| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WOODRUFF-SAWYER & CO Filed as: WOODRUFF SAWYER & CO | 220 BUSH STREET 7TH FLOOR SAN FRANCISCO, CA 94104 | MODA HEALTH | $22K | — | $22K | 3.39% |
| WOODRUFF-SAWYER & CO Filed as: WOODRUFF SAWYER OREGON | 50 CALIFORNIA ST. FL 12 SAN FRANCISCO, CA 94111 | LIFE INSURANCE OF NORTH AMERICA | $14K | $5K | $19K | 6.99% |
| WOODRUFF-SAWYER & CO Filed as: WOODRUFF SAWYER OREGON | 50 CALIFORNIA ST. FL 12 SAN FRANCISCO, CA 94111 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | $4K | $14K | 6.98% |
| WOODRUFF-SAWYER & CO Filed as: WOODRUFF SAWYER OREGON | 50 CALIFORNIA ST. FL 12 SAN FRANCISCO, CA 94111 | LIFE INSURANCE OF NORTH AMERICA | $4K | $2K | $6K | 6.99% |
| WENDI DOWNING | PO BOX 1041 TILLAMOOK, OR 97141 | AFLAC | $6K | $321 | $6K | 10.60% |
| ALICIA J MATSON | 3295 TRIANGLE DR SE STE 100 SALEM, OR 97302 | AFLAC | $1K | $64 | $1K | 2.04% |
| WILLIAM R MEDITZ | PO BOX 20475 KEIZER, OR 97307 | AFLAC | $905 | — | $905 | 1.50% |
| NATHAN HANSEN | 1325 W HIGHLAND HOLLOW DR. WEST JORDAN, UT 84084 | AFLAC | $614 | $64 | $678 | 1.12% |
| JAMES F TUOR | 22416 N ARRELLAGA DR. SUN CITY WEST, AZ 85375 | AFLAC | $361 | — | $361 | 0.60% |
| PATRICK CONNELLY | 26050 BIXBY RD. BEAVER, OR 97108 | AFLAC | $300 | — | $300 | 0.50% |
| RAYMON P KEECH III | 8207 CAMPAIGN CIR RICHMOND, TX 77406 | AFLAC | $165 | $64 | $229 | 0.38% |
| BRAD P CHEWNING | 26000 HALL RD. WILLAMINA, OR 97396 | AFLAC | $204 | — | $204 | 0.34% |
| JULIE SIMS | 8167 SAINT JAMES CT GROSSE ILE, MI 48138 | AFLAC | $184 | — | $184 | 0.30% |
| G SCOTT COOKE Filed as: SCOTT E NIELSEN | 1089 LAKE WASHINGTON BLVD N APT 306 RENTON, WA 98056 | AFLAC | $117 | — | $117 | 0.19% |
| GUY R SOUTER | 2350 OAKMONT WAY STE 207 EUGENE, OR 97401 | AFLAC | $112 | — | $112 | 0.19% |
| TAMARA MARIE QUARRY | 5250 HARDING LN SE TURNER, OR 97392 | AFLAC | $73 | — | $73 | 0.12% |
| TEDDY M HOLMAN | 7179 SW MUSTANG RD TERREBONNE, OR 97760 | AFLAC | $70 | — | $70 | 0.12% |
| CRAIG T RILEY | 6221 MONTANA LANE VANCOUNVER, WA 98661 | AFLAC | $66 | — | $66 | 0.11% |
| JEFFORY P MERTEN | 906 NW LEWISBURG AVE CORVALLIS, OR 97330 | AFLAC | $65 | — | $65 | 0.11% |
| GLENN D PARKHURST | PO BOX 21147 KEIZER, OR 97307 | AFLAC | $59 | — | $59 | 0.10% |
| JOYCE ANN HARRER | 8555 NE DOG RIDGE RD. NEWBERG, OR 97132 | AFLAC | $56 | — | $56 | 0.09% |
