| 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 | $18K | — | $18K | 2.28% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 0.64% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SE STE 140 SALEM, OR 973010041 | UNITEDHEALTHCARE INSURANCE COMPANY | $11K | — | $11K | 2.03% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.57% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $11K | $6K | $17K | 3.66% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PKWY STE 203 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $13K | — | $13K | 2.66% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 1.41% |
| RUSSEL CONSULTING GROUP, LLC3 | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $16K | — | $16K | 4.59% |
| ALDRICH BENEFITS LP3 | — | UNITEDHEALTHCARE INSURANCE COMPANY | $11K | — | $11K | 3.16% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.88% |
| PACIFIC CASCADE ADVISORS INC3 | 2401 W MAIN ST STE 108 BATTLE GROUND, WA 986044557 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 2.79% |
| MARTIN LEVY3 | 21021 VENTURA BLVD STE 200 WOODLAND HILLS, CA 913642209 | UNITEDHEALTHCARE INSURANCE COMPANY | $8K | — | $8K | 2.56% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 1.50% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PKWY STE 203 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $11K | — | $11K | 3.49% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | $397 | $5K | 1.43% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 1.34% |
| WARNEKE GROUP LLC THE3 | PO BOX 1139 LAKE OSWEGO, OR 970350139 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 2.88% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.63% |
| K&B BENEFIT ADVISORS3 | 28617 SW ORLEANS AVE WILSONVILLE, OR 970707116 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 2.87% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.80% |
| MAUK GROUP, LLC3 | PO BOX 11059 PORTLAND, OR 972110059 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 1.43% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 TUALATIN, OR 970629614 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 1.17% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.70% |
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES INC | 5515 SE MILWAUKIE AVE PORTLAND, OR 972024900 | UNITEDHEALTHCARE INSURANCE COMPANY | $14K | — | $14K | 5.05% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 1.39% |
| PACIFIC CASCADE ADVISORS INC3 | 2401 W MAIN ST STE 108 BATTLE GROUND, WA 986044557 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 2.83% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.79% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PKWY STE 203 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 2.61% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.96% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | $265 | $2K | 0.92% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 2.16% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.67% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | $3K | $5K | 2.10% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PKWAY STE 203 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 1.28% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.57% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE LLC | PO BOX 784 SPRINGFIELD, OR 974770138 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 2.57% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.72% |
| PACIFIC CASCADE ADVISORS INC3 | 2401 W MAIN ST STE 108 BATTLE GROUND, WA 986044557 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 2.09% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.59% |
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES INC | 5515 SE MILWAUKIE AVE PORTLAND, OR 972024900 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 5.31% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 1.49% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SE STE 140 SALEM, OR 973010041 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 2.24% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.63% |
| STRATEGY INSURANCE LLC3 | PO BOX 217 TROUTDALE, OR 970600217 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 3.15% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.88% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 974402167 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 2.76% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.84% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHWEST LLC-WA | PO BOX 3018 BOTHELL, WA 980413018 | UNITEDHEALTHCARE INSURANCE COMPANY | $114 | — | $114 | 0.07% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 TUALATIN, OR 970629614 | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 6.48% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 1.81% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 97035 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | $2K | $5K | 3.20% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PKWY STE 203 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 3.05% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.08% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 3.28% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.92% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 TUALATIN, OR 97062 | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 7.54% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 97068 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.80% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 5.84% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.63% |
| STRATEGY INSURANCE LLC3 | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $3K | $48 | $3K | 3.05% |
| RUSSEL CONSULTING GROUP, LLC3 | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | $84 | $2K | 2.08% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SE STE 140 SALEM, OR 973010041 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 6.56% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.48% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 SW BOONES FERRY RD STE, OR 970629614 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 2.93% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $839 | — | $839 | 0.82% |
| STRATEGY INSURANCE LLC3 | — | KAISER NORTHWEST HEALTH PLAN OF THE NORTHWEST | $2K | $34 | $2K | 2.12% |
| RUSSEL CONSULTING GROUP, LLC3 | — | KAISER NORTHWEST HEALTH PLAN OF THE NORTHWEST | $1K | $37 | $1K | 1.43% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 TUALATIN, OR 970629614 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 2.51% |
| MAUK GROUP, LLC3 | PO BOX 11059 PORTLAND, OR 972110059 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 2.41% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $966 | — | $966 | 1.17% |
| OAK TREE INSURANCE INC3 | 5335 MEADOWS RD STE 101 LAKE OSWEGO, OR 970353126 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 5.11% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 1.43% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 974402167 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 3.84% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $774 | — | $774 | 1.18% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHWEST LLC-WA | PO BOX 3018 BOTHELL, WA 980413018 | UNITEDHEALTHCARE INSURANCE COMPANY | $89 | — | $89 | 0.14% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 4.95% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $875 | — | $875 | 1.35% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHWEST LLC-WA | PO BOX 3018 BOTHELL, WA 980413018 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 2.98% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC - RIVER VA | 7309 N KNOXVILLE AVE STE 200 PEORIA, IL 616142085 | UNITEDHEALTHCARE INSURANCE COMPANY | $631 | — | $631 | 1.02% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $518 | — | $518 | 0.84% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 3.88% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $693 | — | $693 | 1.32% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 TUALATIN, OR 970629614 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 4.26% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $613 | — | $613 | 1.19% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PKWY STE 203 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 2.74% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $450 | $756 | $1K | 2.44% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $504 | — | $504 | 1.02% |
| K.P.D. INSURANCE, LLC3 Filed as: K P D INSURANCE LLC | PO BOX 784 SPRINGFIELD, OR 974770138 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 3.15% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $420 | — | $420 | 0.88% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $975 | $843 | $2K | 4.41% |
| CLACKMAS INSURANCE AGENCY INC3 | 421 HIGH ST #200 OREGON CITY, OR 970452247 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 2.55% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $567 | — | $567 | 1.38% |
| AMERICAN INSURANCE INC3 Filed as: AMERICAN BENEFITS INC | 4800 SW GRIFFITH DR STE 300 BEAVERTON, OR 970058716 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 6.41% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $728 | — | $728 | 1.79% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SE STE 140 SALEM, OR 973010041 | UNITEDHEALTHCARE INSURANCE COMPANY | $850 | — | $850 | 2.22% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $238 | — | $238 | 0.62% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 974402167 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 4.46% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $525 | — | $525 | 1.70% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHWEST LLC-WA | PO BOX 3018 BOTHELL, WA 980413018 | UNITEDHEALTHCARE INSURANCE COMPANY | $500 | — | $500 | 1.62% |
| MONTGOMERY & GRAHAM INC3 | 412 JEFFERSON PKWY STE 100 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | $929 | $3K | 8.45% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $553 | — | $553 | 1.85% |
| STRATEGY INSURANCE LLC3 | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $556 | — | $556 | 7.50% |
| RUSSEL CONSULTING GROUP, LLC3 Filed as: RUSSEL CONSULTING GROUP | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $185 | — | $185 | 2.49% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UEA, INC EIN 93-0991444 SPONSORING ORGANIZATION | Contract Administrator; Direct payment from the plan Service code 13 | — | $129K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $7K |
| JB NIBLEY INSURANCE INC. EIN 93-0494041 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $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 | 778 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 786 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(43 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 128 | $8.0M |
| Dental(2 contracts, 2 carriers) | KAISER NORTHWEST HEALTH PLAN OF THE NORTHWEST | 18 | $108K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 128 | — |
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.