Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker compensation exceeds 5% of premium. This is a small-plan minimum fee or a costly broker setup that a competing bid can beat.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan has rich benefits or a bad rate.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Woodruff-Sawyer Oregon Inc LifeLTDOther | LifeLTDOther | |
Broker: Willis Towers Watson US LLC STD | STD | |
Broker: Ruth Larkin Other | Other | |
Broker: Willis Towers Watson US LLC Other | Other |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 6 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 11,799 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 11,799 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE & ACCIDENT | 0 | $4.4M |
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 465 | $2.4M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 0 | $433K |
| Other(3 contracts, 3 carriers) | COMBINED INSURANCE | 3,408 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,408 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PACIFIC SOURCE EIN 93-0245545 NONE | Contract Administrator Service code 13 | 110 INTERNATIONAL WAY SPRINGFIELD, OR 97477 | $4.3M |
| BROADSPIRE SERVICES INC EIN 36-3917295 NONE | Claims processing Service code 12 | 5335 TRIANGLE PKWY PEACHTREE CORNERS, GA 300922709 | $1.4M |
| MODA EIN 93-0989307 NONE | Contract Administrator Service code 13 | 601 SW 2ND AVE PORTLAND, OR 972043154 | $744K |
| BRIGHT HORIZONS FAMILY SOLN EIN 80-0188248 NONE | Contract Administrator Service code 13 | PO BOX 277878 ATLANTA, GA 303847878 | $678K |
| CASCADE CENTERS EIN 93-0774210 NONE | Contract Administrator Service code 13 | 7180 SW FIR LOOP 100 TIGARD, OR 972238077 | $674K |
| ACCESS CLINICAL PARTNERS LLC EIN 35-2411513 NONE | Contract Administrator Service code 13 | 5555 GLENRIDGE CONNECTOR 700 ATLANTA, GA 303424758 | $469K |
| MAJORIS HEALTH SYSTEM EIN 93-1054526 NONE | Contract Administrator Service code 13 | PO BOX 1728 LAKE OSWEGO, OR 97035 | $345K |
| GEN DIGITAL INC EIN 77-0181864 NONE | Contract Administrator Service code 13 | 60 E RIO SALADO PKWY 1000 TEMPE, AZ 852819124 | $199K |
| INSPHIRE EIN 47-5361985 NONE | Contract Administrator Service code 13 | 228 PARK AVE S PMB 54085 NEW YORK, NY 10003 | $181K |
| FIRST AMERICAN ADMINISTRATORS, INC. EIN 86-0773195 NONE | Contract Administrator Service code 13 | 14670 COLLECTIONS CENTER DRIVE CHICAGO, IL 60693 | $73K |
| COL-TAB EIN 93-0853783 NONE | Copying and duplicating Service code 36 | 1919 SE BELMONT PORTLAND, OR 972140928 | $41K |
| POSTMASTER EIN 41-0760000 NONE | Other services Service code 49 | 745 NW HOYT ST PORTLAND, OR 97208 | $40K |
| BSWIFT LLC EIN 36-4391310 NONE | Contract Administrator Service code 13 | PO BOX 860470 MINNEAPOLIS, MN 55486 | $33K |
| DAVIS WRIGHT EIN 91-0839480 NONE | Legal Service code 29 | 1300 SW FIFTH AVENUE SUITE 2400 PORTLAND, OR 97201 | $9K |
| PINNACLE ACTUARIAL RESOURCES EIN 11-3669570 NONE | Actuarial Service code 11 | 3109 CORNELIUS DR BLOOMINGTON, IL 617046448 | $8K |
| MILLIMAN INC EIN 91-0675641 NONE | Consulting (general); Actuarial Service code 11 | 111 SW 5TH AVE 3700 PORTLAND, OR 97204 | $7K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
4 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025