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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| JD FULWILER & CO INSURANCE, INC NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers; Consulting (general) Service code 16 | 5727 SW MACADAM AVE PORTLAND, OR 97239 | $172K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $68K |
| HUB INTERNATIONAL NORTHWEST, LLC NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 12100 NE 195TH ST, #200 BOTHELL, WA 98011 | $37K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $25K |
| DIVERSIFIED BENEFITS MANAGEMENT NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 7202 NE HWY 99, SUITE 106002 VANCOUVER, WA 98665 | $24K |
| 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 |
| CRAVINHO & JAEGER FINANCIAL SERVICE NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | PO BOX 188 SALEM, OR 97308 | $23K |
| MJI INC DBA HAGAN HAMILTON NONE | Insurance services; Direct payment from the plan; Insurance brokerage commissions and fees Service code 23 | 448 SE BAKER STREET MCMINNVILLE, OR 97128 | $21K |
| MORGAN STANLEY NONE | Investment advisory (plan) Service code 27 | 760 SW 9TH AVENUE, SUITE 2100 PORTLAND, OR 97205 | $14K |
| GOLSON SCRUGGS INSURANCE INC NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 10998 SW 68TH PARKWAY PORTLAND, OR 97223 | $13K |
| 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 | $13K |
| PARKER SMITH AND FEEK, INC EIN 91-0660018 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 2233 112TH AVE NE BELLEVUE, WA 98004 | $11K |
| HUGGINS INSURANCE SERVICES, INC EIN 26-3896449 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $11K |
| 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 | $8K |
| WEIS & ASSOCIATES, INC NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | PO BOX 158 STAYTON, OR 97383 | $8K |
| NFP CORPORATE SERVICES (NW) INC EIN 93-1130365 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 610 SW ALDER, STE 310 PORTLAND, OH 97205 | $6K |
| CATHY MERZ INSURANCE, CINC NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 4858B SW SCHOOLS FERRY RD SUTIE B PORTLAND, OR 97225 | $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 | 695 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 696 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 1,302 | $6.9M |
| Dental | STANDARD INSURANCE COMPANY | 194 | $181K |
| Vision | STANDARD INSURANCE COMPANY | 477 | $42K |
| Life insurance | UNITEDHEALTHCARE INSURANCE COMPANY | 733 | $22K |
| Other | UNITEDHEALTHCARE INSURANCE COMPANY | 733 | $22K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,302 | — |
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 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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.