| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SE STE 140 SALEM, OR 973010041 | UNITEDHEALTHCARE INSURANCE COMPANY | $12K | — | $12K | 1.82% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.41% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $616 | — | $616 | 0.10% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 TUALATIN, OR 970629614 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 0.80% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.46% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OREGON LLC | 941 OAK ST EUGENE, OR 974013105 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.24% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $911 | — | $911 | 0.15% |
| PCF INSURANCE SERVICES OF THE WEST3 | 7150 SW HAMPTON ST STE 140 TIGARD, OR 972238378 | UNITEDHEALTHCARE INSURANCE COMPANY | $22K | — | $22K | 4.73% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 1.03% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.29% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1420 5TH AVE STE 1500 SEATTLE, WA 981012424 | UNITEDHEALTHCARE INSURANCE COMPANY | $11K | — | $11K | 2.43% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.51% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $819 | — | $819 | 0.17% |
| MARTIN LEVY3 | 21021 VENTURA BLVD STE 200 WOODLAND HILLS, CA 913642209 | UNITEDHEALTHCARE INSURANCE COMPANY | $13K | — | $13K | 3.31% |
| IMA, INC.3 Filed as: IMA INC | 1705 17TH ST STE 100 DENVER, CO 802021260 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 1.05% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 0.93% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.29% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PKWY STE 203 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $18K | — | $18K | 5.43% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 1.17% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.35% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SE STE 140 SALEM, OR 973010041 | UNITEDHEALTHCARE INSURANCE COMPANY | $11K | — | $11K | 3.44% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.71% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $784 | — | $784 | 0.25% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OREGON LLC | 5005 MEADOWS RD STE 402 LAKE OSWEGO, OR 970355294 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 1.94% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 TUALATIN, OR 970629614 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 1.19% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.65% |
| BENEFIT DESIGN GROUP INC3 Filed as: BENEFIT DESIGN GROUP LLC | 7140 SW FIR LOOP STE 220 PORTLAND, OR 972238064 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 1.37% |
| WARNEKE GROUP LLC THE3 | PO BOX 1139 LAKE OSWEGO, OR 970350139 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 1.33% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.43% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $420 | — | $420 | 0.14% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PKWY STE 203 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 3.09% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.65% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $511 | — | $511 | 0.21% |
| GCG FINANCIAL LLC3 Filed as: CSNW BENEFITS AN ALERA GROUP AGENCY | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 2.26% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.48% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $475 | — | $475 | 0.20% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $357 | — | $357 | 0.15% |
| YOUR CHOICE BENEFITS LLC3 | 2914 MCINTYRE RD STEVENSVILLE, MT 598706818 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 2.86% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.65% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $343 | — | $343 | 0.15% |
| K&B BENEFIT ADVISORS3 | 28617 SW ORLEANS AVE WILSONVILLE, OR 970707116 | UNITEDHEALTHCARE INSURANCE COMPANY | -$50 | — | -$50 | -0.02% |
| LAPORTE & ASSOCIATES, INC3 Filed as: LAPORTE & ASSOCIATES LLC | 5515 SE MILWAUKIE AVE STE 1 PORTLAND, OR 972024900 | UNITEDHEALTHCARE INSURANCE COMPANY | $13K | — | $13K | 5.85% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 1.20% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $882 | — | $882 | 0.41% |
| WORLD INSURANCE ASSOCIATES LLC3 Filed as: KPD INSURANCE LLC | PO BOX 784 SPRINGFIELD, OR 974770138 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 2.89% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.60% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $434 | — | $434 | 0.20% |
| PACIFIC CASCADE ADVISORS INC3 | 2401 W MAIN ST STE 108 BATTLE GROUND, WA 986044557 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 2.11% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $980 | — | $980 | 0.48% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $238 | — | $238 | 0.12% |
| GCG FINANCIAL LLC3 Filed as: CSNW BENEFITS AN ALERA GROUP AGENCY | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 4.91% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.16% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $950 | — | $950 | 0.47% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $693 | — | $693 | 0.35% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PKWY STE 203 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 4.53% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.27% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OREGON LLC | 5005 MEADOWS RD STE 402 LAKE OSWEGO, OR 970355294 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 3.03% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 TUALATIN, OR 970629614 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 1.40% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.91% |
| LAPORTE INSURANCE LLC3 Filed as: LAPORTE INSURANCE, LLC | 5515 SE MILWAUKIE AVE STE 1 PORTLAND, OR 972024900 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 5.20% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.10% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $630 | — | $630 | 0.36% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHWEST LLC -WA | PO BOX 3018 BOTHELL, WA 980413018 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 3.77% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.67% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $392 | — | $392 | 0.22% |
| GCG FINANCIAL LLC3 Filed as: CSNW BENEFITS AN ALERA GROUP AGENCY | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 2.80% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.73% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $475 | — | $475 | 0.27% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $231 | — | $231 | 0.13% |
| STRATEGY INSURANCE LLC3 | PO BOX 217 TROUTDALE, OR 970600217 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 2.93% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.62% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $339 | — | $339 | 0.20% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PKWY STE 203 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $8K | — | $8K | 4.77% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.86% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $280 | — | $280 | 0.17% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHWEST LLC -WA | PO BOX 3018 BOTHELL, WA 980413018 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 3.69% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.78% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $325 | — | $325 | 0.20% |
| WARD INSURANCE AGENCY INC3 | PO BOX 10167 EUGENE, OR 974402167 | UNITEDHEALTHCARE INSURANCE COMPANY | $26 | — | $26 | 0.02% |
| GCG FINANCIAL LLC3 Filed as: CSNW BENEFITS AN ALERA GROUP AGENCY | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 2.70% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEHEALTHCARE INSURANCE COMPANY | $595 | — | $595 | 0.38% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEHEALTHCARE INSURANCE COMPANY | $595 | — | $595 | 0.38% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SE STE 140 SALEM, OR 973010041 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 3.32% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.72% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $315 | — | $315 | 0.21% |
| GCG FINANCIAL LLC3 Filed as: CSNW BENEFITS AN ALERA GROUP AGENCY | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $8K | — | $8K | 5.32% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.06% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $588 | — | $588 | 0.39% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $525 | — | $525 | 0.35% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OREGON LLC | 5005 MEADOWS RD STE 402 LAKE OSWEGO, OR 970355294 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 3.12% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 TUALATIN, OR 970629614 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 2.21% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.20% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $437 | — | $437 | 0.29% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OREGON LLC | 941 OAK ST EUGENE, OR 974013105 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 4.69% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 TUALATIN, OR 970629614 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 2.58% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 1.34% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $455 | — | $455 | 0.38% |
| K.P.D. INSURANCE, LLC3 Filed as: K P D INSURANCE LLC | PO BOX 784 SPRINGFIELD, OR 974770138 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 3.25% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $700 | — | $700 | 0.67% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $245 | — | $245 | 0.24% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SE STE 140 SALEM, OR 973010041 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 6.09% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $952 | — | $952 | 1.02% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $308 | — | $308 | 0.33% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OREGON LLC | 941 OAK ST EUGENE, OR 974013105 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 1.53% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 SW BOONES FERRY RD STE, OR 970629614 | UNITEDHEALTHCARE INSURANCE COMPANY | $725 | — | $725 | 0.84% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $462 | — | $462 | 0.53% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $112 | — | $112 | 0.13% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OREGON LLC | 941 OAK ST EUGENE, OR 974013105 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 2.89% |
| LARRY SHERWOOD & ASSOCIATES INC3 | 18765 SW BOONES FERRY RD STE 325 TUALATIN, OR 970629614 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 1.40% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $763 | — | $763 | 0.89% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $271 | — | $271 | 0.32% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OREGON LLC | 941 OAK ST EUGENE, OR 974013105 | UNITED HEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 4.61% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITED HEALTHCARE INSURANCE COMPANY | $455 | — | $455 | 0.54% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITED HEALTHCARE INSURANCE COMPANY | $448 | — | $448 | 0.53% |
| GCG FINANCIAL LLC3 Filed as: CSNW BENEFITS AN ALERA GROUP AGENCY | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 4.18% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $917 | — | $917 | 1.09% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NORTHWEST INC | 1437 SW COLUMBIA ST PORTLAND, OR 972012535 | UNITEDHEALTHCARE INSURANCE COMPANY | $700 | — | $700 | 0.83% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $231 | — | $231 | 0.27% |
| OAK TREE INSURANCE INC3 | 5335 MEADOWS RD STE 101 LAKE OSWEGO, OR 970353126 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 5.35% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $655 | — | $655 | 1.13% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $210 | — | $210 | 0.36% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHWEST LLC-OR | PO BOX 2329 LAKE OSWEGO, OR 970350080 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 4.22% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC - RIVER VA | 475 N MARTINGALE RD STE 950 SCHAUMBURG, IL 601732268 | UNITEDHEALTHCARE INSURANCE COMPANY | $589 | — | $589 | 1.03% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $557 | — | $557 | 0.98% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SE STE 140 SALEM, OR 973010041 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 4.32% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $399 | — | $399 | 0.78% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $217 | — | $217 | 0.43% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHWEST LLC-OR | PO BOX 2329 LAKE OSWEGO, OR 970350080 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 6.32% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $644 | — | $644 | 1.39% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $122 | — | $122 | 0.26% |
| CLACKAMAS INSURANCE AGENCY, INC3 Filed as: CLACKAMAS INSURANCE AGENCY INC | 421 HIGH ST # 200 OREGON CITY, OR 970452247 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 4.63% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $420 | — | $420 | 1.00% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $126 | — | $126 | 0.30% |
| ALDRICH BENEFITS LP3 | 680 HAWTHORNE AVE SE STE 140 SALEM, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 2.69% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $210 | — | $210 | 0.54% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 973010041 | UNITEDHEALTHCARE INSURANCE COMPANY | $84 | — | $84 | 0.21% |
| TOMLIN INSURANCE INC3 | 1142 WILLAGILLESPIE RD STE 10 EUGENE, OR 974012142 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 3.83% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHWEST LLC-WA | PO BOX 3018 BOTHELL, WA 980413018 | UNITEDHEALTHCARE INSURANCE COMPANY | $736 | — | $736 | 2.14% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $366 | — | $366 | 1.06% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 972238963 | UNITEDHEALTHCARE INSURANCE COMPANY | $153 | — | $153 | 0.44% |
| PCF INSURANCE SERVICES OF THE WEST3 | 412 JEFFERSON PKWY STE 203 LAKE OSWEGO, OR 970351252 | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 3.23% |
| RUSSEL CONSULTING GROUP, LLC3 | 21515 LUPINE CT WEST LINN, OR 970682955 | UNITEDHEALTHCARE INSURANCE COMPANY | $294 | — | $294 | 0.91% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UEA, INC EIN 93-0991444 SPONSORING ORGANIZATION | Direct payment from the plan; Contract Administrator Service code 13 | — | $138K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan 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 | 1,014 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,019 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(43 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 128 | $8.4M |
| 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.