| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CASCADE EAST BENEFITS, INC.3 Filed as: CASCADE EAST BENEFITS INC., | 777 N.W. WALL STREET, SUITE 100 BEND, OR 97702 | PACIFICSOURCE HEALTH PLANS | $29K | — | $29K | 2.82% |
| JAD BENEFIT SOLUTIONS3 | PO BOX 508, BEND, OR 97708 | PACIFICSOURCE HEALTH PLANS | $8K | — | $8K | 0.79% |
| THE PARTNERS GROUP3 Filed as: PARTNERS GROUP LLC | 730 SW BONNETT WAY, SUITE 3000 BEND, OR 97702 | PACIFICSOURCE HEALTH PLANS | $3K | — | $3K | 0.25% |
| CASCADE INSURANCE CENTER LLC3 | 336 SW CYBER DRIVE, SUITE D-104, BEND, OR 97702 | PACIFICSOURCE HEALTH PLANS | $2K | — | $2K | 0.23% |
| JACKSON INS. AND FINANCIAL SERVICES3 Filed as: JACKSON INSURANCE AND FIN. SVCS. | 17 NW HAWTHORNE AVENUE, SUITE 1 BEND, OR 97702 | PACIFICSOURCE HEALTH PLANS | $2K | — | $2K | 0.18% |
| JR PRICE AND ASSOCIATES, INC.3 Filed as: J.R. PRICE AND ASSOCIATES | 1603 WASHINGTON AVENUE LA GRANDE, OR 97850 | PACIFICSOURCE HEALTH PLANS | $2K | — | $2K | 0.17% |
| CENTRAL OREGON EMPLOYEE BENEFITS3 Filed as: CENTRAL OREGON EMPLOYEE BNFTS., LLC | 61130 HILMER CREEK DRIVE BEND, OR 97702 | PACIFICSOURCE HEALTH PLANS | $1K | — | $1K | 0.14% |
| CENTURY INSURANCE GROUP LLC3 Filed as: CENTURY INSURANCE GROUP LLC, | 572 SW BLUFF DRIVE, SUITE 100 BEND, OR 97702 | PACIFICSOURCE HEALTH PLANS | $587 | — | $587 | 0.06% |
| ENROLLEASE3 Filed as: CLARKE AND CLARKE FINANCIAL INC. | 1950 CHURCH STREET BAKER CITY, OR 97814 | PACIFICSOURCE HEALTH PLANS | $176 | — | $176 | 0.02% |
| WHEATLAND FINANCIAL SERVICES, LLC3 Filed as: WHEATLAND FINANCIAL SERVICES | 229 SW FIRST PENDLETON, OR 97801 | PACIFICSOURCE HEALTH PLANS | $157 | — | $157 | 0.02% |
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 | 226 | 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) | 226 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PACIFICSOURCE HEALTH PLANS | 357 | $1.0M |
| Dental | PACIFICSOURCE HEALTH PLANS | 357 | $1.0M |
| Vision | PACIFICSOURCE HEALTH PLANS | 357 | $1.0M |
| Prescription drug | PACIFICSOURCE HEALTH PLANS | 357 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 357 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.