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 | — | $5.4M |
| WILLIAM C. EARHART CO., INC. EIN 93-0509592 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $967K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $188K |
| LOOMIS, SAYLES & COMPANY, LP EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $169K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $116K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $113K |
| MCKENZIE ROTHWELL BARLOW & COUGHRA EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $83K |
| CENVEO CORPORATION EIN 84-1250534 NONE | Other services; Copying and duplicating; Direct payment from the plan Service code 36 | — | $61K |
| U.S. BANK NA EIN 31-0841368 NONE | Direct payment from the plan; Account maintenance fees; Investment management fees paid indirectly by plan; Float revenue; Custodial (securities) Service code 19 | — | $56K |
| METRO PRESORT INC. EIN 93-0799990 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $54K |
| HEALTHLINX, LLC EIN 87-0660214 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $54K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $28K |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Insurance services; Other services; Direct payment from the plan Service code 23 | — | $12K |
| JOSEPH H HERRLE & ASSOCIATES INS. EIN 93-0692196 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $8K |
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 | 10,066 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,136 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,202 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 3,888 | $20.8M |
| Dental(2 contracts, 2 carriers) | WILLAMETTE DENTAL INSURANCE, INC. | 3,357 | $1.3M |
| Vision | REGENCE BLUECROSS BLUESHIELD OF OREGON | 154 | $229K |
| Life insurance | STANDARD INSURANCE COMPANY | 13,837 | $145K |
| Prescription drug | REGENCE BLUECROSS BLUESHIELD OF OREGON | 154 | $229K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,837 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.