| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | REGENCE BLUECROSS BLUESHIELD OF OREGON | $51K | $7K | $59K | 3.54% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $3K | $4K | $7K | 7.49% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $6K | $758 | $6K | 17.03% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $84 | $84 | 0.23% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $8K | $0 | $8K | 32.18% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $137 | $137 | 0.53% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $3K | $369 | $3K | 17.00% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $41 | $41 | 0.22% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | $540 | $2K | 11.92% |
| 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 | $2K | $340 | $3K | 17.08% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $38 | $38 | 0.23% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $1K | $188 | $2K | 18.15% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $21 | $21 | 0.23% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | KELSEY NATIONAL CORPORATION | $926 | $0 | $926 | 12.49% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $878 | $136 | $1K | 18.99% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $15 | $15 | 0.28% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $648 | $85 | $733 | 18.30% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $9 | $9 | 0.22% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $2K | $0 | $2K | 38.35% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $27 | $27 | 0.68% |
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 | 131 | 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) | 131 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 136 | $1.7M |
| Dental(3 contracts, 2 carriers) | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 113 | $119K |
| Vision | REGENCE BLUECROSS BLUESHIELD OF OREGON | 136 | $1.7M |
| Life insurance(2 contracts) | STANDARD INSURANCE COMPANY | 75 | $22K |
| Short-term disability(2 contracts) | STANDARD INSURANCE COMPANY | 51 | $47K |
| Long-term disability(2 contracts) | STANDARD INSURANCE COMPANY | 41 | $22K |
| Other(4 contracts) | STANDARD INSURANCE COMPANY | 75 | $52K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 136 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.