| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $881K | — | $881K | 3.67% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $474K | — | $474K | 3.61% |
| THE PARTNERS GROUP3 | STE 100 11850 SW 67TH AVE PORTLAND, OR 97223 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $779K | $38 | $779K | 13.55% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN LLC | P.O. BOX 310502 DES MOINES, IA 503310502 | METROPOLITAN LIFE INSURANCE COMPANY | $274K | $52K | $326K | 10.64% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $97K | — | $97K | 3.69% |
| THE PARTNERS GROUP3 | STE 100 11850 SW 67TH AVE PORTLAND, OR 97223 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $149K | — | $149K | 12.04% |
| THE PARTNERS GROUP LTC3 | 11850 SW 67TH AVENUE, #100 PORTLAND, OR 97223 | GENWORTH LIFE INSURANCE COMPANY | $71K | — | $71K | 6.52% |
| MASTERCARE SOLUTIONS, INC.3 Filed as: MASTERCARE SOLUTIONS INC | 19085 PINEHURST ROAD BEND, OR 97703 | GENWORTH LIFE INSURANCE COMPANY | $38K | — | $38K | 3.51% |
| ALTC FUNDING LLC3 | 6201 PRESIDENTIAL CT FORT MYERS, FL 33919 | TRANSAMERICA LIFE INSURANCE COMPANY | $391K | — | $391K | 36.54% |
| SENIOR COMMISSION FUNDING LLC3 | 6201 PRESIDENTIAL CT FORT MYERS, FL 33919 | TRANSAMERICA LIFE INSURANCE COMPANY | $67K | — | $67K | 6.26% |
| ALTC FUNDING LLC3 | 6201 PRESIDENTIAL CT FORT MYERS, FL 33919 | TRANSAMERICA LIFE INSURANCE COMPANY | $119K | — | $119K | 16.01% |
| SENIOR COMMISSION FUNDING LLC3 | 6201 PRESIDENTIAL CT FORT MYERS, FL 33919 | TRANSAMERICA LIFE INSURANCE COMPANY | $67K | — | $67K | 9.07% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS | PO BOX 310502 DES MOINES, IA 503310502 | METLIFE LEGAL PLANS | $45K | $89K | $134K | 24.80% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER H&B ADMINISTRATION, LLC | PO BOX 310502 DES MOINES, IA 50331 | METLIFE LEGAL PLANS | — | $12K | $12K | 2.15% |
| GERALDINE T MILLE LTCP3 Filed as: GERALDINE T. MILLE LTCP | 2621 PRESCOTT RD. #176 MODESTO, CA 953500234 | NEW YORK LIFE INSURANCE COMPANY | $10K | — | $10K | 3.49% |
| THE PARTNERS GROUP3 | STE 100 11850 SW 67TH AVE PORTLAND, OR 97223 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $9K | — | $9K | 15.14% |
| DYE & ESKIN INC3 | 1324 VINCENT PL MCLEAN, VA 22101 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $79 | $11 | $90 | 0.15% |
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 | 52,244 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,354 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 322 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 56,920 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(16 contracts, 8 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 89,421 | $600.4M |
| Dental(4 contracts, 3 carriers) | DELTA DENTAL OF CALIFORNIA | 43,541 | $23.9M |
| Life insurance(4 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 37,649 | $25.2M |
| Short-term disability(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 71,130 | $4.6M |
| Long-term disability(5 contracts, 3 carriers) | STANDARD INSURANCE COMPANY | 71,130 | $43.4M |
| Other(11 contracts, 9 carriers) | STANDARD INSURANCE COMPANY | 71,108 | $17.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 89,421 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.