| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11740 SW 68TH PKWY STE 200 PORTLAND, OR 97223 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1.0M | — | $1.0M | 4.00% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11740 SW 68TH PKWY STE 200 PORTLAND, OR 97223 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $432K | — | $432K | 3.87% |
| BENEFITS PARTNERS LLC3 | 5 CENTERPOINTE DR SUITE 300 LAKE OSWEGO, OR 97035 | UNUM LIFE INSURANCE COMPANY | $436K | — | $436K | 10.50% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11740 SW 68TH PARKWAY SUITE 200 PORTLAND, OR 97223 | CIGNA | $27K | — | $27K | 2.44% |
| BENEFIT PARTNERS GROUP LLC3 Filed as: BENEFIT PARTNERS LLC | 5 CENTERPOINTE DR. SUITE 300 LAKE OSWEGO, OR 97035 | CIGNA | $13K | — | $13K | 1.22% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11740 SW 68TH PKWY STE 200 PORTLAND, OR 97223 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $21K | — | $21K | 3.73% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11740 SW 68TH PKWY STE 200 PORTLAND, OR 97223 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $458 | — | $458 | 15.02% |
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 | 8,629 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,629 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA | 28,561 | $1.1M |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 8,617 | $11.7M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 7,927 | $26.1M |
| Prescription drug | CIGNA | 28,561 | $1.1M |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY | 6,438 | $4.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 28,561 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.