| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CANDACE BENNETT3 | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | PROVIDENCE HEALTH PLAN | $20K | — | $20K | 3.00% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOCIATES INC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $1K | — | $1K | 3.00% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOC INC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 8.26% |
| MARGARET BRYANT3 | 18014 BELMORE AVENUE LAKE OSWEGO, OR 97035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $178 | $2K | 6.93% |
| RAQUEL LOSADA MONROY3 | 817 NE DELP ROAD CAMAS, WA 98607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $188 | $2K | 5.18% |
| WORKSITE BENEFITS GROUP INC3 | 112 NORTHWEST 114TH STREET VANCOUVER, WA 98685 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $389 | $359 | $748 | 2.51% |
| GABRIEL ANGEL CANALS3 | 1549 NORTHWEST CIVIC DRIVE APARTMENT 204 GRESHAM, OH 97030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $260 | $133 | $393 | 1.32% |
| LA PORTE AND ASSOCIATES INC3 Filed as: LA PORTE & ASSOCIATES INC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $792 | — | $792 | 3.00% |
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES INC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | USABLE LIFE | $3K | $203 | $3K | 19.73% |
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES INC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | USABLE LIFE | $171 | $25 | $196 | 10.70% |
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES INC | 5515 SOUTHEAST MILWAUKIE AVENUE PORTLAND, OR 97202 | USABLE LIFE | $284 | $21 | $305 | 19.69% |
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 | 101 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 102 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PROVIDENCE HEALTH PLAN | 84 | $656K |
| Dental(2 contracts) | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | 51 | $60K |
| Life insurance(2 contracts) | USABLE LIFE | 101 | $16K |
| Other(4 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 101 | $48K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 101 | — |
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.