| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SEUBERT & ASSOCIATES, INC.3 Filed as: SEUBERT & ASSOCIATES INC. | 225 NORTH SHORE DRIVE STE 300 PITTSBURGH, PA 15212 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $245 | — | $245 | 0.22% |
| SEUBERT & ASSOCIATES, INC.3 Filed as: SEUBERT & ASSOCIATES INC. | 225 NORTH SHORE DRIVE STE 300 PITTSBURGH, PA 15212 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $17 | $2K | 9.75% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC. | 225 WIRELESS BLVD. STE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $763 | $1 | $764 | 4.29% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 9171 TOWNE CENTRE DR STE 500 SAN DIEGO, CA 92122 | METROPOLITAN LIFE INSURANCE COMPANY | $16 | — | $16 | 0.09% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 250 PEHLE AVE STE 400, PARK 80, PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3 | $3 | 0.02% |
| SEUBERT & ASSOCIATES, INC.3 Filed as: SEUBERT & ASSOCIATES INC. | 225 NORTH SHORE DRIVE STE 300 PITTSBURGH, PA 15212 | METROPOLITAN LIFE INSURANCE COMPANY | $206 | $3 | $209 | 17.05% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC. | 225 WIRELESS BLVD. STE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $51 | $1 | $52 | 4.24% |
| SEUBERT & ASSOCIATES, INC.3 Filed as: SEUBERT & ASSOCIATES INC. | 225 NORTH SHORE DRIVE STE 300 PITTSBURGH, PA 15212 | METROPOLITAN LIFE INSURANCE COMPANY | $122 | $3 | $125 | 16.94% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC. | 225 WIRELESS BLVD. STE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $30 | $1 | $31 | 4.20% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 9171 TOWNE CENTRE DR STE 500 SAN DIEGO, CA 92122 | METROPOLITAN LIFE INSURANCE COMPANY | $3 | — | $3 | 0.41% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PKWY STE 203 LAKE OSWEGO, OR 97035 | METROPOLITAN LIFE INSURANCE COMPANY | $1 | — | $1 | 0.14% |
| SEUBERT & ASSOCIATES, INC.3 Filed as: SEUBERT & ASSOCIATES INC. | 225 NORTH SHORE DRIVE STE 300 PITTSBURGH, PA 15212 | METROPOLITAN LIFE INSURANCE COMPANY | $96 | $3 | $99 | 17.19% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC. | 225 WIRELESS BLVD. STE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $24 | $1 | $25 | 4.34% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 9171 TOWNE CENTRE DR STE 500 SAN DIEGO, CA 92122 | METROPOLITAN LIFE INSURANCE COMPANY | $1 | — | $1 | 0.17% |
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 | 212 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 214 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 193 | $109K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 301 | $18K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 301 | $18K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 301 | $18K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 301 | $18K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 193 | $109K |
| Other(4 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 301 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 301 | — |
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.