| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JEFFREY JONES3 | PO BOX 1657 SPRINGFIELD, OR 97477 | KAISER FOUNDATION HEALTH PLAN INC | $160K | $0 | $160K | 2.81% |
| J.L. JONES AND ASSOCIATES3 Filed as: JL JONES AND ASSOCIATES | PO BOX 1657 SPRINGFIELD, OR 97477 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $103K | $0 | $103K | 5.00% |
| JEFFREY JONES3 | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $48K | $0 | $48K | 3.01% |
| J.L. JONES AND ASSOCIATES3 Filed as: JL JONES AND ASSOCIATES | PO BOX 1657 SPRINGFIELD, OR 97477 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $15K | $816 | $16K | 1.57% |
| JEFFREY JONES3 Filed as: JEFFREY LEE JONES | PO BOX 1657 SPRINGFIELD, OR 97477 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30K | $0 | $30K | 6.11% |
| WORKSITE BENEFITS GROUP INC3 | 112 NW 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $12K | $27K | 5.64% |
| MARGARET BRYANT3 | 18014 SW BELMORE AVENUE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $1K | $8K | 1.58% |
| BENEFITS BY DESIGN INC3 Filed as: BENEFITS BY DESIGN INC. | 2101 NE 279TH STREET RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $997 | $6K | 1.19% |
| KATHLEEN MORELAND3 Filed as: KATHLEEN MORELAND AND MISC AGENTS | 6025 EQUESTRIAN TERRACE ROCKLIN, CA 95677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $21 | $3K | 0.72% |
| ISAACSON INSURANCE AGENCY LLC3 | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $14 | $1K | 0.27% |
| PAMELA COPLE SMITH3 | 411 HIGHLAND DRIVE SEATTLE, WA 98109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $657 | $0 | $657 | 0.14% |
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 | 3,930 | 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) | 3,930 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 926 | $9.0M |
| Dental | HAWAII MEDICAL SERVICE ASSOCIATION | 216 | $484K |
| Vision(2 contracts, 2 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION | 216 | $670K |
| Life insurance(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,995 | $2.5M |
| Short-term disability(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,995 | $2.5M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,995 | $2.1M |
| Prescription drug(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 926 | $9.0M |
| Other(4 contracts, 4 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 6,000 | $3.1M |
| 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.