No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| THE WILLIAM C. EARHART COMPANY, INC EIN 93-0509592 THIRD PARTY ADMINISTRATOR | Contract Administrator Service code 13 | PO BOX 4148 PORTLAND, OR 97208 | $30K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 AUDITOR | Accounting (including auditing) Service code 10 | 9020 SW WASHINGTON SQ RD PORTLAND, OR 97229 | $10K |
| JOSEPH L. REINHART, P.C. EIN 93-1162180 LEGAL COUNSEL | Legal Service code 29 | 7355 SW HERMOSO WAY TIGARD, OR 97223 | $9K |
| BARTEL ASSOCIATES LLC EIN 02-0701578 ACTUARY | Actuarial Service code 11 | 411 BOREL AVE., 101 SAN METEO, CA 94402 | $8K |
| NORTHWEST CAPITAL MANAGEMENT, INC EIN 93-1242462 INVESTMENT MANAGER | Investment management Service code 28 | 13333 SW 68TH PKWY STE230 PORTLAND, OR 97223 | $7K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 83 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 83 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.