| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN, INC. | $199K | $0 | $199K | 2.50% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | KAISER FOUNDATION HEALTH PLAN, INC. | $12K | $0 | $12K | 2.60% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | DELTA DENTAL OF CALIFORNIA | $2K | $0 | $2K | 0.40% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $30K | $0 | $30K | 10.78% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $33K | $0 | $33K | 15.00% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $22K | $0 | $22K | 15.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $15K | $2K | $17K | 19.94% |
| 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 Filed as: THE PARTNERS GROUP LLC | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | VISION SERVICE PLAN | $7K | $0 | $7K | 10.81% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | $0 | $10K | 15.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $10K | $1K | $11K | 17.00% |
| WATCHTOWER TECHNOLOGIES INC3 Filed as: WATCHTOWER TECHNOLOGIES, INC. | 306 WEST ERIE ST STE 300 CHICAGO, IL 60654 | UNUM INSURANCE COMPANY | $957 | $0 | $957 | 1.50% |
| 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 | DELTA DENTAL OF CALIFORNIA | $3K | $0 | $3K | 4.00% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $0 | $5K | 15.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | ARAG INSURANCE COMPANY | $3K | $0 | $3K | 10.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | CURALINC LLC | $0 | $0 | $0 | 0.00% |
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 | 689 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 691 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 795 | $8.7M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 743 | $468K |
| Vision | VISION SERVICE PLAN | 552 | $67K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 816 | $146K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 142 | $67K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 816 | $219K |
| Other(5 contracts, 5 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 850 | $234K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 850 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.