| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH AVENUE SUITE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $748K | — | $748K | 4.00% |
| THE PERMANENTE MEDICAL GROUP INC3 | 1800 HARRISON ST FL 7 OAKLAND, CA 94612 | STANDARD INSURANCE COMPANY | — | $50K | $50K | 0.26% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $269K | — | $269K | 2.73% |
| THE PERMANENTE MEDICAL GROUP INC3 | 1800 HARRISON ST FL 7 OAKLAND, CA 94612 | STANDARD INSURANCE COMPANY | — | $26K | $26K | 0.26% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD. | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $316K | — | $316K | 4.00% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD. | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY | $741K | — | $741K | 9.98% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD. | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $716K | — | $716K | 23.65% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD. | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $99K | — | $99K | 3.37% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD. | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | CIGNA | $65K | — | $65K | 3.79% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD. | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 2.70% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD. | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 4.00% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD. | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $435 | — | $435 | 15.01% |
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 | 9,554 | 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) | 9,554 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLANS, INC. | 31,692 | $215.2M |
| Dental | DELTA DENTAL PLAN OF CALIFORNIA | 9,551 | $20.8M |
| Vision | KAISER FOUNDATION HEALTH PLANS, INC. | 9,554 | $213.5M |
| Life insurance(3 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 11,198 | $13.0M |
| Long-term disability(3 contracts, 3 carriers) | STANDARD INSURANCE COMPANY | 8,568 | $29.6M |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLANS, INC. | 31,692 | $215.2M |
| Other(6 contracts, 4 carriers) | STANDARD INSURANCE COMPANY | 11,198 | $20.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 31,692 | — |
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.