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 |
|---|---|---|---|
| LUCENT HEALTH EIN 39-1997579 NONE | Claims processing; Plan Administrator Service code 12 | 5560 WEST GRANDE MARKET DR APPLETON, WI 54913 | $72K |
| KKC SERVICES, INC. EIN 93-1280442 NONE | Consulting (general) Service code 16 | 6004 NE ALAMEDA ST PORTLAND, OR 97213 | $30K |
| 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 | $13K |
| JOSEPH NEY CHAIRPERSON | Consulting (general) Service code 16 | 3357 NW CONRAD DR BEND, OR 97703 | $12K |
| LANE POWELL EIN 20-2071651 NONE | Legal Service code 29 | 601 SW SECOND AVENUE PORTLAND, OR 97204 | $9K |
| CANOPY EIN 93-0774210 NONE | Other services Service code 49 | 7180 SW FIR LOOP SUITE 100 PORTLAND, OR 97223 | $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 | 1,044 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,044 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PACIFICSOURCE HEALTH PLANS | 1,044 | $8.4M |
| Dental | PACIFICSOURCE HEALTH PLANS | 1,044 | $8.4M |
| Vision | PACIFICSOURCE HEALTH PLANS | 1,044 | $8.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,044 | — |
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.