| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF OREGON INC | 222 SW COLUMBIA ST, STE 600 PORTLAND, OR 97201 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $8K | — | $8K | 2.04% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF OREGON INC. | 222 SW COLUMBIA ST, STE 600 PORTLAND, OR 97201 | UNITED HEALTHCARE INSURANCE COMPANY | $285 | $6K | $6K | 3.10% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF OREGON INC | 222 SW COLUMBIA ST, STE 600 PORTLAND, OR 97201 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 5.32% |
| WEALTH STRATEGIES NORTHWEST3 | 200 SW MARKET ST, STE 1850 PORTLAND, OR 97201 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $54 | — | $54 | 0.11% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF OREGON | 222 SW COLUMBIA ST, STE 600 PORTLAND, OR 97201 | WILLAMETTE DENTAL INSURANCE INC | $1K | — | $1K | 3.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF OREGON INC. | 222 SW COLUMBIA ST STE 600 PORTLAND, OR 97201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 15.00% |
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 | 106 | 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) | 106 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 83 | $572K |
| Dental(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 63 | $86K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 319 | $7K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 319 | — |
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.