No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILLIAM C. EARHART COMPANY, INC. EIN 93-0509592 THIRD PARTY ADMINISTRATOR | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | PO BOX 4148 PORTLAND, OR 97208 | $755K |
| CIGNA EIN 93-6021772 PPO NETWORK/CASE MANGMENT | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Claims processing Service code 12 | 121 SW MORRISON STREET PORTLAND, OR 97204 | $507K |
| MILLIMAN, INC. EIN 91-0675641 CONSULTANT | Insurance agents and brokers; Consulting (general); Actuarial Service code 11 | 650 CALIFORNIA ST. 17TH F SAN FRANCISCO, CA 941082702 | $116K |
| BANK OF AMERICA EIN 94-1687665 INVESTMENT MANAGER/CUSTOD | Custodial (securities); Trustee (bank, trust company, or similar financial institution) Service code 19 | 385 1ST STREET, SUITE 221 LAKE OSWEGO, OR 97034 | $84K |
| OREGON DENTAL SERVICE EIN 93-0438772 CLAIMS PROCESSING | Claims processing Service code 12 | 601 SW 2ND AVE PORTLAND, OR 97204 | $81K |
| ENVISION PHARMACEUTICAL SERVICES EIN 05-0570786 CLAIMS PROCESSING | Claims processing Service code 12 | 1100 INVESTMENT BLVD. EL DORADO HILLS, CA 95762 | $58K |
| LEGACY LABORATORY SERVICES EIN 93-0386823 DRUG TESTING | Other services Service code 49 | 1919 NW LOVEJOY STREET PORTLAND, OR 97209 | $46K |
| CASCADE CENTER INC EIN 93-0774210 | Direct payment from the plan Service code 50 | 7180 S.W. FIR LOOP,STE 1A PORTLAND, OR 972234433 | $34K |
| BENNETT, HARTMAN, MORRIS & KAPLAN EIN 93-0633539 LEGAL | Legal Service code 29 | 210 SW MORISON ST,STE 500 PORTLAND, OR 97204 | $25K |
| LINDQUIST LLP EIN 52-2385296 CONTRIBUTION COMPLIANCE | Accounting (including auditing) Service code 10 | 9955 SE WASHINGTON ST 20 PORTLAND, OR 97216 | $22K |
| BROWNSTEIN RASK EIN 93-0589000 LEGAL COUNSEL | Legal Service code 29 | 1200 SW MAIN STREET PORTLAND, OR 97205 | $17K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 AUDITOR | Accounting (including auditing) Service code 10 | 9020 SW WASHINGTON SQ RD PORTLAND, OR 97223 | $17K |
| NORTHWEST DRUG-SAFE LLC EIN 83-2315905 DRUG TESTING/PROGM MGMENT | Other services; Consulting (general) Service code 16 | 1049 SW BASELINE ST SUITE HILLSBORO, OR 97123 | $15K |
| INNOVATIVE CARE MANAGEMENT EIN 93-1087669 CASE MANAGEMENT | Claims processing; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | PO BOX 22386 PORTLAND, OR 97269 | $5K |
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 | 1,757 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 331 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,088 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 570 | $2.4M |
| Dental(2 contracts, 2 carriers) | OREGON DENTAL SERVOCE DBA DELTA DENTAL PLAN OF OREGON | 1,089 | $1.5M |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 1,686 | $55K |
| Other | AETNA LIFE INSURANCE COMPANY | 1,686 | $55K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,686 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.