| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STRATEGY INSURANCE LLC3 Filed as: STRATEGY INSURANCE, INC. | PO BOX 217 TROUTDALE, OR 97060 | STANDARD INSURANCE COMPANY | $5K | $0 | $5K | 4.98% |
| STRATEGY INSURANCE LLC3 | PO BOX 217 TROUTDALE, OR 97060 | STANDARD INSURANCE COMPANY | $1K | $0 | $1K | 1.08% |
| ABIGAIL TAYLOR WEILAND3 | 14511 SW CORNERSTONE LANE SHERWOOD, OR 97140 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $857 | $2K | $3K | 5.34% |
| MARCI TALBURT3 | 4721 AZALEAGLEN ROAD GLENDALE, OR 97442 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $372 | $2K | 3.81% |
| CASEY RATHMANNER3 | 1601 NE CRESTVIEW LANE CORBETT, OR 97019 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 3.60% |
| QUEST BENEFITS NORTHWEST LLC3 Filed as: QUEST BENEFITS NORTHWEST, LLC | 2189 SE 12TH AVENUE CANBY, OR 97013 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 2.64% |
| LINDA COOPER AND OTHER AGENTS3 | 19725 SW PIKE STREET BEAVERTON, OR 97078 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $101 | $1K | 2.33% |
| TY ROBERT NAUGLE3 | PO BOX 80273 PORTLAND, OR 97280 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $147 | $797 | $944 | 1.65% |
| MICHAEL LEROY ALLEY3 | 2189 SE 12TH AVENUE CANBY, OR 97013 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $615 | $0 | $615 | 1.07% |
| STRATEGY INSURANCE LLC3 Filed as: STRATEGY INSURANCE, INC. | PO BOX 217 TROUTDALE, OR 97060 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $356 | $0 | $356 | 5.54% |
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 | 83 | 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) | 83 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PROVIDENCE HEALTH PLAN | 86 | $763K |
| Dental | STANDARD INSURANCE COMPANY | 83 | $93K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 87 | $6K |
| Life insurance | STANDARD INSURANCE COMPANY | 83 | $93K |
| Short-term disability | STANDARD INSURANCE COMPANY | 83 | $93K |
| Long-term disability | STANDARD INSURANCE COMPANY | 83 | $93K |
| Prescription drug | PROVIDENCE HEALTH PLAN | 86 | $763K |
| Other(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 83 | $150K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 87 | — |
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.