| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING CO. | PO BOX 62949 VIRGINIA BEACH, VA 23466 | KAISER FOUNDATION HEALTH PLAN INC. | $24K | — | $24K | 1.53% |
| WOODRUFF-SAWYER & CO3 | 50 CALIFORNIA STREET, FLOOR 12 SAN FRANCISCO, CA 94111 | KAISER FOUNDATION HEALTH PLAN INC. | $12K | — | $12K | 0.75% |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING COMPANY | 601 UNION ST. #1000 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $22K | $312 | $22K | 1.52% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & CO. | 1050 SW SIXTH AVE SUITE 1000 PORTLAND, OR 97204 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $10K | $29 | $10K | 0.67% |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING COMPANY | 825 NE MULTNOMAH PORTLAND, OR 97232 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $21K | — | $21K | 2.80% |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING CO. | PO BOX 62949 VIRGINIA BEACH, VA 23466 | KAISER FOUNDATION HEALTH PLAN INC. | $7K | — | $7K | 1.72% |
| WOODRUFF-SAWYER & CO3 | 50 CALIFORNIA STREET, FLOOR 12 SAN FRANCISCO, CA 94111 | KAISER FOUNDATION HEALTH PLAN INC. | $3K | — | $3K | 0.81% |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING CO | PO BOX 62949 VIRGINIA BEACH, VA 23466 | RELIASTAR LIFE INSURANCE COMPANY | $8K | — | $8K | 8.38% |
| USI INSURANCE SERVICES LLC3 | 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 | RELIASTAR LIFE INSURANCE COMPANY | $5K | — | $5K | 5.76% |
| WOODRUFF-SAWYER & CO3 | 50 CALIFORNIA STREET, FLOOR 12 SAN FRANCISCO, CA 94111 | RELIASTAR LIFE INSURANCE COMPANY | $2K | — | $2K | 2.51% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2000 MORRIS AVE APT 1400 BIRMINGHAM, AL 35203 | RELIASTAR LIFE INSURANCE COMPANY | $349 | — | $349 | 0.37% |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING CO. | 601 UNION ST STE 1000 SEATTLE, WA 98101 | LIFEMAP ASSURANCE COMPANY | $463 | — | $463 | 10.24% |
| WOODRUFF-SAWYER & CO3 | 50 CALIFORNIA STREET, FLOOR 12 SAN FRANCISCO, CA 94111 | LIFEMAP ASSURANCE COMPANY | $215 | — | $215 | 4.75% |
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 | 1,110 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,115 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 224 | $4.2M |
| Dental | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 224 | $1.4M |
| Vision(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 224 | $3.7M |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,145 | $93K |
| Long-term disability(2 contracts, 2 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 1,145 | $98K |
| Prescription drug(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 224 | $4.2M |
| Other(2 contracts, 2 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 1,322 | $113K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,322 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.