No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| U.S. BANK EIN 31-0841368 NONE | Investment management Service code 28 | 1555 N. RIVERCENTER DR #300 MILWAUKEE, WI 53212 | $448K |
| LAUREN BOOTH EIN 93-0763726 EE OF THE TRUST | Employee (plan) Service code 30 | — | $149K |
| RACHEL DRUSHELLA EIN 93-0763726 EE OF THE TRUST | Employee (plan) Service code 30 | — | $112K |
| ASTA GARMON EIN 93-0763726 EE OF THE TRUST | Employee (plan) Service code 30 | — | $99K |
| OREGON MIND BODY INSTITUTE EIN 82-5248744 NONE | Consulting (general) Service code 16 | 1339 OAK STREET EUGENE, OR 97401 | $94K |
| THE TEACHING WELL EIN 83-3026062 NONE | Other services Service code 49 | 360 GRAND AVE #77 OAKLAND, CA 94610 | $81K |
| ARIEN BATES EIN 93-0763726 EE OF THE TRUST | Employee (plan) Service code 30 | — | $72K |
| CATHERINE WILLETT EIN 93-0763726 EE OF THE TRUST | Employee (plan) Service code 30 | — | $69K |
| SIRI NGAI EIN 93-0763726 EE OF THE TRUST | Employee (plan) Service code 30 | — | $69K |
| LORENE DIAZ EIN 93-0763726 EE OF THE TRUST | Employee (plan) Service code 30 | — | $68K |
| EDUCATION NORTHWEST EIN 93-0553346 NONE | Consulting (general) Service code 16 | 101 SW MAIN ST SUITE 500 PORTLAND, OR 97204 | $68K |
| FOSTER GARVEY PC EIN 91-0876461 NONE | Insurance agents and brokers Service code 22 | 111 THIRD AVE STE 3000 SEATTLE, WA 98101 | $50K |
| TERRYBERRY COMPANY EIN 38-1291910 NONE | Other services Service code 49 | PO BOX 15111 PORTLAND, OR 97293 | $45K |
| ALDRICH ADVISORS EIN 93-0623286 NONE | Accounting (including auditing) Service code 10 | 1011 COMMERCIAL ST NE SUITE 120 SALEM, OR 973011085 | $39K |
| COVENANT TECHNOLOGY SOLUTIONS EIN 32-0012256 NONE | Other services Service code 49 | 15 82ND DRIVE, SUITE 120 GLADSTONE, OR 97027 | $37K |
| ASP EIN 47-0901312 NONE | Accounting (including auditing) Service code 10 | 3150 RICHARDS RD, SUITE 150 BELLEVUE, WA 98005 | $28K |
| PAUSE MEDIAION EIN 81-1316409 NONE | Other services Service code 49 | 133 SW 2ND AVE, SUITE 300 PORTLAND, OR 97204 | $26K |
| BARRAN LIEBMAN LLP EIN 93-1251627 NONE | Insurance agents and brokers Service code 22 | 601 SW 2ND AVE, SUITE 2300 PORTLAND, OR 97204 | $25K |
| WELLABLE LLC EIN 46-1012418 NONE | Other services Service code 49 | 38 CHAUNCY STREET, 10TH FLOOR BOSTON, MA 02111 | $25K |
| SARINA SATURN EIN 93-0763726 EE OF THE TRUST | Employee (plan) Service code 30 | — | $21K |
| NONPROFIT MARKETING NERD CO. EIN 99-3620783 NONE | Consulting (general) Service code 16 | 8 ALLEN BEND DR DECATUR, IL 62521 | $8K |
| CFO SELECTIONS LLC EIN 47-0901312 NONE | Claims processing Service code 12 | 3150 RICHARDS RD, SUITE 150 BELLEVUE, WA 98005 | $7K |
| ELIZABETH AUDERY EVENTS EIN 43-5391442 NONE | Consulting (general) Service code 16 | PO BOX 12064 PORTLAND, OR 97212 | $7K |
| CASCADE EMPLOYERS ASSOCIATION INC EIN 93-0497711 NONE | Other services Service code 49 | 4068 HUDSON AVE NE SALEM, OR 97301 | $5K |
| NEEDMORE DESIGNS EIN 20-0593158 NONE | Consulting (general) Service code 16 | 4207 SE WOODSTOCK BLVD. #373 PORTLAND, OR 97206 | $4K |
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 | 19,365 | 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) | 19,365 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.