Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees, Harrison Electrical Workers Trustbenefits

Harrison Electrical Workers Trust Fund · PORTLAND, OR · plan year 2024

Broker compensation reported · 2024
$603,266

Board of Trustees, Harrison Electrical Workers Trust's benefits plan covered 7,903 active participants in 2024, providing health · life · dental · vision · short-term disability. Insurance premiums totaled $2,138,160. Insurance brokers and agents were paid $603,266 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 28.2% of premiums. That is $76 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 202414
WILLAMETTE DENTAL OF WASHINGTON INC · dental$1.9M · 4,231 covered
STANDARD INSURANCE COMPANY · life$212K · 7,922 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · hmopremiums n/a · 2,628 covered
SYMETRA LIFE INSURANCE COMPANY · stop-losspremiums n/a · 5,751 covered
UNITEDHEALTHCARE OF OREGON, INC. · hmopremiums n/a · 10 covered
PROVIDENCE HEALTH ASSURANCE · healthpremiums n/a · 412 covered
PROVIDENCE HEALTH PLAN · healthpremiums n/a · 4,354 covered
REGENCE BLUECROSS BLUESHIELD OF OREGON · health dental visionpremiums n/a · 754 covered
PACIFICSOURCE COMMUNITY HEALTH PLANS · healthpremiums n/a · 24 covered
ASURIS NORTHWEST HEALTH · healthpremiums n/a · 213 covered
SYMETRA LIFE INSURANCE COMPANYpremiums n/a · 214 covered
UNITEDHEALTHCARE OF OREGON, INC. · hmopremiums n/a · 6 covered
PROVIDENCE HEALTH PLAN · healthpremiums n/a
REGENCE BLUECROSS BLUESHIELD OF OREGON · healthpremiums n/a · 213 covered
Brokers & agents paid · 20246
JOSEPH H HERRLE & ASSOCIATES$163,681
JB NIBLEY INSURANCE INC$334,606 · incl $255 fees
JOSEPH H. HERRLE & ASSOCIATES INS.$82,319
JOSEPH H HERRLE & ASSOCIATES INSURA$20,643
JOSEPH H HERRLE & ASSOC INC$1,541
JOSEPH HERRLE & ASSOCIATES INSURANC$476

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 936023048 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.