No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF OR EIN 93-0238155 NONE | Claims processing; Float revenue; Direct payment from the plan Service code 12 | — | $5.8M |
| WILLIAM C. EARHART CO., INC. EIN 93-0509592 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $1.2M |
| LOOMIS, SAYLES & COMPANY, LP EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $216K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $147K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $137K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $116K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $108K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $106K |
| METRO PRESORT INC. EIN 93-0799990 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $81K |
| HEALTHLINX, LLC EIN 87-0660214 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $50K |
| 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 | — | $47K |
| CENVEO WORLDWIDE LIMITED EIN 83-1681581 NONE | Other services; Direct payment from the plan; Copying and duplicating Service code 36 | — | $22K |
| BENNETT, HARTMAN, MORRIS & KAPLAN EIN 93-1321888 NONE | Legal; Direct payment from the plan Service code 29 | — | $20K |
| 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 |
| BOB BAY TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | PO BOX 4148 PORTLAND, OR 97208 | $7K |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Direct payment from the plan; Insurance services; Other services Service code 23 | — | $7K |
| CHRIS MUHS TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | PO BOX 4148 PORTLAND, OR 97208 | $6K |
| COLIN JACKSON TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary 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 | 9,880 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,186 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,066 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 3,715 | $25.0M |
| Dental(2 contracts, 2 carriers) | WILLAMETTE DENTAL INSURANCE, INC. | 3,765 | $1.5M |
| Vision | REGENCE BLUECROSS BLUESHIELD OF OREGON | 145 | $208K |
| Life insurance | STANDARD INSURANCE COMPANY | 9,229 | $190K |
| Prescription drug(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE AND AFFILIATES | 506 | $2.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,229 | — |
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.