| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | 2701 NW VAUGHN ST #340 PORTLAND, OR 97210 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $21K | $718 | $22K | 2.56% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON | PO BOX 29018 PORTLAND, OR 97296 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 2.48% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF NY, INC. | 333 EARL OVINGTON BLVD. SUITE 215 UNIONDALE, NY 11553 | STANDARD INSURANCE COMPANY | $889 | — | $889 | 0.97% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OR LLC | PO BOX 29108 PORTLAND, OR 97210 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 8.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FL | 220 S RIDGEWOOD AVE 500 DAYTONA BEACH, FL 32114 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $230 | $230 | 0.72% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OR LLC | PO BOX 29018 PORTLAND, OR 97296 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $926 | — | $926 | 20.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FL | 220 SOUTH RIDGEWOOD AVE. DAYTONA BEACH, FL 32114 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $75 | $75 | 1.62% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | 2701 NW VAUGHN ST STE 340 PORTLAND, OR 97210 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $181 | — | $181 | 9.98% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FL | 220 SOUTH RIDGEWOOD AVE DAYTONA BEACH, FL 32114 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $26 | $26 | 1.43% |
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 | 191 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 191 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 159 | $862K |
| Dental | STANDARD INSURANCE COMPANY | 168 | $92K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 206 | $6K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 191 | $32K |
| Other | CASCADE CENTERS INCORPORATED | 238 | $6K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 238 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.