No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF OR EIN 93-0238155 NONE | Float revenue; Claims processing; Direct payment from the plan Service code 12 | — | $4.2M |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Participant communication; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator Service code 12 | — | $2.7M |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Other services; Insurance services; Direct payment from the plan Service code 23 | — | $479K |
| ENVISION RX EIN 90-1011712 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $467K |
| ACTIVERADAR NONE | Other services; Direct payment from the plan Service code 49 | 5700 STONERIDGE MALL RD STE 260 PLEASANTON, CA 94588 | $206K |
| LOOMIS SAYLES EIN 04-3200030 NONE | Investment management fees paid directly by plan Service code 51 | — | $176K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $163K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $157K |
| QUEST INVESTMENT MANAGEMENT LLC EIN 93-0880854 NONE | Investment management; Investment management fees paid directly by plan; Non-monetary compensation Service code 28 | — | $95K |
| CLEAR HEALTH SYSTEMS, INC. NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | PO BOX 5972 NAPERVILLE, IL 60567 | $81K |
| US BANK EIN 31-0841368 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $64K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $51K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $45K |
| J. THAYER COMPANY EIN 93-1318092 NONE | Other services; Direct payment from the plan Service code 49 | — | $44K |
| AMERICAN MEDICAL REVIEW, INC. NONE | Other services; Direct payment from the plan Service code 49 | PO BOX 3346 CLACKAMAS, OR 97015 | $22K |
| VERUS INVESTMENTS EIN 91-1320111 NONE | Consulting (pension); Investment management fees paid directly by plan; Investment advisory (plan) Service code 17 | — | $20K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $11K |
| K&L GATES NONE | Legal; Direct payment from the plan Service code 29 | 925 4TH AVE STE 2900 SEATTLE, WA 98104 | $10K |
| SERVICE PRINTING CO. NONE | Direct payment from the plan; Other services Service code 49 | 3837 13TH AVENUE WEST SEATTLE, WA 98119 | $10K |
| JOSEPH H. HERRLE & ASSOC. INC. 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 | 11,344 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 593 | 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) | 11,937 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 2,470 | $14.4M |
| Dental | LIFEMAP ASSURANCE COMPANY | 2,431 | $1.9M |
| Vision | VISION SERVICE PLAN | 7,791 | $66K |
| Life insurance | STANDARD INSURANCE COMPANY | 7,740 | $47K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 2,470 | $13.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,791 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.