| ROBERT ALLEN WHEELER Filed as: ROBERT ALLEN WEAVER | 645 NW EVE DR. DALLAS, OR 97338 | AFLAC | $51 | — | $51 | 0.08% |
| SHEREEN EMDE | 6449 HIGHWAY 219 NE GERVAIS, OR 97026 | AFLAC | $50 | — | $50 | 0.08% |
| MJ INSURANCE Filed as: MJI INC. DBA HAGAN | 448 SE BAKER ST. MCMINNVILLE, OR 97128 | AFLAC | $48 | — | $48 | 0.08% |
| BEVERLY KAYE PARKHURST | PO BOX 21147 KEIZER, OR 97307 | AFLAC | $46 | — | $46 | 0.08% |
| MICHAEL C WALKER Filed as: MICHAEL L ALLEY | 5200 MEADOWS RD. STE 150 LAKE OSWEGO, OR 97035 | AFLAC | $39 | — | $39 | 0.06% |
| ELISE M BLASER | 1908 10TH ST. TILLAMOOK, OR 97141 | AFLAC | $37 | — | $37 | 0.06% |
| CAROLYN LENARD | 3742 LOLO PASS WAY NE APT 106 SALEM, OR 97305 | AFLAC | $35 | — | $35 | 0.06% |
| JACK T COPPLE | 1456 BRAMFIELD CT UNIT 101 LAS VEGAS, NV 89102 | AFLAC | $34 | — | $34 | 0.06% |
| HARRY R CONRAD | 2140 ELYSIUM AVE EUGENE, OR 97401 | AFLAC | $32 | — | $32 | 0.05% |
| ERNEST E SNOOK | 14011 282ND LN NE DUVALL, WA 98019 | AFLAC | $31 | — | $31 | 0.05% |
| DAVID J MCCLELLAN Filed as: DAVID JOHN HANNANT | 11811 NE 1ST ST SUITE A203 BELLEVUE, WA 98005 | AFLAC | $23 | — | $23 | 0.04% |
| MELINDA M HICKEY | 4742 LIBERTY RD SOUTH 116 SALEM, OR 97302 | AFLAC | $20 | — | $20 | 0.03% |
| JOSEPH P TYRRELL | 468 FOREST RIDGE DR. MERIDIAN, ID 83642 | AFLAC | $16 | — | $16 | 0.03% |
| FORREST LEAL | PO BOX 185 LIMA, MT 59739 | AFLAC | $12 | — | $12 | 0.02% |
| CORRIE PERSING | PO BOX 663 MANZANITA, OR 97130 | AFLAC | $10 | — | $10 | 0.02% |
| RYAN T NIELSEN Filed as: RYAN T. NIELSEN | 1160 S 9275 E HUNTSVILLE, UT 84317 | AFLAC | $8 | — | $8 | 0.01% |
| PAULLA ANN WALKER | 601 IDYLWOOD DR SE SALEM, OR 97302 | AFLAC | $7 | — | $7 | 0.01% |
| RICHARD SCOTT HICKEY | 3389 3RD AVE SE SALEM, OR 97302 | AFLAC | $5 | — | $5 | 0.01% |
| RICHARD W HEUP | 1200 BROADCASTING RD STE 205 READING, PA 19610 | AFLAC | $5 | — | $5 | 0.01% |
| SARAH M CUTLER | 5698 KODA ST SE SALEM, OR 97306 | AFLAC | $2 | — | $2 | 0.00% |
| DAVID J MCCLELLAN Filed as: DAVID JOHN HANNANT | 14830 NE 167TH ST WOODINVILLE, WA 98072 | AFLAC | $2 | — | $2 | 0.00% |
| WILLIAM ERNEST GRISSOM | 3566 MICHAEL PARK DR. MEDFORD, OR 97504 | AFLAC | $2 | — | $2 | 0.00% |
| WOODRUFF-SAWYER & CO Filed as: WOODRUFF SAWYER OREGON | 50 CALIFORNIA ST. FL 12 SAN FRANCISCO, CA 94111 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | $1K | $4K | 7.21% |
