| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PCF INSURANCE SERVICES OF THE WEST3 | 7150 SW HAMPTON ST, SUITE 140 TIGARD, OR 97223 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $60K | $67 | $60K | 2.96% |
| PCF INSURANCE SERVICES OF THE WEST3 | 7150 SW HAMPTON ST, SUITE 140 PORTLAND, OR 97223 | PRINCIPAL LIFE INSURANCE COMPANY | $21K | $6K | $28K | 9.46% |
| PCF INSURANCE SERVICES OF THE WEST3 Filed as: NATIONAL PCF BONUS ONLY | 2500 W EXECUTIVE PKWY STE 200 LEHI, UT 84043 | PRINCIPAL LIFE INSURANCE COMPANY | — | $4K | $4K | 1.40% |
| PCF INSURANCE SERVICES OF THE WEST3 | 4525 S 2300 E STE 201 HOLLADAY, UT 84117 | PRINCIPAL LIFE INSURANCE COMPANY | $389 | — | $389 | 0.13% |
| PCF INSURANCE SERVICES OF THE WEST3 | 7150 SW HAMPTON ST, SUITE 140 PORTLAND, OR 97223 | WILLAMETTE DENTAL GROUP | $4K | — | $4K | 4.60% |
| MARGARET BRYANT3 | 18014 BELMORE AVE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $205 | $3K | 16.75% |
| WORKSITE BENEFITS GROUP INC3 | 112 NW 114TH ST VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $368 | $571 | $939 | 5.51% |
| PCF INSURANCE SERVICES OF THE WEST | 412 JEFFERSON PKWY STE 203 LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $640 | — | $640 | 3.75% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PKWY STE 203 LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $320 | — | $320 | 1.88% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.11% |
| ELIZABETH MARIE LANGEVIN3 Filed as: ELIZABETH ANNE FELL | 3996 RICHMOND PARK DR E JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.05% |
| ISAACSON INSURANCE AGENCY LLC3 | 1250 11TH ST WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.05% |
| SHARON R NOWELL3 | 10954 MILL POND WAY ORLANDO, FL 32825 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| THOMAS TAYLOR3 Filed as: THOMAS MCKY TAYLOR | 3670 WESTWARD HO AVE EUGENE, OR 97401 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
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 | 353 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 353 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 431 | $2.0M |
| Dental(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 344 | $378K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 344 | $292K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 344 | $309K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 344 | $292K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 344 | $292K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 308 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 431 | — |
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."
No prospect flags tripped on this filing.