| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PARKWAY SUITE #203 LAKE OSWEGO, OR 97035 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $15K | $4 | $15K | 2.04% |
| ALLIANCE BENEFITS SOLUTIONS, LLC3 | 391 RANDY DRIVE GRANTS PASS, OR 97527 | TRANSAMERICA LIFE INSURANCE COMPANY | $3K | — | $3K | 11.60% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PARKWAY SUITE 203 LAKE OSWEGO, OR 97035 | TRANSAMERICA LIFE INSURANCE COMPANY | $3K | — | $3K | 8.77% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PARKWAY SUITE 203 LAKE OWSEGO, OR 97035 | SUN LIFE ASSURANCE COMPANY OF CANADA | $977 | — | $977 | 4.55% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PARKWAY SUITE 203 LAKE OSWEGO, OR 97035 | SUN LIFE ASSURANCE COMPANY OF CANADA | $197 | — | $197 | 0.92% |
| ALLIANCE BENEFITS SOLUTIONS, LLC3 | 391 RANDY DRIVE GRANTS PASS, OR 97527 | TRANSAMERICA LIFE INSURANCE COMPANY | $3K | — | $3K | 17.20% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PARKWAY SUITE 203 LAKE OSWEGO, OR 97035 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 10.06% |
| CASTRO MONROY GROUP, LLC3 | 2110 MISSION STREET SE SUITE #305 SALEM, OR 97302 | TRANSAMERICA LIFE INSURANCE COMPANY | $10 | — | $10 | 0.06% |
| MARIA G VILLANUEVA3 | 2110 MISSION STREET SE SUITE #305 SALEM, OR 97302 | TRANSAMERICA LIFE INSURANCE COMPANY | $7 | — | $7 | 0.05% |
| BO B NYLEEN3 | 6455 13TH AVENUE SE SALEM, OR 97306 | TRANSAMERICA LIFE INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| ALLIANCE BENEFITS SOLUTIONS, LLC3 | 391 RANDY DRIVE GRANTS PASS, OR 97527 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 17.28% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PARKWAY SUITE 203 LAKE OSWEGO, OR 97035 | TRANSAMERICA LIFE INSURANCE COMPANY | $1K | — | $1K | 12.41% |
| MARIA G VILLANUEVA3 | 2110 MISSION STREET SE SUITE #305 SALEM, OR 97302 | TRANSAMERICA LIFE INSURANCE COMPANY | $14 | — | $14 | 0.12% |
| CASTRO MONROY GROUP, LLC3 | 2110 MISSION STREET SE SUITE #305 SALEM, OR 97302 | TRANSAMERICA LIFE INSURANCE COMPANY | $13 | — | $13 | 0.11% |
| BO B NYLEEN3 | 6455 13TH AVENUE SE SALEM, OR 97306 | TRANSAMERICA LIFE INSURANCE COMPANY | $8 | — | $8 | 0.07% |
| ANGEL X ESCAMILLA3 | 13787 SW FARMINGTON ROAD SUITE #228 BEAVERTON, OR 97005 | TRANSAMERICA LIFE INSURANCE COMPANY | $4 | — | $4 | 0.03% |
| ALLIANCE BENEFITS SOLUTIONS, LLC3 | 391 RANDY DRIVE GRANTS PASS, OR 97527 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 22.43% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PARKWAY SUITE 203 LAKE OSWEGO, OR 97035 | TRANSAMERICA LIFE INSURANCE COMPANY | $1K | — | $1K | 16.63% |
| CASTRO MONROY GROUP, LLC3 | 2110 MISSION STREET SE SUITE #305 SALEM, OR 97302 | TRANSAMERICA LIFE INSURANCE COMPANY | $2 | — | $2 | 0.02% |
| MARIA G VILLANUEVA3 | 2110 MISSION STREET SE SUITE #305 SALEM, OR 97302 | TRANSAMERICA LIFE INSURANCE COMPANY | $2 | — | $2 | 0.02% |
| BO B NYLEEN3 | 6455 13TH AVENUE SE SALEM, OR 97306 | TRANSAMERICA LIFE INSURANCE COMPANY | $1 | — | $1 | 0.01% |
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 | 372 | 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) | 372 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 210 | $1.1M |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 189 | $21K |
| Life insurance | TRANSAMERICA LIFE INSURANCE COMPANY | 139 | $29K |
| Short-term disability | TRANSAMERICA LIFE INSURANCE COMPANY | 62 | $16K |
| Other(3 contracts, 2 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 372 | $28K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 372 | — |
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.