No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MASONRY INDUSTRY TRUST ADMIN. EIN 93-1144705 | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Direct payment from the plan Service code 13 | — | $163K |
| MIDDLETON & CO., CPA, PC EIN 93-0809066 | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $118K |
| OREGON DENTAL SERVICE EIN 93-0438772 | Direct payment from the plan; Claims processing Service code 12 | — | $28K |
| Q & A INSURANCE MARKETING, INC. EIN 68-0302564 | Insurance services; Direct payment from the plan; Consulting (general) Service code 16 | — | $23K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 | Investment management fees paid directly by plan; Other investment fees and expenses; Direct payment from the plan; Investment management Service code 28 | — | $17K |
| MILLIMAN EIN 91-0675641 | Consulting fees; Actuarial; Direct payment from the plan Service code 11 | — | $10K |
| BRADLEY L. MIDDLETON, PC EIN 93-1215960 | Legal; Direct payment from the plan Service code 29 | — | $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 | 385 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 108 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | MODA HEALTH PLAN, INC. | 1,100 | $3.8M |
| Vision | REGENCE BLUECROSS BLUESHIELD OF OREGON | 25 | $55K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 423 | $16K |
| Prescription drug(3 contracts, 3 carriers) | MODA HEALTH PLAN, INC. | 1,100 | $3.7M |
| Stop-loss / reinsurancereinsurance | MODA HEALTH PLAN, INC. | 1,100 | $3.6M |
| Other(3 contracts, 3 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 25 | $111K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,100 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.