| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AMY BERRY3 | ALDRICH BENEFITS LP 680 HAWTHORNE AVE SE STE 140 SALEM, OR 97301 | REGENCE BLUECROSS BLUESHIELD OF OREGON | $27K | — | $27K | 1.59% |
| HEATHER TOLLER3 | ALDRICH BENEFITS LP 680 HAWTHORNE AVE SE STE 140 SALEM, OR 97301 | REGENCE BLUECROSS BLUESHIELD OF OREGON | $14K | — | $14K | 0.82% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SE STE 140 SALEM, OR 97301 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | $1K | $5K | 13.44% |
| ALDRICH BENEFITS LP3 Filed as: ALDRICH BENEFITS, LP | 5665 SW MEADOWS ROAD SUITE 200 LAKE OSWEGO, OR 970353131 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | — | $2K | 10.00% |
| MGIS3 | 111 SOUTH MAIN STREET, SUITE 400 SALT LAKE CITY, UT 841112176 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $165 | $165 | 0.79% |
| ALDRICH BENEFITS LP3 Filed as: ALDRICH BENEFITS, LP | 5665 SW MEADOWS ROAD SUITE 200 LAKE OSWEGO, OR 970353131 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | — | $2K | 10.00% |
| MGIS3 | 111 SOUTH MAIN STREET, SUITE 400 SALT LAKE CITY, UT 841112176 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $165 | $165 | 0.98% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SE STE 140 SALEM, OR 97301 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | $565 | $3K | 17.94% |
| AKT BENEFIT ADVISORS LP3 Filed as: AKT BENEFIT ADVISORS LLC | PO BOX 35142 SEATTLE, WA 981245142 | VISION SERVICE PLAN | $905 | — | $905 | 6.31% |
| EMPLOYEE NAVIGATOR, LLC3 | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | VISION SERVICE PLAN | $61 | — | $61 | 0.43% |
| ALDRICH BENEFITS LP3 Filed as: ALDRICH BENEFITS, LP | 5665 SW MEADOWS ROAD SUITE 200 LAKE OSWEGO, OR 970353131 | SUN LIFE ASSURANCE COMPANY OF CANADA | $934 | — | $934 | 10.00% |
| MGIS3 | 111 SOUTH MAIN STREET, SUITE 400 SALT LAKE CITY, UT 841112176 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $165 | $165 | 1.77% |
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 | 153 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 156 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 206 | $1.7M |
| Dental | WILLAMETTE DENTAL INSURANCE, INC. | 50 | $22K |
| Vision | VISION SERVICE PLAN | 149 | $14K |
| Life insurance(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 460 | $49K |
| Long-term disability(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 460 | $60K |
| Other(4 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 460 | $81K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 460 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.