| 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 | $44K | $6K | $49K | 2.83% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE LLC | PO BOX 784 SPRINGFIELD, OR 97477 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $24K | $0 | $24K | 2.52% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE LLC | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $3K | $0 | $3K | 2.31% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE LLC | PO BOX 784 SPRINGFIELD, OR 97477 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $14K | $0 | $14K | 9.98% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE INC. | PO BOX 29 SPRINGFIELD, OR 97477 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | $0 | $9K | 6.82% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE LLC | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC | $3K | $0 | $3K | 2.39% |
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 | 344 | 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) | 344 | 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 | 374 | $3.0M |
| Dental | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 374 | $1.7M |
| Vision(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 374 | $3.0M |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 344 | $136K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 344 | $136K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 344 | $136K |
| Prescription drug(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 374 | $3.0M |
| Other(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 374 | $3.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 374 | — |
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.