No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BC/BS OF OREGON EIN 93-0238155 NONE | Float revenue; Claims processing; Other fees; Direct payment from the plan Service code 12 | — | $1.3M |
| THE WILLIAM C. EARHART CO, INC EIN 93-0509592 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $355K |
| OREGON LABORERS-EMPLOYERS ADMIN LLC EIN 93-6075363 LLC MEMBER | Accounting (including auditing); Direct payment from the plan; Other services Service code 10 | — | $254K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Actuarial; Consulting (general); Direct payment from the plan; Insurance agents and brokers Service code 11 | — | $202K |
| KROGER PRESCRIPTION PLANS, INC. EIN 48-0196590 NONE | Other services; Claims processing Service code 12 | — | $145K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $65K |
| LOOMIS, SAYLES & COMPANY, LP EIN 04-3200030 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $52K |
| NEPC, LLC EIN 26-1429809 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $48K |
| WEINBERG, ROGER, ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $47K |
| COLETT LAW GROUP, LLP EIN 26-1490900 NONE | Legal; Direct payment from the plan Service code 29 | — | $45K |
| IRON MOUNTAIN INFORMATION MGMT, INC EIN 04-3038590 NONE | Other services; Direct payment from the plan Service code 49 | — | $42K |
| US BANK, N.A. EIN 31-0841368 NONE | Other services; Direct payment from the plan; Soft dollars commissions; Custodial (securities); Float revenue Service code 19 | — | $41K |
| METRO PRESORT, INC EIN 93-0799990 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $37K |
| WILLAMETTE DENTAL EIN 91-1171647 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $36K |
| CANOPY INC. EIN 93-0774210 NONE | Insurance services; Direct payment from the plan; Participant communication Service code 23 | — | $35K |
| S&A HORN LIMITED EIN 94-3249244 NONE | Insurance brokerage commissions and fees Service code 53 | — | $7K |
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 | 2,549 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 214 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,763 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 4,633 | $8.1M |
| Stop-loss / reinsurancereinsurance | COMMENCEMENT BAY RISK MANAGEMENT INSURANCE COMPANY | 4,633 | $437K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,633 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.