| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JEFFREY JONES2 | 720 COUNTRY CLUB WAY EUGENE, OR 97401 | KAISER FOUNDATION HEALTH PLAN INC | $91K | $0 | $91K | 2.47% |
| J.L. JONES AND ASSOCIATES3 | 720 COUNTRY CLUB ROAD, SUITE 100 EUGENE, OR 97401 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $79K | $0 | $79K | 4.48% |
| JEFFREY JONES2 | 720 COUNTRY CLUB WAY EUGENE, OR 97401 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $6K | $0 | $6K | 0.66% |
| J.L. JONES AND ASSOCIATES3 | 720 COUNTRY CLUB ROAD EUGENE, OR 97401 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $11K | $0 | $11K | 1.51% |
| PREMIER WORKSITE SOLUTIONS INC3 | 112 NW 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23K | $14K | $37K | 6.33% |
| J.L. JONES AND ASSOCIATES3 | 720 COUNTRY CLUB ROAD, SUITE 100 EUGENE, OR 97401 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35K | $0 | $35K | 5.96% |
| MJ INSURANCE3 Filed as: PAMELA SMITH AND VARIOUS AGENTS | 411 HIGHLAND DRIVE SEATTLE, WA 98109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | $2K | $16K | 2.71% |
| BENEFITS BY DESIGN INC3 | 2101 NE 279TH STREET RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $2K | $10K | 1.75% |
| MARGARET BRYANT3 | 18014 SW BELMORE AVENUE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $688 | $6K | 1.11% |
| ISAACSON INSURANCE AGENCY LLC3 | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $864 | $6K | 1.10% |
| BILLY BRENT LIDDELL3 | 1805 NE 94TH STREET, UNIT 11 VANCOUVER, WA 98665 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $0 | $5K | 0.84% |
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 | 3,058 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,073 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 769 | $5.2M |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,209 | $1.8M |
| Short-term disability(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,209 | $2.3M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,209 | $1.8M |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 769 | $5.2M |
| Other(3 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 6,000 | $2.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,000 | — |
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.