| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES INC | 5515 SE MILWAUKIE AVE PORTLAND, OR 97202 | REGENCE BLUECROSS BLUESHIELD OF OREGON | — | $640 | $640 | 0.01% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE | PO BOX 29 SPRINGFIELD, OR 97477 | REGENCE BLUECROSS BLUESHIELD OF OREGON | — | $630 | $630 | 0.01% |
| BARKER-UERLINGS INSURANCE3 Filed as: BARKER-UERLINGS INSURANCE INC | PO BOX 1378 CORVALLIS, OH 97339 | REGENCE BLUECROSS BLUESHIELD OF OREGON | — | $546 | $546 | 0.01% |
| LARRY SHERWOOD & ASSOCIATES INC3 Filed as: LARRY SHERWOOD & ASSOCIATES | 10220 SW GREENBURG RD, STE 225 PORTLAND, OR 97223 | REGENCE BLUECROSS BLUESHIELD OF OREGON | — | $500 | $500 | 0.00% |
| WARD INSURANCE AGENCY INC3 Filed as: WARD INSURANCE AGENCY | PO BOX 10167 EUGENE, OR 97440 | REGENCE BLUECROSS BLUESHIELD OF OREGON | — | $490 | $490 | 0.00% |
| MJ INSURANCE3 Filed as: MJI INC | PO BOX 847 MCMINNVILLE, OR 97128 | REGENCE BLUECROSS BLUESHIELD OF OREGON | — | $350 | $350 | 0.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | PO BOX 29018 PORTLAND, OR 97296 | REGENCE BLUECROSS BLUESHIELD OF OREGON | $0 | $252 | $252 | 0.00% |
| LEONARD ADAMS INSURANCE INC3 | 5201 SW WESTGATE DR, STE 300 PORTLAND, OR 97221 | REGENCE BLUECROSS BLUESHIELD OF OREGON | — | $252 | $252 | 0.00% |
| NORTHWEST BENEFIT STRATEGIES LLC3 | 21370 SW LANGER FARMS PKWY, ST 142434 SHERWOOD, OR 97140 | REGENCE BLUECROSS BLUESHIELD OF OREGON | — | $196 | $196 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHWEST LLC | 12100 NE 195TH ST, STE 200 BOTHELL, WA 98041 | REGENCE BLUECROSS BLUESHIELD OF OREGON | — | $182 | $182 | 0.00% |
| CASCADE SUMMIT INSURANCE OF OREGON3 | 1800 BLANKENSHIP RD 150 WEST LINN, OR 97068 | REGENCE BLUECROSS BLUESHIELD OF OREGON | — | $98 | $98 | 0.00% |
| BARKER-UERLINGS INSURANCE3 | PO BOX 1378 CORVALLIS, OR 97339 | REGENCE BLUECROSS BLUESHIELD OF OREGON | — | $98 | $98 | 0.00% |
| JD FULWILER AND COMPANY3 Filed as: JD FULWILER & CO INSURANCE | 5727 SW MACADAM AVE PORTLAND, OR 97239 | REGENCE BLUECROSS BLUESHIELD OF OREGON | — | $56 | $56 | 0.00% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE | PO BOX 29 SPRINGFIELD, OR 97477 | REGENCE BLUECROSS BLUESHIELD OF OREGON | — | $28 | $28 | 0.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILLIS OF OREGON, INC. EIN 93-0569898 NONE | Insurance brokerage commissions and fees; Consulting (general); Direct payment from the plan Service code 16 | — | $143K |
| JD FULWILER & CO INSURANCE, INC NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 5727 SOUTH, S MACADAM AVE PORTLAND, OR 97239 | $111K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $88K |
| CONSILIUM BENEFIT ADVISORS NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 10220 SW GREENBURG ROAD, SUITE 225 TIGARD, OR 97223 | $45K |
| WARD INSURANCE AGENCY, INC. NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 560 COUNTRY CLUB PKWY. EUGENE, OR 97401 | $40K |
| ALDRICH BENFITS, LP NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 5665 SW MEADOWS ROAD, #200 LAKE OSWEGO, OR 97035 | $39K |
| PROPEL INSURANCE NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 888 SW 5TH AVE, SUITE 1170 PORTLAND, OR 97204 | $28K |
| LAPORTE & ASSOCIATES INC NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 5515 SE MILWAUKIE AVE PORTLAND, OR 97202 | $20K |
| BROWN & BROWN NORTHWEST INSURANCE NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | FORMERLY FULLERTON AND COMPANY INC 2701 NW VAUGHN ST SUITE 340 PORTLAND, OR 97210 | $20K |
| LEONARD ADAMS INSURANCE NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 5201 SW WESTGATE DR, SUITE 300 PORTLAND, OR 97221 | $16K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $16K |
| GOLSON SCRUGGS INSURANCE INC. NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 10998 SW 68TH PARKWAY PORTLAND, OR 97223 | $15K |
| BARKER UERLINGS INSURANCE INC NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance services Service code 23 | 340 NW 5TH ST CORVALLIS, OR 97330 | $14K |
| KPD INSURANCE, INC NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | $13K |
| WEST HEALTH ADVOCATE SOLUTIONS, INC NONE | Other services; Direct payment from the plan; Consulting (general) Service code 16 | 11808 MIRACLE HILLS DRIVE OMAHA, NE 68154 | $10K |
| NIEDERMEYER RISK MANAGEMENT, LLC NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 9340 SW BEAVERTON HILLSDALE HWY SUITE A BEAVERTON, OR 97005 | $10K |
| BPA HEALTH NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 380 E PARKCENTER BLVD STE 300 BOISE, ID 83706 | $10K |
| FREEMAN ROCK INC NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 99031 S BANK CHETCO RIVER RD BROOKINGS, OR 97415 | $9K |
| PORTLAND DEVELOPMENT GROUP INVESTME NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 4224 NE HALSEY STREET, SUITE 300 PORTLAND, OR 97213 | $8K |
| HUB INTERNATIONAL NORTHWEST, LLC NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 12100 NE 195TH ST, #200 BOTHELL, WA 98011 | $8K |
| HAGAN HAMILTON NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 448 SE BAKER ST MCMINNVILLE, OR 97128 | $8K |
| LSA, INC NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 6218 6TH AVE NW SEATTLE, WA 98107 | $7K |
| WEIS & ASSOCIATES, INC NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 448 N 2ND AVE STAYTON, OR 97383 | $6K |
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 | 927 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 932 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 1,556 | $10.1M |
| Dental | STANDARD INSURANCE COMPANY | 292 | $262K |
| Vision | STANDARD INSURANCE COMPANY | 411 | $38K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 873 | $35K |
| Prescription drug | REGENCE BLUECROSS BLUESHIELD OF OREGON | 1,556 | $10.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,556 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
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.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.