| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALDRICH BENEFITS LP3 Filed as: ALDRICH BENEFITS, LP | 680 HAWTHORNE SUITE 140 SALEM, OR 97301 | PROVIDENCE HEALTH PLANS | $199K | — | $199K | 3.12% |
| ALDRICH BENEFITS LP3 Filed as: ALDRICH BENEFITS LTD PARTNERSHIP | PO BOX 35143 #41025 SEATTLE, WA 98124 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $71K | $2K | $73K | 3.20% |
| ALDRICH BENEFITS LP3 Filed as: ALDRICH BENEFITS, LLP | 5665 SW MEADOWS RD, SUITE 200 LAKE OSWEGO, OR 97035 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $21K | — | $21K | 3.10% |
| ALDRICH BENEFITS LP3 Filed as: ALDRICH BENEFITS, LP | 680 HAWTHORNE SUITE 140 SALEM, OR 97301 | WILLAMETTE DENTAL GROUP | $4K | — | $4K | 3.07% |
| ALDRICH BENEFITS LP3 Filed as: ALDRICH BENEFITS, LP | PO BOX 35143 SEATTLE, WA 981245143 | VISION SERVICE PLAN | $2K | — | $2K | 2.83% |
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 | 1,022 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 68 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 64 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,154 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PROVIDENCE HEALTH PLANS | 590 | $8.7M |
| Dental(2 contracts, 2 carriers) | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | 1,082 | $815K |
| Vision | VISION SERVICE PLAN | 603 | $76K |
| Prescription drug(2 contracts, 2 carriers) | PROVIDENCE HEALTH PLANS | 590 | $8.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,082 | — |
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.