| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STRATEGY INSURANCE LLC3 | PO BOX 217 TROUTSDALE, OR 97060 | STANDARD INSURANCE COMPANY | $5K | $0 | $5K | 4.40% |
| CASEY RATHMANNER3 | 28575 SW COFFE LAKE DRIVE WILSONVILE, OR 97070 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9K | $5K | $14K | 21.09% |
| MICHAEL LEROY ALLEY3 | 5285 MEADOWS ROAD, SUITE 370 LAKE OSWEGO, OR 97035 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $7K | $10K | 15.93% |
| MARCI TALBURT3 | 4721 AZALEAGLEN ROAD GLENDALE, OR 97442 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $738 | $5K | 7.92% |
| ALYSSA J. BOWLEY3 | 621 RAGLAND ROAD LONGVIEW, WA 98332 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $2K | $5K | 7.83% |
| MALISSA COLLINS3 Filed as: MALISSA BURGOYNE | 14005 SW 97TH AVENUE TIGARD, OR 97224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $479 | $5K | 7.31% |
| QUEST BENEFITS NORTHWEST LLC3 Filed as: QUEST BENEFITS NORTHWEST | 5285 MEADOWS ROAD, SUITE 370 LAKE OSWEGO, OR 97035 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $537 | $3K | $3K | 4.83% |
| KATHERINE DUPRIEST3 Filed as: KATHERINE DUPIEST AND OTHER AGENTS | 1246 NE 11TH AVENUE PORTLAND, OR 97220 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $57 | $2K | 2.50% |
| STRATEGY INSURANCE LLC3 Filed as: STRATEGY INSURANCE INC. | PO BOX 217 TROUTSDALE, OR 97060 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $540 | $0 | $540 | 6.00% |
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 | 113 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 113 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PROVIDENCE HEALTH PLAN | 123 | $891K |
| Dental | STANDARD INSURANCE COMPANY | 119 | $123K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 114 | $9K |
| Life insurance | STANDARD INSURANCE COMPANY | 119 | $123K |
| Short-term disability | STANDARD INSURANCE COMPANY | 119 | $123K |
| Prescription drug | PROVIDENCE HEALTH PLAN | 123 | $891K |
| Other(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 119 | $189K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 123 | — |
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.