| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $59 | $59 | 0.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 181 E 5600 S STE 240 SALT LAKE CITY, UT 84107 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $26K | $30K | $56K | 3.26% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 181 E 5600 S STE 240 SALT LAKE CITY, UT 84107 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $84K | $180K | $264K | 15.80% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 181 E 5600 S STE 240 SALT LAKE CITY, UT 84107 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $65K | $95K | $159K | 12.32% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $92 | $92 | 0.03% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $59 | $59 | 0.04% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | $15K | $0 | $15K | 9.99% |
| PACIFIC BENEFIT CONSULTANTS3 Filed as: PACIFIC BENEFIT CONSULTANTS INC | 450 COUNTRY CLUB RD EUGENE, OR 97401 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | $0 | $4 | $4 | 0.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 181 E 5600 S STE 240 SALT LAKE CITY, UT 84107 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $2K | $5K | 17.01% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | 897 12TH ST HAMMONTON, NJ 08037 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $461 | $1K | $2K | 41.31% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | 897 12TH ST HAMMONTON, NJ 08037 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $18 | $0 | $18 | 5.16% |
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 | 1,644 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 25 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 130 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,799 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 7 | $4K |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 9,510 | $5.7M |
| Vision | VISION SERVICE PLAN | 4,524 | $845K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 5,179 | $1.7M |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,016 | $1.7M |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 4,327 | $1.3M |
| Other(7 contracts, 5 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 5,179 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,510 | — |
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."
No prospect flags tripped on this filing.