| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOSEPH FIDDY INC3 | 2000 WEST HARVARD AVE ROSEBURG, OR 97471 | AFLAC | $5K | $88 | $5K | 15.07% |
| RICHARD E. SYFERT3 Filed as: RICHARD E SYFERT | PO BOX 917 PLEASANT HILL, OR 97455 | AFLAC | $1K | $20 | $1K | 4.43% |
| VINCENT BRIAN VOLLMAR3 | 4085 HAGER ST SE STE 300 SALEM, OR 97317 | AFLAC | $550 | $11 | $561 | 1.69% |
| JEROMY E. CILLEY3 Filed as: JEROMY E CILLEY | 2683 E WILSHIRE DR EUGENE, OR 97405 | AFLAC | $184 | — | $184 | 0.56% |
| MARCI MARIE OTIS3 | 200 JULINA LANE ROSEBURG, OR 97471 | AFLAC | $48 | — | $48 | 0.14% |
| G SCOTT COOKE3 Filed as: SCOTT E NIELSEN | 718B W FOURTH PLAIN BLVD VANCOUVER, WA 98660 | AFLAC | $23 | — | $23 | 0.07% |
| JAMES S SARANTIS3 | 14132 SE FIRCREST CT PORTLAND, OR 97236 | AFLAC | $19 | — | $19 | 0.06% |
| TODD M TAYLOR3 | 3670 WESTWARD HO AVE EUGENE, OR 97401 | AFLAC | $14 | — | $14 | 0.04% |
| LEILA NICOLE SCHOOF3 | 1840 J ST SPRINGFIELD, OR 97477 | AFLAC | $12 | — | $12 | 0.04% |
| MARLENA THERESE ABBEY3 | 250 LA CRESTA HEIGHTS RD SPC 14 EL CAJON, CA 92021 | AFLAC | $7 | — | $7 | 0.02% |
| MICHAEL C WALKER3 Filed as: MICHAEL L ALLEY | 2189 SE 12TH AVE CANBY, OR 97013 | AFLAC | $5 | — | $5 | 0.02% |
| DEBORAH NELSON3 Filed as: DEBORAH CLARE NELSON | 625 FAIRVIEW DR STE 123 CARSON CITY, NV 89701 | AFLAC | $5 | — | $5 | 0.02% |
| RAYMON P KEECH III3 | 8207 CAMPAIGN CIR RICHMOND, TX 77406 | AFLAC | $4 | — | $4 | 0.01% |
| GUY R SOUTER3 | 1930 VILLAGE CENTER CIR STE 3 PMB 5962 LAS VEGAS, NV 89134 | AFLAC | $3 | — | $3 | 0.01% |
| RICHARD G MCGOWAN3 Filed as: RICHARD MARK SUMMERS | 450 COUNTRY CLUB RD STE 330 EUGENE, OR 97401 | AFLAC | $3 | — | $3 | 0.01% |
| MARK D LUTHER3 | 300 LOOP RD SHERWOOD, AR 72120 | AFLAC | $3 | — | $3 | 0.01% |
| MARK HILL3 | 5188 E PARK VISTA DR TUCSON, AZ 85756 | AFLAC | $3 | — | $3 | 0.01% |
| WARREN W REED INSURANCE INC.3 Filed as: WARREN W REED INSURANCE INC | 1521 US HIGHWAY 395 N GARDNERVILLE, NV 89410 | AFLAC | $3 | — | $3 | 0.01% |
| KIMBERLY A PARKS3 | 19818 N 147TH DR SUN CITY WEST, AZ 85375 | AFLAC | $2 | — | $2 | 0.01% |
| SHANE EDMUND ATTEBERY3 | 391 RANDY DR GRANT PASS, OR 97527 | AFLAC | $1 | — | $1 | 0.00% |
| GINA SIENIA3 | PO BOX 446 ECHO, OR 97826 | AFLAC | $1 | — | $1 | 0.00% |
| MJ INSURANCE3 Filed as: ROBIN D HUDSON | 22100 NE HALSEY ST APT 354 FAIRVIEW, OR 97024 | AFLAC | $1 | — | $1 | 0.00% |
| LYNN MARIE BARRY3 Filed as: LYNN G BARNSON | 10153 S WASATCH BLVD SANDY, UT 84092 | AFLAC | $1 | — | $1 | 0.00% |
| ERIC DANIEL WEILAND3 | 14511 SW CORNERSTONE LN SHERWOOD, OR 97140 | AFLAC | $1 | — | $1 | 0.00% |
| JOSEPH FIDDY INC3 | 2000 WEST HARVARD AVE ROSEBURG, OR 97470 | CONTINENTAL AMERICAN INSURANCE COMPANY | $288 | — | $288 | 2.07% |
