| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $25K | $253 | $25K | 2.34% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OR LLC | PO BOX 743061 LOS ANGELES, CA 90074 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $8K | — | $8K | 0.72% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 10.90% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | PO BOX 29018 PORTLAND, OR 97296 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 4.22% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 9.41% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | PO BOX 29018 PORTLAND, OR 97296 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 5.59% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 7.25% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | PO BOX 29018 PORTLAND, OR 97296 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $410 | — | $410 | 2.75% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | VISION SERVICE PLAN | $658 | — | $658 | 5.74% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN NORTHWEST | PO BOX 29018 PORTLAND, OR 97296 | VISION SERVICE PLAN | $139 | — | $139 | 1.21% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $562 | — | $562 | 10.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | PO BOX 29018 PORTLAND, OR 97296 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $280 | — | $280 | 4.99% |
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 | 158 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 158 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 130 | $1.1M |
| Dental(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 152 | $1.1M |
| Vision | VISION SERVICE PLAN | 98 | $11K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 163 | $15K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 44 | $6K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 163 | $29K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 163 | $34K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 163 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.