| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 TUALATIN, OR 970629614 | UNITEDHEALTHCARE INSURANCE COMPANY | $22K | — | $22K | 2.76% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 0.77% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SE STE 140 SALEM, OR 973010041 | UNITEDHEALTHCARE INSURANCE COMPANY | $12K | — | $12K | 2.19% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.61% |
| PACIFIC CASCADE ADVISORS INC3 | 2401 W MAIN ST STE 108 BATTLE GROUND, WA 986044557 | UNITEDHEALTHCARE INSURANCE COMPANY | $22K | — | $22K | 4.76% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 1.33% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $23K | — | $23K | 5.19% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 1.45% |
| RUSSEL CONSULTING GROUP, LLC3 | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $20K | — | $20K | 5.53% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 JEFFERSON PKWY STE, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 2.89% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.81% |
| THE HORTON GROUP3 Filed as: ANITA HARPER HORTON | 2295 TOWNE LAKE PKWY STE 116 WOODSTOCK, GA 30189 | UNITEDHEALTHCARE INSURANCE COMPANY | $725 | — | $725 | 0.20% |
| ALDRICH BENEFITS LP3 | — | UNITEDHEALTHCARE INSURANCE COMPANY | $13K | — | $13K | 3.66% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 1.03% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE INC | PO BOX 784 SPRINGFIELD, OR 974770138 | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 2.97% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.83% |
| MAUK GROUP, LLC3 | PO BOX 11059 PORTLAND, OR 972110059 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 2.88% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.77% |
| WARNEKE GROUP LLC THE3 | PO BOX 1139 LAKE OSWEGO, OR 970350139 | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 3.20% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.72% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC -MIAMI | 9850 NW 41ST ST STE 100 DORAL, FL 331782986 | UNITEDHEALTHCARE INSURANCE COMPANY | $12K | — | $12K | 4.27% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.84% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $25 | — | $25 | 0.01% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $8K | — | $8K | 3.00% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.82% |
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES INC | 5515 SE MILWAUKIE AVE PORTLAND, OR 972024900 | UNITEDHEALTHCARE INSURANCE COMPANY | $15K | — | $15K | 6.00% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 1.65% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 2.36% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.66% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 974402167 | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 4.84% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 1.36% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 2.15% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.60% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 974402167 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 3.25% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.91% |
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES INC | 5515 SE MILWAUKIE AVE PORTLAND, OR 972024900 | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 5.50% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 1.54% |
| PACIFIC CASCADE ADVISORS INC3 | 2401 W MAIN ST STE 108 BATTLE GROUND, WA 986044557 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 2.83% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.79% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $8K | — | $8K | 4.99% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.05% |
| PACIFIC CASCADE ADVISORS INC3 | 2401 W MAIN ST STE 108 BATTLE GROUND, WA 986044557 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 3.21% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.90% |
| STRATEGY INSURANCE LLC3 | PO BOX 217 TROUTDALE, OR 970600217 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 3.62% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 1.01% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 4.82% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.31% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SE STE 140 SALEM, OR 973010041 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 3.74% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 1.05% |
| STRATEGY INSURANCE LLC3 | — | KAISER NORTHWEST HEALTH PLAN OF THE NORTHWEST | $4K | $103 | $4K | 3.32% |
| RUSSEL CONSULTING GROUP, LLC3 | — | KAISER NORTHWEST HEALTH PLAN OF THE NORTHWEST | $2K | — | $2K | 2.15% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 974402167 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 5.56% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.56% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 TUALATIN, OR 970629614 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 6.14% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.72% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 TUALATIN, OR 97062 | UNITEDHEALTHCARE INSURANCE COMPANY | $8K | — | $8K | 8.14% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.95% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 974402167 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 5.39% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 1.51% |
| STRATEGY INSURANCE LLC3 | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $3K | $75 | $3K | 3.34% |
| RUSSEL CONSULTING GROUP, LLC3 | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | $113 | $2K | 2.30% |
| OAK TREE INSURANCE INC3 | 5335 MEADOWS RD STE 101 LAKE OSWEGO, OR 970353126 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 5.30% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 1.48% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 5.05% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $945 | — | $945 | 1.42% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 974402167 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 5.17% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC - RIVER VA | 7309 N KNOXVILLE AVE STE 200 PEORIA, IL 616142085 | UNITEDHEALTHCARE INSURANCE COMPANY | $928 | — | $928 | 1.48% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $889 | — | $889 | 1.41% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 3.36% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $504 | — | $504 | 0.94% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 5.21% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $665 | — | $665 | 1.26% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SE STE 140 SALEM, OR 973010041 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 7.44% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $728 | — | $728 | 1.75% |
| AMERICAN INSURANCE INC3 Filed as: AMERICAN BENEFITS INC | 4800 SW GRIFFITH DR STE 300 BEAVERTON, OR 970058716 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 6.82% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $791 | — | $791 | 1.91% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $321 | — | $321 | 1.07% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SE STE 140 SALEM, OR 973010041 | UNITEDHEALTHCARE INSURANCE COMPANY | $550 | — | $550 | 1.84% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $154 | — | $154 | 0.51% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHWEST LLC | PO BOX 3018 BOTHELL, WA 98041 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 5.82% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $441 | — | $441 | 1.63% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 974402167 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 4.61% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $338 | — | $338 | 1.29% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 SW BOONES FERRY RD STE, OR 970629614 | UNITEDHEALTHCARE INSURANCE COMPANY | $279 | — | $279 | 2.98% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $78 | — | $78 | 0.83% |
| STRATEGY INSURANCE LLC3 | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $679 | — | $679 | 8.22% |
| RUSSEL CONSULTING GROUP, LLC3 Filed as: RUSSEL CONSULTING GROUP | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $226 | — | $226 | 2.73% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UEA, INC EIN 93-0991444 SPONSORING ORGANIZATION | Direct payment from the plan; Contract Administrator Service code 13 | — | $124K |
| 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 | 1,001 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,007 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(42 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 146 | $7.9M |
| Dental(2 contracts, 2 carriers) | KAISER NORTHWEST HEALTH PLAN OF THE NORTHWEST | 19 | $124K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 146 | — |
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.