Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe primary carrier changed from the prior filing. The plan has shown it will move. Pitch it again on the next cycle.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
DentalHealthVisionPPOOther | DentalHealthVisionPPOOther | |
Health | Health | |
Vision | Vision | |
Life | Life | |
HealthHMO | HealthHMO |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 6 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 11,317 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 355 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,672 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 429 | $815K |
| Dental(2 contracts, 2 carriers) | LIFEMAP ASSURANCE COMPANY | 2,488 | $1.8M |
| Vision(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 8,367 | $711K |
| Life insurance | STANDARD INSURANCE COMPANY | 9,490 | $74K |
| Other | REGENCE BLUECROSS BLUESHIELD OF OREGON | 429 | $631K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,490 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Contract Administrator; Participant communication; Claims processing; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 12 | — | $4.1M |
| REGENCE BLUECROSS BLUESHIELD EIN 93-0238155 NONE | Contract Administrator; Other services; Float revenue; Direct payment from the plan; Non-monetary compensation; Insurance brokerage commissions and fees; Claims processing Service code 12 | — | $2.6M |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Other services; Insurance services; Direct payment from the plan Service code 23 | — | $1.0M |
| OPTUM RX, INC EIN 33-0441200 NONE | Direct payment from the plan; Float revenue; Actuarial; Other fees Service code 11 | — | $228K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $220K |
| RAEL & LETSON EIN 94-1701048 NONE | Direct payment from the plan; Consulting (general); Actuarial; Insurance services Service code 11 | — | $204K |
| LOOMIS SAYLES EIN 04-3200030 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $145K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 NONE | Non-monetary compensation; Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $104K |
| J. THAYER COMPANY EIN 93-1318092 NONE | Direct payment from the plan; Other services Service code 49 | — | $73K |
| SERVICE PRINTING CO EIN 91-0830372 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $52K |
| BARLOW & COUGHRAN, P.S. EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $46K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $34K |
| US BANK EIN 31-0841368 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $33K |
| VERUS INVESTMENTS EIN 91-1320111 NONE | Investment advisory (plan); Participant communication; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan Service code 13 | — | $21K |
| PLATFORM CPA/IRON CREEK TAX EIN 88-4342576 NONE | Other services; Accounting (including auditing); Direct payment from the plan Service code 10 | — | $15K |
| STEPHEN HORN INSURANCE SERVICES EIN 94-3249244 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $14K |
| MULTIEMPLOYER LLC EIN 94-3378692 NONE | Direct payment from the plan; Other services Service code 49 | — | $6K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
1 contact
10 filings · 2016 to 2025