| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LARRY SHERWOOD & ASSOCIATES INC3 | 10220 SW GREENBURG RD STE 225 PORTLAND, OR 97223 | UNITEDHEALTHCARE INSURANCE COMPANY | $17K | — | $17K | 2.33% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 0.65% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHWEST LLC | PO BOX 3018 BOTHELL, WA 98041 | UNITEDHEALTHCARE INSURANCE COMPANY | $25K | — | $25K | 4.54% |
| ALDRICH BENEFITS LP3 | PO BOX 35143 SEATTLE, WA 98124 | UNITEDHEALTHCARE INSURANCE COMPANY | $26K | — | $26K | 5.19% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 0.82% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $22K | — | $22K | 4.60% |
| THE HORTON GROUP3 Filed as: ANITA HARPER HORTON | 591 FAIRWAY DR WOODSTOCK, GA 30189 | UNITEDHEALTHCARE INSURANCE COMPANY | $8K | — | $8K | 1.93% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.78% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.67% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 2.42% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.68% |
| PACIFIC CASCADE ADVISORS INC3 | 2401 W MAIN ST STE 108 BATTLE GROUND, WA 98604 | UNITEDHEALTHCARE INSURANCE COMPANY | $19K | — | $19K | 4.98% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 1.39% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $23K | — | $23K | 6.21% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 1.74% |
| WARNEKE GROUP LLC THE3 | PO BOX 1139 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 3.14% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.70% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 2.25% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.63% |
| ALDRICH BENEFITS LP3 | PO BOX 35143 SEATTLE, WA 98124 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 2.40% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.67% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 97440 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 3.74% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.05% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE INC | 1111 GATEWAY LOOP SPRINGFIELD, OR 97477 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 3.20% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.90% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 3.45% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.97% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 4.37% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.94% |
| ALDRICH BENEFITS LP3 | PO BOX 35143 SEATTLE, WA 98124 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 3.01% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.86% |
| BUTLER PARTNERS & ASSOCIATES LLC3 | PO BOX 12469 PORTLAND, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | -$21 | — | -$21 | -0.01% |
| PACIFIC CASCADE ADVISORS INC3 | 2401 W MAIN ST STE 108 BATTLE GROUND, WA 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 3.31% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.93% |
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES INC | 5515 SE MILWAKIE AVE PORTLAND, OR 97202 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 5.84% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.63% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 97440 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 4.64% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.30% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 10220 SW GREENBURG RD STE 225 PORTLAND, OR 97223 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 6.93% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 1.94% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 4.45% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.25% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 4.81% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.30% |
| STRATEGY INSURANCE LLC3 | PO BOX 217 TROUTDALE, OR 97060 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $3K | — | $3K | 3.22% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | — | $2K | 2.14% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 97440 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 5.39% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 1.51% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 5.16% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 1.45% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHWEST LLC | PO BOX 3018 BOTHELL, WA 98041 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 4.81% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $875 | — | $875 | 1.35% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 97212 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 4.74% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC. | 7309 N KNOXVILLE AVE STE 200 PEORIA, IL 61614 | UNITEDHEALTHCARE INSURANCE COMPANY | $827 | — | $827 | 1.30% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $817 | — | $817 | 1.29% |
| ALDRICH BENEFITS LP3 | PO BOX 35143 SEATTLE, WA 98124 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 7.18% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 2.01% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 4.11% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $511 | — | $511 | 1.15% |
| STRATEGY INSURANCE LLC3 | PO BOX 217 TROUTDALE, OR 97060 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 6.95% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $836 | — | $836 | 1.90% |
| AMERICAN INSURANCE INC3 Filed as: AMERICAN BENEFITS INC | 4800 SW GRIFFITH DR STE 300 BEAVERTON, OR 97005 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 7.61% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $861 | — | $861 | 2.13% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 4.88% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $441 | — | $441 | 1.37% |
| ALDRICH BENEFITS LP3 | PO BOX 35143 SEATTLE, WA 98124 | UNITEDHEALTHCARE INSURANCE COMPANY | $984 | — | $984 | 3.83% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $149 | — | $149 | 0.58% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97034 | UNITEDHEALTHCARE INSURANCE COMPANY | $492 | — | $492 | 1.93% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $138 | — | $138 | 0.54% |
| WARD INSURANCE AGENCY INC3 | P.O. BOX 10167 EUGENE, OR 97440 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 8.99% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $412 | — | $412 | 2.52% |
| STRATEGY INSURANCE LLC3 | P.O. BOX 217 TROUTDALE, OR 97060 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $743 | — | $743 | 7.75% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $248 | — | $248 | 2.59% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UEA, INC. EIN 93-0991444 SPONSORING ORGANIZATION | Direct payment from the plan; Contract Administrator Service code 13 | — | $104K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $6K |
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 | 919 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 921 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(35 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 164 | $7.1M |
| Dental | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 19 | $10K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 164 | — |
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.