| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP, LLC | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $36K | $7 | $36K | 2.02% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF OREGON LLC | 3125 CHAD DRIVE SUITE 120 EUGENE, OR 97408 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $16K | $0 | $16K | 0.91% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF OREGON LLC | 3125 CHAD DR STE 120 EUGENE, OR 97408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $3K | $4K | 7.16% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 5.52% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF OREGON LLC | 3125 CHAD DR STE 120 EUGENE, OR 97408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $2K | $3K | 8.27% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 6.60% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF OREGON LLC | 941 OAK ST EUGENE, OR 97401 | UNUM INSURANCE COMPANY | $3K | $442 | $4K | 14.71% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $519 | $166 | $685 | 2.68% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF OREGON LLC | 941 OAK ST EUGENE, OR 97401 | UNUM INSURANCE COMPANY | $3K | $403 | $3K | 14.55% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $507 | $168 | $675 | 2.87% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF OREGON LLC | 941 OAK ST EUGENE, OR 97401 | UNUM INSURANCE COMPANY | $2K | $292 | $3K | 15.12% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $275 | $91 | $366 | 2.21% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | SUPERIOR VISION PLAN | $674 | $0 | $674 | 4.41% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF OREGON LLC | 941 OAK ST EUGENE, OR 97401 | SUPERIOR VISION PLAN | $232 | $0 | $232 | 1.52% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 11.62% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF OREGON LLC | 3125 CHAD DR STE 120 EUGENE, OR 97408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $313 | $428 | $741 | 8.01% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $713 | $0 | $713 | 7.72% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF OREGON LLC | 315 CHAD DR STE 120 EUGENE, OR 97408 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $210 | $458 | $668 | 7.24% |
No Schedule C service providers reported on this filing.
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 | 210 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 210 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 221 | $1.8M |
| Dental | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 221 | $1.8M |
| Vision | SUPERIOR VISION PLAN | 178 | $15K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 262 | $18K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 259 | $52K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 260 | $40K |
| Other(5 contracts, 2 carriers) | UNUM INSURANCE COMPANY | 262 | $84K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 262 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.