# CONSULENTI, LLC DBA ARETE LIVING HEALTH & WELFARE PLAN

Health and welfare plan sponsored by **CONSULENTI, LLC DBA ARETE LIVING**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CONSULENTI, LLC DBA ARETE LIVING |
| EIN | 844030801 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | TIGARD, OR |
| Industry | Health Care and Social Assistance |
| Funding | mixed |
| Total premiums | $3.1M |
| Participants | 1,644 |
| Persons covered | 1,400 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, PPO |
| DELTA DENTAL PLAN OF OREGON (MODA) | Dental |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |
| VISION SERVICE PLAN (VSP) | Vision |
| CANOPY | Other |
| LEGAL ACCESS PLANS, LLC | Other |

## Brokers

| Broker | Placed with |
|---|---|
| DAVIDSON BENEFITS PLANNING LLC | AETNA LIFE INSURANCE CO |
| DAVIDSON BENEFITS PLANNING LLC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| CHARLES D. BLOCK | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| JAMES H. VAN EPPS | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| BENEFITS ADVISORS NETWORK LLC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| CUSTOM BENEFIT PROGRAMS INC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| DAVIDSON BENEFITS PLANNING LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| CHARLES D. BLOCK | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| JAMES H. VAN EPPS | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| THE PARTNERS GROUP | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| CUSTOM BENEFIT PROGRAMS INC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| DAVIDSON BENEFITS PLANNING LLC | VISION SERVICE PLAN |
| DAVIDSON BENEFITS | LEGALPLANS, USA |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/844030801-501
- Cite as: PlanOptica, https://planoptica.com/welfare/844030801-501
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