| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $1.1M | — | $1.1M | 3.93% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $567K | — | $567K | 3.93% |
| THE PARTNERS GROUP3 | STE 100 11850 SW 67TH AVE PORTLAND, OR 97223 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $811K | $41 | $811K | 12.68% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE SUITE 100 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $112K | — | $112K | 3.89% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMINISTRA | PO BOX 850502 MINNEAPOLIS, MN 554850001 | METROPOLITAN LIFE INSURANCE COMPANY | $175K | — | $175K | 9.30% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMINISTRA | PO BOX 850502 MINNEAPOLIS, MN 554850001 | METROPOLITAN LIFE INSURANCE COMPANY | — | $29K | $29K | 1.52% |
| THE PARTNERS GROUP3 | STE 100 11850 SW 67TH AVE PORTLAND, OR 97223 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $152K | — | $152K | 11.55% |
| SENIOR COMMISSION FUNDING LLC3 | 6201 PRESIDENTIAL CT FORT MYERS, FL 33919 | TRANSAMERICA LIFE INSURANCE COMPANY | $106K | — | $106K | 8.96% |
| ALTC FUNDING LLC3 | 6201 PRESIDENTIAL CT FORT MYERS, FL 33919 | TRANSAMERICA LIFE INSURANCE COMPANY | $50K | — | $50K | 4.20% |
| THE PARTNERS GROUP LTC3 | 11850 SW 67TH AVE. #100 PORTLAND, OR 97223 | GENWORTH LIFE INSURANCE COMPANY | $70K | — | $70K | 6.42% |
| MASTERCARE SOLUTIONS, INC.3 Filed as: MASTERCARE SOLUTIONS INC | 19085 PINEHURST ROAD BEND, OR 97703 | GENWORTH LIFE INSURANCE COMPANY | $38K | — | $38K | 3.46% |
| MASTERCARE SOLUTIONS, INC.3 Filed as: MASTERCARE AMERICA INC | 10260 SW GREENBURG RD, STE 400 PORTLAND, OR 97223 | TRANSAMERICA LIFE INSURANCE COMPANY | $53K | — | $53K | 4.97% |
| NATHAN SANOW3 | 13208 NW 33RD AVE VACOUVER, WA 98685 | TRANSAMERICA LIFE INSURANCE COMPANY | $24K | — | $24K | 2.23% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11850 SW 6TH AVE, STE 100 PORTLAND, OR 97223 | TRANSAMERICA LIFE INSURANCE COMPANY | $18K | — | $18K | 1.73% |
| PACIFIC RESOURCE BENEFITS ADVISORS3 | 75 STATE ST STE 1710 BOSTON, MA 02109 | TRANSAMERICA LIFE INSURANCE COMPANY | $7K | — | $7K | 0.71% |
| RICHARD HOROWITZ LLC3 | 5445 CARTAGENA DR SARASOTA, FL 34233 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.15% |
| BRIAN HARRIS3 | 1130 PELICAN PL SAFETY HARBOR, FL 34695 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.15% |
| WILLIAM WETMORE3 Filed as: WILLIAM R WETMORE | 392 HERITAGE DR GETTYSBURG, PA 17325 | TRANSAMERICA LIFE INSURANCE COMPANY | $922 | — | $922 | 0.09% |
| SARAE L KASAI3 | 607 E KENNEDY CARLTON, OR 97111 | TRANSAMERICA LIFE INSURANCE COMPANY | $684 | — | $684 | 0.06% |
| DANIEL PAYNE3 | 14720 SW VILLAGE LN BEAVERTON, OR 97007 | TRANSAMERICA LIFE INSURANCE COMPANY | $518 | — | $518 | 0.05% |
| JONATHAN DURR3 | 1600 SANTAVY ST #3313 BAYTON, TX 77521 | TRANSAMERICA LIFE INSURANCE COMPANY | $471 | — | $471 | 0.04% |
| JEFFREY REINDL3 | 118 NORTH ST NEPTUNE BEACH, FL 32266 | TRANSAMERICA LIFE INSURANCE COMPANY | $432 | — | $432 | 0.04% |
| DIANE STODDART3 | 5471 W WATERS AVE, STE 300 TAMPA, FL 33634 | TRANSAMERICA LIFE INSURANCE COMPANY | $203 | — | $203 | 0.02% |
| JEFFREY STAUDT3 | 4077 66TH AVE SW OLYMPIA, WA 98512 | TRANSAMERICA LIFE INSURANCE COMPANY | $141 | — | $141 | 0.01% |
| SIMPLY BENEFITS LLC3 | PO BOX 647 PROSSER, WA 99350 | TRANSAMERICA LIFE INSURANCE COMPANY | $99 | — | $99 | 0.01% |
| LTCPG LLC3 | PO BOX 850 KAYSVILLE, UT 84037 | TRANSAMERICA LIFE INSURANCE COMPANY | $87 | — | $87 | 0.01% |
| FUTURECARE SOLUTIONS OF TX3 | 194 CLASSEN DR DALLAS, TX 75218 | TRANSAMERICA LIFE INSURANCE COMPANY | $78 | — | $78 | 0.01% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | PO BOX 310550 DES MOINES, IA 50331 | METLIFE LEGAL PLANS | — | $68K | $68K | 9.82% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS | PO BOX 310502 DES MOINES, IA 503310502 | METLIFE LEGAL PLANS | $59K | — | $59K | 8.53% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER H&B ADMINISTRATION, LLC | PO BOX 310502 DES MOINES, IA 50331 | METLIFE LEGAL PLANS | — | $6K | $6K | 0.81% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER H&B ADMINISTRATION, LLC | PO BOX 850502 MINNEAPOLIS, MN 55485 | METLIFE LEGAL PLANS | — | $3K | $3K | 0.49% |
| ALTC FUNDING LLC3 | 6201 PRESIDENTIAL CT FORT MYERS, FL 33919 | TRANSAMERICA LIFE INSURANCE COMPANY | $46K | — | $46K | 8.44% |
| SENIOR COMMISSION FUNDING LLC3 | 6201 PRESIDENTIAL CT FORT MYERS, FL 33919 | TRANSAMERICA LIFE INSURANCE COMPANY | $35K | — | $35K | 6.34% |
| GERALDINE T MILLE LTCP | 2621 PRESCOTT RD - #176 MODESTO, CA 953500234 | NEW YORK LIFE INSURANCE COMPANY | $8K | — | $8K | 3.04% |
| THE PARTNERS GROUP3 | STE 100 11850 SW 67TH AVE PORTLAND, OR 97223 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | — | $7K | 13.33% |
| DYE & ESKIN INC3 | 1324 VINCENT PL MCLEAN, VA 22101 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $79 | $11 | $90 | 0.16% |
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 | 51,501 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5,445 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 106 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(12 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 70,177 | $774.7M |
| Dental(4 contracts, 3 carriers) | DELTA DENTAL OF CALIFORNIA | 50,144 | $25.4M |
| Life insurance(4 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 40,264 | $26.6M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 79,107 | $16.7M |
| Long-term disability(5 contracts, 3 carriers) | STANDARD INSURANCE COMPANY | 79,107 | $52.9M |
| Other(14 contracts, 10 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 79,107 | $40.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 79,107 | — |
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.