| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NW, INC | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | PROVIDENCE HEALTH PLAN | $13K | $0 | $13K | 2.74% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NW, INC | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $7K | $5 | $7K | 2.88% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NW, INC | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $0 | $3K | 4.92% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 | 1437 SW COLUMBIA ST. PORTLAND, OR 97201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $439 | $3K | 11.98% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $817 | $90 | $907 | 16.63% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NW, INC | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $282 | $57 | $339 | 12.03% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $270 | $58 | $328 | 11.92% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $33 | $0 | $33 | 3.03% |
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 | 131 | 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) | 131 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PROVIDENCE HEALTH PLAN | 91 | $726K |
| Dental(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 113 | $299K |
| Vision(2 contracts, 2 carriers) | PROVIDENCE HEALTH PLAN | 91 | $726K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 136 | $8K |
| Long-term disability(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 136 | $25K |
| Prescription drug(2 contracts, 2 carriers) | PROVIDENCE HEALTH PLAN | 91 | $726K |
| Other(4 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 136 | $12K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 136 | — |
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."
No prospect flags tripped on this filing.