| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COORDINATED RESOURCES GROUP, INC.3 | 6443 SW BEAVERTON HILLSDALE HWY#200 PORTLAND, OR 97221 | PROVIDENCE HEALTH PLAN | $13K | — | $13K | 2.05% |
| COORDINATED RESOURCES GROUP, INC.3 | 6443 SW BEAVERTON HILLSDALE HWY#200 PORTLAND, OR 97221 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 3.47% |
| COORDINATED RESOURCES GROUP, INC.3 | 6443 SW BEAVERTON HILLSDALE HWY#200 PORTLAND, OR 97221 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | — | $2K | 2.86% |
No Schedule C service providers reported on this filing.
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 | 109 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 109 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PROVIDENCE HEALTH PLAN | 232 | $651K |
| Dental | STANDARD INSURANCE COMPANY | 109 | $65K |
| Vision | PROVIDENCE HEALTH PLAN | 232 | $651K |
| Prescription drug | PROVIDENCE HEALTH PLAN | 232 | $651K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 232 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.