| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAVIDSON BENEFITS PLANNING LLC3 Filed as: DAVIDSON BENEFITS PLANNING | 7632 SW DURHAM ROAD, SUITE 115 TIGARD, OR 97224 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $0 | $8K | $8K | 0.13% |
| DAVIDSON BENEFITS PLANNING LLC3 Filed as: DAVIDSON BENEFITS PLANNING | 7632 SW DURHAM ROAD, SUITE 115 TIGARD, OR 97224 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $43K | $7K | $50K | 20.49% |
| AGM BENEFITS3 | 8550 UNITED PLAZA BOULEVARD SUITE 210 BATON ROUGE, LA 70809 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $46K | $2K | $48K | 32.24% |
| DAVIDSON BENEFITS PLANNING LLC3 Filed as: DAVIDSON BENEFITS PLANNING | 7632 SW DURHAM ROAD, SUITE 115 TIGARD, OR 97224 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $20K | $2K | $22K | 14.72% |
| AGM BENEFITS3 | 8550 UNITED PLAZA BOULEVARD SUITE 210 BATON ROUGE, LA 70809 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $37K | $3K | $39K | 63.70% |
| DAVIDSON BENEFITS PLANNING LLC3 Filed as: DAVIDSON BENEFITS PLANNING | 7632 SW DURHAM ROAD, SUITE 115 TIGARD, OR 97224 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $16K | $554 | $16K | 26.41% |
| BENEFIT ADVISORS NETWORK LLC3 Filed as: BENEFIT ADVISORS NETWORK | 3700 PARK EAST DRIVE, SUITE 350 BEACHWOOD, OH 44122 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $2K | $2K | 3.00% |
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 | 835 | 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) | 835 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 836 | $6.6M |
| Dental | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 836 | $5.8M |
| Vision | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 836 | $5.8M |
| Life insurance(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 384 | $305K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 384 | $243K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 384 | $243K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 836 | $6.6M |
| Other(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 2,916 | $448K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,916 | — |
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.