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 3 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 2 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 |
|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF OR EIN 93-0238155 NONE | Claims processing; Insurance brokerage commissions and fees; Non-monetary compensation; Float revenue; Other services; Other fees; Direct payment from the plan; Contract Administrator Service code 12 | — | $484K |
| JODI AMATO EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | PO BOX 2321 LAKE OSWEGO, OR 970350666 | $96K |
| OREGON DENTAL SERVICE EIN 93-0438772 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $55K |
| BROWN & BROWN OF OREGON, LLC EIN 93-0518576 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $46K |
| IAFF LOCAL 1660 EIN 93-0593668 PLAN SPONSOR | Direct payment from the plan; Other services Service code 49 | — | $42K |
| MORGAN STANLEY NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 1585 BROADWAY AVENUE NEW YORK, NY 10036 | $41K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $32K |
| BENEFITELECT, INC. EIN 47-2294586 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $29K |
| BENEFIT PLAN ADMIN SERVICES INC. EIN 16-1503696 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Trustee (directed); Investment management; Direct payment from the plan Service code 15 | — | $28K |
| LIFEMAP ASSURANCE COMPANY EIN 93-6030398 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $21K |
| BARRAN LIEBMAN, LLP EIN 93-1251627 NONE | Legal; Direct payment from the plan Service code 29 | — | $12K |
| ALLEGIANCE NONE | Other services; Direct payment from the plan Service code 49 | 2806 S. GARFIELD ST. P.O. BOX 20907 MISSOULA, MT 59806 | $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 | 656 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 74 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 730 | 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 | 1,849 | $3.6M |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 495 | $353K |
| Short-term disability | LIFEMAP ASSURANCE COMPANY | 495 | $353K |
| Long-term disability | LIFEMAP ASSURANCE COMPANY | 495 | $353K |
| Stop-loss / reinsurancereinsurance | COMMENCEMENT BAY RISK MANAGEMENT INSURANCE COMPANY | 1,849 | $1.2M |
| Other | LIFEMAP ASSURANCE COMPANY | 495 | $353K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,849 | — |
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 plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.