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 1 contract row 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 1 broker row. $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 |
|---|---|---|---|
| JODY BROWN NONE | Contract Administrator Service code 13 | 7025 SE FURNBERG ST MILWAUKIE, OR 97222 | $64K |
| KKC SERVICES, INC. EIN 93-1280442 NONE | Consulting (general) Service code 16 | 6004 NE ALAMEDA ST PORTLAND, OR 97213 | $31K |
| KERN & THOMPSON, LLC EIN 93-1157146 NONE | Accounting (including auditing) Service code 10 | 1800 SW FIRST AVENUE SUITE 410 PORTLAND, OR 97201 | $15K |
| SHANNON BETZ NONE | Accounting (including auditing) Service code 10 | 4562 SW 11TH STREET GRESHAM, OR 97080 | $14K |
| BROWN & BROWN EIN 59-0691921 NONE | Insurance agents and brokers Service code 22 | 601 SW SECOND AVENUE STE 1200 PORTLAND, OR 97204 | $14K |
| JOSEPH NEY CHAIRPERSON | Consulting (general) Service code 16 | 3357 NW CONRAD DR BEND, OR 97703 | $12K |
| COVENANT TECHNOLOGY SOLUTIONS, INC. EIN 32-0012256 NONE | Consulting (general) Service code 16 | 15 82ND DRIVE SUITE 140 GLADSTONE, OR 97027 | $6K |
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 | 977 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 977 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PACIFICSOURCE HEALTH PLANS | 977 | $9.8M |
| Dental | PACIFICSOURCE HEALTH PLANS | 977 | $9.8M |
| Vision | PACIFICSOURCE HEALTH PLANS | 977 | $9.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 977 | — |
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."
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.