| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JEFFREY JONES3 | PO BOX 1657 SPRINGFIELD, OR 97477 | KAISER FOUNDATION HEALTH PLAN, INC. | $218K | $0 | $218K | 2.83% |
| J.L. JONES AND ASSOCIATES3 Filed as: J.L. JONES INSURANCE SERVICES, LLC | PO BOX 1657 SPRINGFIELD, OR 97477 | STANDARD INSURANCE COMPANY | $112K | $68K | $180K | 7.38% |
| J.L. JONES AND ASSOCIATES3 Filed as: J.L. JONES INSURANCE SERVICES, LLC | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $8K | $0 | $8K | 0.49% |
| WORKSITE BENEFITS GROUP INC3 Filed as: WORKSITE BENEFITS GROUP, INC. | 112 NW 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45K | $58K | $104K | 9.21% |
| J.L. JONES AND ASSOCIATES3 Filed as: J.L. JONES INSURANCE SERVICES, LLC | PO BOX 1657 SPRINGFIELD, OR 97477 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $84K | $0 | $84K | 7.50% |
| MARGARET BRYANT3 | 18014 BELMORE AVENUE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68K | $4K | $73K | 6.46% |
| BENEFITS BY DESIGN INC3 Filed as: BENEFITS BY DESIGN | 2101 NE 279TH STREET RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $2K | $15K | 1.31% |
| KATHLEEN MORELAND3 | 6025 EQUESTRIAN TERRACE ROCKLIN, CA 95677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $49 | $3K | 0.27% |
| ISAACSON INSURANCE AGENCY LLC3 Filed as: ISAACSON INSURANCE AGENCY, LLC | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $882 | $0 | $882 | 0.08% |
| PAMELA COPLE SMITH3 | 411 HIGHLAND DRIVE SEATTLE, WA 98109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $478 | $0 | $478 | 0.04% |
| J.L. JONES AND ASSOCIATES3 Filed as: J.L. JONES INSURANCE SERVICES, LLC | PO BOX 1657 SPRINGFIELD, OR 97477 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $29K | $0 | $29K | 2.72% |
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 | 4,202 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 24 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,226 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 712 | $11.2M |
| Dental | HAWAII MEDICAL SERVICE ASSOCIATION | 207 | $562K |
| Vision(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 712 | $11.2M |
| Life insurance | STANDARD INSURANCE COMPANY | 5,642 | $2.4M |
| Short-term disability(3 contracts, 3 carriers) | STANDARD INSURANCE COMPANY | 5,642 | $3.6M |
| Long-term disability | STANDARD INSURANCE COMPANY | 5,642 | $2.4M |
| Prescription drug(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 712 | $11.2M |
| Other(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 5,642 | $3.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,642 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.