| 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 | $77K | $1K | $78K | 3.14% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $6K | $0 | $6K | 5.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $4K | $2K | $6K | 19.13% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $76 | $76 | 0.25% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $4K | $1K | $5K | 18.07% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $68 | $68 | 0.23% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $4K | $2K | $6K | 19.02% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $78 | $78 | 0.26% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $3K | $1K | $4K | 18.21% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $56 | $56 | 0.24% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $837 | $0 | $837 | 5.00% |
| PACIFIC ADVISORS OF OREGON LLC3 | 200 SW MARKET ST, SUITE 1850 PORTLAND, OR 97201 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $8 | $0 | $8 | 0.05% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $823 | $267 | $1K | 19.86% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $13 | $13 | 0.24% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE. STE. 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $688 | $237 | $925 | 20.75% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $12 | $12 | 0.27% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE. 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $651 | $196 | $847 | 19.52% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $10 | $10 | 0.23% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE. STE. 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $617 | $166 | $783 | 20.86% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | $0 | $8 | $8 | 0.21% |
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 | 179 | Currently employed and enrolled or eligible. |
| Retired/separated still eligible | 7 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 186 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUE CROSS BLUE SHIELD OF OREGON | 148 | $2.5M |
| Dental(2 contracts) | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 131 | $129K |
| Vision | REGENCE BLUE CROSS BLUE SHIELD OF OREGON | 148 | $2.5M |
| Life insurance(2 contracts) | STANDARD INSURANCE COMPANY | 222 | $34K |
| Short-term disability(2 contracts) | STANDARD INSURANCE COMPANY | 43 | $35K |
| Long-term disability(2 contracts) | STANDARD INSURANCE COMPANY | 36 | $28K |
| Other(2 contracts) | STANDARD INSURANCE COMPANY | 222 | $60K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 222 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.