| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | PROVIDENCE HEALTH PLAN | $26K | $0 | $26K | 1.93% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $13K | $0 | $13K | 17.46% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $565 | $0 | $565 | 0.74% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $9K | $0 | $9K | 17.47% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $382 | $0 | $382 | 0.74% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $3K | $0 | $3K | 22.54% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $76 | $0 | $76 | 0.51% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $2K | $0 | $2K | 17.48% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $73 | $0 | $73 | 0.75% |
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 | 133 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 134 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PROVIDENCE HEALTH PLAN | 145 | $1.3M |
| Life insurance | STANDARD INSURANCE COMPANY | 147 | $10K |
| Short-term disability | STANDARD INSURANCE COMPANY | 89 | $52K |
| Long-term disability | STANDARD INSURANCE COMPANY | 147 | $76K |
| Other | STANDARD INSURANCE COMPANY | 27 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 147 | — |
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.