No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF OR EIN 93-0238155 NONE | Float revenue; Claims processing; Direct payment from the plan Service code 12 | — | $5.5M |
| WILLIAM C. EARHART CO., INC. EIN 93-0509592 NONE | Claims processing; Contract Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $853K |
| LOOMIS, SAYLES & COMPANY, LP EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $188K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $135K |
| CENVEO CORPORATION EIN 84-1250534 NONE | Other services; Direct payment from the plan; Copying and duplicating Service code 36 | — | $122K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $122K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $109K |
| MCKENZIE ROTHWELL BARLOW & COUGHRA EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $97K |
| METRO PRESORT INC. EIN 93-0799990 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $82K |
| THE BURCHFIELD GROUP, INC. EIN 41-1970937 NONE | Consulting fees Service code 70 | — | $60K |
| U.S. BANK NA EIN 31-0841368 NONE | Account maintenance fees; Float revenue; Investment management fees paid indirectly by plan; Direct payment from the plan; Custodial (securities) Service code 19 | — | $53K |
| BENNETT, HARTMAN, MORRIS & KAPLAN EIN 93-1321888 NONE | Legal; Direct payment from the plan Service code 29 | — | $39K |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Direct payment from the plan; Other services; Insurance services Service code 23 | — | $11K |
| JOSEPH H HERRLE & ASSOCIATES INS. EIN 93-0692196 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $10K |
| STEVE ERDMANN TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | PO BOX 4148 PORTLAND, OR 97208 | $7K |
| COLIN JACKSON TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | PO BOX 4148 PORTLAND, OR 97208 | $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 | 9,615 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,337 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,952 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 3,418 | $16.0M |
| Dental(2 contracts, 2 carriers) | WILLAMETTE DENTAL INSURANCE, INC. | 2,602 | $1.0M |
| Vision | REGENCE BLUECROSS BLUESHIELD OF OREGON | 145 | $141K |
| Life insurance | STANDARD INSURANCE COMPANY | 12,892 | $135K |
| Prescription drug | REGENCE BLUECROSS BLUESHIELD OF OREGON | 145 | $141K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,892 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.