| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP, LLC | 11850 SW AVENUE SUITE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | 1.38% |
| INTERMEDIARY SERVICES LLC3 Filed as: INTERMEDIARY SERVICES, LLC | 333 S STATE STREET, STE V #283 LAKE OSWEGO, OR 97034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 1.03% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $4K | $12K | 7.40% |
| INTERMEDIARY SERVICES LLC3 Filed as: INTERMEDIARY SERVICES, LLC | 333 S STATE ST, STE V #383 LAKE OSWEGO, OR 97034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $0 | $8K | 4.83% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $3K | $6K | 10.33% |
| INTERMEDIARY SERVICES LLC3 Filed as: INTERMEDIARY SERVICES | 333 S STATE ST STE V #283 LAKE OSWEGO, OR 97034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 4.83% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP, LLC | 11850 SW 67TH AVENUE, SUITE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $2K | $5K | 7.71% |
| INTERMEDIARY SERVICES LLC3 | 333 S STATE STREET, SUITE V #283 LAKE OSWEGO, OR 97034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 4.83% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $591 | $5K | 11.07% |
| INTERMEDIARY SERVICES LLC3 | 333 S STATE ST, STE V #283 LAKE OSWEGO, OR 97034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 9.67% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $122 | $3K | 10.11% |
| INTERMEDIARY SERVICES LLC3 | 333 S STATE ST, STE V #283 LAKE OSWEGO, OR 97034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 9.68% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $181 | $3K | 10.37% |
| INTERMEDIARY SERVICES LLC3 | 333 S STATE ST, STE V #283 LAKE OSWEGO, OR 97034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 9.67% |
| INTERMEDIARY SERVICES LLC3 | 333 S STATE STREET, SUITE V #283 LAKE OSWEGO, OR 97034 | ARAG INSURANCE COMPANY | $522 | $0 | $522 | 5.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, SUITE 100 PORTLAND, OR 97223 | ARAG INSURANCE COMPANY | $522 | $0 | $522 | 5.00% |
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 | 316 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 331 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 459 | $205K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 459 | $62K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 459 | $62K |
| Other(6 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 459 | $562K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 459 | — |
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 carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.