No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS, INC. EIN 38-2383171 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $176K |
| THE PARTNERS GROUP, LTD NONE | Consulting (general); Direct payment from the plan Service code 16 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | $76K |
| US BANK EIN 31-0841368 NONE | Other services; Direct payment from the plan Service code 49 | — | $41K |
| SMART SOURCE LLC EIN 30-0830429 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $24K |
| MONDRESS MONACO PARR LOCKWOOD EIN 91-1917286 NONE | Legal; Direct payment from the plan Service code 29 | — | $18K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $16K |
| PLATFORM CPA LLP NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 6650 SW REDWOOD LN STE 210 PORTLAND, OR 97224 | $15K |
| VERUS ADVISORY, INC. EIN 91-1320111 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $13K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $6K |
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 | 937 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 51 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 988 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 1,710 | $20.2M |
| Dental | WILLAMETTE DENTAL INSURANCE, INC. | 526 | $213K |
| Life insurance | STANDARD INSURANCE COMPANY | 866 | $58K |
| Short-term disability | STANDARD INSURANCE COMPANY | 109 | $14K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,710 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.