| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON | PO BOX 29018 PORTLAND, OR 97296 | PROVIDENCE HEALTH PLAN | $25K | — | $25K | 3.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN NORTHWEST | PO BOX 29018 PORTLAND, OR 97296 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $3K | — | $3K | 2.76% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICE | 601 SW 2ND AVE STE 1200 PORTLAND, OR 97204 | UNUM LIFE INSURANCE COMPANY | $4K | $2K | $6K | 7.22% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICE | 601 SW 2ND AVE STE 1200 PORTLAND, OR 97204 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $341 | $3K | 11.25% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICE | 601 SW 2ND AVE STE 1200 PORTLAND, OR 97204 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $112 | $1K | 16.26% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN NORTHWEST | PO BOX 29018 PORTLAND, OR 97296 | EYEMED VISION CARE | $966 | — | $966 | 11.34% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICE | 601 SW 2ND AVE STE 1200 PORTLAND, OR 97204 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $85 | $1K | 16.26% |
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 | 153 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 155 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PROVIDENCE HEALTH PLAN | 218 | $846K |
| Dental | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | 228 | $106K |
| Vision | EYEMED VISION CARE | 170 | $9K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 153 | $36K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 153 | $27K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 0 | $7K |
| Prescription drug | PROVIDENCE HEALTH PLAN | 218 | $846K |
| Other(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY | 190 | $121K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 228 | — |
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.