No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590517 THIRD PARTY ADMINISTRATOR | Plan Administrator Service code 14 | 12205 SW TUALATIN ROAD TUALATIN, OR 97062 | $75K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 INVESTMENT MANAGER | Investment advisory (plan) Service code 27 | 1 SW COLUMBIA ST. PORTLAND, OR 97258 | $39K |
| MCKENZIE ROTHWELL BARLOW COUGHRAN EIN 91-0889948 LEGAL COUNSEL | Legal Service code 29 | 1325 FORTH AVENUE, 910 SEATTLE, WA 981012573 | $27K |
| PROPEL INSURANCE EIN 91-0830024 PLAN CONSULTANT | Consulting (general) Service code 16 | 925 4TH AVE, STE 3200 SEATTLE, WA 98104 | $20K |
| MILLIMAN USA EIN 93-0675641 ACTUARY | Actuarial Service code 11 | 111 SW 5TH AVE, STE 3700 PORTLAND, OR 97204 | $18K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 AUDITOR | Accounting (including auditing) Service code 10 | 9020 SW WASHINGTON SQU RD PORTLAND, OR 97223 | $11K |
| US BANK NA EIN 41-6271370 INVESTMENT CUSTODIAN | Custodial (securities) Service code 19 | 555 SW OAK STREET PORTLAND, OR 97208 | $9K |
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 | 258 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 89 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 347 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 412 | $3.8M |
| Life insurance | STANDARD INSURANCE COMPANY | 135 | $11K |
| Prescription drug(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 412 | $3.8M |
| Other | STANDARD INSURANCE COMPANY | 135 | $11K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 412 | — |
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.