| 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 | 1.85% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE | PO BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 0.93% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $5K | $7K | $12K | 8.57% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $2K | $2K | 1.86% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE | PO BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $762 | $0 | $762 | 0.93% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $4K | $553 | $5K | 17.00% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE | PO BOX 1313 ORLANDO, FL 32802 | UNUM INSURANCE COMPANY | $276 | $0 | $276 | 1.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | $380 | $6K | 20.49% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE | PO BOX 1313 ORLANDO, FL 32802 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $272 | $0 | $272 | 0.99% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $0 | $4K | 20.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN, INC. | $63 | $0 | $63 | 0.98% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP, LLC | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | HARTFORD LIFE AND ACCIDENT | $0 | $18 | $18 | 1.44% |
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 | 280 | Currently employed and enrolled or eligible. |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 281 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | PROVIDENCE HEALTH PLAN | 184 | $2.9M |
| Dental(2 contracts, 2 carriers) | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | 230 | $249K |
| Vision | VISION SERVICE PLAN | 175 | $31K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 272 | $416K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 272 | $333K |
| Other(8 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 280 | $636K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 280 | — |
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.