| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WARD INSURANCE AGENCY INC3 Filed as: WARD INSURANCE | PO BOX 10167 EUGENE, OR 97440 | HEALTH NET | $57K | — | $57K | 0.78% |
| TOWN & COUNTRY INSURANCE3 Filed as: TOWN & COUNTRY INSURANCE CENTER | 2638 TAHITIAN AVE MEDFORD, OR 97504 | HEALTH NET | $50K | — | $50K | 0.69% |
| AKT BENEFIT ADVISORS LP3 | 680 HAWTHORNE AVE SUITE 140 SALEM, OR 97301 | HEALTH NET | $46K | — | $46K | 0.64% |
| HALE VENTURES INC.3 Filed as: HALE VENTURES INC | 89065 LANGDON SPRINGS LANE SILVER LAKE, OR 97638 | HEALTH NET | $18K | — | $18K | 0.25% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | HEALTH NET | $18K | — | $18K | 0.25% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NW | 2501 SW FIRST AVENUE SUITE 320 MCMINNVILLE, OR 97201 | HEALTH NET | $15K | — | $15K | 0.21% |
| UNITED RISK & INSURANCE SERVICES3 | 1243 NE 12TH ST BEND, OR 97701 | HEALTH NET | $15K | — | $15K | 0.21% |
| GREENBERG & ASSOCIATES INSURANCE3 | 3439 NE SANDY BLVD #378 PORTLAND, OR 97217 | HEALTH NET | $14K | — | $14K | 0.19% |
| PROPEL INSURANCE3 | 888 SW 5TH STREET SUITE 170 PORTLAND, OR 97204 | HEALTH NET | $12K | — | $12K | 0.17% |
| ROBERT BESWICK CFP3 | 1364 SW BORLAND RD WEST LINN, OR 97068 | HEALTH NET | $8K | — | $8K | 0.11% |
| INNOVATIVE BENEFIT PLANS, LLC3 Filed as: INNOVATIVE BENEFIT PLANS | 5331 SW MACADAM AVE STE 260 PORTLAND, OR 97239 | HEALTH NET | $5K | — | $5K | 0.07% |
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES, INC. | 5515 SE MILWAUKIE AVE PORTLAND, OR 97202 | HEALTH NET | $4K | — | $4K | 0.05% |
| BARKER-UERLINGS INSURANCE3 Filed as: BARKER UERLINGS INSURANCE INC | 340 NW 5TH ST CORVALLIS, OR 97330 | HEALTH NET | $3K | — | $3K | 0.04% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN NW | 2701 NW VAUGHN STREET SUITE 340 PORTLAND, OR 97210 | HEALTH NET | $3K | — | $3K | 0.04% |
| DDI BENEFITS INC.3 | 2111 NE HALSEY STREET PORTLAND, OR 97232 | HEALTH NET | $3K | — | $3K | 0.04% |
| HAGAN HAMILTON INSURANCE3 Filed as: HAGAN HAMILTON | PO BOX 847 MCMINNVILLE, OR 97218 | HEALTH NET | $2K | — | $2K | 0.03% |
| BECK INSURANCE3 Filed as: BECK INSURANCE SOLUTIONS INC. | 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% |
| WHA INSURANCE AGENCY INC3 Filed as: WHA INSURANCE AGENCY INC. | PO BOX 1421 EUGENE, OR 97440 | HEALTH NET | $2K | — | $2K | 0.02% |
| BH INSURANCE LLC3 | 235 FRONT ST SE STE 100 SALEM, OR 97301 | HEALTH NET | $2K | — | $2K | 0.02% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OREGON, LLC | 941 OAK ST. EUGENE, OR 97401 | HEALTH NET | $505 | — | $505 | 0.01% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: NIEDERMEYER RISK MANAGEMENT, LLC | 9340 SW BEAVERTON HILLSDALE HWY - A BEAVERTON, OR 97005 | HEALTH NET | $356 | — | $356 | 0.00% |
| VALLEY INSURANCE PROFESSIONALS3 Filed as: VALLEY INSURANCE | 1295 BAXTER RD SE SALEM, OR 97306 | HEALTH NET | $24 | — | $24 | 0.00% |
| BARKER-UERLINGS INSURANCE3 Filed as: BARKER UERLINGS INSURANCE INC | 340 NW 5TH ST CORVALLIS, OR 97330 | SAMARITAN HEALTH PLANS | $55K | — | $55K | 2.26% |
| HAGAN HAMILTON INSURANCE3 Filed as: HAGAN HAMILTON | PO BOX 847 MCMINNVILLE, OR 97128 | SAMARITAN HEALTH PLANS | $16K | — | $16K | 0.64% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SUITE 140 SALEM, OR 97301 | SAMARITAN HEALTH PLANS | $9K | — | $9K | 0.37% |
| BH INSURANCE LLC3 | 235 FRONT ST SE STE 100 SALEM, OR 97301 | SAMARITAN HEALTH PLANS | $7K | — | $7K | 0.27% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | SAMARITAN HEALTH PLANS | $6K | — | $6K | 0.23% |
| TOWN & COUNTRY INSURANCE3 Filed as: TOWN & COUNTRY INSURANCE CENTER | 2638 TAHITIAN AVE MEDFORD, OR 97504 | SAMARITAN HEALTH PLANS | $2K | — | $2K | 0.10% |
| ALDRICH BENEFITS LP3 | PO BOX 35143 #41025 SEATTLE, WA 98124 | KAISER FOUNDATION HEALTH PLAN OF THE NW | — | $530 | $530 | 0.18% |
| ALDRICH BENEFITS LP3 | PO BOX 35143 #41025 SEATTLE, WA 98124 | KAISER FOUNDATION HEALTH PLAN OF THE NW | $15K | — | $15K | 7.15% |
| JEFF MARCUM3 | 934 N HUMBOLDT PORTLAND, OR 97217 | KAISER FOUNDATION HEALTH PLAN OF THE NW | $1K | — | $1K | 0.55% |
| BISNETT INSURANCE3 | 310 N STATE ST, STE 220 LAKE OSWEGO, OR 98124 | KAISER FOUNDATION HEALTH PLAN OF THE NW | $1K | — | $1K | 0.54% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SUITE 140 SALEM, OR 97301 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | — | $2K | 10.74% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SCHWABE, WILLIAMSON & WYATT EIN 93-1130272 NONE | Legal Service code 29 | — | $12K |
| MCCARTIN ANALYTICAL SERVICES EIN 03-8384655 NONE | Actuarial Service code 11 | — | $7K |
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 | 1,363 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 18 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,381 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | HEALTH NET | 992 | $10.2M |
| Dental(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF THE NW | 47 | $504K |
| Vision(2 contracts, 2 carriers) | HEALTH NET | 992 | $7.5M |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 12 | $15K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 12 | $15K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 12 | $15K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 12 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 992 | — |
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.