| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $6K | $6K | 2.18% |
| PLANSOURCE BENEFIT ADMINISTRATION3 Filed as: PLANSOURCE BENEFIT ADMINISTRAT | PO BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 1.09% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $0 | $57 | $57 | 0.03% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $4K | $4K | $8K | 5.45% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $1K | $1K | 2.19% |
| PLANSOURCE BENEFIT ADMINISTRATION3 Filed as: PLANSOURCE BENEFIT ADMINISTRAT | PO BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $666 | $0 | $666 | 1.10% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $544 | $7K | 22.20% |
| PLANSOURCE BENEFIT ADMINISTRATION3 Filed as: PLANSOURCE BENEFIT ADMINISTRAT | PO BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $298 | $0 | $298 | 1.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $4K | $548 | $5K | 17.00% |
| PLANSOURCE BENEFIT ADMINISTRATION3 Filed as: PLANSOURCE BENEFIT ADMINISTRAT | PO BOX 1313 ORLANDO, FL 32802 | UNUM INSURANCE COMPANY | $274 | $0 | $274 | 1.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 20.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN, INC. | $128 | $0 | $128 | 1.00% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP, LLC | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | HARTFORD LIFE AND ACCIDENT | $0 | $19 | $19 | 1.52% |
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 | 291 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 298 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | PROVIDENCE HEALTH PLAN | 189 | $3.3M |
| Dental(2 contracts, 2 carriers) | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | 239 | $256K |
| Vision | VISION SERVICE PLAN | 177 | $32K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 280 | $342K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 280 | $281K |
| Other(8 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 290 | $574K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 290 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.