| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEVEN RAY GRIFFIN3 | 2000 MORRIS AVE STE 1400 BIRMINGHAM, AL 35203 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $51K | -$2K | $49K | 15.32% |
| 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 | $28K | -$44 | $28K | 8.64% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | 897 12TH STREET HAMMONTON, NJ 08037 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $8K | $3K | $11K | 3.44% |
| BENEFIT COMMUNICATIONS INC3 | 2977 SIDCO DRIVE NASHVILLE, TN 37204 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $861 | — | $861 | 0.27% |
| THE PARTNERS GROUP3 | 11225 SE 6TH ST STE 110 BELLEVUE, WA 98004 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $216 | — | $216 | 0.07% |
| 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 | — | $870 | $870 | 0.30% |
| DAVIDSON BENEFITS PLANNING LLC3 | 7632 SW DURHAM RD., STE 115 TIGARD, OR 97224 | VISION SERVICE PLAN | $5K | — | $5K | 1.84% |
| STEVEN RAY GRIFFIN3 | 2000 MORRIS AVENUE STE 1400 BIRMINGHAM, AL 35203 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $24K | $4K | $28K | 11.48% |
| DAVIDSON BENEFITS PLANNING LLC3 | 7632 SW DURHAM RD STE 115 TIGARD, OR 97224 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $18K | $647 | $19K | 7.49% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | 897 12TH STREET HAMMONTON, NJ 08037 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9K | $2K | $11K | 4.42% |
| 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 | $30K | $3K | $33K | 14.86% |
| DAVIDSON BENEFITS PLANNING LLC3 | 7632 SW DURHAM RD, STE 115 TIGARD, OR 97224 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $2K | $9K | 6.01% |
| DAVIDSON BENEFITS PLANNING LLC3 | 7632 SW DURHAM RD STE 115 TIGARD, OR 97224 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $261 | $3K | 12.36% |
| DAVIDSON BENEFITS PLANNING LLC3 | 7632 SW DURHAM RD., STE 115 TIGARD, OR 97224 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $450 | $56 | $506 | 11.23% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF OR EIN 93-0238155 CLAIMS PROCESSING SVC | Direct payment from the plan; Float revenue; Claims processing Service code 12 | — | $901K |
| BENEFIT HELP SOLUTIONS EIN 93-1135521 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 601 SW 2ND AVE PORTLAND, OR 97204 | $37K |
| 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 | $31K |
| OPTUMRX EIN 75-2578509 CLAIMS PROCESSING | Claims processing Service code 12 | — | $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 | 3,504 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 113 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,626 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 2,584 | $3.2M |
| Dental(2 contracts) | DELTA DENTAL OF OREGON | 1,994 | $1.6M |
| Vision | VISION SERVICE PLAN | 1,755 | $263K |
| Life insurance(3 contracts, 2 carriers) | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 958 | $684K |
| Short-term disability(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 418 | $149K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 42 | $25K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 53 | $294K |
| Other(4 contracts, 2 carriers) | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 1,109 | $931K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,584 | — |
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.