# C&R MANAGEMENT GROUP LLC WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **C&R MANAGEMENT GROUP LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | C&R MANAGEMENT GROUP LLC |
| EIN | 874051876 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | PORTLAND, OR |
| Industry | Real Estate and Rental and Leasing |
| Funding | mixed |
| Total premiums | $2.8M |
| Participants | 274 |
| Persons covered | 275 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| KAISER PERMANENTE | Health, Rx |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other, Life |
| STANDARD INSURANCE COMPANY | LTD |
| AMERITAS LIFE INSURANCE CORP. | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| BROWN & BROWN INSURANCE SERVICES | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST |
| BROWN & BROWN INSURANCE SERVICES | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| HEARTSEASE LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| WORKSITE BENEFITS GROUP INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BENEFITS BY DESIGN INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DAVID KINNEY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| TRICIA MILLER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ROXANA BUSCHMAN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ISAACSON INSURANCE AGENCY LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| GABRIEL ANGEL CANALS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| RAQUEL LOSADA MONROY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| PARKER SMITH & FEEK INC. | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MELISSA CATHLEEN HADLOCK | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| PAMELA COPLE SMITH | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SUSAN J LEACH | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| HOLLI M GUIER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SUSAN GOLD STOKES | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SAMAR BREIK ALBIN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MICHAEL LEROY ALLEY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| RANDALL LYNN KRUSE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KAREN CLAY KUNKLER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CASEY RATHMANNER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| QUEST BENEFITS NORTHWEST LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KRISTIN LEASE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MARGARET BRYANT | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KELLY ROSS SURGEON | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MELLONEASE KIRKSEY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| COREY ROBERT PALMER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DENISE A MAXWELL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CHRISTINE LYNN MORGESTER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| USI INSURANCE SERVICES LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BROWN & BROWN INSURANCE SERVICES | STANDARD INSURANCE COMPANY |
| BROWN & BROWN INSURANCE SERVICES | AMERITAS LIFE INSURANCE CORP. |
| HEARTEASE LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |

## 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/874051876-501
- Cite as: PlanOptica, https://planoptica.com/welfare/874051876-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers