| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $62K | $796 | $63K | 2.78% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $16K | $2K | $18K | 17.00% |
| ASSUREX GLOBAL CORPORATION3 | 6620 MOONEY ST STE 360 DUBLIN, OH 43017 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $0 | $0 | 0.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $795 | $7K | 17.00% |
| ASSUREX GLOBAL CORPORATION3 | 6620 MOONEY ST STE 360 DUBLIN, OH 43017 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $0 | $0 | 0.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE PORTLAND, OR 97223 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $0 | $6K | 17.59% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE PORTLAND, OR 97223 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $29 | $1K | 4.07% |
| ZIMMERMAN, MICHAEL, J3 Filed as: ZIMMERMAN MICHAEL J | 8711 PENROSE LN STE 200 LENEXA, KS 66219 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $608 | $608 | 1.92% |
| ASSUREX GLOBAL CORPORATION3 | 6620 MOONEY ST STE 360 DUBLIN, OH 43017 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $580 | $580 | 1.84% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LLC | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | VISION SERVICE PLAN | $1K | $0 | $1K | 5.11% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $2K | $524 | $2K | 19.83% |
| ASSUREX GLOBAL CORPORATION3 | 6620 MOONEY ST STE 360 DUBLIN, OH 43017 | UNUM INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $1K | $188 | $2K | 16.99% |
| ASSUREX GLOBAL CORPORATION3 | 6620 MOONEY ST STE 360 DUBLIN, OH 43017 | UNUM INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $1K | $261 | $2K | 17.18% |
| ASSUREX GLOBAL CORPORATION3 | 6620 MOONEY ST STE 360 DUBLIN, OH 43017 | UNUM INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $72 | $0 | $72 | 10.03% |
No Schedule C service providers reported on this filing.
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 | 210 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 210 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 239 | $2.3M |
| Dental | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 239 | $2.3M |
| Vision | VISION SERVICE PLAN | 217 | $21K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 258 | $145K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 258 | $105K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 258 | $105K |
| Other(8 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 258 | $212K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 258 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.