| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ARMFIELD HARRISON & THOMAS3 | 20 S KING STREET LEESBURG, VA 20175 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 7.93% |
| JEROMY E. CILLEY3 Filed as: JEROMY E CILLEY | 1115 PEARL ST EUGENE, OR 97401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 7.83% |
| PAUL J LANGAS3 | 300 W 8TH STREET, UNIT 334 VANCOUVER, WA 98660 | CONTINENTAL AMERICAN INSURANCE COMPANY | $478 | — | $478 | 2.24% |
| VARIOUS - SEE ATTACHED3 Filed as: VARIOUS AGENCIES | — | CONTINENTAL AMERICAN INSURANCE COMPANY | $419 | — | $419 | 1.97% |
| VERENA NORTH3 | 700 N HAYDEN ISLAND DR, #200 PORTLAND, OR 97217 | CONTINENTAL AMERICAN INSURANCE COMPANY | $138 | — | $138 | 0.65% |
| ANDREW P FARLEY3 | 19070 SW BLANTON ST BEAVERTON, OR 97007 | CONTINENTAL AMERICAN INSURANCE COMPANY | $93 | — | $93 | 0.44% |
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 | 319 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 329 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | LINCOLN NATIONAL LIFE INS. CO. | 513 | $101K |
| Long-term disability | LINCOLN NATIONAL LIFE INS. CO. | 319 | $46K |
| Other(3 contracts, 3 carriers) | LINCOLN NATIONAL LIFE INS. CO. | 513 | $122K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 513 | — |
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.