| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN INC | $30K | $0 | $30K | 1.40% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $23K | $23K | 2.16% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN INC | $13K | $0 | $13K | 1.39% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $74K | $31K | $105K | 15.26% |
| C2 CENTRIC LLC3 | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $2K | $2K | 0.23% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $9K | $90 | $9K | 2.08% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $29K | $13K | $42K | 13.76% |
| C2 CENTRIC LLC3 | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $645 | $645 | 0.21% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $16K | $11K | $27K | 10.20% |
| C2 CENTRIC LLC3 | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $573 | $573 | 0.21% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $475 | $1K | $2K | 1.71% |
| WATCHTOWER TECHNOLOGIES INC3 Filed as: WATCHTOWER TECHNOLOGIES, INC | 306 WEST ERIE STREET STE 300 CHICAGO, IL 60654 | UNUM INSURANCE COMPANY | $1K | $0 | $1K | 1.48% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $8K | $887 | $9K | 11.07% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $2K | $739 | $3K | 4.23% |
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 | 1,197 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 51 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,251 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 253 | $3.5M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 3,427 | $1.1M |
| Life insurance | STANDARD INSURANCE COMPANY | 1,196 | $686K |
| Short-term disability | STANDARD INSURANCE COMPANY | 635 | $302K |
| Long-term disability | STANDARD INSURANCE COMPANY | 428 | $267K |
| Stop-loss / reinsurancereinsurance | COMMENCEMENT BAY RISK MANAGEMENT INSURANCE COMPANY | 1,862 | $1.8M |
| Other(4 contracts, 2 carriers) | UNUM INSURANCE COMPANY | 1,212 | $260K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,427 | — |
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.