| MARCI MARIE OTIS3 Filed as: MARCI M OTIS | 200 JULINA LANE ROSEBURG, OR 97470 | CONTINENTAL AMERICAN INSURANCE COMPANY | $149 | — | $149 | 1.07% |
| RICHARD E. SYFERT3 Filed as: RICHARD E SYFERT | PO BOX 2079 JASPER, OR 97438 | CONTINENTAL AMERICAN INSURANCE COMPANY | $144 | — | $144 | 1.03% |
| JEROMY E. CILLEY3 Filed as: JEROMY E CILLEY | 1115 PEARL ST EUGENE, OR 97401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $99 | — | $99 | 0.71% |
| JOSEPH FIDDY INC3 Filed as: JOSEPH E FIDDY | 2000 WEST HARVARD AVE SUITE 100 ROSEBURG, OR 97470 | CONTINENTAL AMERICAN INSURANCE COMPANY | $97 | — | $97 | 0.70% |
| GUY R SOUTER3 | 2350 OAKMOUNT WAY STE 207 EUGENE, OR 97401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $78 | — | $78 | 0.56% |
| MARK D LUTHER3 | 804 MOOREFIELD PARK DR. SUITE 106 RICHMOND, VA 23236 | CONTINENTAL AMERICAN INSURANCE COMPANY | $60 | — | $60 | 0.43% |
| SHANE EDMUND ATTEBERY3 Filed as: SHANE E ATTEBERY | 2824 S RIVER ROAD GRANTS PASS, OR 97527 | CONTINENTAL AMERICAN INSURANCE COMPANY | $59 | — | $59 | 0.42% |
| RAYMON P KEECH III3 | 8207 CAMPAIGN CIRCLE RICHMOND, TX 77406 | CONTINENTAL AMERICAN INSURANCE COMPANY | $42 | — | $42 | 0.30% |
| JEANNETTE R. FRANSEN3 Filed as: JEANNETTE R FRANSEN | 131 65TH PLACE SPRINGFIELD, OR 97478 | CONTINENTAL AMERICAN INSURANCE COMPANY | $27 | — | $27 | 0.19% |
| KIMBERLY A PARKS3 | 19818 N 147 AVE SUN CITY WEST, AZ 85375 | CONTINENTAL AMERICAN INSURANCE COMPANY | $24 | — | $24 | 0.17% |
| BRADLEY R. SWANK3 Filed as: BRADLEY R SWANK | PO BOX 872 SPRINGFIELD, OR 97477 | CONTINENTAL AMERICAN INSURANCE COMPANY | $21 | — | $21 | 0.15% |
| PAUL MICHAEL HANNANT3 Filed as: PAUL M HANNANT | 7180 SW FIR LOOP SUITE 250 TIGARD, OR 97223 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.03% |
| IOANNIS T GRATSINOPOULOS3 | 2264 MCGILCHRIST ST SUITE 100 SALEM, OR 97302 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| JOSEPH FIDDY INC3 | 2000 WEST HARVARD AVE STE 100 ROSEBURG, OR 97470 | AFLAC | $2K | $72 | $2K | 18.82% |
| RICHARD E. SYFERT3 Filed as: RICHARD E SYFERT | PO BOX 917 PLEASANT HILL, OR 97455 | AFLAC | $485 | $17 | $502 | 4.52% |
| VINCENT BRIAN VOLLMAR3 | 4085 HAGER ST SE STE 300 SALEM, OR 97317 | AFLAC | $245 | — | $245 | 2.21% |
| JEROMY E. CILLEY3 Filed as: JEROMY E CILLEY | 2683 E WILSHIRE DR EUGENE, OR 97405 | AFLAC | $33 | — | $33 | 0.30% |
| KELLY BEHR HOWLAND3 | 2828 DEBBIE DR KLAMATH FALLS, OR 97601 | AFLAC | $27 | — | $27 | 0.24% |
| MARCI MARIE OTIS3 | 200 JULINA LN ROSEBURG, OR 97471 | AFLAC | $19 | — | $19 | 0.17% |
| DEREK RENDER3 | 1318 JOHNSON AVE KLAMATH FALLS, OR 97601 | AFLAC | $16 | — | $16 | 0.14% |
