See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 12 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 13 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS, INC. EIN 38-2383171 THIRD PARTY ADMINISTRATOR | Contract Administrator Service code 13 | 1220 SW MORRISON, 300 PORTLAND, OR 97204 | $2.5M |
| FERGUSON & WELLMAN EIN 93-0646986 INVESTMENT MANAGER | Investment management Service code 28 | 888 SW FIFTH AVENUE 1200 PORTLAND, OR 97204 | $411K |
| WELLS FARGO COMMUNITY BANKING EIN 94-1347393 BANKING SERVICES | Account maintenance fees Service code 65 | 1300 SW 5TH AVENUE PORTLAND, OR 97201 | $74K |
| BROWNSTEIN RASK LLP EIN 93-0589000 LEGAL COUNSEL | Legal Service code 29 | 1200 SW MAIN ST. PORTLAND, OR 97205 | $58K |
| WELLS FARGO BANK EIN 94-2984230 INVESTMENT CUSTODIAN | Custodial (securities) Service code 19 | 1300 SW 5TH AVENUE PORTLAND, OR 97201 | $44K |
| OREGON-COLUMBIA NECA EIN 93-0336168 THIRD PARTY ADMINISTRATOR | Contract Administrator Service code 13 | 601 NE EVERETT PORTLAND, OR 97232 | $44K |
| MILLIMAN USA EIN 91-0675641 ACTUARY | Actuarial Service code 11 | 111 SW 5TH AVENUE, 2900 PORTLAND, OR 97204 | $44K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 AUDITOR | Accounting (including auditing) Service code 10 | 9020 SW WASHINGTON SQU RD PORTLAND, OR 97223 | $34K |
| CORELLIAN SOFTWARE, INC. EIN 47-1372895 RECORDKEEPER | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 5331 SW MACADAM, 258 PORTLAND, OR 97239 | $29K |
| BENNETT, HARTMAN, MORRIS, & KAPLAN EIN 93-0633539 COLLECTION ATTORNEY | Legal Service code 29 | 111 SW 5TH AVENUE, 1650 PORTLAND, OR 97204 | $18K |
| J.B. NIBLEY INSURANCE, INC. EIN 93-0494041 PLAN CONSULTANT | Consulting (general) Service code 16 | 1800 SW FIRST AVE., 10 PORTLAND, OR 97201 | $17K |
| JOSEPH H. HERRLE & ASSOCIATES, INC. EIN 93-0692196 PLAN CONSULTANT | Consulting (general) Service code 16 | 1800 SW FIRST AVE., 1800 PORTLAND, OR 97201 | $17K |
| THORP, PURDY, JEWETT, ET AL EIN 93-0770706 COLLECTION ATTORNEY | Legal Service code 29 | 1011 HARLOW ROAD, ST. 300 SPRINGFIELD, OR 97477 | $0 |
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 | 5,637 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,847 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,484 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | PROVIDENCE HEALTH PLAN | 4,731 | $21.2M |
| Dental | WILLAMETTE DENTAL INSURANCE, INC. | 2,635 | $1.1M |
| Vision(2 contracts, 2 carriers) | REGENCE BLUE CROSS/BLUE SHIELD OF OREGON | 5,247 | $3.5M |
| Life insurance | STANDARD INSURANCE COMPANY | 5,645 | $154K |
| Prescription drug(2 contracts, 2 carriers) | REGENCE BLUE CROSS/BLUE SHIELD OF OREGON | 961 | $3.1M |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 4,072 | $1.5M |
| Other(2 contracts, 2 carriers) | REGENCE BLUE CROSS/BLUE SHIELD OF OREGON | 5,645 | $3.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,645 | — |
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."
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.