| 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 | $11 | $11 | 0.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $31K | $13K | $44K | 2.63% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $4K | $4K | 0.27% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $30K | $15K | $45K | 2.74% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $4K | $4K | 0.27% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $29K | $20K | $49K | 3.11% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $4K | $4K | 0.25% |
| INFOR LLC3 | 13560 MORRIS RD STE 4100 ALPHARETTA, GA 30004 | STANDARD INSURANCE COMPANY | $0 | $24K | $24K | 4.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | $16K | $0 | $16K | 9.65% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | 897 12TH ST HAMMONTON, NJ 08037 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $386 | $0 | $386 | 9.99% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | 897 12TH ST HAMMONTON, NJ 08037 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $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 | 4,562 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 32 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,156 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,750 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 4,593 | $360K |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 8,583 | $5.7M |
| Vision | VISION SERVICE PLAN | 4,343 | $897K |
| Life insurance | STANDARD INSURANCE COMPANY | 5,260 | $1.6M |
| Short-term disability | STANDARD INSURANCE COMPANY | 1,864 | $1.7M |
| Long-term disability | STANDARD INSURANCE COMPANY | 4,039 | $1.6M |
| Other(5 contracts, 4 carriers) | STANDARD INSURANCE COMPANY | 5,260 | $2.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,583 | — |
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.