| 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 | $42K | $686 | $43K | 2.63% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | METROPOLITAN LIFE INSURANCE COMPANY | $13K | $2K | $15K | 12.95% |
| THE PARTNERS GROUP3 | 11850 SW 67TH, SUITE 100 PORTLAND, OR 97233 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $5K | $0 | $5K | 4.93% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | $2K | $17K | 19.55% |
| WATCHTOWER TECHNOLOGIES INC3 Filed as: WATCHTOWER BENEFITS LLC D/B/A | 306 W ERIE ST STE 300 CHICAGO, IL 60654 | METROPOLITAN LIFE INSURANCE COMPANY | $892 | $0 | $892 | 1.05% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP, LLC | 11850 SW 67TH AVENUE STE 100 PORTLAND, OR 97223 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | $0 | $3K | 9.97% |
| JOSEPH JOHN CANEPA3 | 61390 HUCKLEBERRY PLACE BEND, OR 97702 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | $0 | $2K | 6.71% |
| RYAN GEORGE KRUIT3 | 612 GLENEDEN PLACE BEND, OR 97702 | CONTINENTAL AMERICAN INSURANCE COMPANY | $434 | $0 | $434 | 1.72% |
| DAVID ROJAS3 | 169 EAGLE RIDGE DR E PUYALLUP, WA 98374 | CONTINENTAL AMERICAN INSURANCE COMPANY | $378 | $0 | $378 | 1.50% |
| JAMES S SARANTIS3 Filed as: JAMES STEPHEN SARANTIS | 14132 SE FIRCREST CT PORTLAND, OR 97236 | CONTINENTAL AMERICAN INSURANCE COMPANY | $202 | $0 | $202 | 0.80% |
| KATE THOMAS GROUP INC3 | 2660 NE HWY 20 STE 610 332 BEND, OR 97701 | CONTINENTAL AMERICAN INSURANCE COMPANY | $90 | $0 | $90 | 0.36% |
| KYONG HIU GOINS3 | 7711 27TH AVE SW SEATTLE, WA 98126 | CONTINENTAL AMERICAN INSURANCE COMPANY | $46 | $0 | $46 | 0.18% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | VISION SERVICE PLAN | $2K | $0 | $2K | 9.17% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | WILLAMETTE DENTAL INSURANCE INC. | $677 | $0 | $677 | 5.00% |
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 | 124 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 130 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUE CROSS BLUE SHIELD OF OREGON | 165 | $1.6M |
| Dental(2 contracts, 2 carriers) | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | 154 | $112K |
| Vision | VISION SERVICE PLAN | 102 | $20K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 164 | $85K |
| Short-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 164 | $199K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 164 | $85K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 164 | $110K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 165 | — |
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.