| MICHAEL C WALKER3 Filed as: MICHAEL L ALLEY | 2189 SE 12TH AVE CANBY, OR 97013 | AFLAC | $10 | — | $10 | 0.09% |
| EVELYN BUURSMA3 | 4624 SOMMERVILLE WAY RENO, NV 89519 | AFLAC | $10 | — | $10 | 0.09% |
| KEEFE BURCHER3 Filed as: KEEFE P BURCHER | 3221 ROGUE RIVER HWY GOLD HILL, OR 97525 | AFLAC | $9 | — | $9 | 0.08% |
| JOHN J MACIAS JR3 | 950 N UNIVERSITY PARK LOOP RENO, NV 89512 | AFLAC | $9 | — | $9 | 0.08% |
| LORI ANN PORTER3 | 2718 DEBBIE DR KLAMATH FALLS, OR 97601 | AFLAC | $9 | — | $9 | 0.08% |
| GUY R SOUTER3 | 1930 VILLAGE CENTER CIR STE 3 PMB 5962 LAS VEGAS, NV 89134 | AFLAC | $8 | — | $8 | 0.07% |
| A AND H INSURANCE INC.3 Filed as: A AND H INSURANCE INC | 3301 S VIRGINIA ST STE 201 RENO, NV 89501 | AFLAC | $7 | — | $7 | 0.06% |
| G SCOTT COOKE3 Filed as: SCOTT E NIELSEN | 718B W FOURTH PLAIN BLVD VANCOUVER, WA 98660 | AFLAC | $5 | — | $5 | 0.05% |
| PAUL MICHAEL HANNANT3 | 6052 SAWGRASS ST SE SALEM, OR 97306 | AFLAC | $4 | — | $4 | 0.04% |
| JENNIFER E MACIAS3 | 950 N UNIVERSITY PARK LOOP RENO, NV 89512 | AFLAC | $4 | — | $4 | 0.04% |
| DAVID N GUSTAFSON3 Filed as: DAVID JACKSON | 695 E 40THE AVE EUGENE, OR 97405 | AFLAC | $2 | — | $2 | 0.02% |
| LES HEINSEN INS SERVICES INC3 | 4416 VIA PALAGIO FAIR OAKS, CA 95628 | AFLAC | $2 | — | $2 | 0.02% |
| IOANNIS T GRATSINOPOULOS3 | 1893 DAULBY ST MERIDIAN, ID 83642 | AFLAC | $1 | — | $1 | 0.01% |
| KELLY BEHR HOWLAND3 | 2828 DEBBIE DR KLAMATH FALLS, OR 97601 | AFLAC | $425 | — | $425 | 4.61% |
| DEREK RENDER3 | 1318 JOHNSON AVE KLAMATH FALLS, OR 97601 | AFLAC | $184 | — | $184 | 1.99% |
| KEEFE BURCHER3 Filed as: KEEFE P BURCHER | 3221 ROGUE RIVER HWY STE 44 GOLD HILL, OR 97525 | AFLAC | $152 | — | $152 | 1.65% |
| JOSEPH FIDDY INC3 | 2000 WEST HARVARD AVE SUITE 100 ROSEBURG, OR 97471 | AFLAC | $144 | — | $144 | 1.56% |
| LORI ANN PORTER3 | 2718 DEBBIE DR KLAMATH FALLS, OR 97601 | AFLAC | $133 | — | $133 | 1.44% |
| RICHARD E. SYFERT3 Filed as: RICHARD E SYFERT | PO BOX 917 PLEASANT HILL, OR 97455 | AFLAC | $41 | — | $41 | 0.44% |
| RODERICK ALLEN BAIR3 | 8827 N GOVERNMENT WAY UNIT 105 HAYDEN, ID 83835 | AFLAC | $41 | — | $41 | 0.44% |
| VINCENT BRIAN VOLLMAR3 | 4085 HAGER ST SE STE 300 SALEM, OR 97317 | AFLAC | $23 | — | $23 | 0.25% |
| DIXIE D SIMON3 | 509 N SHAMROCK RD SPOKANE VALLEY, WA 99037 | AFLAC | $20 | — | $20 | 0.22% |
| PATRICIA J GEE3 | PO BOX 2334 MESA, AZ 85214 | AFLAC | $17 | — | $17 | 0.18% |
| ANDRE LAFLAMME3 | 9007 46TH STREET CT NW GIG HARBOR, WA 98335 | AFLAC | $9 | — | $9 | 0.10% |
| G SCOTT COOKE3 Filed as: SCOTT E NIELSEN | 718B W FOURTH PLAN BLVD VANCOUVER, WA 98660 | AFLAC | $9 | — | $9 | 0.10% |
| RAYMON P KEECH III3 | 8207 CAMPAIGN CIR RICHMOND, TX 77406 | AFLAC | $6 | — | $6 | 0.07% |
