| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE MILLIMAN AGENCY INC Filed as: THE MILLIMAN AGENCY, INC | 650 CALIFORNIA STREET, 21ST FLOOR SAN FRANCISCO, CA 94108 | WILLAMETTE DENTAL INSURANCE | — | $59K | $59K | 9.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILLIAM C. EARHART COMPANY, INC. EIN 93-0509592 THIRD PARTY ADMINISTRATOR | Other fees; Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 12029 NE GLEN WIDING DR. PORTLAND, OR 97220 | $1.0M |
| 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 | $703K |
| EMPIRX HEALTH EIN 47-1226691 CLAIMS PROCESSING | Claims processing Service code 12 | 155 CHESTNUT RIDGE RD MONTVALE, NJ 076451156 | $220K |
| PAYDHEALTH, LLC EIN 84-2853707 COST AVOIDANCE FEES | Other services Service code 49 | P.O. BOX 840557 LOS ANGELES, CA 900840557 | $149K |
| MODA HEALTH EIN 93-0438772 CLAIMS PROCESSING | Claims processing Service code 12 | 601 SW 2ND AVE PORTLAND, OR 97204 | $117K |
| MILLIMAN, INC. EIN 91-0675641 CONSULTANT | Consulting (general); Actuarial Service code 11 | 650 CALIFORNIA ST. 17TH F SAN FRANCISCO, CA 941082702 | $108K |
| 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 | $90K |
| BUCK GLOBAL, LLC EIN 13-3954297 PHARMACY CONSULTANT | Consulting fees Service code 70 | 420 LEXINGTON AVENUE NEW YORK, NY 10170 | $57K |
| BROWNSTEIN RASK, LLC EIN 93-0589000 LEGAL COUNSEL | Legal Service code 29 | 1 SW COLUMBIA ST., 900 PORTLAND, OR 97258 | $43K |
| LEGACY LABORATORY SERVICES EIN 93-0386823 DRUG TESTING | Other services Service code 49 | 1919 NW LOVEJOY STREET PORTLAND, OR 97209 | $37K |
| 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 | $37K |
| TELADOC HEALTH EIN 04-3705970 VIRTUAL HEALTHCARE | Other services Service code 49 | P.O. BOX 123417 DALLAS, TX 753123417 | $35K |
| WITHUMSMITH+BROWN EIN 22-2027092 PAYROLL AUDITOR | Accounting (including auditing) Service code 10 | 4380 S MACADAM AVE, 365 PORTLAND, OR 97239 | $28K |
| BENNETT, HARTMAN, MORRIS & KAPLAN EIN 93-0633539 LEGAL | Legal Service code 29 | 210 SW MORISON ST,STE 500 PORTLAND, OR 97204 | $23K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 AUDITOR | Accounting (including auditing) Service code 10 | 6650 SW REDWOOD LN 210 PORTLAND, OR 97224 | $19K |
| NORTHWEST DRUG-SAFE LLC EIN 83-2315905 DRUG TESTING/PROGRAM MGMT | Consulting (general); Other services Service code 16 | 1049 SW BASELINE ST SUITE HILLSBORO, OR 97123 | $14K |
| MZQ CONSULTING, LLC EIN 38-4010278 COMPLIANCE ANALYSIS | Consulting fees Service code 70 | 1829 REISTERSTOWN RD. PIKESVILLE, MD 21208 | $10K |
| AIRMEDCARE NETWORK EIN 20-1305023 AIR AMBULANCE | Other services Service code 49 | 1800 AIR MEDICAL DR. WEST PLAINS, MO 65775 | $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 | 1,955 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 293 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,248 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 284 | $4.6M |
| Dental | WILLAMETTE DENTAL INSURANCE | 460 | $659K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,639 | $195K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,639 | — |
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.