| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, SUITE 100 PORTLAND, OR 97223 | KAISER PERMANENTE | $90K | $0 | $90K | 3.68% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LLC | 11850 SW 67TH AVE, SUITE 100 PORTLAND, OR 97223 | KAISER PERMANENTE | $53K | $0 | $53K | 3.69% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, SUITE 100 PORTLAND, OR 97223 | DELTA DENTAL OF WASHINGTON | $10K | $0 | $10K | 4.01% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $20K | $2K | $22K | 10.75% |
| ASSUREX GLOBAL CORPORATION3 | 6620 MOONEY ST SUITE 360 DUBLIN, OH 43017 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $0 | $0 | 0.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $304 | $4K | 12.87% |
| ASSUREX GLOBAL CORPORATION3 | 6620 MOONEY ST SUITE 360 DUBLIN, OH 43017 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $0 | $0 | 0.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, SUITE 100 PORTLAND, OR 97223 | WILLAMETTE DENTAL OF WASHINGTON, INC. | $1K | $3K | $5K | 16.32% |
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 | 274 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 284 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF WASHINGTON | 261 | $276K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 321 | $201K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 321 | $201K |
| Other | UNUM LIFE INSURANCE COMPANY OF AMERICA | 125 | $34K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 321 | — |
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.