| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE LLC | PO BOX 784 SPRINGFIELD, OR 97477 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $43K | $2K | $45K | 2.62% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE LLC | PO BOX 784 SPRINGFIELD, OR 97477 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $23K | $0 | $23K | 2.26% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE INC | PO BOX 29 SPRINGFIELD, OR 97477 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $4K | $0 | $4K | 2.29% |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING COMPANY | 601 UNION STREET, SUITE 1000 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $1K | $0 | $1K | 0.62% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE INC | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $28K | $9K | $37K | 23.42% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE INC | PO BOX 29 SPRINGFIELD, OR 97477 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC | $2K | $0 | $2K | 1.86% |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING COMPANY | 601 UNION STREET, SUITE 1000 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC | $608 | $0 | $608 | 0.63% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE LLC | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $679 | $0 | $679 | 8.99% |
| HEARTSEASE LLC3 | 1521 NE 63RD AVENUE HILLSBORO, OR 97124 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $283 | $0 | $283 | 3.75% |
| TERRA DAY3 | 10405 NW 23RD AVENUE VANCOUVER, WA 98685 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $226 | $0 | $226 | 2.99% |
| WORKSITE BENEFITS GROUP INC3 | 112 NW 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $142 | $0 | $142 | 1.88% |
| BENEFITS BY DESIGN INC3 Filed as: BENEFITS BY DESIGN | 2101 NE 279TH STREET RIDGEFIELD, WA 98642 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $57 | $0 | $57 | 0.75% |
| GABRIEL ANGEL CANALS3 | 1329 NE 236TH AVENUE WOOD VILLAGE, OR 97060 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $28 | $0 | $28 | 0.37% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE LLC | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $595 | $0 | $595 | 9.00% |
| HEARTSEASE LLC3 | 1521 NE 63RD AVENUE HILLSBORO, OR 97124 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $270 | $46 | $316 | 4.78% |
| TERRA DAY3 | 10405 NW 23RD AVENUE VANCOUVER, WA 98685 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $213 | $27 | $240 | 3.63% |
| WORKSITE BENEFITS GROUP INC3 | 112 NW 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $132 | $46 | $178 | 2.69% |
| BENEFITS BY DESIGN INC3 Filed as: BENEFITS BY DESIGN | 2101 NE 279TH STREET RIDGEFIELD, WA 98642 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $80 | $20 | $100 | 1.51% |
| GABRIEL ANGEL CANALS3 | 1329 NE 236TH AVENUE WOOD VILLAGE, OR 97060 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $22 | $2 | $24 | 0.36% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE LLC | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $106 | $0 | $106 | 9.72% |
| HEARTSEASE LLC3 | 1521 NE 63RD AVENUE HILLSBORO, OR 97124 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $44 | $0 | $44 | 4.03% |
| TERRA DAY3 | 10405 NW 23RD AVENUE VANCOUVER, WA 98685 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $35 | $0 | $35 | 3.21% |
| WORKSITE BENEFITS GROUP INC3 | 112 NW 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $22 | $0 | $22 | 2.02% |
| BENEFITS BY DESIGN INC3 Filed as: BENEFITS BY DESIGN | 2101 NE 279TH STREET RIDGEFIELD, WA 98642 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | $0 | $9 | 0.82% |
| GABRIEL ANGEL CANALS3 | 1329 NE 236TH AVENUE WOOD VILLAGE, OR 97060 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.37% |
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 | 331 | 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) | 331 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 366 | $3.0M |
| Dental | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 366 | $1.7M |
| Vision(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 366 | $3.0M |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 192 | $157K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 192 | $157K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 192 | $157K |
| Prescription drug(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 366 | $3.0M |
| Other(4 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 192 | $172K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 366 | — |
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.