| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TOWN & COUNTRY INSURANCE3 Filed as: TOWN & COUNTRY INSURANCE CENTER | 2638 TAHITIAN AVE MEDFORD, OR 97504 | HEALTH NET | $61K | — | $61K | 1.58% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 97440 | HEALTH NET | $20K | — | $20K | 0.50% |
| HALE VENTURES INC.3 Filed as: HALE VENTURES INC | 89065 LANGDON SPRINGS LN SILVER LAKE, OR 97638 | HEALTH NET | $18K | — | $18K | 0.45% |
| AKT BENEFIT ADVISORS LP3 Filed as: AKT BENEFIT ADVISORS | 680 HAWTHORNE AVE SUITE 140 SALEM, OR 97301 | HEALTH NET | $16K | — | $16K | 0.42% |
| HAGEN HAMILTON INSURANCE3 | PO BOX 847 MCMINNVILLE, OR 97128 | HEALTH NET | $14K | — | $14K | 0.36% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NW INC | 2501 SW FIRST AVE SUITE 320 MCMINNVILLE, OR 97201 | HEALTH NET | $12K | — | $12K | 0.30% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE, INC | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | HEALTH NET | $5K | — | $5K | 0.14% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN NORTHWEST INSURANCE | 2701 NW VAUGHN ST STE 340 PORTLAND, OR 97210 | HEALTH NET | $4K | — | $4K | 0.10% |
| GREENBERG & ASSOCIATES INSURANCE3 Filed as: GREENBERG AND ASSOCIATED INSURANCE | 3439 NE SANDY BLVD #378 PORTLAND, OR 97217 | HEALTH NET | $3K | — | $3K | 0.07% |
| OAK TREE INSURANCE INC3 | 5335 MEADOWS RD #101 MCMINNVILLE, OR 97201 | HEALTH NET | $3K | — | $3K | 0.06% |
| WHA INSURANCE AGENCY INC3 | PO BOX 1421 EUGENE, OR 97440 | HEALTH NET | $2K | — | $2K | 0.05% |
| PROPEL INSURANCE3 | 888 SW 5TH ST SUITE 1170 PORTLAND, OR 97204 | HEALTH NET | $2K | — | $2K | 0.05% |
| HUGGINS INSURANCE SERVICES, INC.3 Filed as: HUGGINS INSURANCE SERVICES INC | 1786 STATE ST SALEM, OR 97301 | HEALTH NET | $1K | — | $1K | 0.04% |
| OLSON, TIMOTHY H3 Filed as: OLSON INSURANCE | 5845 SHOREVIEW LN N KEIZER, OR 97303 | HEALTH NET | $616 | — | $616 | 0.02% |
| BARKER-UERLINGS INSURANCE3 Filed as: BARKER UERLINGS INSURANCE | 340 NW 5TH ST CORVALLIS, OR 97330 | SAMARITAN HEALTH PLANS | $51K | — | $51K | 2.15% |
| AKT BENEFIT ADVISORS LP3 | 680 HAWTHORNE ST SE SUITE 140 SALEM, OR 97301 | SAMARITAN HEALTH PLANS | $29K | — | $29K | 1.23% |
| HAGEN HAMILTON INSURANCE3 | PO BOX 847 MCMINNVILLE, OR 97128 | SAMARITAN HEALTH PLANS | $23K | — | $23K | 0.96% |
| WARD INSURANCE AGENCY INC3 Filed as: WARD INSURANCE | PO BOX 1421 EUGENE, OR 97440 | SAMARITAN HEALTH PLANS | $1K | — | $1K | 0.06% |
| WARD INSURANCE AGENCY INC Filed as: WARD INSURANCE | PO BOX 10167 EUGENE, OR 97440 | SAMARITAN HEALTH PLANS | $1K | — | $1K | 0.06% |
| STRATEGY INSURANCE LLC3 Filed as: STRATEGY INSURANCE | 0333 SW FLOWER ST PORTLAND, OR 97239 | SAMARITAN HEALTH PLANS | $744 | — | $744 | 0.03% |
| AKT BENEFIT ADVISORS LP3 | 680 HAWTHORNE ST SE SUITE 140 SALEM, OR 97301 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $19K | — | $19K | 5.52% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NW INC | 2501 SW FIRST AVE SUITE 320 PORTLAND, OR 97201 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $3K | — | $3K | 0.96% |
| BISNETT INSURANCE3 | 310 N STATE ST SUITE 220 LAKE OSWEGO, OR 97034 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | — | $2K | 0.51% |
| HALE VENTURES INC.3 Filed as: HALE VENTURES, INC. | 89065 LANGDON SPRINGS LN CHRISTMAS VALLEY, OR 97641 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | — | $2K | 0.49% |
| GREENBERG & ASSOCIATES INSURANCE3 Filed as: GREENBERG AND ASSOCIATED INSURANCE | 3439 NE SANDY BLVD #378 PORTLAND, OR 97217 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | — | $2K | 0.46% |
| PROPEL INSURANCE | 888 SW 5TH STREET SUITE 1170 PORTLAND, OR 97024 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1K | — | $1K | 0.36% |
| JEFF MARCUM3 | 934 N HUMBOLDT PORTLAND, OR 97217 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1K | — | $1K | 0.31% |
| ISU AZUMANO INSURANCE3 Filed as: ISU AZUMANO INSURANCE POLICY | PO BOX 91459 PORTLAND, OR 97291 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $851 | — | $851 | 0.25% |
| WHA INSURANCE AGENCY INC3 Filed as: WHA INSURANCE AGENCY, INC. | PO BOX 1421 EUGENE, OR 97440 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $339 | — | $339 | 0.10% |
| 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.