| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | PO BOX 29018 PORTLAND, OR 97296 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.27% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN NORTHWEST | PO BOX 29018 PORTLAND, OR 97296 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $2K | — | $2K | 3.12% |
| DAVIDSON BENEFITS PLANNING LLC3 Filed as: DAVIDSON BENEFIT PLANNING, AN ALER | 7632 SW DURHAM RD TIGARD, OR 97224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 7.94% |
| HEARTSEASE LLC3 | 1521 NE 63RD AVE HILLSBORO, OR 97124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $785 | $195 | $980 | 4.01% |
| WORKSITE BENEFITS GROUP INC3 | 112 NW 114TH ST VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $243 | $171 | $414 | 1.69% |
| DAVID KINNEY3 | 802 NEVADA DR LONGVIEW, WA 98632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $326 | $31 | $357 | 1.46% |
| BENEFITS BY DESIGN INC3 Filed as: BENEFITS BY DESIGN | 2101 NE 279TH ST RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $268 | $44 | $312 | 1.28% |
| LAURA LETICIA RENOVA3 | 756 LAST DANCE PLACE HENDERSON, NC 89011 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $175 | $27 | $202 | 0.83% |
| MARTHA ANGELICA HILL ESTRADA3 | 2991 ESCALA CIR SAN DIEGO, CA 92108 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $85 | $8 | $93 | 0.38% |
| RAQUEL LOSADA MONROY3 | 817 NE DELP RD CAMAS, WA 98607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | $3 | $46 | 0.19% |
| GABRIEL ANGEL CANALS3 | 1329 NE 236TH AVE WOOD VILLAGE, OR 97060 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $29 | $45 | 0.18% |
| ODESSA PAULA3 | 650 NE HOLLADAY ST PORTLAND, OH 97232 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 0.15% |
| BENEFITTING YOU INC3 | 2497 CITRUS GARDEN CIR HENDERSON, NV 89052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $13 | $26 | 0.11% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | 601 SW 2ND AVE STE 1200 PORTLAND, OR 97204 | LIFEMAP ASSURANCE COMPANY | $691 | — | $691 | 6.73% |
| DAVIDSON BENEFITS PLANNING LLC3 Filed as: DAVIDSON BENEFIT PLANNING, AN ALER | 7632 SW DURHAM RD TIGARD, OR 97224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $390 | — | $390 | 7.05% |
| HEARTSEASE LLC3 | 1521 NE 63RD AVE HILLSBORO, OR 97124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $246 | $102 | $348 | 6.30% |
| RAQUEL LOSADA MONROY3 | 817 NE DELP RD CAMAS, WA 98607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $123 | $14 | $137 | 2.48% |
| BENEFITS BY DESIGN INC3 Filed as: BENEFITS BY DESIGN | 2101 NE 279TH ST RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $102 | $34 | $136 | 2.46% |
| WORKSITE BENEFITS GROUP INC3 | 112 NW 114TH ST VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $67 | $67 | $134 | 2.42% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF OREGEON LLC | NOT PROVIDED PORTLAND, OR 97296 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | $21 | $83 | 1.50% |
| MARTHA ANGELICA HILL ESTRADA3 | 2991 ESCALA CIR SAN DIEGO, CA 92108 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | $3 | $46 | 0.83% |
| GABRIEL ANGEL CANALS3 | 1549 NW CIVIC DR APT. 204 GRESHAM, OR 97030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $12 | $19 | 0.34% |
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 | 183 | 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) | 183 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 284 | $661K |
| Dental(2 contracts, 2 carriers) | WILLAMETTE DENTAL INSURANCE INC | 161 | $169K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 148 | $10K |
| Short-term disability | LIFEMAP ASSURANCE COMPANY | 148 | $10K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 284 | $661K |
| Other(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 148 | $40K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 284 | — |
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.