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 | — | $399K |
| HOLLY SPRUANCE EIN 93-0763726 EMPLOYEE OF THE TRUST | Employee (plan) Service code 30 | — | $327K |
| LISA MAHONEY EIN 93-0763726 EMPLOYEE OF THE TRUST | Employee (plan) Service code 30 | — | $177K |
| OREGON MIND BODY INSTITUTE EIN 82-5248744 NONE | Consulting (general) Service code 16 | — | $168K |
| EDUCATION NORTHWEST EIN 93-0553346 NONE | Consulting (general) Service code 16 | — | $144K |
| INGE ALDERSEBAES EIN 93-0763726 EMPLOYEE OF THE TRUST | Employee (plan) Service code 30 | — | $127K |
| LAUREN BOOTH EIN 93-0763726 EMPLOYEE OF THE TRUST | Employee (plan) Service code 30 | — | $110K |
| ASTA GARMON EIN 93-0763726 EMPLOYEE OF THE TRUST | Employee (plan) Service code 30 | — | $98K |
| RACHEL DRUSHELLA EIN 93-0763726 EMPLOYEE OF THE TRUST | Employee (plan) Service code 30 | — | $87K |
| ARIEN BATES EIN 93-0763726 EMPLOYEE OF THE TRUST | Employee (plan) Service code 30 | — | $74K |
| COLLEEN SUMP EIN 93-0763726 EMPLOYEE OF THE TRUST | Employee (plan) Service code 30 | — | $58K |
| WALKER TRACKER EIN 20-8355826 NONE | Other services Service code 49 | — | $50K |
| SMITH & CONNORS, LLC EIN 42-2823067 NONE | Consulting (general) Service code 16 | — | $38K |
| LINDSEY SCHLEDER EIN 93-0763726 EMPLOYEE OF THE TRUST | Employee (plan) Service code 30 | — | $36K |
| ALDRICH CPAS AND ADVISORS, LLP EIN 93-0623286 NONE | Accounting (including auditing) Service code 10 | — | $33K |
| MARY BELL EIN 93-0763726 EMPLOYEE OF THE TRUST | Employee (plan) Service code 30 | — | $29K |
| FOSTER GARVEY PC EIN 91-0876461 NONE | Legal Service code 29 | — | $26K |
| DOTY PRUETT WILSON PC EIN 93-0792674 NONE | Accounting (including auditing) Service code 10 | — | $21K |
| CASCADE EMPLOYERS ASSOCIATION INC. EIN 20-0593158 NONE | Other services Service code 49 | — | $17K |
| COVENANT TECHNOLOGY SOLUTIONS EIN 32-0012256 NONE | Other services Service code 49 | — | $16K |
| ORI COMMUNITY AND EVALUATION SERVIC EIN 20-3201366 NONE | Other services Service code 49 | — | $15K |
| BRIGHT MORNING CONSULTING, INC. EIN 82-3463161 NONE | Consulting (general) Service code 16 | — | $15K |
| LORENE DIAZ EIN 93-0763726 EMPLOYEE OF THE TRUST | Employee (plan) Service code 30 | — | $12K |
| CVENT, INC EIN 54-1954458 NONE | Other services Service code 49 | — | $11K |
| AIA/BRILLIANCE IN BRANDING EIN 04-3429004 NONE | Other services Service code 49 | — | $7K |
| NEEDMORE DESIGNS EIN 20-0593158 NONE | Consulting (general) Service code 16 | — | $6K |
| TEND ACADEMY LTD. EIN 98-1251655 NONE | Other services Service code 49 | — | $5K |
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 | 11,771 | 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) | 11,771 | 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.