No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| THE PARTNERS GROUP EIN 93-1300504 NONE | Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 14 | — | $95K |
| JEFF MARCUM NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 934 N HUMBOLDT PORTLAND, OR 97217 | $45K |
| PROPEL INSURANCE NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 888 SW 5TH STREET SUITE 1170 PORTLAND, OR 97204 | $44K |
| WARD INSURANCE NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | PO BOX 10167 EUGENE, OR 97440 | $33K |
| KPD INSURANCE, INC. NONE | Insurance services Service code 23 | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | $29K |
| NIEDERMEYER RISK MANAGEMENT, LLC NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 9340 SW BEAVERTON HILLSDALE HWY BEAVERTON, OR 97005 | $24K |
| BARKER UERLINGS INSURANCE NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 340 NW 5TH ST CORVALLIS, OR 97330 | $21K |
| SCHWABE, WILLIAMSON & WYATT EIN 93-1130272 NONE | Legal Service code 29 | — | $18K |
| HUDSON INSURANCE NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 612 PACIFIC AVE TILLAMOOK, OR 97141 | $15K |
| COMPENSATION SYSTEMS NW NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 2501 SW FIRST AVENUE SUITE 320 MCMINNVILLE, OR 97201 | $12K |
| THERESA M. OLSON NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | PO BOX 21479 KEIZER, OR 97307 | $11K |
| BH INSURANCE LLC NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 235 FRONT ST SE 100 SALEM, OR 97301 | $9K |
| BISNETT INSURANCE NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 310 N STATE ST SUITE 220 LAKE OSWEGO, OR 98124 | $7K |
| HALE VENTURES INC NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 89065 LANGDON SPRINGS LANE SILVER LAKE, OR 97638 | $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 | 1,101 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,101 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | HEALTH NET | 779 | $7.0M |
| Dental(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF THE NW | 29 | $430K |
| Vision(2 contracts, 2 carriers) | HEALTH NET | 779 | $4.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 779 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.