN #728 PORTLAND, OR 97229 | CONTINENTAL AMERICAN INSURANCE COMPANY | $118 | — | $118 | 1.14% |
| PAUL J LANGAS3 | 300 WEST 8TH STREET UNIT 334 VANCOUVER, WA 98660 | CONTINENTAL AMERICAN INSURANCE COMPANY | $101 | — | $101 | 0.97% |
| DEREK SOMMERS3 Filed as: DEREK W SOMMERS | 518 NORTH 39TH PLACE RIDGEFIELD, WA 98642 | CONTINENTAL AMERICAN INSURANCE COMPANY | $86 | — | $86 | 0.83% |
| MELISSA M MORGAN3 | 200 SOUTHWEST MARKET STREET SUITE 1850 PORTLAND, OH 97201 | CONTINENTAL AMERICAN INSURANCE COMPANY | $61 | — | $61 | 0.59% |
| ERIC DANIEL WEILAND3 Filed as: ERIC D WEILAND | 14511 SOUTHWEST CORNERSTONE LANE SHERWOOD, OR 97140 | CONTINENTAL AMERICAN INSURANCE COMPANY | $44 | — | $44 | 0.42% |
| NATE JOHNSON3 | 11328 NORTHEAST 51ST CIRCLE APARTMENT 65 VANCOUVER, WA 98682 | CONTINENTAL AMERICAN INSURANCE COMPANY | $27 | — | $27 | 0.26% |
| G SCOTT COOKE3 Filed as: SCOTT E NIELSEN | 1089 LAKE WASHINGTON BOULEVARD NORT APARTMENT 306 RENTON, WA 98056 | CONTINENTAL AMERICAN INSURANCE COMPANY | $24 | — | $24 | 0.23% |
| CHRISTOPHER W HOFF3 | 5665 MEADOWS ROAD SUITE 140 LAKE OSWEGO, OR 97035 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | — | $17 | 0.16% |
| JACOB J MCINTOSH3 | 7180 SOUTHWEST FIR LOOP SUITE 250 TIGARD, OR 97223 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.12% |
| MICHAEL C WALKER3 Filed as: MICHAEL M STASTNY | — | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.12% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H WILLIS JR | 10351 NORTHEAST 10TH STREET UNIT 1714 BELLEVUE, WA 98004 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.07% |
| MATTHEW S SHROYER3 | 7407 NORTH WILLIAMS AVENUE PORTLAND, OR 97217 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.06% |
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 | 188 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 191 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 403 | $2.3M |
| Life insurance(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 206 | $54K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 206 | $69K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 206 | $37K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 206 | $54K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 403 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.