See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 4 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 22 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BROWN AND BROWN INSURANCE SERVICES, EIN 59-0691921 CONSULTANT | Insurance services; Finders' fees / placement fees; Consulting (general); Consulting fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 15 | — | $647K |
| VIGILANT SERVICES, INC EIN 93-0877675 SUBSIDIARY OF SPONSOR | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance brokerage commissions and fees; Contract Administrator; Insurance agents and brokers; Insurance services; Finders' fees / placement fees; Direct payment from the plan; Consulting fees Service code 13 | — | $334K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 CONTRACT ADMINISTRATOR | Copying and duplicating; Contract Administrator; Direct payment from the plan; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Recordkeeping fees Service code 10 | — | $258K |
| CSNW BENEFITS, AN ALERA GROUP AGENC EIN 81-4473358 INSURANCE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $95K |
| BOB HART INSURANCE INC. DBA HART IN EIN 93-0519035 INSURANCE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $91K |
| MJI INSURANCE / HAGAN HAMILTON INSU EIN 93-1067008 INSURANCE BROKER | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $79K |
| KPD INSURANCE, INC. EIN 86-2507515 INSURANCE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $74K |
| ASSUREDPARTNERS, LLC EIN 45-2712335 INSURANCE BROKER | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $73K |
| LAPORTE & ASSOCIATES, INC. EIN 93-0775110 INSURANCE BROKER | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $44K |
| HUB INTERNATIONAL NW, LLC EIN 91-2036015 INSURANCE BROKER | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $43K |
| ALLIANT INSURANCE SERVICES, INC. EIN 33-0785439 INSURANCE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $36K |
| BROWN AND BROWN INSURANCE EIN 93-0518576 INSURANCE BROKER | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $22K |
| STRATEGY INSURANCE, INC. INSURANCE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | PO BOX 217 TROUTDALE, OR 97060 | $19K |
| ROGUE BENEFIT PLANNING EIN 81-4526250 INSURANCE BROKER | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $18K |
| SCHOEDEL & SCHOEDEL, CPA'S, PLLC EIN 91-0614823 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
| ALDRICH BENEFITS, LIMITED PARTNERSH EIN 20-0407135 INSURANCE BROKER | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $16K |
| PACIFIC CASCADE ADVISORS DBA GOLSAN EIN 91-1843783 INSURANCE BROKER | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $15K |
| PROPEL INSURANCE AGENCY, LLC EIN 91-0830024 INSURANCE BROKER | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $14K |
| CASCADE SUMMIT INSURANCE EIN 45-5393247 INSURANCE BROKER | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $13K |
| RJS & ASSOCIATES INSURANCE SERVICES EIN 30-0853409 INSURANCE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $12K |
| BUSINESS INSURANCE NW, LLC EIN 45-3533969 INSURANCE BROKER | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $11K |
| JD FULWILER & CO. INSURANCE, INC EIN 93-0983491 INSURANCE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $10K |
| OAK TREE INSURANCE, INC EIN 83-0884200 INSURANCE BROKER | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $8K |
| UPRISE HEALTH (RELIANT BEHAVIORAL H EIN 81-0573161 EAP ADMINISTRATOR | Claims processing; Insurance brokerage commissions and fees; Other services; Non-monetary compensation; Direct payment from the plan; Float revenue; Contract Administrator Service code 12 | — | $7K |
| OLSON INSURANCE GROUP, LLC EIN 46-0894002 INSURANCE BROKER | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $5K |
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 | 2,383 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,383 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 3,563 | $23.4M |
| Dental | DELTA DENTAL OF WASHINGTON | 928 | $350K |
| Vision | VISION SERVICE PLAN | 1,281 | $106K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 39 | $1K |
| Prescription drug | REGENCE BLUECROSS BLUESHIELD OF OREGON | 3,563 | $23.4M |
| Other | LIFEMAP ASSURANCE COMPANY | 39 | $1K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,563 | — |
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."
The primary broker changed. The plan may take a second-look pitch.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.