| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STRATEGY INSURANCE LLC3 Filed as: STRATEGY INSURANCE, LLC | PO BOX 217 TROUTDALE, OR 97060 | STANDARD INSURANCE COMPANY | $5K | $0 | $5K | 4.19% |
| CASEY RATHMANNER3 | 1601 NE CRESTVIEW LANE CORBETT, OR 97019 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 5.00% |
| QUEST BENEFITS NORTHWEST LLC3 Filed as: QUEST BENEFITS NORTHWEST | 5285 MEADOWS ROAD, SUITE 370 LAKE OSWEGO, OR 97035 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $338 | $1K | 2.34% |
| MARCI TALBURT3 | 7421 AZALEAGLEN ROAD GLENDALE, OR 97442 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $169 | $1K | 2.26% |
| ALYSSA J. BOWLEY3 | 621 RAGLAND ROAD LONGVIEW, WA 98632 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 1.92% |
| MICHAEL LEROY ALLEY3 | 5285 MEADOWS ROAD, SUITE 370 LAKE OSWEGO, OR 97035 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $972 | $0 | $972 | 1.53% |
| MALISSA COLLINS3 Filed as: MALISSA BURGOYNE AND OTHER AGENTS | 1405 SW 97TH AVENUE TIGARD, OR 97224 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $607 | $1 | $608 | 0.96% |
| LINDA COOPER AND OTHER AGENTS3 Filed as: LINDA COOPER | 19725 SW PIKE STREET BEAVERTON, OR 97078 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $592 | $0 | $592 | 0.93% |
| STRATEGY INSURANCE LLC3 Filed as: STRATEGY INSURANCE, LLC | PO BOX 217 TROUTDALE, OR 97060 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $482 | $0 | $482 | 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 | 119 | 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) | 119 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PROVIDENCE HEALTH PLAN | 124 | $839K |
| Dental | STANDARD INSURANCE COMPANY | 110 | $115K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 101 | $8K |
| Life insurance | STANDARD INSURANCE COMPANY | 110 | $115K |
| Short-term disability | STANDARD INSURANCE COMPANY | 110 | $115K |
| Prescription drug | PROVIDENCE HEALTH PLAN | 124 | $839K |
| Other(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 110 | $178K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 124 | — |
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.