No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF OR EIN 93-0238155 NONE | Claims processing; Float revenue; Direct payment from the plan Service code 12 | — | $4.5M |
| ASSOCIATED THIRD PARTY ADMIN. EIN 94-3187938 NONE | Contract Administrator; Claims processing; Copying and duplicating; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $1.0M |
| ZENITH ADMINISTRATIVE SOLUTIONS NONE | Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Claims processing; Contract Administrator Service code 12 | 12205 SW TUALATIN RD STE 200 TUALATIN, OR 97062 | $836K |
| ENVISION RX EIN 90-1011712 NONE | Claims processing Service code 12 | — | $646K |
| SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general) Service code 16 | — | $233K |
| RAEL & LETSON EIN 91-1701048 NONE | Consulting (general) Service code 16 | — | $164K |
| LOOMIS SAYLES & CO. L.P. EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $123K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Legal Service code 29 | — | $72K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $60K |
| US BANK EIN 31-0841368 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $43K |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Insurance services; Direct payment from the plan; Other services Service code 23 | — | $15K |
| THE J. THAYER CO. EIN 93-1318092 NONE | Copying and duplicating Service code 36 | — | $15K |
| IRON MOUNTAIN PORTLAND NONE | Other services Service code 49 | 7530 N LEADBETTER RD PORTLAND, OR 97203 | $13K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 NONE | Accounting (including auditing) Service code 10 | — | $9K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Actuarial Service code 11 | — | $8K |
| JOSEPH H. HERRLE & ASSOC. INS. EIN 93-0692196 NONE | Insurance agents and brokers Service code 22 | — | $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 | 10,448 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 399 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 10,847 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(9 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 2,080 | $10.6M |
| Dental | LIFEMAP ASSURANCE COMPANY | 2,104 | $1.8M |
| Vision | VISION SERVICE PLAN | 7,946 | $562K |
| Life insurance | STANDARD INSURANCE COMPANY | 7,500 | $57K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 2,080 | $9.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,946 | — |
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."
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.