No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUE CROSS BLUE SHIELD EIN 93-0238155 NONE | Direct payment from the plan; Float revenue; Claims processing; Other fees 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.); Direct payment from the plan; Contract Administrator Service code 12 | — | $1.3M |
| LOOMIS, SAYLES & COMPANY, LP EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $383K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $307K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $223K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $119K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $85K |
| US BANK, NA EIN 31-0841368 NONE | Direct payment from the plan; Investment management fees paid indirectly by plan; Float revenue; Custodial (securities); Account maintenance fees Service code 19 | — | $79K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $69K |
| METRO PRESORT, INC. EIN 93-0799990 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $59K |
| CENVEO WORLDWIDE LIMITED EIN 83-1681581 NONE | Direct payment from the plan; Other services; Copying and duplicating Service code 36 | — | $44K |
| BENNETT, HARTMAN, MORRIS & KAPLAN EIN 93-1321888 NONE | Legal; Direct payment from the plan Service code 29 | — | $34K |
| JOSEPH H HERRLE & ASSOCIATES INS. EIN 93-0692196 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $10K |
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 | 10,156 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,535 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,691 | 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 | 3,301 | $25.0M |
| Dental(2 contracts, 2 carriers) | WILLAMETTE DENTAL INSURANCE, INC. | 3,469 | $1.5M |
| Vision | REGENCE BLUECROSS BLUESHIELD OF OREGON | 156 | $215K |
| Life insurance | STANDARD INSURANCE COMPANY | 9,797 | $192K |
| Prescription drug | REGENCE BLUECROSS BLUESHIELD OF OREGON | 156 | $215K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,797 | — |
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.