| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COORDINATED RESOURCES GROUP, INC.3 | 6443 SW BEAVERTON-HILLSDALE HIGHWAY SUITE 200 PORTLAND, OR 97221 | PROVIDENCE HEALTH PLAN | $23K | $0 | $23K | 2.87% |
| COORDINATED RESOURCES GROUP, INC. | 6443 SW BEAVERTON HILLSDALE HIGHWAY SUITE 200 PORTLAND, OR 97221 | STANDARD INSURANCE COMPANY | $2K | $0 | $2K | 3.05% |
| COORDINATED RESOURCES GROUP, INC.3 | 6443 SW BEAVERTON HILLSDALE HIGHWAY SUITE 200 PORTLAND, OR 97221 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1K | $21 | $1K | 3.65% |
| ELITE BENEFIT RESOURCES, INC.3 | 290 NE 2ND AVENUE, SUITE 6 GRESHAM, OR 97030 | AFLAC | $485 | $0 | $485 | 5.13% |
| COORDINATED RESOURCES GROUP, INC.3 Filed as: COORDINATED RSRC. GRP. AND AGENTS | 6443 SW BEAVERTON HILLSDALE SUITE 200 PORTLAND, OR 97221 | AFLAC | $98 | $0 | $98 | 1.04% |
| CAMERON CARRILLO3 | 22556 SW 96TH DRIVE TUALATIN, OR 97062 | AFLAC | $51 | $0 | $51 | 0.54% |
| JIM B CORNETT3 Filed as: JIM B. CORNETT | 4702 SW VOLCANO AVENUE REDMOND, OR 97756 | AFLAC | $51 | $0 | $51 | 0.54% |
| ERIC F CORNETT3 Filed as: ERIC F. CORNETT | PO BOX 9235 BEND, OR 97708 | AFLAC | $46 | $0 | $46 | 0.49% |
| G SCOTT COOKE3 Filed as: SCOTT E. NIELSEN | 1089 LAKE WASHINGTON BOULEVARD APPARTMENT 306 RENTON, WA 98056 | AFLAC | $38 | $0 | $38 | 0.40% |
| HAILEY BAGGETT3 Filed as: HAILEY N. PARKER | 15320 ARBORVIE WEST COURT OREGON CITY, OR 97045 | AFLAC | $36 | $0 | $36 | 0.38% |
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 | 122 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 122 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PROVIDENCE HEALTH PLAN | 179 | $827K |
| Dental(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 117 | $75K |
| Vision(2 contracts, 2 carriers) | PROVIDENCE HEALTH PLAN | 179 | $827K |
| Short-term disability | AFLAC | 58 | $9K |
| Prescription drug | PROVIDENCE HEALTH PLAN | 179 | $796K |
| Other | AFLAC | 58 | $9K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 179 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.