| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $13K | — | $13K | 2.49% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.36% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.34% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $19K | — | $19K | 3.81% |
| BP&A, LLC3 | PO BOX 12469 PORTLAND, OR 97212 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $7K | — | $7K | 1.44% |
| PACIFIC CASCADE ADVISORS INC3 | 2401 W MAIN ST STE 108 BATTLE GROUND, WA 98604 | UNITEDHEALTHCARE INSURANCE COMPANY | $23K | — | $23K | 4.83% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 0.85% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.50% |
| ALDRICH BENEFITS LP3 | PO BOX 35143 SEATTLE, WA 98124 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 0.86% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.67% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.32% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 97440 | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 2.40% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.44% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $954 | — | $954 | 0.23% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $22K | — | $22K | 5.53% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 0.97% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.58% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 97440 | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 2.50% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.43% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.27% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | UNITEDHEALTHCARE INSURANCE COMPANY | $18K | — | $18K | 4.83% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.90% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.45% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | $1K | $11K | 2.95% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.49% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $854 | — | $854 | 0.23% |
| WARNEKE GROUP LLC THE3 | PO BOX 1139 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 1.38% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.38% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | -$950 | — | -$950 | -0.29% |
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES INC | 5515 SE MILWAUKIE AVE PORTLAND, OR 97202 | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 3.24% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.61% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $918 | — | $918 | 0.30% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 2.26% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.41% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $623 | — | $623 | 0.22% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 4.18% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.78% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $861 | — | $861 | 0.39% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (NW), INC. | 601 SW ALDER ST., SUITE 310 PORTLAND, OR 97205 | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 4.47% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.79% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $938 | — | $938 | 0.43% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 97440 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 3.23% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.58% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $616 | — | $616 | 0.30% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE INC | PO BOX 29 SPRINGFIELD, OR 97477 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 3.25% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.60% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $616 | — | $616 | 0.31% |
| ALDRICH BENEFITS LP3 | PO BOX 35143 SEATTLE, WA 98124 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 2.95% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $896 | — | $896 | 0.48% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $637 | — | $637 | 0.34% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 3.76% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.73% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $563 | — | $563 | 0.33% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 3.62% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.66% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $579 | — | $579 | 0.35% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE INC | PO BOX 29 SPRINGFIELD, OR 97477 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 4.16% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.78% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $623 | — | $623 | 0.38% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 4.27% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.73% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $658 | — | $658 | 0.43% |
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES INC | 5515 SE MILWAUKIE AVE PORTLAND, OR 97202 | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 6.74% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.21% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.68% |
| STRATEGY INSURANCE LLC3 | PO BOX 217 TROUTDALE, OR 97060 | UNITEDHEALTHCARE INSURANCE COMPANY | $8K | — | $8K | 5.66% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.94% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $845 | — | $845 | 0.60% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 4.23% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.83% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $462 | — | $462 | 0.35% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 5.68% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 1.02% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $728 | — | $728 | 0.57% |
| STRATEGY INSURANCE LLC3 | PO BOX 217 TROUTDALE, OR 97060 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $4K | $99 | $4K | 3.23% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | $0 | $2K | 1.61% |
| BP&A, LLC3 | PO BOX 12469 PORTLAND, OR 97212 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $610 | $79 | $689 | 0.56% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 97440 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 5.23% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 1.33% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $153 | — | $153 | 0.14% |
| STRATEGY INSURANCE LLC3 | PO BOX 217 TROUTDALE, OR 97060 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 3.70% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $583 | — | $583 | 0.52% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $576 | — | $576 | 0.51% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (NW), INC. | 610 SW ALDER STREET, #310 PORTLAND, OR 97205 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 4.85% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 1.32% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 10220 SW GREENBURG RD STE 225 PORTLAND, OR 97223 | UNITEDHEALTHCARE INSURANCE COMPANY | $8K | — | $8K | 7.72% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.51% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $652 | — | $652 | 0.65% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 2.04% |
| MAUK GROUP, LLC3 | PO BOX 11059 PORTLAND, OR 97211 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 1.22% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $336 | — | $336 | 0.34% |
| STRATEGY INSURANCE LLC3 | PO BOX 217 TROUTDALE, OR 97060 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | $82 | $2K | 2.85% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1K | — | $1K | 1.32% |
| BP&A, LLC3 | PO BOX 12469 PORTLAND, OR 97212 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $436 | $68 | $504 | 0.59% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 5.38% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 1.51% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 5.38% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $693 | — | $693 | 0.99% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $364 | — | $364 | 0.52% |
| WARD INSURANCE AGENCY INC3 | P.O. BOX 10167 EUGENE, OR 974402167 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 5.26% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC. | 1201 E DURYEA AVE PEORIA HTS, IL 61616 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | $9 | $1K | 1.57% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $604 | — | $604 | 0.89% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $364 | — | $364 | 0.54% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHWEST LLC | PO BOX 3018 BOTHELL, WA 98041 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 5.50% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $665 | — | $665 | 1.05% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $308 | — | $308 | 0.49% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 10220 SW GREENBURG RD STE 225 PORTLAND, OR 97223 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 2.89% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $469 | — | $469 | 0.81% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 4.83% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $700 | — | $700 | 1.31% |
| HUGGINS INSURANCE SERVICES, INC.3 Filed as: HUGGINS INSURANCE SERVICES INC. | P.O. BOX 270 SALEM, OR 97308 | UNITEDHEALTHCARE INSURANCE COMPANY | $8K | — | $8K | 20.04% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 4.30% |
| ALDRICH BENEFITS LP3 | PO BOX 35143 SEATTLE, WA 98124 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 8.20% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $851 | — | $851 | 2.30% |
| ALDRICH BENEFITS LP3 | P.O. BOX 35143 SEATTLE, WA 98124 | UNITEDHEALTHCARE INSURANCE COMPANY | $500 | — | $500 | 1.51% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $140 | — | $140 | 0.42% |
| ALDRICH BENEFITS LP3 | PO BOX 35143 SEATTLE, WA 98124 | UNITEDHEALTHCARE INSURANCE COMPANY | $582 | — | $582 | 1.94% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $175 | — | $175 | 0.58% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $30 | — | $30 | 0.10% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 97440 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 9.42% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $517 | — | $517 | 1.91% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $195 | — | $195 | 0.72% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $750 | — | $750 | 3.02% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $210 | — | $210 | 0.85% |
| STRATEGY INSURANCE LLC3 | PO BOX 217 TROUTDALE, OR 97060 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1K | — | $1K | 7.39% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $252 | — | $252 | 1.83% |
| BP&A, LLC3 | PO BOX 12469 PORTLAND, OR 97212 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $88 | — | $88 | 0.64% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 55.34% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 15.50% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UEA, INC. EIN 93-0991444 SPONSORING ORGANIZATION | Direct payment from the plan; Contract Administrator Service code 13 | — | $134K |
| BARRAN LIEBMAN EIN 93-1251627 NONE | Legal; Direct payment from the plan Service code 29 | — | $6K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $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 | 1,125 | 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) | 1,125 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(46 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 142 | $8.4M |
| Dental | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 23 | $14K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 142 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.