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 | — | $5.5M |
| WILLIAM C. EARHART CO., INC. EIN 93-0509592 NONE | Claims processing; Direct payment from the plan; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $1.1M |
| LOOMIS, SAYLES & COMPANY, LP EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $179K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $134K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $122K |
| METRO PRESORT INC. EIN 93-0799990 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $118K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $117K |
| CENVEO CORPORATION EIN 84-1250534 NONE | Copying and duplicating; Other services; Direct payment from the plan Service code 36 | — | $97K |
| MCKENZIE ROTHWELL BARLOW & COUGHRA EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $96K |
| HEALTHLINX, LLC EIN 87-0660214 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $54K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $48K |
| U.S. BANK NA EIN 31-0841368 NONE | Custodial (securities); Float revenue; Account maintenance fees; Investment management fees paid indirectly by plan; Direct payment from the plan Service code 19 | — | $46K |
| BENNETT, HARTMAN, MORRIS & KAPLAN EIN 93-1321888 NONE | Legal; Direct payment from the plan Service code 29 | — | $12K |
| JOSEPH H HERRLE & ASSOCIATES INS. EIN 93-0692196 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $8K |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Direct payment from the plan; Other services; Insurance services Service code 23 | — | $8K |
| TOM WATT TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | PO BOX 4148 PORTLAND, OR 97208 | $7K |
| DAN RATTY 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 | $6K |
| JERRY D'AMBROSIO TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | PO BOX 4148 PORTLAND, OR 97208 | $5K |
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 | 9,534 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,237 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,771 | 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 | 3,868 | $21.9M |
| Dental(2 contracts, 2 carriers) | WILLAMETTE DENTAL INSURANCE, INC. | 3,674 | $1.4M |
| Vision | REGENCE BLUECROSS BLUESHIELD OF OREGON | 144 | $207K |
| Life insurance | STANDARD INSURANCE COMPANY | 13,737 | $147K |
| Prescription drug | REGENCE BLUECROSS BLUESHIELD OF OREGON | 144 | $207K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,737 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.