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 2 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 4 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 |
|---|---|---|---|
| AKT BENEFIT ADVISORS, LP EIN 20-0407135 NONE | Finders' fees / placement fees; Insurance services; Insurance agents and brokers; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Insurance brokerage commissions and fees; Direct payment from the plan; Consulting fees Service code 15 | — | $251K |
| VIGILANT SERVICES, INC. EIN 93-0877675 SUBSIDIARY OF SPONSOR | Insurance services; Consulting (general); Consulting fees; Contract Administrator; Direct payment from the plan; Insurance brokerage commissions and fees; Finders' fees / placement fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance agents and brokers Service code 13 | — | $185K |
| BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Direct payment from the plan; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Participant communication; Recordkeeping fees; Copying and duplicating Service code 10 | — | $133K |
| BROWN & BROWN OF WA, INC DBA DIMART EIN 91-0378940 NONE | Finders' fees / placement fees; Consulting fees; Insurance agents and brokers; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance services; Insurance brokerage commissions and fees; Direct payment from the plan Service code 15 | — | $63K |
| COMPENSATION SYSTEMS NW, INC EIN 42-1667380 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $45K |
| MJI INSURANCE/ HAGAN HAMILTON EIN 93-1067008 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $26K |
| HART INSURANCE EIN 93-0519035 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $24K |
| BCI GROUP EIN 91-1180126 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $18K |
| LARRY SHERWOOD & ASSOCIATES NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 10220 SW GREENBURG RD, SUITE 225 PORTLAND, OR 97223 | $10K |
| CASCADE SUMMIT INSURANCE EIN 45-5393247 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $9K |
| WHA INSURANCE NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 2930 CHAD DR EUGENE, OR 97408 | $9K |
| BUSINESS INSURANCE NW, LLC EIN 45-3533969 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $7K |
| MONTGOMERY & GRAHAM, INC. EIN 91-1819536 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $6K |
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 | 2,886 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,886 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 2,893 | $13.0M |
| Dental | MODA HEALTH | 2,195 | $573K |
| Vision | REGENCE BLUECROSS BLUESHIELD OF OREGON | 2,893 | $13.0M |
| Prescription drug | REGENCE BLUECROSS BLUESHIELD OF OREGON | 2,893 | $13.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,893 | — |
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 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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.