| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE INC. | PO BOX 29 SPRINGFIELD, OR 97477 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | $27K | $31K | 2.69% |
| PAULLA ANN WALKER3 | 601 IDYLWOOD DR SE SALEM, OR 97302 | AFLAC | $3K | — | $3K | 17.48% |
| PETER JOHN MARTIN3 | 350 13TH STREET NE APT 208 SALEM, OR 97301 | AFLAC | $535 | — | $535 | 2.82% |
| VINCENT BRIAN VOLLMAR3 | 3295 TRIANGLE DR SE, SUITE 120 SALEM, OR 97302 | AFLAC | $470 | $3 | $473 | 2.50% |
| SHANE ANDREW HUNTER3 | 708 BROWNING AVE S APT 14 SALEM, OR 97302 | AFLAC | $160 | — | $160 | 0.84% |
| LARRI B WHEELER3 | 81640 LOST VALLEY LN DEXTER, OR 97431 | AFLAC | $100 | — | $100 | 0.53% |
| SHAWN NEVIN3 | 5845 HACIENDA AVE LINCOLN CITY, OR 97367 | AFLAC | $70 | — | $70 | 0.37% |
| ALICIA J MATSON3 | 6027 ROLLETTI DR SE SALEM, OR 97306 | AFLAC | $53 | $3 | $56 | 0.30% |
| DAVID J MCCLELLAN3 Filed as: DAVID JOHN HANNANT | 14830 NE 167TH ST WOODINVILLE, WA 98072 | AFLAC | $51 | — | $51 | 0.27% |
| CAROLYN LENARD3 | 3742 LOLO PASS WAY NE APT 106 SALEM, OR 97305 | AFLAC | $45 | — | $45 | 0.24% |
| G SCOTT COOKE3 Filed as: SCOTT E NIELSEN | 2709 DAY ISLAND BLVD W UNIT A UNIVERSITY PLACE, WA 98466 | AFLAC | $40 | — | $40 | 0.21% |
| SHANE ANDREW HUNTER3 | 307 SW BELL DR DALLAS, OR 97338 | AFLAC | $40 | — | $40 | 0.21% |
| ERINN BERBERICK3 | 239 SILVER LOOP SILVERTON, OR 97381 | AFLAC | $39 | — | $39 | 0.21% |
| JAMES F TUOR3 | 22416 N ARRELLAGA DR SUN CITY WEST, AZ 85375 | AFLAC | $38 | — | $38 | 0.20% |
| NATHAN HANSEN3 | 745 E DUSTY CREEK AVE SANDY, UT 84094 | AFLAC | $34 | — | $34 | 0.18% |
| GUY R SOUTER3 | 16280 PINE DROP LN LA PINE, OR 97739 | AFLAC | $33 | — | $33 | 0.17% |
| WILLIAM R MEDITZ3 | PO BOX 20475 KEIZER, OR 97307 | AFLAC | $33 | — | $33 | 0.17% |
| TERESA MAUREEN CRAVINHO3 | 9395 SW SIUSLAW LN TUALATIN, OR 97062 | AFLAC | $28 | — | $28 | 0.15% |
| ANDRIA R. KINYON3 Filed as: ANDRIA R KINYON | 3295 TRIANGLE DR SE STE 120 SALEM, OR 97302 | AFLAC | $20 | $4 | $24 | 0.13% |
| DAVID FRANSEN3 | 131 65TH PLACE SPRINGFIELD, OR 97478 | AFLAC | $23 | — | $23 | 0.12% |
| MELINDA M HICKEY3 | 4742 LIBERTY RD S 116 SALEM, OR 97302 | AFLAC | $22 | — | $22 | 0.12% |
| WILLIAM R MEDITZ3 | 25884 SW CANYON CREEK RD APT J202 WILSONVILLE, OR 97070 | AFLAC | $18 | — | $18 | 0.09% |
| MICHAEL C WALKER3 Filed as: MICHAEL L ALLEY | 18047 SW LOWER BOONES FERRY RD APT 415 TIGARD, OR 97224 | AFLAC | $12 | — | $12 | 0.06% |
| JOSEPH P TYRRELL3 | 468 E FOREST RIDGE DR MERIDIAN, ID 83642 | AFLAC | $11 | — | $11 | 0.06% |
| MARCI MARIE OTIS3 | 200 JULINA LN ROSEBURG, OR 97471 | AFLAC | $9 | — | $9 | 0.05% |
| RICHARD G MCGOWAN3 Filed as: RICHARD MARK SUMMERS | 450 COUNTRY CLUB RD STE 330 EUGENE, OR 97401 | AFLAC | $9 | — | $9 | 0.05% |
| ANNMARIE GRANT3 | PO BOX 188 SALEM, OR 97308 | AFLAC | $7 | — | $7 | 0.04% |
| MARY PETERSON3 | 351 NE 30TH DR GRESHAM, OR 97030 | AFLAC | $6 | — | $6 | 0.03% |
| RAYMON P KEECH III3 | 8207 CAMPAIGN CIR RICHMOND, TX 77406 | AFLAC | $5 | — | $5 | 0.03% |
| JAMES S SARANTIS3 | 2281 LAVA RIDGE CT STE 130 ROSEVILLE, CA 95661 | AFLAC | $4 | — | $4 | 0.02% |
| IOANNIS T GRATSINOPOULOS3 | 3565 SUMMERLINN DR WEST LINN, OR 97068 | AFLAC | $3 | — | $3 | 0.02% |
| ERIC DANIEL WEILAND3 | 14511 SW CORNERSTONE LN SHERWOOD, OR 97140 | AFLAC | $3 | — | $3 | 0.02% |
| PAUL GLOBAL BENEFITS INC3 Filed as: PAUL MICHAEL HANNANT | 6052 SAWGRASS ST SE SALEM, OR 97306 | AFLAC | $3 | — | $3 | 0.02% |
| TODD M TAYLOR3 | 3670 WESTWARD HO AVE EUGENE, OR 97401 | AFLAC | $2 | — | $2 | 0.01% |
| GINA SIENIA3 | 8570 SW ASH MEADOWS RD APT 538 WILSONVILLE, OR 97070 | AFLAC | $2 | — | $2 | 0.01% |
| SHANE EDMUND ATTEBERY3 | 391 RANDY DR GRANTS PASS, OR 97527 | AFLAC | $2 | — | $2 | 0.01% |
| ROBIN D HUDSON3 | 687 14TH ST APT F ASTORIA, OR 97103 | AFLAC | $1 | — | $1 | 0.01% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE INC. | PO BOX 784 SPRINGFIELD, OR 974770138 | VISION SERVICE PLAN | $344 | — | $344 | 4.41% |
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 | 151 | 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) | 151 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 268 | $1.2M |
| Vision | VISION SERVICE PLAN | 0 | $8K |
| Other | AFLAC | 33 | $19K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 268 | — |
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.