| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOSEPH H. HERRLE & ASSOCIATES3 Filed as: JOSEPH H HERRLE & ASSOCIATES | 1800 SW FIRST AVE STE 280 PORTLAND, OR 97201 | PROVIDENCE HEALTH PLAN | $164K | — | $164K | 0.52% |
| J.B. NIBLEY INS.3 Filed as: JB NIBLEY INSURANCE INC | 1800 SW FIRST AVE STE 10 PORTLAND, OR 97201 | PROVIDENCE HEALTH PLAN | $7K | — | $7K | 0.02% |
| J.B. NIBLEY INS.3 Filed as: JB NIBLEY INSURANCE INC | 1800 SW 1ST AVE STE 10 PORTLAND, OR 97201 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $82K | $255 | $83K | 0.48% |
| JOSEPH H. HERRLE & ASSOCIATES3 Filed as: JOSEPH H. HERRLE & ASSOCIATES INS. | 1800 SW 1ST AVE STE 280 PORTLAND, OR 97201 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $82K | — | $82K | 0.48% |
| J.B. NIBLEY INS.3 Filed as: NIBLEY & HERRLE AGENCIES | 1800 SW 1ST AVE #10 PORTLAND, OR 97201 | SYMETRA LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| J.B. NIBLEY INS.3 Filed as: JB NIBLEY INSURANCE INC | 1800 SW 1ST AVE STE 10 PORTLAND, OR 97201 | REGENCE BLUECROSS BLUESHIELD OF OREGON | $214K | — | $214K | 10.83% |
| JOSEPH H. HERRLE & ASSOCIATES3 Filed as: JOSEPH H HERRLE & ASSOCIATES INSURA | 1800 SW 1ST AVE STE 280 PORTLAND, OR 97201 | REGENCE BLUECROSS BLUESHIELD OF OREGON | $20K | — | $20K | 1.00% |
| J.B. NIBLEY INS.3 Filed as: JB NIBLEY INSURANCE INC | 1800 SW 1ST AVE STE 10 PORTLAND, OR 97201 | REGENCE BLUECROSS BLUESHIELD OF OREGON | $24K | — | $24K | 2.82% |
| JOSEPH H. HERRLE & ASSOCIATES3 Filed as: JOSEPH H HERRLE & ASSOCIATES INSURA | 1800 SW 1ST AVE STE 280 PORTLAND, OR 97201 | REGENCE BLUECROSS BLUESHIELD OF OREGON | $924 | — | $924 | 0.11% |
| J.B. NIBLEY INS.3 Filed as: J B NIBLEY INSURANCE INC | 1800 SW FIRST AVE STE 10 PORTLAND, OR 97201 | PROVIDENCE HEALTH PLAN | — | — | $0 | 0.00% |
| J.B. NIBLEY INS.3 Filed as: NIBLEY & HERRLE AGENCIES | 1800 SW 1ST AVE #10 PORTLAND, OR 97201 | SYMETRA LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| J.B. NIBLEY INS.3 Filed as: JB NIBLEY INSURANCE INC | 1800 SW 1ST AVE STE 10 PORTLAND, OR 97201 | ASURIS NORTHWEST HEALTH | $5K | — | $5K | 2.24% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: JOSEPH HERRLE & ASSOCIATES INSURANC | 1800 SW 1ST AVE STE 280 PORTLAND, OR 97201 | ASURIS NORTHWEST HEALTH | $476 | — | $476 | 0.21% |
| J.B. NIBLEY INS.3 Filed as: JB NIBLEY INSURANCE INC | 1800 SW 1ST AVE STE 10 PORTLAND, OR 97201 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 0.72% |
| JOSEPH H HERRLE & ASSOC INC3 | PO BOX 1509 PORTLAND, OR 97207 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 0.72% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS, INC EIN 38-2383171 NONE | Contract Administrator Service code 13 | — | $3.5M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT EIN 93-0646988 NONE | Investment management Service code 28 | — | $669K |
| LABCORP NONE | Other services Service code 49 | 225 NE 2ND AVE PORTLAND, OR 97232 | $410K |
| CANOPY/ CASCADE CENTERS NONE | Other fees Service code 99 | 7180 SW FIR LOOP STE 1-A PORTLAND, OR 97223 | $245K |
| WELLS FARGO COMMUNITY BANKING NONE | Other fees Service code 99 | 1300 SW 5TH AVE PORTLAND, OR 97201 | $159K |
| CONCENTRA HEALTH SERVICES, INC EIN 75-2510547 NONE | Other services Service code 49 | — | $128K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing Service code 12 | — | $77K |
| OREGON-COLUMBIA CHAPTER-NECA NONE | Contract Administrator Service code 13 | 601 NE EVERETT PORTLAND, OR 97232 | $67K |
| BENNETT HARTMAN MORRIS & KAPLAN LLP NONE | Legal Service code 29 | 210 SW MORRISON ST #500 PORTLAND, OR 97204 | $64K |
| WELLS FARGO BANK NONE | Custodial (securities) Service code 19 | 1300 SW 5TH AVE PORTLAND, OR 97201 | $57K |
| PLATFORM CPAS LLP EIN 88-4342576 NONE | Accounting (including auditing) Service code 10 | — | $41K |
| PARAGON MRO GSS PC NONE | Other services Service code 49 | 9370 SW GREENBURG RD STE 200 PORTLAND, OR 97223 | $39K |
| ZELIS NONE | Other services Service code 49 | 149 NEWBURY ST 5TH FL BOSTON, MA 02116 | $37K |
| EVERNORTH BEHAVIORAL HEALTH, INC NONE | Other services Service code 49 | 1 EXPRESS WAY SAINT LOUIS, MO 63121 | $35K |
| BROWNSTEIN RASK LLP NONE | Legal Service code 29 | 1 SW COLUMBIA ST STE 900 PORTLAND, OR 97204 | $32K |
| TESTVAULT LLC NONE | Other services Service code 49 | 7 FLOWER AVE FLORAL PARK, NY 11001 | $31K |
| CORELLIAN SOFTWARE, INC NONE | Other services Service code 49 | 5331 SW MACADAM AVE STE 258 #454 PORTLAND, OR 97239 | $24K |
| MILLIMAN USA EIN 91-0675641 NONE | Actuarial Service code 11 | — | $20K |
| J.B. NIBLEY INSURANCE, INC NONE | Insurance agents and brokers Service code 22 | 1800 SW 1ST AVE STE 670 PORTLAND, OR 97201 | $16K |
| JOSEPH H HERRLE & ASSOCIATES, INC NONE | Insurance agents and brokers Service code 22 | 1800 SW 1ST AVE #280 PORTLAND, OR 97201 | $16K |
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 | 7,903 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,882 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,785 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 5 carriers) | PROVIDENCE HEALTH PLAN | 4,354 | $36.6M |
| Dental(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 4,231 | $3.9M |
| Vision | REGENCE BLUECROSS BLUESHIELD OF OREGON | 754 | $2.0M |
| Life insurance | STANDARD INSURANCE COMPANY | 7,922 | $213K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 5,751 | $2.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,922 | — |
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."
No prospect flags tripped on this filing.