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 | $934K |
| CIGNA EIN 93-6021772 PPO NETWORK/CASE MGMT | Claims processing; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 121 SW MORRISON STREET PORTLAND, OR 97204 | $888K |
| EMPIRX HEALTH EIN 47-1226691 CLAIMS PROCESSING | Claims processing Service code 12 | 155 CHESTNUT RIDGE RD MONTVALE, NJ 076451156 | $304K |
| MODA HEALTH EIN 93-0438772 CLAIMS PROCESSING | Claims processing Service code 12 | 601 SW 2ND AVE PORTLAND, OR 97204 | $110K |
| BANK OF AMERICA EIN 94-1687665 INVESTMENT MGR./CUSTODIAN | Trustee (bank, trust company, or similar financial institution); Custodial (securities) Service code 19 | 385 1ST STREET, SUITE 221 LAKE OSWEGO, OR 97034 | $92K |
| MILLIMAN, INC. EIN 91-0675641 CONSULTANT | Actuarial; Consulting (general) Service code 11 | 650 CALIFORNIA ST. 17TH F SAN FRANCISCO, CA 941082702 | $86K |
| LEGACY LABORATORY SERVICES EIN 93-0386823 DRUG TESTING | Other services Service code 49 | 1919 NW LOVEJOY STREET PORTLAND, OR 97209 | $46K |
| CASCADE CENTER INC DBA CANOPY EIN 93-0774210 EAP SERVICES | Direct payment from the plan Service code 50 | 7180 S.W. FIR LOOP,STE 1A PORTLAND, OR 972234433 | $39K |
| BROWNSTEIN RASK, LLC EIN 93-0589000 LEGAL COUNSEL | Legal Service code 29 | 1 SW COLUMBIA ST., 900 PORTLAND, OR 97258 | $37K |
| BENNETT, HARTMAN, MORRIS & KAPLAN EIN 93-0633539 LEGAL | Legal Service code 29 | 210 SW MORISON ST,STE 500 PORTLAND, OR 97204 | $25K |
| WITHUMSMITH+BROWN EIN 22-2027092 PAYROLL AUDITOR | Accounting (including auditing) Service code 10 | 4380 S MACADAM AVE, 365 PORTLAND, OR 97239 | $21K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 AUDITOR | Accounting (including auditing) Service code 10 | 9020 SW WASHINGTON SQ RD PORTLAND, OR 97223 | $18K |
| NORTHWEST DRUG-SAFE LLC EIN 83-2315905 DRUF TESTING/PROGRAM MGMT | Other services; Consulting (general) Service code 16 | 1049 SW BASELINE ST SUITE HILLSBORO, OR 97123 | $14K |
| TELADOC HEALTH EIN 04-3705970 VIRTUAL HEALTHCARE | Other services Service code 49 | P.O. BOX 123417 DALLAS, TX 753123417 | $7K |
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 | 1,901 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 301 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,202 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 279 | $4.0M |
| Dental | WILLAMETTE DENTAL INSURANCE | 470 | $619K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 1,753 | $8K |
| Other | HARTFORD LIFE AND ACCIDENT | 1,753 | $8K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,753 | — |
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.
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.