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| Provider | Services | Address | Compensation |
|---|---|---|---|
| AKT BENEFIT ADVISORS LP EIN 20-0407135 NONE | Insurance brokerage commissions and fees; Claims processing; Insurance agents and brokers Service code 12 | — | $222K |
| TOWN & COUNTRY INSURANCE CENTER INC NONE | Legal Service code 29 | 2638 TAHITIAN AVE MEDFORD, OR 97501 | $61K |
| BARKER-UERLINGS INS NONE | Insurance brokerage commissions and fees Service code 53 | 340 NW 5TH ST CORVALLIS, OR 97330 | $51K |
| CYPRESS BENEFIT ADMINISTRATORS EIN 39-1997579 NONE | Claims processing Service code 12 | — | $51K |
| HAGAN-HAMILTON NONE | Insurance brokerage commissions and fees Service code 53 | PO BOX 847 MCMINNVILLE, OR 97128 | $37K |
| WARD INSURANCE NONE | Accounting (including auditing) Service code 10 | PO BOX 10167 EUGENE, OR 97440 | $20K |
| HALE VENTURES INC NONE | Insurance brokerage commissions and fees Service code 53 | 89065 LANGDON SPRINGS LN SILVER LAKE, OR 97638 | $19K |
| COMPENSATION SYSTEMS NW NONE | Insurance brokerage commissions and fees Service code 53 | 2501 SW FIRST AVENUE SUITE 320 PORTLAND, OR 97201 | $16K |
| MCCARTIN ANALYTICAL SERVICES EIN 03-8384655 NONE | Actuarial Service code 11 | — | $11K |
| SCHWABE, WILLIAMSON & WYATT EIN 93-1130272 NONE | Legal Service code 29 | — | $10K |
| ACUMEN FINANCIAL SERVICE GROUP EIN 20-0745610 NONE | Accounting (including auditing) Service code 10 | — | $8K |
| KPD INSURANCE, INC. EIN 93-0843355 NONE | Insurance brokerage commissions and fees Service code 53 | — | $5K |
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 | 1,624 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,636 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | HEALTH NET | 1,041 | $6.6M |
| Dental | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 76 | $343K |
| Vision(2 contracts, 2 carriers) | HEALTH NET | 1,041 | $4.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,041 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.