See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 4 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 4 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILLIS OF OREGON, INC. EIN 93-0569898 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $205K |
| BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $76K |
| KPD INSURANCE, INC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | $30K |
| WARD INSURANCE AGENCY, INC. NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 560 COUNTRY CLUB PKWY. EUGENE, OR 97401 | $28K |
| AKT BENEFIT ADVISORS LP EIN 20-0407135 NONE | Direct payment from the plan Service code 50 | — | $28K |
| LARRY SHERWOOD & ASSOCIATES, INC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 10220 SW GREENBURG RD #225 PORTLAND, OR 97223 | $25K |
| GOLSAN SCRUGGS INSURANCE INC. NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 10998 SW 68TH PARKWAY PORTLAND, OR 97223 | $20K |
| STRAUS & ASSOCIATES, INC. NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 100 E. MAIN STREET SUITE B MEDFORD, OR 97501 | $20K |
| MARTIN KNUTSEN & SON, INC. NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 968 COMMERCIAL ASTORIA, OR 97103 | $16K |
| STOEL RIVES EIN 93-0408771 NONE | Legal; Direct payment from the plan Service code 29 | — | $16K |
| DIGITAL INSURANCE NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 200 GALLERIA PKWY #1950 ATLANTA, GA 30339 | $14K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $12K |
| BCI GROUP INC NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 307 OAK ST HOOD RIVER, OR 97031 | $12K |
| NORTHWEST BENEFIT STRATEGIES EIN 47-1615351 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $10K |
| PROPEL INSURANCE NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 888 SW 5TH AVE SUITE 1170 PORTLAND, OR 97204 | $9K |
| INNOVATIVE COST MANAGEMENT SERVICES EIN 77-0119752 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $8K |
| WEIS & ASSOCIATES, INC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 448 N 2ND AVE STAYTON, OR 97383 | $8K |
| JD FULWILER & COMPANY NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 5727 SW MACADAM AVE PORTLAND, OR 97239 | $8K |
| BROWN & BROWN NORTHWEST INSURANCE NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | FORMERLY FULLERTON AND COMPANY INC 2701 NW VAUGHN ST SUITE 340 PORTLAND, OR 97210 | $6K |
| CRAVINHO & JAEGER FINANCIAL SERVICE NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 1495 LIBERTY ST SE SALEM, OR 97302 | $5K |
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 | 989 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 996 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 1,906 | $7.5M |
| Dental(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 1,906 | $7.8M |
| Vision | STANDARD INSURANCE COMPANY | 509 | $44K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 893 | $29K |
| Prescription drug | REGENCE BLUECROSS BLUESHIELD OF OREGON | 1,906 | $7.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,906 | — |
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."
The primary broker changed. The plan may take a second-look pitch.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.