THE PARTNERS GROUPbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024

$15.1M

THE PARTNERS GROUP was paid $15,092,716 in commissions and fees across 122 employer benefit plans in 2024, as reported on Schedule A ($1,419,739 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 38 client planslost 38
won Washington Emergency Care Physicians, Inc., P.S
won Northwest Primary Care Group, PC
won Ericsson Enterprise Wireless Solutions Inc
won The Partners Group LLC
won Universal Aerospace Co., Inc. and Aero Finishing, LLC
won Embold Credit Union
lost Healthwise, Incorporated
lost Cascade Energy, Inc
lost Collegenet
lost Womens Care PC
lost Mission Aviation Fellowship
lost Salem Clinic, P.C.
Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024122
Southern California Permanente Medical Group CA$2,756,394
Lithia Motors, Inc. OR$2,427,636
The Permanente Medical Group, Inc. CA$777,816
Washington Permanente Medical Group WA$566,441
Colorado Permanente Medical Group, P.C. CA$564,341
Washington Permanente Medical Group PC WA$549,752
The Southeast Permanente Medical Group, Inc. GA$490,593
St. Charles Health System OR$455,564
The Permanente Medical Group, Inc. CA$289,319
Nwpx Infrastructure, Inc. WA$247,243
Trustees of the Oscpa Group Health Trust OR$199,556
Avamere Health Services, LLC OR$184,645
Asante OR$183,616
Trail Blazers Inc OR$174,449
Hawk Ridge Systems, LLC CA$174,360
Klamath Child and Family Treatment Center OR$152,504
Adaugeo Healthcare Solutions, LLC OR$149,489
Paula's Choice, LLC WA$141,660
Laika OR$135,238
Ericsson Enterprise Wireless Solutions Inc ID$132,330
Pacific Coast Fresh Company OR$129,382
The Oregon Clinic, P.C. OR$121,678
Pinnacle Exhibits, Inc OR$118,603
Wieden and Kennedy OR$110,787
Woodland Park Zoological Society WA$109,232
Oregon Urology Institute, P.C. OR$107,256
Colorado Permanente Medical Group, P.C. CA$105,902
Wtc Holdco LLC OR$104,601
Syndio Solutions, Inc WA$101,416
Strategic Pharmaceutical Solutions dba Vetsource OR$96,425
Concord III, LLC dba Concord Technologies WA$90,747
Northwest Primary Care Group, PC OR$88,821
Willamette View Inc OR$88,779
Multnomah Athletic Club OR$86,691
Lightforce USA Inc dba Nightforce Optics ID$81,585
Medical Teams International OR$81,560
Organically Grown Company OR$81,173
Bridgewell Resources, LLC OR$80,748
Certified Aviation CA$77,932
Oregon Coast Community Action OR$77,753
Clearwater Analytics ID$77,111
The Oregon Education Association OR$76,236
Stumptown Coffee Corp OR$75,557
Bend Surgery Center, LLC OR$75,486
The College of Idaho ID$73,536
American Behavioral Health Systems Inc WA$73,385
Proliance Surgeons, Inc. P.S. WA$69,280
Nuscale Power, LLC OR$66,029
Tree Top, Inc WA$66,022
Touchmark Living Centers, Inc. OR$65,203
Planned Parenthood Mar Monte, Inc. CA$64,782
Benchmade Knife Company, Inc OR$61,964
Windermere Real Estate Services Company WA$61,581
Portland Bottling Company OR$60,390
Yakima Products, Inc. OR$59,076
Suttell & Hammer, P.S. WA$58,416
United Grain Corporation WA$58,304
Therapeutic Associates Inc. WA$57,219
Goodwill Industries of the Columbia Willamette OR$54,182
Vanguard Ems Inc OR$54,114
Compunet Inc ID$51,757
Capital Educators Fcu ID$48,708
Central Oregon Pediatric Associates OR$48,313
Pae Consulting Engineers OR$46,526
The Children's Clinic OR$46,094
Tillamook County Creamery Association OR$43,874
Otak Inc OR$43,229
Signature Graphics, Inc OR$42,512
Metropolitan Pediatrics, LLC OR$42,372
Custom Decorators Inc OR$41,239
Planned Parenthood Columbia Willamette OR$36,864
Delta Dental of Idaho ID$35,264
Northwest Permanente Physicians PC OR$34,461
Miller Nash LLP OR$33,745
Washington Emergency Care Physicians, Inc., P.S WA$32,549
Fora Health, Inc. OR$31,386
Fuerst Group Inc, Keen Inc, Chrome Industries, and Project Pm, LLC CA$29,142
Lewis and Clark College OR$28,911
Salem Clinic, PC OR$25,941
Embold Credit Union OR$25,578
Signature Health Services, LLC OR$24,050
Oregon Episcopal School OR$22,752
McClarin Plastics, LLC. PA$22,570
Women's Healthcare Associates, LLC OR$21,988
Milestone Retirement Communities, LLC WA$21,238
Opus Solutions LLC OR$21,130
Thesis, Inc OR$14,993
Rain Agency, LLC OR$14,381
Shoestring Valley Holdings OR$14,319
Billups, LLC NY$14,142
Gearup Sports OR$13,815
Building Blocks Counseling, LLC AZ$10,946
The Partners Group LLC OR$10,445
Navex Global OR$8,954
Nightingale Healthcare LLC WA$8,777
Northwest Surgical Specialists P.C. WA$8,500
Alaska Communications Systems Holdings, Inc. AK$8,086
Neil Kelly Company Inc OR$7,215
The Arc of King County WA$6,721
Metropolitan Development Council WA$6,515

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the THE PARTNERS GROUP brand.