No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILLIAM C. EARHART COMPANY, INC. EIN 93-0509592 THIRD PARTY ADMINISTRATOR | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 12 | PO BOX 4148 PORTLAND, OR 97208 | $552K |
| EPLAN, LLC EIN 20-3720767 CLAIMS PROCESSING | Claims processing Service code 12 | 22601 N 19TH AVE, STE 202 PHOENIX, AZ 850271321 | $146K |
| BANK OF AMERICA EIN 94-1687665 INVESTMENT MANAGER | Trustee (bank, trust company, or similar financial institution) Service code 21 | 385 1ST STREET, SUITE 221 LAKE OSWEGO, OR 97034 | $91K |
| INNOVATIVE CARE MANAGEMENT EIN 93-1087669 CASE MANAGEMENT | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | PO BOX 22386 PORTLAND, OR 97269 | $80K |
| MILLIMAN, INC. EIN 91-0675641 CONSULTANT | Consulting (general); Actuarial Service code 11 | 650 CALIFORNIA ST. 17TH F SAN FRANCISCO, CA 941082702 | $77K |
| ENVISION PHARMACEUTICAL SERVICES EIN 05-0570786 CLAIMS PROCESSING | Claims processing Service code 12 | 1100 INVESTMENT BLVD. EL DORADO HILLS, CA 95762 | $60K |
| PROVIDENCE PPO EIN 93-1861964 PPO NETWORK | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Consulting (general) Service code 12 | 3601 SW MURRAY BLVD 10 BEAVERTON, OR 97005 | $59K |
| OREGON DENTAL SERVICE EIN 93-0438772 CLAIMS PROCESSING | Claims processing Service code 12 | 601 SW 2ND AVE PORTLAND, OR 97204 | $56K |
| COVENTRY HEALTHCARE INC. EIN 20-1736437 CLAIMS PROCESSING | Claims processing Service code 12 | 23284 NETWORK PLANCE CHICAGO, IL 606731232 | $48K |
| BROWNSTEIN RASK EIN 93-0589000 LEGAL COUNSEL | Legal Service code 29 | 1200 SW MAIN STREET PORTLAND, OR 97205 | $41K |
| LEGACY LABORATORY SERVICES EIN 93-0386823 DRUG TESTING | Other services Service code 49 | 1919 NW LOVEJOY STREET PORTLAND, OR 97209 | $29K |
| LINDQUIST LLP EIN 52-2385296 PAYROLL AUDITOR | Accounting (including auditing) Service code 10 | 9955 SE WSHNGTON, STE 201 PORTLAND, OR 97216 | $21K |
| CASCADE CENTER INC EIN 93-0774210 | Direct payment from the plan Service code 50 | 7180 S.W. FIR LOOP,STE 1A PORTLAND, OR 972234433 | $17K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 AUDITOR | Accounting (including auditing) Service code 10 | 9020 SW WASHINGTON SQ RD PORTLAND, OR 97223 | $17K |
| BENNETT, HARTMAN, MORRIS & KAPLAN EIN 93-0633539 LEGAL | Legal Service code 29 | 210 SW MORISON ST,STE 500 PORTLAND, OR 97204 | $14K |
| WOLFGANG ASSOCIATES, INC. EIN 93-0996325 DRUG TESTING | Other services Service code 49 | 7220 SW SYLVAN COURT PORTLAND, OR 97225 | $9K |
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 | 1,304 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 368 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,672 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 136 | $1.8M |
| Dental(2 contracts, 2 carriers) | THE ODS COMPANIES | 710 | $1.0M |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 1,203 | $47K |
| Prescription drug | LIFEWISE HEALTH PLAN OF OREGON | 143 | $1.6M |
| Other | AETNA LIFE INSURANCE COMPANY | 1,203 | $47K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,203 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.