No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Participant communication; Claims processing; Copying and duplicating; Contract Administrator; 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 | Non-monetary compensation; Insurance brokerage commissions and fees; Claims processing; Contract Administrator; Direct payment from the plan; Other services; Float revenue 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 | Float revenue; Other fees; Actuarial; Direct payment from the plan Service code 11 | — | $228K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $220K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general); Actuarial; Insurance services; Direct payment from the plan 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 fees paid directly by plan; Investment management; Direct payment from the 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 | Custodial (securities); Direct payment from the plan Service code 19 | — | $33K |
| VERUS INVESTMENTS EIN 91-1320111 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Contract Administrator; Direct payment from the plan; Investment advisory (plan); Copying and duplicating Service code 13 | — | $21K |
| PLATFORM CPA/IRON CREEK TAX EIN 88-4342576 NONE | Direct payment from the plan; Other services; Accounting (including auditing) Service code 10 | — | $15K |
| STEPHEN HORN INSURANCE SERVICES EIN 94-3249244 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $14K |
| MULTIEMPLOYER LLC EIN 94-3378692 NONE | Direct payment from the plan; Other services Service code 49 | — | $6K |
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 | 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/separated + beneficiaries. No dependents. |
| 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 rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.