| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INSURANCE | 1300 SOUTHWEST FIFTH AVENUE SUITE #500 PORTLAND, OR 97201 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $25K | $0 | $25K | 1.96% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | 600 HIGHWAY 169 SOUTH TWELFTH FLOOR SAINT LOUIS PARK, MN 55426 | KAISER FOUNDATION HEALTH PLAN | $31K | $0 | $31K | 2.66% |
| WELLS FARGO INSURANCE SERVICES3 Filed as: WELLS FARGO INSURANCE SERVICES USA | 1300 SW 5TH AVENUE SUITE 500 PORTLAND, OR 97201 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $27K | $0 | $27K | 3.02% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INSURANCE | 222 SW COLUMBIA STREET SUITE 1250 PORTLAND, OR 97201 | RELIASTAR LIFE INSURANCE COMPANY | $12K | $0 | $12K | 8.11% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INSURANCE | 4300 MARKET POINTE DRIVE SUITE 600 BLOOMINGTON, MN 55435 | RELIASTAR LIFE INSURANCE COMPANY | $3K | $0 | $3K | 2.22% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES | PO BOX 203026 DALLAS, TX 75320 | RELIASTAR LIFE INSURANCE COMPANY | $3K | $0 | $3K | 2.11% |
| STEVEN RAY GRIFFIN3 Filed as: STEVEN GRIFFIN | 2000 MORRIS AVENUE APT 1400 BIRMINGHAM, AL 35203 | RELIASTAR LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.46% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INSURANCE | 1300 SW 5TH AVENUE SUITE 500 PORTLAND, OR 97201 | LIFEMAP ASSURANCE COMPANY | $3K | $0 | $3K | 14.98% |
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 | 2,443 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 25 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,479 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 242 | $3.4M |
| Dental(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 242 | $1.4M |
| Vision(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 242 | $3.3M |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,182 | $143K |
| Long-term disability(2 contracts, 2 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 1,182 | $164K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 242 | $3.3M |
| Other(2 contracts, 2 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 2,443 | $182K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,443 | — |
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.