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 pricingThe primary broker changed. The plan may listen to a new pitch.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
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.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: KPD Insurance, LLC HealthRxPPO | HealthRxPPO | |
Dental | Dental | |
Vision | Vision | |
LifeOther | LifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 4 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 | 2,047 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,047 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 3,034 | $22.1M |
| Dental | DELTA DENTAL OF WASHINGTON | 814 | $372K |
| Vision | VISION SERVICE PLAN | 1,083 | $92K |
| Life insurance | USABLE LIFE | 42 | $2K |
| Prescription drug | REGENCE BLUECROSS BLUESHIELD OF OREGON | 3,034 | $22.1M |
| Other | USABLE LIFE | 42 | $2K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,034 | - |
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 |
|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES, EIN 59-0691921 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Finders' fees / placement fees; Consulting (general); Insurance services; Insurance brokerage commissions and fees; Direct payment from the plan; Consulting fees; Insurance agents and brokers Service code 15 | — | $610K |
| VIGILANT SERVICES, INC EIN 93-0877675 SUBSIDIARY OF SPONSOR | Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance brokerage commissions and fees; Insurance services; Consulting (general); Contract Administrator; Finders' fees / placement fees; Insurance agents and brokers; Consulting fees; Direct payment from the plan Service code 13 | — | $314K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Direct payment from the plan; Recordkeeping fees; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Copying and duplicating; Participant communication Service code 13 | — | $230K |
| BOB HART INSURANCE INC. DBA HART IN EIN 93-0519035 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $91K |
| ASSUREDPARTNERS, LLC EIN 45-2712335 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $81K |
| CSNW BENEFITS, AN ALERA GROUP AGENC EIN 81-4473358 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $60K |
| IMA, INC. EIN 20-2557329 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $55K |
| MJI INSURANCE / HAGAN HAMILTON INSU EIN 93-1067008 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $48K |
| ALLIANT INSURANCE SERVICES, INC. EIN 33-0785439 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $43K |
| HUB INTERNATIONAL NW, LLC EIN 91-2036015 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $39K |
| LAPORTE & ASSOCIATES, INC. EIN 93-0775110 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $24K |
| KPD INSURANCE, INC. EIN 86-2507515 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $24K |
| PROPEL INSURANCE AGENCY, LLC EIN 91-0830024 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $21K |
| ROGUE BENEFIT PLANNING EIN 81-4526250 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $21K |
| BROWN & BROWN NORTHWEST INSURANCE EIN 93-0518576 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $20K |
| PACIFIC CASCADE ADVISORS DBA GOLSAN EIN 91-1843783 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $19K |
| CASCADE SUMMIT INSURANCE EIN 45-5393247 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $17K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
| STRATEGY INSURANCE, INC. NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | PO BOX 217 TROUTDALE, OR 97060 | $13K |
| JD FULWILER & CO. INSURANCE, INC EIN 93-0983491 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $12K |
| NFP CORPORATE SERVICES (NW) INC. EIN 93-1130365 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $8K |
| BUSINESS INSURANCE NW, LLC EIN 45-3533969 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $8K |
| KIBBLE & PRENTICE HOLDING COMPANY D EIN 91-1176315 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $8K |
| BLUEPRINT INSURANCE EIN 99-3351552 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $8K |
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.
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11 filings · 2015 to 2025