| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALDRICH BENEFITS LP3 Filed as: ALDRICH BENEFITS, LLP | 5665 SW MEADOWS RD., SUITE 200 LAKE OSWEGO, OR 97035 | PROVIDENCE HEALTH PLANS | $212K | $2K | $214K | 3.03% |
| ALDRICH BENEFITS LP3 Filed as: ALDRICH BENEFITS, LLP | 5665 SW MEADOWS RD., SUITE 200 LAKE OSWEGO, OR 97035 | KAISER PERMANENTE | $65K | $1K | $66K | 3.07% |
| ALDRICH BENEFITS LP3 Filed as: ALDRICH BENEFITS, LLP | 5665 SW MEADOWS RD., SUITE 200 LAKE OSWEGO, OR 97035 | MODA | $14K | $0 | $14K | 2.00% |
| ALDRICH BENEFITS LP3 Filed as: ALDRICH BENEFITS, LLP | 5665 SW MEADOWS RD., SUITE 200 LAKE OSWEGO, OR 97035 | WILLAMETTE DENTAL INSURANCE, INC. | $3K | $0 | $3K | 3.00% |
| ALDRICH BENEFITS LP3 Filed as: ALDRICH BENEFITS, LLP | 5665 SW MEADOWS RD., SUITE 200 LAKE OSWEGO, OR 97035 | VISION SERVICE PLAN | $2K | $0 | $2K | 2.91% |
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 | 1,461 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,461 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PROVIDENCE HEALTH PLANS | 1,104 | $9.2M |
| Dental(3 contracts, 3 carriers) | KAISER PERMANENTE | 1,173 | $3.0M |
| Vision(2 contracts, 2 carriers) | KAISER PERMANENTE | 672 | $2.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,173 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.