| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RUSSEL CONSULTING GROUP, LLC3 Filed as: RUSSEL CONSULTING GROUP LLC | 9570 SOUTHWEST BARBUR BOULEVARD SUITE 311 PORTLAND, OR 97219 | PROVIDENCE HEALTH PLAN | $28K | — | $28K | 2.55% |
| RUSSEL CONSULTING GROUP, LLC3 Filed as: RUSSEL CONSULTING GROUP LLC | 21515 LUPINE COURT WEST LINN, OR 97608 | OREGON DENTAL SERVICE DBA DELTA DENTAL OF OREGON | $4K | — | $4K | 3.49% |
| RUSSEL CONSULTING GROUP, LLC3 Filed as: RUSSEL CONSULTING GROUP LLC | 21515 LUPINE COURT WEST LINN, OR 97068 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 6.56% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | P.O. BOX 12469 PORTLAND, OR 97212 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $436 | — | $436 | 0.76% |
| RUSSEL CONSULTING GROUP, LLC3 Filed as: RUSSEL CONSULTING GROUP LLC | 21515 LUPINE COURT WEST LINN, OR 97068 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 13.80% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | P.O. BOX 12469 PORTLAND, OR 97212 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $326 | — | $326 | 1.20% |
| RUSSEL CONSULTING GROUP, LLC3 Filed as: RUSSEL CONSULTING GROUP LLC | 21515 LUPINE COURT WEST LINN, OR 97068 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 9.21% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | P.O. BOX 12469 PORTLAND, OR 97212 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $160 | — | $160 | 0.79% |
| RUSSEL CONSULTING GROUP, LLC3 Filed as: RUSSEL CONSULTING GROUP LLC | 21515 LUPINE COURT WEST LINN, OR 97068 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 13.01% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | P.O. BOX 12469 PORTLAND, OR 97212 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $223 | — | $223 | 1.27% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE COURT WEST LINN, OR 97068 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | — | $2K | — |
| BP&A, LLC3 | P.O. BOX 12469 PORTLAND, OR 97212 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $522 | — | $522 | — |
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 | 229 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 230 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PROVIDENCE HEALTH PLAN | 167 | $1.1M |
| Dental(2 contracts, 2 carriers) | OREGON DENTAL SERVICE DBA DELTA DENTAL OF OREGON | 257 | $112K |
| Vision | PROVIDENCE HEALTH PLAN | 167 | $1.1M |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 224 | $47K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 216 | $57K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 87 | $18K |
| Prescription drug | PROVIDENCE HEALTH PLAN | 167 | $1.1M |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 224 | $50K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 257 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.