| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH STE 100 PORTLAND, OR 97223 | REGENCE BLUECROSS BLUE SHIELD OF OREGON | $70K | — | $70K | 3.02% |
| THE PARTNERS GROUP3 | 11850 SW 67TH STE 100 PORTLAND, OH 97223 | REGENCE BLUECROSS BLUE SHIELD OF OREGON | $3K | — | $3K | 0.14% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP, LTD | 11850 SW 67TH AVENUE, STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $31K | — | $31K | 3.74% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP, LTD | 11850 SW 67TH AVENUE, STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | — | $153 | $153 | 0.02% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP, LTD | 11850 SW 67TH AVENUE, STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | — | $25 | $25 | 0.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVENUE, SUITE 100 PORTLAND, OR 972238963 | VISION SERVICE PLAN | $1K | — | $1K | 3.21% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ISOLVED BENEFIT SERVICES NONE | Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 15 E. WASHINGTON ST, 100 517-781-5477 COLDWATER, MI 49036 | $9K |
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 | 490 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 490 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.