| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | CALIFORNIA PHYSICIANS SERVICE | — | $58K | $58K | 3.98% |
| RSC INSURANCE BROKERAGE INC3 | 2040 MAIN STREET, SUITE 450 IRVINE, CA 92614 | CALIFORNIA PHYSICIANS SERVICE | — | $26K | $26K | 1.79% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN INC | $8K | — | $8K | 2.46% |
| RSC INSURANCE BROKERAGE INC3 | 2270 DOUGLAS BLVD, STE 220 ROSEVILLE, CA 95661 | KAISER FOUNDATION HEALTH PLAN INC | $8K | — | $8K | 2.21% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | DELTA DENTAL OF CALIFORNIA | $5K | — | $5K | 4.42% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE INC. | 160 FEDERAL STREET - 2ND FLOOR BOSTON, MA 02110 | DELTA DENTAL OF CALIFORNIA | $4K | — | $4K | 3.48% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN INC | $2K | — | $2K | 2.67% |
| RSC INSURANCE BROKERAGE INC3 | 2270 DOUGLAS BLVD, STE 220 ROSEVILLE, CA 95661 | KAISER FOUNDATION HEALTH PLAN INC | $2K | — | $2K | 2.15% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 9.11% |
| RSC INSURANCE BROKERAGE INC3 | 160 FEDERAL STREET - 2ND FLOOR BOSTON, MA 02110 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 5.89% |
| IMG5 | 2960 NORTH MERIDIAN ST INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $45 | $45 | 0.10% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | AMERITAS LIFE INSURANCE CORP | $970 | — | $970 | 7.06% |
| RSC INSURANCE BROKERAGE INC3 | 160 FEDERAL ST BOSTON, MA 02110 | AMERITAS LIFE INSURANCE CORP | $297 | — | $297 | 2.16% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | DELTA DENTAL OF CALIFORNIA | $274 | — | $274 | 4.44% |
| RSC INSURANCE BROKERAGE INC3 | 160 FEDERAL STREET, 2ND FLOOR BOSTON, MA 02110 | DELTA DENTAL OF CALIFORNIA | $223 | — | $223 | 3.61% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE-STE 100 PORTLAND, OR 97223 | METLIFE LEGAL PLANS | $26 | — | $26 | 7.74% |
| RSC INSURANCE BROKERAGE INC3 | 750 3RD AVE-STE 1500 NEW YORK, NY 10017 | METLIFE LEGAL PLANS | $8 | — | $8 | 2.38% |
| RSC INSURANCE BROKERAGE INC3 | 750 3RD AVE - STE 1500 NEW YORK, NY 10017 | METROPOLITAN GENERAL INSURANCE COMPANY | $16 | — | $16 | 13.45% |
| THE PARTNERS GROUP3 | 1111 LAKE WASHINGTON BLVD N-STE 400 RENTON, WA 98056 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $17 | — | $17 | — |
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 | 184 | 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) | 184 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | CALIFORNIA PHYSICIANS SERVICE | 103 | $1.9M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 154 | $115K |
| Vision | AMERITAS LIFE INSURANCE CORP | 202 | $14K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 184 | $43K |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 184 | $43K |
| Other(4 contracts, 4 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 184 | $44K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 202 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.