No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF OR EIN 93-0238155 NONE | Claims processing; Direct payment from the plan; Float revenue Service code 12 | — | $5.7M |
| WILLIAM C. EARHART CO., INC. EIN 93-0509592 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan Service code 12 | — | $908K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $228K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $175K |
| LOOMIS, SAYLES & COMPANY, LP EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $175K |
| MCKENZIE ROTHWELL BARLOW & COUGHRA EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $120K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $112K |
| U.S. BANK NA EIN 31-0841368 NONE | Direct payment from the plan; Account maintenance fees; Custodial (securities); Float revenue; Investment management fees paid indirectly by plan Service code 19 | — | $51K |
| METRO PRESORT INC. EIN 93-0799990 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $48K |
| HEALTHLINX, LLC EIN 87-0660214 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $47K |
| BENNETT, HARTMAN, MORRIS & KAPLAN EIN 93-1321888 NONE | Legal; Direct payment from the plan Service code 29 | — | $31K |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Insurance services; Other services; Direct payment from the plan Service code 23 | — | $11K |
| JOSEPH H HERRLE & ASSOCIATES INS. EIN 93-0692196 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $8K |
| COLIN JACKSON TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | PO BOX 4148 PORTLAND, OR 97208 | $6K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $6K |
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 | 9,811 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,313 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,124 | 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 | 3,782 | $16.8M |
| Dental(2 contracts, 2 carriers) | WILLAMETTE DENTAL INSURANCE, INC. | 2,966 | $1.2M |
| Vision | REGENCE BLUECROSS BLUESHIELD OF OREGON | 147 | $189K |
| Life insurance | STANDARD INSURANCE COMPANY | 13,185 | $149K |
| Prescription drug | REGENCE BLUECROSS BLUESHIELD OF OREGON | 147 | $189K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,185 | — |
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.