| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11740 SW 68TH PKWY STE 200 PORTLAND, OR 97223 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $751K | — | $751K | 4.00% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PKWY STE 200 PORTLAND, OR 97223 | LIFE INSURANCE OF NORTH AMERICA | $329K | — | $329K | 3.86% |
| BENEFIT PARTNERS GROUP LLC3 Filed as: BENEFIT PARTNERS LLC | 5 CENTERPOINTE DR STE 300 LAKE OSWEGO, OR 97035 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $395K | — | $395K | 14.80% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11740 SW 68TH PKWY STE 200 PORTLAND, OR 97223 | LIFE INSURANCE OF NORTH AMERICA | $86K | — | $86K | 4.00% |
| GERALDINE MILLE3 | 7420 BITTERSWEET LANE CHIPPEWA LAKE, OH 44215 | NEW YORK LIFE INSURANCE COMPANY | $48K | — | $48K | 3.08% |
| BENEFIT PARTNERS GROUP LLC3 Filed as: BENEFIT PARTNERS LLC | 5 CENTERPOINTE DR STE 300 LAKE OSWEGO, OR 97035 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $180K | — | $180K | 14.82% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11740 SW 68TH PKWY STE 200 PORTLAND, OR 97223 | GENWORTH LIFE INSURANCE COMPANY | $67K | — | $67K | 7.01% |
| MASTERCARE SOLUTIONS, INC.3 Filed as: MASTERCARE SOLUTIONS INC | 10300 SW GREENBURG RD STE 380 PORTLAND, OR 97223 | GENWORTH LIFE INSURANCE COMPANY | $36K | — | $36K | 3.78% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11740 SW 68TH PKWY STE 200 PORTLAND, OR 97223 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 3.65% |
| THE PARTNERS GROUP3 Filed as: THE PARTNERS GROUP LTD | 11740 SW 68TH PKWY STE 200 PORTLAND, OR 97223 | LIFE INSURANCE OF NORTH AMERICA | $25 | — | $25 | 0.65% |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(3 contracts, 2 carriers) | LIFE INSURANCE OF NORTH AMERICA | 9,243 | $8.7M |
| Short-term disability | LIFE INSURANCE OF NORTH AMERICA | 1,801 | $2.2M |
| Long-term disability(3 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 6,190 | $22.7M |
| Other(2 contracts, 2 carriers) | NEW YORK LIFE INSURANCE COMPANY | 2,062 | $2.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,243 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.