| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | REGENCE BLUE CROSS BLUE SHIELD OF OREGON | $37K | $1K | $38K | 2.59% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | METROPOLITAN LIFE INSURANCE COMPANY | $25K | $3K | $28K | 16.86% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $405 | $8K | 14.19% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | WILLAMETTE DENTAL INSURANCE INC. | $800 | $0 | $800 | 5.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | METROPOLITAN LIFE INSURANCE COMPANY | $566 | $0 | $566 | 4.60% |
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 | 115 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 8 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 126 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUE CROSS BLUE SHIELD OF OREGON | 95 | $1.5M |
| Dental(2 contracts, 2 carriers) | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | 81 | $99K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 99 | $12K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 155 | $164K |
| Short-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 157 | $220K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 155 | $164K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 155 | $164K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 157 | — |
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.