No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF OR EIN 93-0238155 NONE | Direct payment from the plan; Claims processing; Float revenue Service code 12 | — | $6.0M |
| EXPRESS SCRIPTS INC EIN 22-3461740 NONE | Claims processing Service code 12 | — | $786K |
| NORTHWEST ADMINISTRATORS, INC EIN 91-0680697 NONE | Contract Administrator Service code 13 | — | $527K |
| PROPEL INSURANCE EIN 91-0830024 NONE | Consulting (general); Insurance agents and brokers; Insurance brokerage commissions and fees Service code 16 | — | $105K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $73K |
| TRUCKER HUSS, APC EIN 94-3216063 NONE | Legal; Direct payment from the plan Service code 29 | — | $59K |
| PHARMACEUTICAL STRATEGIES GROUP | Consulting (general) Service code 16 | — | $45K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Custodial (securities) Service code 15 | — | $43K |
| JENNISON ASSOCIATES LLC EIN 22-2540245 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $38K |
| VIGILANT SERVICES, INC. EIN 93-0877675 NONE | Trustee (individual) Service code 20 | — | $36K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing Service code 12 | — | $34K |
| RV KUHNS & ASSOCIATES, INC EIN 93-0910652 NONE | Consulting (pension) Service code 17 | — | $29K |
| MFS EIN 04-3247425 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $28K |
| SHORETT COMMUNICATIONS LLC EIN 91-2196270 NONE | Participant communication Service code 38 | — | $23K |
| MILLIMAN EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $21K |
| CAPITAL CITY PRESS EIN 91-1068832 | Other services Service code 49 | — | $13K |
| PSG CONSULTING, LLC EIN 27-2345574 | Consulting (general) Service code 16 | — | $0 |
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 | 3,345 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,735 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 5,080 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUECROSS BLUESHIELD OF OR | 2,643 | $4.1M |
| Dental | WILLAMETTE DENTAL INSURANCE, INC. | 3,653 | $950K |
| Vision | VISION SERVICE PLAN | 1,871 | $245K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 3,451 | $622K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,653 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.