| WENDI DOWNING | PO BOX 1041 TILLAMOOK, OR 97141 | AFLAC | $1K | $120 | $1K | 5.09% |
| TEDDY M HOLMAN | 7179 SW MUSTANG RD TERREBONNE, OR 97760 | AFLAC | $300 | — | $300 | 1.27% |
| ALICIA J MATSON | 3295 TRAINGLE DR SE STE 100 SALEM, OR 97302 | AFLAC | $239 | $24 | $263 | 1.12% |
| MARK R HANNANT | 23632 49TH AVE. SE BOTHELL, WA 98021 | AFLAC | $141 | $57 | $198 | 0.84% |
| JAMES F TUOR | 22416 N ARRELLAGA DR SUN CITY WEST, AZ 85375 | AFLAC | $194 | — | $194 | 0.82% |
| WILLIAM R MEDITZ | PO BOX 20475 KEIZER, OR 97307 | AFLAC | $148 | — | $148 | 0.63% |
| NATHAN HANSEN | 1325 W HIGHLAND HOLLOW DR WEST JORDAN, UT 84084 | AFLAC | $111 | $24 | $135 | 0.57% |
| CAROLYN LENARD | 3742 LOLO PASS WAY NE APT 106 SALEM, OR 97305 | AFLAC | $125 | — | $125 | 0.53% |
| GUY R SOUTER | 2350 OAKMONT WAY STE 207 EUGENE, OR 97401 | AFLAC | $117 | — | $117 | 0.50% |
| JOYCE ANN HARRER | 8555 NE DOG RIDGE RD NEWBERG, OR 97132 | AFLAC | $102 | — | $102 | 0.43% |
| CORRIE PERSING | PO BOX 663 MANZANITA, OR 97130 | AFLAC | $97 | — | $97 | 0.41% |
| JOAN D GILBERTSON | 5720 SE GAITGILL CT MILWAUKIE, OR 97267 | AFLAC | $79 | — | $79 | 0.34% |
| SHEREEN EMDE | 6449 HIGHWAY 219 NE GERVAIS, OR 97026 | AFLAC | $78 | — | $78 | 0.33% |
| G SCOTT COOKE Filed as: SCOTT E NIELSEN | 1089 LAKE WASHINGTON BLVD N APT 306 RENTON, WA 98056 | AFLAC | $78 | — | $78 | 0.33% |
| RAYMON P KEECH III | 8207 CAMPAIGN CIR RICHMOND, TX 77406 | AFLAC | $40 | $24 | $64 | 0.27% |
| JULIE SIMS | 8167 SAINT JAMES CT GROSSE ILE, MI 48138 | AFLAC | $56 | — | $56 | 0.24% |
| JEFFORY P MERTEN | 906 NW LEWISBURG AVE CORVALLIS, OR 97330 | AFLAC | $55 | — | $55 | 0.23% |
| KENNON G PARKER | 3770 FAIRHAVEN DR WEST LINN, OR 97068 | AFLAC | $53 | — | $53 | 0.23% |
| PATRICK CONNELLY | 26050 BIXBY RD BEAVER, OR 97108 | AFLAC | $51 | — | $51 | 0.22% |
| TERRY ANN PARKER | 3770 FAIRHAVEN DR WEST LINN, OR 97068 | AFLAC | $48 | — | $48 | 0.20% |
| DAVID J MCCLELLAN Filed as: DAVID JOHN HANNANT | 11811 NE 1ST ST SUITE A203 BELLEVUE, WA 98005 | AFLAC | $37 | $10 | $47 | 0.20% |
| MARK R HANNANT | 22 S CAMERON ST. SARATOGA SPRINGS, UT 84043 | AFLAC | $36 | — | $36 | 0.15% |
| BENEDICTINE GROUP | PO BOX 56 BLOOMINGDALE, NY 12913 | AFLAC | $27 | — | $27 | 0.11% |
| PAULLA ANN WALKER | 601 IDYLWOOD DR SE SALEM, OR 97302 | AFLAC | $26 | — | $26 | 0.11% |
| BRAD P CHEWNING | 26000 HALL RD. WILLAMINA, OR 97396 | AFLAC | $26 | — | $26 | 0.11% |
