No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILLIAM C. EARHART COMPANY, INC. EIN 93-0509592 THIRD PARTY ADMINISTRATOR | Other fees; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 12 | PO BOX 4148 PORTLAND, OR 97208 | $916K |
| CIGNA EIN 93-6021772 PPO NETWROK/CASE MAGMT | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Claims processing Service code 12 | 121 SW MORRISON STREET PORTLAND, OR 97204 | $710K |
| BROWNSTEIN RASK, LLC EIN 93-0589000 LEGAL COUNSEL | Legal Service code 29 | 1 SW COLUMBIA ST., 900 PORTLAND, OR 97258 | $270K |
| ELIXIR RX SOLUTIONS, LLC EIN 90-1011712 CLAIMS PROCESSING | Claims processing Service code 12 | 2181 E. AURORA RD., 201 TWINSBURG, OH 44087 | $130K |
| MILLIMAN, INC. EIN 91-0675641 CONSULTANT | Consulting (general); Actuarial Service code 11 | 650 CALIFORNIA ST. 17TH F SAN FRANCISCO, CA 941082702 | $125K |
| BANK OF AMERICA EIN 94-1687665 INVESTMENT MNGR/CUSTODIAN | Custodial (securities); Trustee (bank, trust company, or similar financial institution) Service code 19 | 385 1ST STREET, SUITE 221 LAKE OSWEGO, OR 97034 | $96K |
| OREGON DENTAL SERVICE EIN 93-0438772 CLAIMS PROCESSING | Claims processing Service code 12 | 601 SW 2ND AVE PORTLAND, OR 97204 | $95K |
| EMPIRX HEALTH EIN 47-1226691 CLAIMS PROCESSING | Claims processing Service code 12 | 155 CHESTNUT RIDGE RD MONTVALE, NJ 076451156 | $88K |
| LEGACY LABORATORY SERVICES EIN 93-0386823 DRUG TESTING | Other services Service code 49 | 1919 NW LOVEJOY STREET PORTLAND, OR 97209 | $41K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 AUDITOR | Accounting (including auditing) Service code 10 | 9020 SW WASHINGTON SQ RD PORTLAND, OR 97223 | $18K |
| CASCADE CENTER INC EIN 93-0774210 EAP SERVICES | Direct payment from the plan Service code 50 | 7180 S.W. FIR LOOP,STE 1A PORTLAND, OR 972234433 | $11K |
| NORTHWEST DRUG-SAFE LLC EIN 83-2315905 DRUG TESTING/PROGRAM MGTM | Consulting (general); Other services Service code 16 | 1049 SW BASELINE ST SUITE HILLSBORO, OR 97123 | $11K |
| BENNETT, HARTMAN, MORRIS & KAPLAN EIN 93-0633539 LEGAL | Legal Service code 29 | 210 SW MORISON ST,STE 500 PORTLAND, OR 97204 | $2K |
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 | 1,854 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 318 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,172 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 288 | $0 |
| Dental(2 contracts, 2 carriers) | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | 1,267 | $0 |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 1,704 | $0 |
| Other | HARTFORD LIFE AND ACCIDENT | 1,704 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,704 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.