| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH STE. 100 PORTLAND, OR 97223 | REGENCE BLUE CROSS BLUE SHIELD OF OREGON | $67K | $2K | $69K | 3.19% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | $1K | $5K | 4.64% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $7K | $1K | $8K | 25.96% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $6K | $1K | $8K | 25.95% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $5K | $1K | $6K | 23.43% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $5K | $912 | $5K | 23.85% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | $279 | $2K | 10.36% |
| PACIFIC ADVISORS OF OREGON LLC3 | 200 SW MARKET ST, SUITE 1850 PORTLAND, OR 97201 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $8 | $0 | $8 | 0.04% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $1K | $261 | $2K | 29.07% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE. STE. 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $1K | $0 | $1K | 18.68% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE. STE. 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $1K | $225 | $2K | 32.40% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE. 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $976 | $207 | $1K | 28.94% |
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 | 201 | Currently employed and enrolled or eligible. |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 205 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUE CROSS BLUE SHIELD OF OREGON | 140 | $2.2M |
| Dental(2 contracts) | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 127 | $125K |
| Vision | REGENCE BLUE CROSS BLUE SHIELD OF OREGON | 140 | $2.2M |
| Life insurance(2 contracts) | STANDARD INSURANCE COMPANY | 201 | $34K |
| Short-term disability(2 contracts) | STANDARD INSURANCE COMPANY | 45 | $37K |
| Long-term disability(2 contracts) | STANDARD INSURANCE COMPANY | 35 | $27K |
| Other(2 contracts) | STANDARD INSURANCE COMPANY | 201 | $56K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 201 | — |
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.