| ANDREW N LUCCOCK | PO BOX 1965 WILSONVILLE, OR 97070 | AFLAC | $26 | — | $26 | 0.11% |
| JULIE A GOSS | 5108 NE 44TH ST VANCOUVER, WA 98661 | AFLAC | $24 | — | $24 | 0.10% |
| DAVID E CIAMPOLI | 109 N PLAZA CT VAN BUREN, AR 72956 | AFLAC | $12 | $10 | $22 | 0.09% |
| BEVERLY KAYE PARKHURST | PO BOX 21147 KEIZER, OR 97307 | AFLAC | $22 | — | $22 | 0.09% |
| JACK T COPPLE | 1456 BRAMFIELD CT UNIT 101 LAS VEGAS, NV 89102 | AFLAC | $20 | — | $20 | 0.08% |
| MICHAEL C WALKER Filed as: MICHAEL L ALLEY | 5200 MEADOWS RD STE 150 LAKE OSWEGO, OR 97035 | AFLAC | $20 | — | $20 | 0.08% |
| ELISE M BLASER | 1908 10TH ST TILLAMOOK, OR 97141 | AFLAC | $19 | — | $19 | 0.08% |
| TAMARA MARIE QUARRY | 5250 HARDING LN SE TURNER, OR 97392 | AFLAC | $17 | — | $17 | 0.07% |
| CRAIG T RILEY | 6221 MONTANA LANE VANCOUVER, WA 98661 | AFLAC | $16 | — | $16 | 0.07% |
| BRIAN L HUGGER | 14825 SE 119TH AVE CLACKAMAS, OR 97015 | AFLAC | $16 | — | $16 | 0.07% |
| DAVID E CIAMPOLI | 5905 ROCKPORT DR OZARK, AR 72949 | AFLAC | $15 | — | $15 | 0.06% |
| LESTER RAY BLACKSHEAR | 751 HEBRON PKWY STE 220 LEWISVILLE, TX 75057 | AFLAC | $15 | — | $15 | 0.06% |
| MELINDA M HICKEY | 4742 LIBERTY RD SOUTH 116 SALEM, OR 97302 | AFLAC | $13 | — | $13 | 0.06% |
| ROBERT ALLEN WHEELER | 645 NW EVE DR. DALLAS, OR 97338 | AFLAC | $10 | — | $10 | 0.04% |
| VIRGINIA L KNOPSKI | 17001 MILL LN LONG BEACH, WA 98631 | AFLAC | $9 | — | $9 | 0.04% |
| GLENN D PARKHURST | PO BOX 21147 KEIZER, OR 97307 | AFLAC | $7 | — | $7 | 0.03% |
| CYNTHIA FROST MAYER | 9725 SW BEAVERTON HILLSDALE HWY HWY #120 BEAVERTON, OR 97005 | AFLAC | $6 | — | $6 | 0.03% |
| MJ INSURANCE Filed as: MJI. INC. DBA HAGAN | 448 SE BAKER ST. MCMINVILLE, OR 97128 | AFLAC | $6 | — | $6 | 0.03% |
| JOSEPH P TYRRELL | 468 E FOREST RIDGE DR. MERIDIAN, ID 83642 | AFLAC | $6 | — | $6 | 0.03% |
| JERRY OLIVER CREECH | 233 MIDDLE ST STE 214 NEWBERN, NC 28560 | AFLAC | $5 | — | $5 | 0.02% |
| DOUGALL FINANCIAL GROUP | 1800 BLANKENSHIP RD STE 130 WEST LINN, OR 97068 | AFLAC | $5 | — | $5 | 0.02% |
| LESTER RAY BLACKSHEAR | 115 HIDE A WAY LANE CENTRAL HIDEAWAY, TX 75771 | AFLAC | $5 | — | $5 | 0.02% |
| ERNEST E SNOOK | 14011 282ND LN NE DUVALL, WA 98019 | AFLAC | $4 | — | $4 | 0.02% |
| KENNETH MAGEE | 3760 MARKET ST NE 347 SALEM, OR 97301 | AFLAC | $4 | — | $4 | 0.02% |
| JERRY OLIVER CREECH | 233 MIDDLE ST STE 107A NEWBERN, NC 28560 | AFLAC | $4 | — | $4 | 0.02% |