| SHANE EDMUND ATTEBERY3 | 391 RANDY DR GRANT PASS, OR 97527 | AFLAC | $3 | — | $3 | 0.03% |
| IOANNIS T GRATSINOPOULOS3 | 1893 E DAULBY ST MERIDIAN, ID 83642 | AFLAC | $2 | — | $2 | 0.02% |
| GINA SIENIA3 | PO BOX 446 ECHO, OR 97826 | AFLAC | $1 | — | $1 | 0.01% |
| ERIC DANIEL WEILAND3 | 14511 SW CORNERSTONE LN SHERWOOD, OR 97140 | AFLAC | $1 | — | $1 | 0.01% |
| KIMBERLY A PARKS3 | 19818 N 147TH DR SUN CITY WEST, AZ 85375 | AFLAC | $1 | — | $1 | 0.01% |
| MARCI MARIE OTIS3 Filed as: MARCI M OTIS | 200 JULINA LANE ROSEBURG, OR 97471 | CONTINENTAL AMERICAN INSURANCE COMPANY | $39 | — | $39 | 1.62% |
| JEROMY E. CILLEY3 Filed as: JEROMY E CILLEY | 1115 PEARL ST EUGENE, OR 97401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $30 | — | $30 | 1.24% |
| JOSEPH FIDDY INC3 | 2000 WEST HARVARD AVE SUITE 100 ROSEBURG, OR 97470 | CONTINENTAL AMERICAN INSURANCE COMPANY | $27 | — | $27 | 1.12% |
| JOSEPH FIDDY INC3 Filed as: JOSEPH E FIDDY | 2000 WEST HARVARD AVE SUITE 100 ROSEBURG, OR 97470 | CONTINENTAL AMERICAN INSURANCE COMPANY | $25 | — | $25 | 1.04% |
| RICHARD E. SYFERT3 Filed as: RICHARD E SYFERT | PO BOX 2079 JASPER, OR 97438 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19 | — | $19 | 0.79% |
| BRADLEY R. SWANK3 Filed as: BRADLEY R SWANK | PO BOX 872 SPRINGFIELD, OR 97477 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | — | $17 | 0.71% |
| MARK D LUTHER3 | 804 MOOREFIELD PARK DR. SUITE 106 RICHMOND, VA 23236 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.46% |
| GUY R SOUTER3 | 2350 OAKMOUNT WAY STE 207 EUGENE, OR 97401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.41% |
| SHANE EDMUND ATTEBERY3 Filed as: SHANE E ATTEBERY | 2824 S RIVER ROAD GRANTS PASS, OR 97527 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.41% |
| KIMBERLY A PARKS3 | 19818 N 147 AVE SUN CITY WEST, AZ 85375 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | — | $9 | 0.37% |
| RAYMON P KEECH III3 | 8207 CAMPAIGN CIRCLE RICHMOND, TX 77406 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.29% |
| KIMBERLY A PARKS3 | 19818 N 147TH DR SUN CITY WEST, AZ 85375 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.04% |
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 | 669 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 669 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 658 | $151K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 658 | $151K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 198 | $38K |
| Other(8 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 658 | $233K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 658 | — |
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.