| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | DELTA DENTAL OF OREGON | $5K | $0 | $5K | 1.41% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $13K | $0 | $13K | 15.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | VISION SERVICE PLAN | $2K | $0 | $2K | 3.37% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | LEGALPLANS, USA | $6K | $0 | $6K | 10.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $1K | $4K | 13.21% |
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 | 353 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 279 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 634 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 32 | $273K |
| Dental | DELTA DENTAL OF OREGON | 196 | $337K |
| Vision | VISION SERVICE PLAN | 257 | $63K |
| Life insurance(2 contracts, 2 carriers) | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 351 | $67K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 79 | $89K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 79 | $89K |
| Other(2 contracts, 2 carriers) | LEGALPLANS, USA | 351 | $91K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 351 | — |
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."
No prospect flags tripped on this filing.