| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $171K | $75K | $246K | 5.00% |
| USI INSURANCE SERVICES LLC3 Filed as: USI NORTHWEST | 700 NE MULTNOMAH ST #1300 PORTLAND, OR 97232 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $14K | $14K | 0.28% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $180K | $0 | $180K | 14.53% |
| USI INSURANCE SERVICES LLC3 Filed as: USI NORTHWEST | 700 NE MULTNOMAH ST #1300 PORTLAND, OR 97232 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $0 | $6K | 0.50% |
| USI INSURANCE SERVICES LLC3 Filed as: USI NORTHWEST | 700 NE MULTNOMAH ST #1300 PORTLAND, OR 97232 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $111K | $54K | $165K | 21.57% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $21K | $9K | $30K | 5.06% |
| USI INSURANCE SERVICES LLC3 Filed as: USI NORTHWEST | 700 NE MULTNOMAH ST #1300 PORTLAND, OR 97232 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $1K | $1K | 0.24% |
| USI INSURANCE SERVICES LLC3 Filed as: USI NORTHWEST | 700 NE MULTNOMAH ST #1300 PORTLAND, OR 97232 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $70K | $24K | $94K | 20.27% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS | 1125 NW COUCH ST, STE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $10K | $10K | 2.26% |
| USI INSURANCE SERVICES LLC3 Filed as: USI NORTHWEST | 700 NE MULTNOMAH ST #1300 PORTLAND, OR 97232 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $21K | $19K | $41K | 10.62% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $8K | $0 | $8K | 23.27% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS | 1125 NW COUCH ST, STE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $1K | $1K | 3.88% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 22.35% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS | 1125 NW COUCH ST, STE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $304 | $304 | 3.73% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 24.00% |
| USI INSURANCE SERVICES LLC3 Filed as: USI NORTHWEST | 700 NE MULTNOMAH ST #1300 PORTLAND, OR 97232 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $396 | $363 | $759 | 40.70% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $333 | $0 | $333 | 21.48% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS | 1125 NW COUCH ST, STE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $55 | $55 | 3.55% |
No Schedule C service providers reported on this filing.
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 | 1,451 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,451 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 1,433 | $25.6M |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,447 | $5.5M |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,447 | $4.9M |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 1,433 | $25.5M |
| Other(12 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 2,299 | $8.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,299 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.