| 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 | $24K | — | $24K | 2.51% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | 2701 NW VAUGHN ST SUITE 340 PORTLAND, OR 97210 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $12K | — | $12K | 8.99% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF OREGON LLC | 2701 NW VAUGHN ST. #340 PORTLAND, OR 97210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 7.00% |
| HEARTSEASE LLC3 | 1521 NE 63RD AVE HILLSBORO, OR 97124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $667 | $2K | 4.16% |
| CASEY RATHMANNER3 | 28575 SW COFFEE LAKE DR WILSONVILLE, OR 97070 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $865 | $767 | $2K | 3.07% |
| SUSAN J LEACH3 | 4419 NE 131ST PLACE PORTLAND, OR 97230 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $101 | $2K | 2.85% |
| PREMIER WORKSITE SOLUTIONS INC3 | 112 NW 114TH ST VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $737 | $520 | $1K | 2.37% |
| JEFFREY DEAN SHIPMAN3 | 17072 SW KINGLET DRIVE SHERWOOD, OR 97140 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $846 | $319 | $1K | 2.19% |
| BENEFITS BY DESIGN INC3 | 2101 NE 279TH ST RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $861 | $300 | $1K | 2.19% |
| ISAACSON INSURANCE AGENCY LLC3 | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $582 | $133 | $715 | 1.35% |
| MICHAEL LEROY ALLEY3 | 5285 MEADOWS ROAD #370 LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $175 | $177 | $352 | 0.66% |
| ROBERT MORRISON3 | 937 THIMBLEBERRY DRIVE CASTLE ROCK, WA 98611 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $85 | — | $85 | 0.16% |
| JULIE WOLDEN3 | 2231 LARCH ST LONGVIEW, WA 98632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $67 | — | $67 | 0.13% |
| QUEST BENEFITS NORTHWEST LLC3 Filed as: QUEST BENEFITS NORTHWEST | 5285 MEADOWS RD #370 LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $62 | $67 | 0.13% |
| ROXANA BUSCHMAN3 | 400 NORTHEAST 149TH ST VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49 | — | $49 | 0.09% |
| KAREN CLAY KUNKLER3 | 1709 NW 45TH AVE CAMAS, WA 98607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | — | $35 | 0.07% |
| MARGARET BRYANT3 | 18014 SW BELMORE AVE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $5 | $18 | 0.03% |
| CHRISTINE LYNN MORGESTER3 | 14913 S SUNTERRA LOOP OREGON CITY, OR 97045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.01% |
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 | 238 | 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) | 238 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 153 | $972K |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 179 | $138K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 179 | $138K |
| Short-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 179 | $138K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 153 | $972K |
| Other(3 contracts, 3 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 238 | $197K |
| 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."
No prospect flags tripped on this filing.