Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingMultiple-employer welfare arrangement. It has its own regulatory and compliance rules.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Allegiant Global Partners Inc HealthLifeOther | HealthLifeOther | |
DentalVision | DentalVision |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 5 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 791 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 794 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | UNITEDHEALTHCARE INSURANCE COMPANY | 941 | $6.8M |
| Dental | STANDARD INSURANCE COMPANY | 244 | $170K |
| Vision | STANDARD INSURANCE COMPANY | 554 | $40K |
| Life insurance | UNITEDHEALTHCARE INSURANCE COMPANY | 879 | $22K |
| Other | UNITEDHEALTHCARE INSURANCE COMPANY | 879 | $22K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 941 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Unitedhealthcare Insurance Company | |
Carrier: Unitedhealthcare Insurance Company |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| JD FULWILER & CO INSURANCE, INC NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Consulting (general); Insurance agents and brokers Service code 16 | 5727 SW MACADAM AVE COOS BAY, OR 97239 | $167K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $71K |
| DIVERSIFIED BENEFITS MANAGEMENT NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 7202 NE HWY 99, SUITE 106-002 VANCOUVER, WA 98665 | $37K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $26K |
| CRAVINHO & JAEGER FINANCIAL SERVICE NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | PO BOX 188 SALEM, OR 97308 | $26K |
| K.P.D. INSURANCE LLC EIN 86-2507515 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | PO BOX 784 SPRINGFIELD, OR 97477 | $24K |
| HUB INTERNATIONAL NORTHWEST, LLC NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 12100 NE 195TH ST, #200 BOTHELL, WA 98011 | $21K |
| BROWN & BROWN NORTHWEST INSURANCE NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | PO BOX 29018 PORTLAND, OR 97296 | $20K |
| MORGAN STANLEY NONE | Investment advisory (plan) Service code 27 | 760 SW 9TH AVENUE, SUITE 2100 PORTLAND, OR 97205 | $15K |
| MJI INC DBA HAGAN HAMILTON NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance services Service code 23 | PO BOX 847 MCMINNVILLE, OR 97128 | $15K |
| PARKER SMITH AND FEEK, INC EIN 91-0660018 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 2233 112TH AVE NE BELLEVUE, WA 98004 | $13K |
| CSNW BENEFITS AN ALERA GROUP AGENCY NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 1437 SW COLUMBIA STREET PORTLAND, OR 97201 | $12K |
| HUGGINS INSURANCE SERVICES, INC EIN 26-3896449 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $12K |
| GOLSAN SCRUGGS NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 2401 W MAIN STREET SUITE 108 BATTLE GROUND, WA 98604 | $10K |
| NFP CORPORATE SERVICES (NW) INC EIN 93-1130365 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 610 SW ALDER, STE 310 PORTLAND, OH 97205 | $8K |
| RIVERCITY INSURANCE LLC NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 1810 SUMMER ST NE SALEM, OR 97301 | $7K |
| LAPORTE & ASSOCIATES INC NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 5515 SE MILWAUKIE AVE PORTLAND, OR 97202 | $7K |
| HIGHSTREET INSURANCE SERVICES WEST NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | PO BOX 808 HERMISTON, OR 97838 | $6K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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10 filings · 2016 to 2025