No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILLIAM C. EARHART COMPANY INC. EIN 93-0509592 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $129K |
| OREGON DENTAL SERVICE EIN 93-0438772 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $50K |
| PROPEL INSURANCE EIN 91-0830024 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Consulting (general); Direct payment from the plan Service code 16 | — | $40K |
| US BANK, NA EIN 31-0841368 NONE | Custodial (other than securities); Direct payment from the plan; Investment management fees paid indirectly by plan; Custodial (securities) Service code 18 | — | $34K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $21K |
| LOOMIS SAYLES & CO, LP EIN 04-3200030 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $19K |
| HEALTHCARE ACTUARIES LLC EIN 20-5718833 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $12K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
| TURNER STOEVE & GAGLIARDI P.S. EIN 91-1282506 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
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 | 856 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 230 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,086 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 1,185 | $12.6M |
| Dental(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 214 | $733K |
| Vision | REGENCE BLUECROSS BLUESHIELD OF OREGON | 214 | $672K |
| Life insurance(2 contracts, 2 carriers) | USABLE LIFE | 1,605 | $20K |
| Other(2 contracts, 2 carriers) | USABLE LIFE | 1,605 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,605 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.