No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| THE PARTNERS GROUP EIN 93-1300504 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Plan Administrator Service code 14 | — | $38K |
| DAVIS WRIGHT TREMAINE LLP NONE | Legal Service code 29 | 920 FIFTH AVE SUITE 3300 SEATTLE, WA 981041610 | $30K |
| KPD INSURANCE, INC. NONE | Insurance services Service code 23 | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | $30K |
| HUB INTERNATIONAL NORTHWEST LLC NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 835 N POST ST 203 SPOKANE, WA 99201 | $20K |
| ANASTASI, MOORE & MARTIN PLLC EIN 20-8114084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $19K |
| HAGAN HAMILTON NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 448 SE BAKER ST MCMINNVILLE, OR 97128 | $17K |
| TOWN AND COUNTRY INSURANCE CENTER NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 1750 DELTA WATERS RD STE 102-383 MEDFORD, OR 97504 | $13K |
| CFO SELECTION, LLC NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | 3150 RICHARDS ROAD SUITE 150 BELLEVUE, WA 98005 | $11K |
| ALDRICH BENEFITS LP NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | PO BOX 35143 41025 SEATTLE, WA 98124 | $11K |
| HALE VENTURES INC NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 89065 LANGDON SPRINGS LANE SILVER LAKE, OR 97638 | $10K |
| BH INSURANCE LLC NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 235 FRONT ST SE 100 SALEM, OR 97301 | $9K |
| NIEDERMEYER RISK MANAGEMENT, LLC NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 9340 SW BEAVERTON HILLSDALE HWY BEAVERTON, OR 97005 | $7K |
| SCHWABE, WILLIAMSON & WYATT EIN 93-1130272 NONE | Legal Service code 29 | — | $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 | 21 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 21 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | SAMARITAN HEALTH PLANS | 21 | $3.0M |
| Dental | KAISER FOUNDATION HEALTH PLAN OF THE NW | 0 | $71K |
| Vision | HEALTH NET | 0 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 21 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.