| 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 | $109K | — | $109K | 1.33% |
| ALDRICH BENEFITS LP3 | 680 HAWTHRONE AVE SUITE 140 SALEM, OR 97301 | HEALTH NET | $59K | — | $59K | 0.72% |
| WARD INSURANCE AGENCY INC3 Filed as: WARD INSURANCE | PO BOX 10167 EUGENE, OR 97440 | HEALTH NET | $57K | — | $57K | 0.70% |
| HALE VENTURES INC.3 Filed as: HALE VENTURES | 89065 LANGDON SPRINGS LANE SILVER LAKE, OR 97638 | HEALTH NET | $25K | — | $25K | 0.30% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NW | 2501 SW FIRST AVENUE SUITE 320 MCMINNVILLE, OR 97201 | HEALTH NET | $21K | — | $21K | 0.26% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | HEALTH NET | $16K | — | $16K | 0.20% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN BROWN NW | 2701 NW VAUGHN STREET SUITE 340 PORTLAND, OR 97210 | HEALTH NET | $15K | — | $15K | 0.19% |
| GREENBERG & ASSOCIATES INSURANCE3 | 3439 NE SANDY BLVD #378 PORTLAND, OR 97217 | HEALTH NET | $11K | — | $11K | 0.13% |
| PROPEL INSURANCE3 | 888 SW 5TH STREET SUITE 1170 PORTLAND, OR 97204 | HEALTH NET | $8K | — | $8K | 0.09% |
| WHA INSURANCE AGENCY INC3 Filed as: WHA INSURANCE AGENCY | PO BOX 1421 EUGENE, OR 97440 | HEALTH NET | $7K | — | $7K | 0.08% |
| WSC BENEFIT SPECIALISTS3 Filed as: WSC BENEFITS SPECIALISTS | 5335 MEADOWS ROAD STE 255 LAKE OSWEGO, OR 97035 | HEALTH NET | $4K | — | $4K | 0.05% |
| DDI BENEFITS INC.3 Filed as: DDI BENEFITS SPECIALISTS | 2111 NE HALSEY STREET PORTLAND, OR 97232 | HEALTH NET | $4K | — | $4K | 0.04% |
| HAGAN HAMILTON INSURANCE3 Filed as: HAGAN HAMILTON | PO BOX 847 MCMINNVILLE, OR 97218 | HEALTH NET | $3K | — | $3K | 0.04% |
| STRATEGY INSURANCE LLC3 Filed as: STRATEGY INSURANCE | 0333 SW FLOWER STREET PORTLAND, OR 97239 | HEALTH NET | $3K | — | $3K | 0.03% |
| ROBERT BESWICK CFP3 | 1364 SW BORLAND RD WEST LINN, OR 97068 | HEALTH NET | $2K | — | $2K | 0.03% |
| BECK INSURANCE3 | PO BOX 3816 CENTRAL POINT, OR 97502 | HEALTH NET | $2K | — | $2K | 0.03% |
| THERESA M. OLSON3 | PO BOX 21479 KEIZER, OR 97307 | HEALTH NET | $2K | — | $2K | 0.02% |
| VALLEY INSURANCE PROFESSIONALS3 Filed as: VALLEY INSURANCE | 1295 BAXTER RD SE SALEM, OR 97306 | HEALTH NET | $991 | — | $991 | 0.01% |
| INNOVATIVE BENEFIT PLANS, LLC3 Filed as: INNOVATIVE BENEFIT PLANS | 5331 SW MACADAM AVE STE 260 PORTLAND, OR 97239 | HEALTH NET | $919 | — | $919 | 0.01% |
| BH INSURANCE LLC3 | — | HEALTH NET | $762 | — | $762 | 0.01% |
| UNITED RISK & INSURANCE SERVICES3 | 1243 NE 12TH ST BEND, OR 97701 | HEALTH NET | $613 | — | $613 | 0.01% |
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES, INC. | 5515 SE MILWAUKIE AVE PORTLAND, OR 97202 | HEALTH NET | $348 | — | $348 | 0.00% |
| PAYCHECK INSURANCE AGENCY, INC.3 Filed as: PAYCHECK INSURANCE AGENCY | 150 SAWGRASS DR ROCHESTER, NY 14620 | HEALTH NET | $210 | — | $210 | 0.00% |
| BARKER-UERLINGS INSURANCE3 Filed as: BARKER UERLINGS INSURANCE | 340 NW 5TH ST CORVALLIS, OR 97330 | SAMARITAN HEALTH PLANS | $116K | — | $116K | 2.59% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE ST SE SUITE 140 SALEM, OR 97301 | SAMARITAN HEALTH PLANS | $35K | — | $35K | 0.78% |
| HAGAN HAMILTON INSURANCE3 Filed as: HAGAN HAMILTON | PO BOX 847 MCMINNVILLE, OR 97128 | SAMARITAN HEALTH PLANS | $25K | — | $25K | 0.56% |
| WARD INSURANCE AGENCY INC3 Filed as: WARD INSURANCE | PO BOX 1421 EUGENE, OR 97440 | SAMARITAN HEALTH PLANS | $8K | — | $8K | 0.19% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | SAMARITAN HEALTH PLANS | $8K | — | $8K | 0.17% |
| ALDRICH BENEFITS LP3 | PO BOX 35143 #41025 SEATTLE, WA 98124 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $16K | $49 | $16K | 5.98% |
| JEFF MARCUM3 | 934 N HUMBOLDT PORTLAND, OR 97217 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1K | — | $1K | 0.45% |
| BISNETT INSURANCE3 | 310 N STATE ST SUITE 220 LAKE OSWEGO, OR 97034 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $924 | — | $924 | 0.35% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SCHWABE, WILLIAMSON & WYATT EIN 93-1130272 NONE | Legal Service code 29 | — | $22K |
| MCCARTIN ANALYTICAL SERVICES EIN 03-8384655 NONE | Actuarial Service code 11 | — | $14K |
| ACUMEN FINANCIAL SERVICE GROUP EIN 20-0745610 NONE | Accounting (including auditing) Service code 10 | — | $10K |
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 | 1,804 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,811 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | HEALTH NET | 1,291 | $13.1M |
| Dental(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 58 | $425K |
| Vision(2 contracts, 2 carriers) | HEALTH NET | 1,291 | $8.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,291 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
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.