No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| RISE PARTNERSHIP INC. NONE | Plan Administrator Service code 14 | 525 NE OREGON ST STE 200 PORTLAND, OR 97232 | $829K |
| REGENCE BLUECROSS BLUESHIELD EIN 93-0238155 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $557K |
| MAGNACARE LLC EIN 11-3410766 NONE | Contract Administrator Service code 13 | — | $401K |
| DIRA PARTNERS NONE | Consulting (general) Service code 16 | 146A 27TH ST SAN FRANCISCO, CA 94110 | $283K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Consulting (general) Service code 16 | — | $196K |
| WELFARE & PENSION ADMIN SVC EIN 91-1363171 NONE | Contract Administrator Service code 13 | — | $125K |
| SLEVIN & HART P.C. NONE | Legal Service code 29 | 1625 MASSACHUSETTS AVE NW WASHINGTON, DC 20036 | $107K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan) Service code 27 | — | $27K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing) Service code 10 | — | $7K |
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 | 1,990 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,990 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF TH | 700 | $4.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 700 | — |
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 >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.