| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ANGEL X ESCAMILLA3 | 4920 SW LOMBARD AVE BEAVERTON, OR 97005 | AFLAC | $8K | $516 | $8K | 10.56% |
| DDI BENEFITS INC.3 Filed as: DDI BENEFITS | 2111 NE HALSEY ST PORTLAND, OR 97232 | AFLAC | $7K | $0 | $7K | 9.48% |
| JEFFREY H MITCHELL3 | 2419 NE GRANDHAVEN ST MCMINNVILLE, OR 97128 | AFLAC | $825 | $49 | $874 | 1.15% |
| L & T ENT LLC3 Filed as: L&T ENT LLC | 2441 IMPERIAL DR NW ALBANY, OR 97321 | AFLAC | $707 | $94 | $801 | 1.05% |
| JAMES S SARANTIS3 | 14132 SE FIRCREST CT PORTLAND, OR 97236 | AFLAC | $647 | $11 | $658 | 0.86% |
| LUIS SALVADOR GONZALEZ3 | 885 LUBA ST WOODBURN, OR 97071 | AFLAC | $493 | $21 | $514 | 0.68% |
| TODD LINGEL3 | 1641 W JUPITER WAY CHANDLER, AZ 85224 | AFLAC | $365 | $0 | $365 | 0.48% |
| PAUL LANGAS3 Filed as: PAUL JON LANGAS | 8910 N JUNIPER ST CAMAS, WA 98607 | AFLAC | $299 | $0 | $299 | 0.39% |
| ALEXANDER MAXIMILI WATKINS3 | 15309 SE 3RD ST VANCOUVER, WA 98684 | AFLAC | $162 | $0 | $162 | 0.21% |
| TREVOR WILKS3 | 722 HIGHLAND AVE NE SALEM, OR 97301 | AFLAC | $128 | $0 | $128 | 0.17% |
| YUKI SLAPPER3 | 14501 SE CENTER ST PORTLAND, OR 97236 | AFLAC | $96 | $0 | $96 | 0.13% |
| PAUL ANTHONY COMISAK II3 | 6300 E HIGHWAY 388 YOUNGSTOWN, FL 32466 | AFLAC | $95 | $0 | $95 | 0.12% |
| VINCENT BRIAN VOLLMAR3 | 777 COMMERCIAL ST SE SUITE 20 SALEM, OR 97301 | AFLAC | $66 | $0 | $66 | 0.09% |
| DANIEL S ADAMS3 | 3857 SCOTT CHURCH RD MARIANNA, FL 32448 | AFLAC | $48 | $0 | $48 | 0.06% |
| MARK EDWARDS3 | 16524 SE ALDER CT PORTLAND, OR 97233 | AFLAC | $36 | $7 | $43 | 0.06% |
| SAIC INC3 Filed as: SAIC INC. | 1639 BRADLEY PARK DR SUITE 500, BOX 358 COLUMBUS, GA 31904 | AFLAC | $33 | $0 | $33 | 0.04% |
| BRIAN ANDREWS3 | 5728 TAMARACK DR PACE, FL 32571 | AFLAC | $26 | $0 | $26 | 0.03% |
| BRIAN MORRIS3 | 4049 AZALEA AVE SE ALBANY, OR 97322 | AFLAC | $10 | $0 | $10 | 0.01% |
| JOHN TODD LEE3 | 322 FARMHOUSE RD ELLERSLIE, GA 31807 | AFLAC | $3 | $0 | $3 | 0.00% |
| STAN A SHERLIN3 | 773 TOWN LAKE DR MONTGOMERY, AL 36117 | AFLAC | $3 | $0 | $3 | 0.00% |
| DDI BENEFITS INC.3 | 2111 NE HALSEY ST PORTLAND, OR 972321522 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $20 | $2K | 4.65% |
| DDI BENEFITS INC.3 Filed as: DDI BENEFITS | 2111 NE HALSEY ST PORTLAND, OH 972321522 | VISION SERVICE PLAN | $587 | $0 | $587 | 7.87% |
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 | 292 | 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) | 292 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 129 | $47K |
| Vision | VISION SERVICE PLAN | 74 | $7K |
| Short-term disability | AFLAC | 127 | $76K |
| Other(2 contracts, 2 carriers) | AFLAC | 252 | $85K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 252 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.