| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | REGENCE BLUECROSS BLUESHIELD OF OREGON | $21K | $1K | $22K | 3.43% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 10.29% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 8.37% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | MODA HEALTH PLANS, INC | $1K | $0 | $1K | 5.02% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $991 | $0 | $991 | 5.02% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY, STE 200 PORTLAND, OR 97223 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $557 | $0 | $557 | 15.00% |
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 | 85 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 89 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 79 | $647K |
| Dental(2 contracts, 2 carriers) | MODA HEALTH PLANS, INC | 42 | $47K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 112 | $31K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 115 | $35K |
| Other(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 141 | $36K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 141 | — |
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.