| 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 | $2K | $0 | $2K | 2.73% |
| ABIGAIL TAYLOR WEILAND3 | 14511 SW CORNERSTONE LANE SHERWOOD, OR 97140 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $3K | $4K | 10.61% |
| DENNIS NOREEN3 | PO BOX 217 TROUTDALE, OR 97060 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 8.28% |
| MARCI TALBURT3 | 4721 AZALEA GLEN ROAD GLENDALE, OR 97442 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $702 | $213 | $915 | 2.17% |
| MELISSA CATHLEEN HADLOCK3 Filed as: MELISSA HADLOCK & OTHER AGENTS | 14912 NE 249TH STREET BATTLE GROUND, WA 98604 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $583 | $88 | $671 | 1.59% |
| CASEY RATHMANNER3 | 1601 NE CRESTVIEW LANE CORBETT, OR 97019 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $375 | $0 | $375 | 0.89% |
| WORKSITE BENEFITS GROUP INC3 Filed as: WORKSITE BENEFITS GROUP, INC. | 112 NW 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $120 | $234 | $354 | 0.84% |
| MICHAEL LEROY ALLEY3 | 2189 SE 12TH AVENUE CANBY, OR 97013 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $265 | $0 | $265 | 0.63% |
| STRATEGY INSURANCE LLC3 Filed as: STRATEGY INSURANCE, LLC | PO BOX 217 TROUTDALE, OR 97060 | STANDARD INSURANCE COMPANY | $3K | $0 | $3K | 11.02% |
| STRATEGY INSURANCE LLC3 Filed as: STRATEGY INSURANCE, LLC | PO BOX 217 TROUTDALE, OR 97060 | STANDARD INSURANCE COMPANY | $1K | $0 | $1K | 9.19% |
| ABIGAIL TAYLOR WEILAND3 | 14511 SW CORNERSTONE LANE SHERWOOD, OR 97140 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $4K | $6K | 64.41% |
| DENNIS NOREEN3 | PO BOX 217 TROUTDALE, OR 97060 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 15.41% |
| MARCI TALBURT3 | 4721 AZALEA GLEN ROAD GLENDALE, OR 97442 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $518 | $328 | $846 | 8.45% |
| WORKSITE BENEFITS GROUP INC3 Filed as: WORKSITE BENEFITS GROUP, INC. | 112 NW 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $112 | $219 | $331 | 3.31% |
| CASEY RATHMANNER3 | 1601 NE CRESTVIEW LANE CORBETT, OR 97019 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $117 | $0 | $117 | 1.17% |
| MICHAEL LEROY ALLEY AND OTHERS3 | 2189 SE 12TH AVENUE CANBY, OR 97045 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $89 | $0 | $89 | 0.89% |
| BENEFITS BY DESIGN INC3 Filed as: BENEFITS BY DESIGN, INC. | 2101 NE 279TH STREET RIDGEFIELD, WA 98642 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $56 | $27 | $83 | 0.83% |
| STRATEGY INSURANCE LLC3 Filed as: STRATEGY INSURANCE, LLC | PO BOX 217 TROUTDALE, OR 97060 | METROPOLITAN LIFE INSURANCE COMPANY | $413 | $0 | $413 | 5.56% |
| STRATEGY INSURANCE LLC3 Filed as: STRATEGY INSURANCE, LLC | PO BOX 217 TROUTDALE, OR 97060 | STANDARD INSURANCE COMPANY | $720 | $0 | $720 | 11.21% |
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 | 109 | 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) | 109 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PROVIDENCE HEALTH PLAN | 109 | $918K |
| Dental | STANDARD INSURANCE COMPANY | 104 | $87K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 137 | $7K |
| Life insurance | STANDARD INSURANCE COMPANY | 109 | $12K |
| Short-term disability | STANDARD INSURANCE COMPANY | 108 | $6K |
| Long-term disability | STANDARD INSURANCE COMPANY | 108 | $31K |
| Prescription drug | PROVIDENCE HEALTH PLAN | 109 | $918K |
| Other(3 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 109 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 137 | — |
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."
No prospect flags tripped on this filing.