| DAVID J MCCLELLAN Filed as: DAVID JOHN HANNANT | 14830 NE 167TH ST WOODINVILLE, WA 98072 | AFLAC | $3 | — | $3 | 0.01% |
| RICHARD SCOTT HICKEY | 3389 3RD AVE SE SALEM, OR 97302 | AFLAC | $3 | — | $3 | 0.01% |
| LISA R PETERS | 1932 EAST COLLEGE WAY STE. B MOUNT VERNON, WA 98273 | AFLAC | $2 | — | $2 | 0.01% |
| JOSEPH WOOD | 3791 DESERT MARINA DR. APT 116 LAUGHLIN, NV 89029 | AFLAC | $2 | — | $2 | 0.01% |
| EDWIN J TEDERS | 1648 180TH AVE NE BELLEVUE, WA 98008 | AFLAC | $1 | — | $1 | 0.00% |
| LISA R PETERS | 1509 RIVERSIDE DR STE A MOUNT VERNON, WA 98273 | AFLAC | $1 | — | $1 | 0.00% |
| SARAH M CUTLER | 5698 KODA ST SE SALEM, OR 97306 | AFLAC | $1 | — | $1 | 0.00% |
| EDWIN J TEDERS | 17616 NE 15TH PL BELLEVUE, WA 98008 | AFLAC | $1 | — | $1 | 0.00% |
| MARK R HANNANT | 23632 49TH AVE SE BOTHELL, WA 98021 | AFLAC | $161 | $36 | $197 | 2.27% |
| MARK R HANNANT | 22 S CAMERON ST. SARATOGA SPRINGS, UT 84043 | AFLAC | $139 | — | $139 | 1.60% |
| CORRIE PERSING | PO BOX 663 MANZANITA, OR 97130 | AFLAC | $127 | — | $127 | 1.46% |
| WENDI DOWNING | PO BOX 1041 TILLAMOOK, OR 97141 | AFLAC | $115 | — | $115 | 1.32% |
| JOYCE ANN HARRER | 8555 NE DOG RIDGE RD NEWBERG, OR 97132 | AFLAC | $65 | — | $65 | 0.75% |
| GUY R SOUTER | 2350 OAKMONT WAY STE 207 EUGENE, OR 97401 | AFLAC | $50 | — | $50 | 0.58% |
| LISA R PETERS | 1932 EAST COLLEGE WAY STE B MOUNT VERNON, WA 98273 | AFLAC | $45 | — | $45 | 0.52% |
| ALICIA J MATSON Filed as: ALICIA MATSON | 3295 TRAINGLE DR SE STE 100 SALEM, OR 97302 | AFLAC | $44 | — | $44 | 0.51% |
| JAMES F TUOR | 22416 N ARRELLAGA DR SUN CITY WEST, AZ 85375 | AFLAC | $39 | — | $39 | 0.45% |
| EDWIN J TEDERS | 17616 NE 15TH PL BELLEVUE, WA 98008 | AFLAC | $39 | — | $39 | 0.45% |
| SCOTT A PHILIPS | 4407 OSBORNE ST GREENVILLE, TX 75401 | AFLAC | $33 | — | $33 | 0.38% |
| DAVID J MCCLELLAN Filed as: DAVID JOHN HANNANT | 11811 NE 1ST ST SUITE A203 BELLEVUE, WA 98005 | AFLAC | $23 | $6 | $29 | 0.33% |
| EDWIN J TEDERS | 1648 180TH AVE NE BELLEVUE, WA 98008 | AFLAC | $26 | — | $26 | 0.30% |
| DAVID E CIAMPOLI | 109 N PLAZA CT VAN BUREN, AR 72956 | AFLAC | $19 | $6 | $25 | 0.29% |
| BRIAN L HUGGER | 14825 SE 119TH AVE CLACKAMAS, OR 97015 | AFLAC | $21 | — | $21 | 0.24% |
| SCOTT A PHILIPS | 1818 109TH AVENUE CT E EDGEWOOD, WA 98372 | AFLAC | $19 | — | $19 | 0.22% |
