| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE INSURANCE LLC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | HEALTH NET | $8K | — | $8K | 2.75% |
| LAPORTE INSURANCE LLC3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | PRINCIPAL LIFE INSURANCE COMPANY | $4K | $819 | $4K | 10.40% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS, LLC | ATTN COMMISSIONS DEPARTMENT 1787 SENTRY PARKWAY WEST BLUE BELL, PA 19422 | PRINCIPAL LIFE INSURANCE COMPANY | — | $2K | $2K | 4.82% |
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES INC | 5515 SOUTHEAST MILWAUKIE AVENUE JAMI NOYES PORTLAND, OR 97202 | GLOBE LIFE AND ACCIDENT INSURANCE COMPANY | $655 | — | $655 | 15.00% |
| PRODUCERHUB LLC3 | 1555 EAST ORANGEWOOD AVENUE REBECCA THEUNISSEN PHOENIX, AZ 85020 | GLOBE LIFE AND ACCIDENT INSURANCE COMPANY | $436 | — | $436 | 9.99% |
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 | 169 | 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) | 169 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH NET | 25 | $285K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 159 | $43K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 159 | $43K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 159 | $47K |
| Short-term disability | GLOBE LIFE AND ACCIDENT INSURANCE COMPANY | 4 | $4K |
| Other(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 159 | $47K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 159 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.