| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11740 SW 68TH PARKWAY, SUITE 200 PORTLAND, OR 97223 | PROVIDENCE HEALTH PLAN | $37K | $0 | $37K | 2.74% |
| J.L. JONES AND ASSOCIATES3 | 700 COUNTRY CLUB ROAD EUGENE, OR 97401 | PROVIDENCE HEALTH PLAN | $3K | $0 | $3K | 0.24% |
| UNKNOWN3 | UNKNOWN EUGENE, OR 97402 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $5K | $0 | $5K | 4.60% |
| KERR-CRUICKSHANK, INC.3 Filed as: KERR-CRUICKSHANK INC | 11740 SW 68TH PARKWAY PORTLAND, OR 97223 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 4.04% |
| MARY ESTHER TAYLOR3 | PO BOX 70334 SPRINGFIELD, OR 97475 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $16 | $2K | 3.96% |
| MJ INSURANCE3 Filed as: PAC. BEN. CONSULT. & VARIOUS AGENTS | 450 COUNTRY CLUB ROAD, SUITE 330 EUGENE, OR 97401 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $77 | $1K | 2.75% |
| COLLEEN KELLY3 | 3670 WESTWARD HO EUGENE, OR 97401 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $497 | $0 | $497 | 1.14% |
| BECKETT MOORE WRIGHT3 | PO BOX 2982 CLACKARAUS, OR 97015 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $293 | $0 | $293 | 0.67% |
| DAMON RAY OGIER3 | 731 BROOKSIDE CIRCLE ROGUE RIVER, OR 97537 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $260 | $0 | $260 | 0.60% |
| RITA J ROBINSON3 | PO BOX 34 WEST LINN, OR 97068 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $194 | $0 | $194 | 0.45% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PARKWAY, SUITE 200 PORTLAND, OR 97401 | VISION SERVICE PLAN | $811 | $0 | $811 | 5.80% |
| J.L. JONES AND ASSOCIATES3 Filed as: J L JONES AND ASSOCIATES | 720 COUNTRY CLUB ROAD EUGENE, OR 97401 | VISION SERVICE PLAN | $81 | $0 | $81 | 0.58% |
| J.L. JONES AND ASSOCIATES3 | 720 COUNTRY CLUB ROAD EUGENE, OR 97401 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $586 | $0 | $586 | 10.01% |
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 | 188 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 188 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PROVIDENCE HEALTH PLAN | 192 | $1.3M |
| Dental | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | 215 | $108K |
| Vision(2 contracts, 2 carriers) | PROVIDENCE HEALTH PLAN | 192 | $1.4M |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 181 | $49K |
| Short-term disability | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 59 | $44K |
| Prescription drug | PROVIDENCE HEALTH PLAN | 192 | $1.3M |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 181 | $49K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 215 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.