No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Claims processing; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Contract Administrator Service code 12 | — | $84K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 NONE | Direct payment from the plan; Investment management; Non-monetary compensation Service code 28 | — | $56K |
| PROPEL INSURANCE EIN 91-0830024 NONE | Insurance agents and brokers; Consulting (general); Direct payment from the plan Service code 16 | — | $38K |
| MILLIMAN USA EIN 91-0675641 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $25K |
| BARLOW & COUGHRAN P.S. EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $24K |
| MODA EIN 93-0438772 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $21K |
| PLATFORM CPAS, LLP EIN 88-4342576 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $12K |
| US BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $12K |
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 | 275 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 88 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 363 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 482 | $4.7M |
| Vision | VISION SERVICE PLAN | 348 | $18K |
| Life insurance | STANDARD INSURANCE COMPANY | 258 | $8K |
| Prescription drug(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 482 | $4.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 482 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.