| BARRY MCPHERSON INC Filed as: BARRY MCPHERSON INC. | 2211 MICHELSON DR. STE 1150 IRVINE, WA 92612 | AFLAC | $16 | — | $16 | 0.18% |
| LISA R PETERS | 1509 RIVERSIDE DR STE A MOUNT VERNON, WA 98273 | AFLAC | $14 | — | $14 | 0.16% |
| PAUL GLOBAL BENEFITS INC Filed as: PAUL MICHAEL HANNANT | 7180 SW FIR LOOP STE 250 TIGARD, OR 97223 | AFLAC | $13 | — | $13 | 0.15% |
| CHRISTOPHER WALLACE HOFF | 5665 MEADOWS RD STE 140 LAKE OSWEGO, OR 97035 | AFLAC | $13 | — | $13 | 0.15% |
| VIRGINIA L KNOPSKI | 17001 MILL LN LONG BEACH, WA 98631 | AFLAC | $13 | — | $13 | 0.15% |
| RAYMON P KEECH III Filed as: RAYMON P. KEECH III | 8207 CAMPAIGN CIR RICHMOND, TX 77406 | AFLAC | $9 | — | $9 | 0.10% |
| DAVID E CIAMPOLI | 5905 ROCKPORT DR. OZARK, AR 72949 | AFLAC | $9 | — | $9 | 0.10% |
| JEFFORY P MERTEN | 906 NW LEWISBURG AVE. CORVALLIS, OR 97330 | AFLAC | $8 | — | $8 | 0.09% |
| PAUL B ROBEDEAU | 9523 BAY CT. CARMEL, CA 93923 | AFLAC | $7 | — | $7 | 0.08% |
| G SCOTT COOKE Filed as: SCOTT E NIELSEN | 1089 LAKE WASHINGTON BLVD N APT 306 RENTON, WA 98056 | AFLAC | $3 | — | $3 | 0.03% |
| DAVID J MCCLELLAN Filed as: DAVID JOHN HANNANT | 14830 NE 167TH ST. WOODINVILLE, WA 98072 | AFLAC | $2 | — | $2 | 0.02% |
| CORRIE PERSING | PO BOX 663 MANZANITA, OR 97130 | AFLAC | $190 | — | $190 | 3.66% |
| WENDI DOWNING | PO BOX 1041 TILLAMOOK, OR 97141 | AFLAC | $174 | — | $174 | 3.36% |
| MARK R HANNANT | 23632 49TH AVE SE BOTHELL, WA 98021 | AFLAC | $36 | $25 | $61 | 1.18% |
| JULIE A GOSS | 5108 NE 44TH ST. VANCOUVER, WA 98681 | AFLAC | $56 | — | $56 | 1.08% |
| CAROLYN LENARD | 3742 LOLO PASS WAY NE APT 106 SALEM, OR 97305 | AFLAC | $55 | — | $55 | 1.06% |
| PAULA ANN WALKER | 601 IDYLWOOD DR SE SALEM, OR 97302 | AFLAC | $51 | — | $51 | 0.98% |
| JEFFORY P MERTEN | 906 NW LEWISBURG AVE. CORVALLIS, OR 97330 | AFLAC | $43 | — | $43 | 0.83% |
| JAMES F TUOR | 22416 N ARRELLAGA DR. SUN CITY WEST, AZ 85375 | AFLAC | $36 | — | $36 | 0.69% |
| TOBY W COX | 428 E THUNDERBIRD RD STE 702 PHOENIX, AZ 85022 | AFLAC | $34 | — | $34 | 0.66% |
| BRIAN L HUGGER | 14825 SE 119TH AVE CLACKAMAS, OR 97015 | AFLAC | $32 | — | $32 | 0.62% |
| ALICIA J MATSON | 3295 TRIANGLE DR SE STE 100 SALEM, OR 97302 | AFLAC | $32 | — | $32 | 0.62% |
| G SCOTT COOKE Filed as: SCOTT E NIELSEN | 1089 LAKE WASHINGTON BLVD N APT 306 RENTON, WA 98056 | AFLAC | $28 | — | $28 | 0.54% |
| VIRGINIA L KNOPSKI | 17001 MILL LN LONG BEACH, WA 98631 | AFLAC | $18 | — | $18 | 0.35% |
