| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | PROVIDENCE HEALTH PLAN | $44K | $0 | $44K | 3.00% |
| RUSSELL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $10K | $0 | $10K | 3.24% |
| RUSSELL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $2K | $0 | $2K | 2.01% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $1K | $0 | $1K | 0.99% |
| RUSSELL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 8.85% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 4.40% |
| RUSSELL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $489 | $0 | $489 | 1.96% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $265 | $0 | $265 | 1.06% |
| RUSSELL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.75% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $948 | $0 | $948 | 4.25% |
| RUSSELL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 8.95% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $965 | $0 | $965 | 4.73% |
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 | 205 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 7 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 212 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PROVIDENCE HEALTH PLAN | 133 | $1.8M |
| Dental(2 contracts) | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | 134 | $132K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 215 | $65K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 88 | $20K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 215 | $65K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 215 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.