No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Contract Administrator; Direct payment from the plan; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication Service code 12 | — | $3.8M |
| REGENCE BLUECROSS BLUESHIELD EIN 93-0238155 NONE | Float revenue; Claims processing; Insurance brokerage commissions and fees; Non-monetary compensation; Contract Administrator; Other services; Direct payment from the plan Service code 12 | — | $2.2M |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Other services; Insurance services; Direct payment from the plan Service code 23 | — | $900K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Direct payment from the plan; Insurance services; Consulting (general) Service code 11 | — | $157K |
| ACTIVERADAR EIN 81-0843133 NONE | Direct payment from the plan; Other services Service code 49 | — | $143K |
| LOOMIS SAYLES EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $137K |
| LOCKTON DUNNING BENEFITS EIN 20-3354970 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $131K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $119K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 NONE | Direct payment from the plan; Non-monetary compensation; Investment management fees paid directly by plan; Investment management Service code 28 | — | $106K |
| MAGELLAN RX MANAGEMENT, LLC EIN 46-3708039 NONE | Direct payment from the plan; Claims processing; Other fees Service code 12 | — | $98K |
| J. THAYER COMPANY EIN 93-1318092 NONE | Direct payment from the plan; Other services Service code 49 | — | $93K |
| OPTUM RX, INC EIN 33-0441200 NONE | Claims processing; Direct payment from the plan; Float revenue; Other fees Service code 12 | — | $74K |
| SERVICE PRINTING CO EIN 91-0830372 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $63K |
| US BANK EIN 31-0841368 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $58K |
| BARLOW COUGHRAN MORALES & JOSEPHSON 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 | — | $33K |
| VERUS INVESTMENTS EIN 91-1320111 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $21K |
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 | 11,497 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 413 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,910 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 2,390 | $18.2M |
| Dental(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 2,446 | $556K |
| Vision(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 8,635 | $635K |
| Life insurance | STANDARD INSURANCE COMPANY | 9,401 | $65K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 2,390 | $17.5M |
| Other(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 421 | $558K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,401 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.