| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | MODA HEALTH PLANS, INC | $30K | $0 | $30K | 1.37% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $12K | $2K | $13K | 17.49% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $225 | $225 | 0.35% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $29 | $1K | 10.65% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 15.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INS SVCS USA INC | 1039A N MCDOWELL BLVD PETALUMA, CA 95954 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $50 | $0 | $50 | 0.70% |
| AXA ASSISTANCE, USA5 | 122 SOUTH MICHIGAN AVE, STE 1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $44 | $44 | 0.62% |
| OEA CHOICE WELFARE TRUST3 | 6900 SW ATLANTA ST, BLDG 2 TIGARD, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 70.36% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | -$21 | -$3 | -$24 | -0.53% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $142 | $1K | 32.90% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | -$1 | -$1 | -0.05% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | ZURICH AMERICAN INSURANCE COMPANY | $142 | $0 | $142 | 14.98% |
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 | 90 | 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) | 90 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | MODA HEALTH PLANS, INC | 280 | $2.5M |
| Dental | MODA HEALTH PLANS, INC | 280 | $2.2M |
| Vision | MODA HEALTH PLANS, INC | 280 | $2.2M |
| Life insurance(3 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 111 | $83K |
| Long-term disability(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 107 | $82K |
| Other(7 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 143 | $166K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 280 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.