| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVENUE SE, SUITE 140 SALEM, OR 97301 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | — | $237 | $237 | 0.07% |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE AND PRENTICE HOLDING COMPANY | 601 UNION STREET, SUITE 1000 SEATTLE, WA 98101 | LIFEMAP ASSURANCE COMPANY | $4K | — | $4K | 13.83% |
| AKT BENEFIT ADVISORS LP3 | 680 HAWTHORNE AVENUE SE, SUITE 140 SALEM, OR 97301 | LIFEMAP ASSURANCE COMPANY | $584 | — | $584 | 2.26% |
| JAMES WEIL3 | 3147 LAKEVIEW PLACE NW SALEM, OR 97304 | AFLAC | $891 | — | $891 | 8.22% |
| VINCENT BRIAN VOLLMAR3 | 5885 MEADOWS ROAD, SUITE 320 LAKE OSWEGO, OR 97035 | AFLAC | $320 | — | $320 | 2.95% |
| MJ INSURANCE3 Filed as: JAMES F. TUOR AND VARIOUS AGENTS | 22416 NORTH ARRELLAGA DRIVE SUN CITY WEST, AZ 85375 | AFLAC | $159 | — | $159 | 1.47% |
| ALICIA J MATSON3 Filed as: ALICIA J. MATSON | 6027 ROLLETTI DRIVE SE SALEM, OR 97306 | AFLAC | $104 | — | $104 | 0.96% |
| ALICIA J MATSON3 Filed as: ALICIA J. MATSON | 3295TRIANGLE DRIVE, SUITE 100 SALEM, OR 97302 | AFLAC | $93 | — | $93 | 0.86% |
| LYLE D. RODMAN3 | 13900 SE HIGHWAY 212, SUITE 70 CLACKAMAS, OR 97015 | AFLAC | $65 | — | $65 | 0.60% |
| CAROLYN LENARD3 | 3742 LOLO PASS WAY NE APARTMENT 106 SALEM, OR 97305 | AFLAC | $21 | — | $21 | 0.19% |
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 | 165 | 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) | 165 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 74 | $324K |
| Dental | WILLAMETTE DENTAL INSURANCE, INC. | 122 | $42K |
| Life insurance(2 contracts, 2 carriers) | LIFEMAP ASSURANCE COMPANY | 165 | $37K |
| Short-term disability | AFLAC | 17 | $11K |
| Long-term disability | LIFEMAP ASSURANCE COMPANY | 165 | $26K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 74 | $324K |
| Other | LIFEMAP ASSURANCE COMPANY | 165 | $26K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 165 | — |
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.