No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS NONE | Recordkeeping fees; Other fees; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Copying and duplicating; Other services; Account maintenance fees; Contract Administrator; Plan Administrator; Claims processing Service code 12 | PMB #116, 5331 S MACADAM AVE #258 PORTLAND, OR 97239 | $734K |
| PREMERA BLUECROSS EIN 91-0499247 NONE | Float revenue; Claims processing; Direct payment from the plan Service code 12 | — | $390K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT EIN 93-0646988 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Soft dollars commissions Service code 50 | — | $121K |
| MILLIMAN INC EIN 91-0675641 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $94K |
| INNOVATIVE CARE MANAGEMENT NONE | Direct payment from the plan; Consulting (general) Service code 16 | 15 82ND DR #180 GLADSTONE, OR 97027 | $71K |
| MODA HEALTH PLAN INC. EIN 93-0989307 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $67K |
| US BANK N.A. EIN 31-0841368 NONE | Custodial (other than securities); Investment management fees paid indirectly by plan; Direct payment from the plan; Investment management fees paid directly by plan; Custodial (securities) Service code 18 | — | $44K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $42K |
| SMART SOURCE LLC NONE | Copying and duplicating; Direct payment from the plan Service code 36 | PO BOX 2314 COLUMBUS, GA 31902 | $37K |
| BROWNSTEIN RASK NONE | Legal; Direct payment from the plan Service code 29 | 1 SW COLUMBIA ST PORTLAND, OR 97258 | $21K |
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 | 1,475 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 119 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,594 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 247 | $3.9M |
| Dental(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 247 | $3.9M |
| Life insurance | STANDARD INSURANCE COMPANY | 1,527 | $146K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 1,401 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,527 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.