| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MATTECHECK & ASSOCIATES3 | 610 S.W. ALDER, SUITE 310 PORTLAND, OR 97205 | PROVIDENCE HEALTH PLAN | $32K | — | $32K | 2.96% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES, INC. | 610 S.W. ALDER, SUITE 310 PORTLAND, OR 97205 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 2.70% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES, INC. | 1250 CAPITAL OF TEXAS HWY, STE 125 AUSTIN, TX 78746 | STANDARD INSURANCE COMPANY | $924 | — | $924 | 1.08% |
| TODD ORGANIZATION LLC3 Filed as: TODD ORGANIZATION | 1 CENTER POINT DR.#120 LAKE OSWEGO, OR 97035 | STANDARD INSURANCE COMPANY | $4K | — | $4K | 6.80% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES, INC. | 610 S.W. ALDER, SUITE 310 PORTLAND, OR 97205 | STANDARD INSURANCE COMPANY | $615 | — | $615 | 1.05% |
| TODD ORGANIZATION LLC3 Filed as: TODD ORGANIZATION | 1 CENTER POINT DR.#120 LAKE OSWEGO, OR 97035 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 5.02% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES, INC. | 610 S.W. ALDER, SUITE 310 PORTLAND, OR 97205 | STANDARD INSURANCE COMPANY | $508 | — | $508 | 1.08% |
| TODD ORGANIZATION LLC3 Filed as: TODD ORGANIZATION | 1 CENTER POINT DR.#120 LAKE OSWEGO, OR 97035 | STANDARD INSURANCE COMPANY | $940 | — | $940 | 4.29% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES, INC. | 610 S.W. ALDER, SUITE 310 PORTLAND, OR 97205 | STANDARD INSURANCE COMPANY | $655 | — | $655 | 2.99% |
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 | 205 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 205 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PROVIDENCE HEALTH PLAN | 144 | $1.1M |
| Dental | STANDARD INSURANCE COMPANY | 115 | $86K |
| Life insurance | STANDARD INSURANCE COMPANY | 205 | $22K |
| Short-term disability | STANDARD INSURANCE COMPANY | 142 | $47K |
| Long-term disability | STANDARD INSURANCE COMPANY | 142 | $59K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 205 | — |
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.