| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JEFFREY JONES3 | PO BOX 1657 SPRINGFIELD, OR 97477 | KAISER FOUNDATION HEALTH PLAN, INC. | $135K | $0 | $135K | 2.73% |
| J.L. JONES AND ASSOCIATES3 Filed as: J. L. JONES INSURANCE SERVICES LLC | PO BOX 1657 SPRINGFIELD, OR 97477 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $133K | $0 | $133K | 5.38% |
| JEFFREY JONES3 | PO BOX 1657 SPRINGFIELD, OR 97477 | KAISER FOUNDATION HEALTH PLAN, INC. | $63K | $0 | $63K | 2.76% |
| JEFFREY JONES3 | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $50K | $0 | $50K | 2.77% |
| MARGARET BRYANT3 | 18014 BELMORE AVENUE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $139K | $45K | $184K | 16.36% |
| WORKSITE BENEFITS GROUP INC3 Filed as: WORKSITE BENEFITS GROUP | 112 NW 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $72K | $96K | $168K | 14.93% |
| J.L. JONES AND ASSOCIATES3 Filed as: J. L. JONES INSURANCE SERVICES LLC | PO BOX 1657 SPRINGFIELD, OR 97477 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $82K | $0 | $82K | 7.33% |
| BENEFITS BY DESIGN INC3 | 2101 NE 279TH STREET RIDGEFIELD, WA 98642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30K | $13K | $43K | 3.83% |
| MJ INSURANCE3 Filed as: PAMELA SMITH AND VARIOUS AGENTS | 411 HIGHLAND DRIVE SEATTLE, WA 98109 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $8 | $4K | 0.35% |
| ISAACSON INSURANCE AGENCY LLC3 | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1 | $1K | 0.10% |
| MJ INSURANCE3 Filed as: KAREN KUNKLER | 415 SE 177TH AVENUE, UNIT 236 VANCOUVER, WA 98683 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $932 | $8 | $940 | 0.08% |
| 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 | $25K | $742 | $26K | 2.94% |
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 | 4,176 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 20 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 125 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,321 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 755 | $10.5M |
| Dental | HAWAII MEDICAL SERVICE ASSOCIATION | 149 | $544K |
| Vision(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 403 | $2.8M |
| Life insurance(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 4,176 | $3.0M |
| Short-term disability(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 4,176 | $3.6M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 4,176 | $2.5M |
| Prescription drug(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 755 | $10.5M |
| Other(4 contracts, 4 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 6,000 | $4.2M |
| 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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.