| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | REGENCE BLUE CROSS BLUE SHIELD OF OREGON | $28K | $651 | $29K | 2.37% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $14K | $0 | $14K | 15.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $2K | $0 | $2K | 3.01% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LLC | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | WILLAMETTE DENTAL INSURANCE COMPANY INC | $1K | $0 | $1K | 5.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 10.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 10.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 15.00% |
| TIP3 | 11225 COLLEGE BLVD., SUIT 105 OVERLAND PARK, KS 66210 | PETERSEN INTERNATIONAL UNDERWRITERS | $2K | $0 | $2K | 16.54% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP, LTD. | 11850 S.W. 67TH AVENUE, SUITE 100 PORTLAND, OR 97223 | PETERSEN INTERNATIONAL UNDERWRITERS | $1K | $0 | $1K | 12.78% |
| INSURANCE PARTNERS AGENCY INC3 Filed as: THE INSURANCE PARTNERS LLC | 11225 COLLEGE BLVD STE 105 OVERLAND PARK, KS 66210 | PRINCIPAL LIFE INSURANCE COMPANY | $614 | $0 | $614 | 9.49% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | PRINCIPAL LIFE INSURANCE COMPANY | $566 | $0 | $566 | 8.75% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $577 | $0 | $577 | 10.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $293 | $0 | $293 | 9.99% |
| THE PARTNERS GROUJP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $255 | $0 | $255 | 10.01% |
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 | 106 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 106 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUE CROSS BLUE SHIELD OF OREGON | 92 | $1.2M |
| Dental(2 contracts, 2 carriers) | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | 63 | $92K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 104 | $35K |
| Short-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 99 | $98K |
| Long-term disability(3 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 104 | $38K |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 104 | $44K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 104 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.