| MARK R HANNANT | 22 S CAMERON ST SARATOGA SPRINGS, UT 84043 | AFLAC | $17 | — | $17 | 0.33% |
| BENEDICTINE GROUP | PO BOX 56 BLOOMINGDALE, NY 12913 | AFLAC | $15 | — | $15 | 0.29% |
| DAVID J MCCLELLAN Filed as: DAVID JOHN HANNANT | 11811 NE 1ST ST SUITE A203 BELLEVUE, WA 98005 | AFLAC | $7 | $4 | $11 | 0.21% |
| DAVID J MCCLELLAN Filed as: DAVID CIAMPOLI | 109 N PLAZA CT VAN BUREN, AR 72958 | AFLAC | $6 | $4 | $10 | 0.19% |
| WILLIAM R MEDITZ | PO BOX 20475 KEIZER, OR 97307 | AFLAC | $7 | — | $7 | 0.14% |
| MARK CHARLES MORGAN Filed as: MARK C MORGAN | 2590 WILLAMETTE DRIVE NE SUITE 102 LACEY, WA 98516 | AFLAC | $6 | — | $6 | 0.12% |
| DAVID J MCCLELLAN Filed as: DAVID CIAMPOLI | 5905 ROCKPORT DR OZARK, AR 72949 | AFLAC | $4 | — | $4 | 0.08% |
| PAUL B ROBEDEAU | 9523 BAY CT CARMEL, CA 93923 | AFLAC | $1 | — | $1 | 0.02% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 CLAIMS ADMINISTRATION | Float revenue; Participant communication; Other services; Non-monetary compensation; Direct payment from the plan; Claims processing; Named fiduciary; Contract Administrator Service code 12 | — | $690K |
| ALLEGIANCE BENEFIT PLAN MANAGEMENT EIN 81-0400550 CLAIMS PROCESSING SERVICE | Claims processing Service code 12 | PO BOX 3018 MISSOULA, MT 59806 | $15K |
| CIGNA | Direct payment from the plan; Named fiduciary; Participant communication; Other services; Claims processing; Non-monetary compensation; Contract Administrator; Float revenue Service code 12 | — | $0 |
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 | 1,304 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 1 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 1,319 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | MODA HEALTH | 2,849 | $649K |
| Life insurance(5 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,143 | $293K |
| Short-term disability(5 contracts, 2 carriers) | LIFE INSURANCE OF NORTH AMERICA | 848 | $372K |
| Long-term disability | LIFE INSURANCE OF NORTH AMERICA | 286 | $87K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 364 | $1.3M |
| Stop-loss / reinsurancereinsurance | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 2,530 | $572K |
| Other(6 contracts, 3 carriers) | MODA HEALTH | 2,849 | $798K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,849 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.