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Sponsor portfolioWelfare / HealthEIN 87-4051876
C&R MANAGEMENT GROUP LLC
9400 SW BARNES RD · PORTLAND, OR 97225
5032903884
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
275
No prior year
Total participants
274
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.5M | 47.8% | |
| Prescription drug | $2.5M | 47.8% | |
| Other | $164K | 3.1% | |
| Long-term disability | $39K | 0.7% | |
| Vision | $14K | 0.3% | |
| Life | $13K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930798039 | HRx | $2.5M | 91.7% | 1 | 1 | 235 |
EIN 570144607 | LOth | $177K | 6.4% | 1 | 2 | 274 |
EIN 930242990 | LTD | $39K | 1.4% | 1 | 1 | 63 |
EIN 470098400 | V | $14K | 0.5% | 1 | 1 | 275 |
Broker overview
31 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | PORTLAND, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, AMERITAS LIFE INSURANCE CORP., STANDARD INSURANCE COMPANY | $102K | $10K | $112K | 75.6% | 1 |
| HEARTSEASE LLC | HILLSBORO, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11K | $4K | $15K | 10.0% | 1 |
| WORKSITE BENEFITS GROUP INC | VANCOUVER, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $5K | $7K | 4.8% | 1 |
| BENEFITS BY DESIGN INC | RIDGEFIELD, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $6K | 3.8% | 1 |
| DAVID KINNEY | LONGVIEW, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $494 | $3K | 2.2% | 1 |
| TRICIA MILLER | RIDGEFIELD, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.7% | 1 |
| ROXANA BUSCHMAN | VANCOUVER, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $718 | $0 | $718 | 0.5% | 1 |
| ISAACSON INSURANCE AGENCY LLC | PORTLAND, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $572 | $49 | $621 | 0.4% | 1 |
| GABRIEL ANGEL CANALS | GRESHAM, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $243 | $349 | $592 | 0.4% | 1 |
| RAQUEL LOSADA MONROY | CAMAS, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $498 | $91 | $589 | 0.4% | 1 |
| PARKER SMITH & FEEK INC. | BELLEVUE, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $299 | $0 | $299 | 0.2% | 1 |
| MELISSA CATHLEEN HADLOCK | BATTLE GROUND, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $241 | $0 | $241 | 0.2% | 1 |
| PAMELA COPLE SMITH | SEATTLE, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $194 | $0 | $194 | 0.1% | 1 |
| HEARTEASE LLC | HILLSBORO, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $152 | $34 | $186 | 0.1% | 1 |
| SUSAN J LEACH | PORTLAND, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $159 | $10 | $169 | 0.1% | 1 |
| HOLLI M GUIER | VANCOUVER, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $123 | $39 | $162 | 0.1% | 1 |
| SUSAN GOLD STOKES | HUNTSVILLE, AL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $91 | $3 | $94 | 0.1% | 1 |
| SAMAR BREIK ALBIN | MURRIETA, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | $8 | $68 | 0.0% | 1 |
| MICHAEL LEROY ALLEY | CANBY, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $64 | $0 | $64 | 0.0% | 1 |
| RANDALL LYNN KRUSE | RENTON, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | $0 | $51 | 0.0% | 1 |
| KAREN CLAY KUNKLER | VANCOUVER, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | $0 | $45 | 0.0% | 1 |
| CASEY RATHMANNER | LAKE FOREST, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $0 | $44 | 0.0% | 1 |
| QUEST BENEFITS NORTHWEST LLC | CANBY, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | $0 | $43 | 0.0% | 1 |
| KRISTIN LEASE | LOS ALAMITOS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $20 | $34 | 0.0% | 1 |
| MARGARET BRYANT | LAKE OSWEGO, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $0 | $33 | 0.0% | 1 |
| KELLY ROSS SURGEON | LEWISTON, ID | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $10 | $19 | 0.0% | 1 |
| MELLONEASE KIRKSEY | CLARKSVILLE, TN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.0% | 1 |
| COREY ROBERT PALMER | CAMAS, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $1 | $11 | 0.0% | 1 |
| DENISE A MAXWELL | MERIDIAN, ID | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $1 | $10 | 0.0% | 1 |
| CHRISTINE LYNN MORGESTER | OREGON CITY, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.0% | 1 |
| USI INSURANCE SERVICES LLC | SEATTLE, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.0% | 1 |
History & trajectory
4 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan