| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAVIDSON BENEFITS PLANNING LLC3 | 7632 SW DURHAM RD SUITE 115 TIGARD, OR 97224 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | — | $1K | $1K | 0.05% |
| DAVIDSON BENEFITS PLANNING LLC3 | 7632 SW DURHAM RD, STE 115 TIGARD, OR 97224 | DELTA DENTAL OF OREGON | $17K | — | $17K | 1.86% |
| DAVIDSON BENEFITS PLANNING LLC3 Filed as: DAVIDSON BENEFIT PLANNING LLC | 7632 SW DURHAM RD STE 115 TIGARD, OR 97224 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | — | $1K | $1K | 0.35% |
| STEVEN RAY GRIFFIN3 | 2000 MORRIS AVE STE 1400 BIRMINGHAM, AL 35203 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $29K | $14K | $43K | 18.12% |
| DAVIDSON BENEFITS PLANNING LLC3 Filed as: DAVIDSON BENEFITS PLANNING, LLC | 7632 SW DURHAM RD, STE 115 TIGARD, OR 97224 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $22K | $2K | $24K | 9.91% |
| BENEFIT COMMUNICATIONS INC3 | 2977 SIDCO DRIVE NASHVILLE, TN 37204 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $919 | — | $919 | 0.38% |
| THE PARTNERS GROUP3 | 11225 SE 6TH ST STE 110 BELLEVUE, WA 98004 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $230 | — | $230 | 0.10% |
| DAVIDSON BENEFITS PLANNING LLC3 | 7632 SW DURHAM RD., STE 115 TIGARD, OR 97224 | VISION SERVICE PLAN | $4K | — | $4K | 2.00% |
| DAVIDSON BENEFITS PLANNING LLC3 Filed as: DAVIDSON BENEFITS PLANNING, LLC | 7632 SW DURHAM RD, STE 115 TIGARD, OR 97224 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $16K | $619 | $17K | 9.16% |
| STEVEN RAY GRIFFIN3 | 2000 MORRIS AVE STE 1400 BIRMINGHAM, AL 35203 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $13K | $2K | $16K | 8.51% |
| DAVIDSON BENEFITS PLANNING LLC3 | 7632 SW DURHAM RD, STE 115 TIGARD, OR 97224 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $1K | $7K | 6.10% |
| DAVIDSON BENEFITS PLANNING LLC3 | 7632 SW DURHAM RD STE 115 TIGARD, OR 97224 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $159 | $3K | 16.02% |
| DAVIDSON BENEFITS PLANNING LLC3 | 7632 SW DURHAM RD., STE 115 TIGARD, OR 97224 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $423 | $41 | $464 | 10.08% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF OR EIN 93-0238155 CLAIMS PROCESSING SVC | Direct payment from the plan; Claims processing; Float revenue Service code 12 | — | $824K |
| BENEFIT HELP SOLUTIONS EIN 93-1135521 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 601 SW 2ND AVE PORTLAND, OR 97204 | $21K |
| CATAMARAN RX EIN 36-4049815 CLAIMS PROCESSING | Claims processing Service code 12 | — | $0 |
| DAVIDSON BENEFITS PLANNING LLC EIN 93-1263635 INSURANCE BROKER | Insurance agents and brokers Service code 22 | 7632 SW DURHAM RD STE 115 TIGARD, OR 97224 | $0 |
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 | 3,698 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 52 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,761 | 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 | 2,281 | $2.9M |
| Dental(2 contracts) | DELTA DENTAL OF OREGON | 2,134 | $1.4M |
| Vision | VISION SERVICE PLAN | 1,623 | $204K |
| Life insurance(2 contracts, 2 carriers) | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 980 | $354K |
| Short-term disability(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 425 | $120K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 34 | $16K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC - CA | 1 | $3K |
| Other(3 contracts, 2 carriers) | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 1,096 | $540K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,281 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.