No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS, INC. EIN 38-2383171 THIRD PARTY ADMINISTRATOR | Contract Administrator Service code 13 | 1220 SW MORRISON 300 PORTLAND, OR 972052222 | $272K |
| AETNA INC EIN 06-6033492 PPO NETWORK | Other fees Service code 99 | PO BOX 100615 PASADENA, CA 911890615 | $137K |
| PARKER SMITH AND FEEK EIN 91-0660018 CONSULTANT | Consulting (general); Accounting (including auditing) Service code 10 | 4000 OLD SEWARD HWY, 220 ANCHORAGE, AK 99503 | $55K |
| BROWNSTEIN RASK ET. AL. EIN 93-0589000 LEGAL COUNCEL | Legal Service code 29 | 1200 SW MAIN STREET PORTLAND, OR 97205 | $45K |
| WASHINGTON CAPITAL MANAGEMENT EIN 91-1042342 INVESTMENT MANAGER | Investment management Service code 28 | 1301 5TH AVENUE, STE 3100 SEATTLE, WA 98101 | $39K |
| US BANK EIN 41-6271370 INVESTMENT CUSTODY, BANK | Custodial (securities); Other fees Service code 19 | 555 SW OAK STREET PORTLAND, OR 97208 | $18K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 AUDITOR | Accounting (including auditing) Service code 10 | 9020 SW WASHINGTON SQ. RD PORTLAND, OR 97223 | $16K |
| ANASTASI & MOORE, PLLC EIN 20-8149084 PAYROLL AUDITOR | Accounting (including auditing) Service code 10 | 104 S DIVISION STREET SPOKANE, WA 99202 | $9K |
| MILLIMAN USA EIN 91-0675641 ACTUARY | Actuarial Service code 11 | 111 SW 5TH AVENUE, 3700 PORTLAND, OR 97204 | $6K |
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 | 500 | 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) | 500 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 264 | $304K |
| Life insurance | RELIANCE STANDARD | 624 | $65K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 500 | $422K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 624 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.