| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC. | 2501 SW FIRST AVE SUITE 320 PORTLAND, OR 97201 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $41K | $842 | $42K | 2.81% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC. | 2501 SW FIRST AVE STE 320 PORTLAND, OR 97201 | WILLAMETTE DENTAL INSURANCE, INC. | $4K | $0 | $4K | 5.00% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC. | 2501 SW FIRST AVE STE 320 PORTLAND, OR 97201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $506 | $4K | 6.76% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC. | 2501 SW FIRST AVE STE 320 PORTLAND, OR 97201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $361 | $4K | 11.62% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC. | 2501 SW FIRST AVE STE 320 PORTLAND, OR 97201 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $1K | $0 | $1K | 4.50% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC. | 2501 SW FIRST AVE STE 320 PORTLAND, OR 97201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $0 | $1K | 10.11% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC. | 2501 SW FIRST AVE STE 320 PORTLAND, OR 97201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $626 | $34 | $660 | 15.82% |
No Schedule C service providers reported on this filing.
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 | 202 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 202 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 181 | $1.5M |
| Dental(2 contracts, 2 carriers) | WILLAMETTE DENTAL INSURANCE, INC. | 146 | $120K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 200 | $17K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 202 | $53K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 202 | $38K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 200 | $17K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 202 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.