Plan Ledger DOL Form 5500 · updated monthly

C&R Management Group LLCbenefits

C&R Management Group LLC Welfare Benefit Plan · PORTLAND, OR · plan year 2025

Broker compensation reported · 2025
$148,563

C&R Management Group LLC's benefits plans covered 274 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $148,563 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $542 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 7.1% from $159,984 in 2024.

Insurance contracts · 20255
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 274 covered
STANDARD INSURANCE COMPANY · ltdpremiums n/a · 63 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drugpremiums n/a · 235 covered
AMERITAS LIFE INSURANCE CORP. · visionpremiums n/a · 275 covered
Brokers & agents paid · 202520
BROWN & BROWN OF OR LLC$77,415 · incl $3 fees
BROWN & BROWN OF OREGON$17,355 · incl $4,146 fees
HEARTSEASE LLC$14,842 · incl $4,240 fees
WORKSITE BENEFITS GROUP INC$7,126 · incl $4,641 fees
BENEFITS BY DESIGN INC.$5,506 · incl $1,495 fees
BROWN & BROWN INSURANCE SERVICES IN$4,816 · incl $4,816 fees
DAVID KINNEY$3,231 · incl $494 fees
BROWN AND BROWN OF OREGON LLC$1,583 · incl $442 fees
TRICIA MILLER$1,104
ISAACSON INSURANCE AGENCY LLC$621 · incl $49 fees
BROWN & BROWN INSURANCE SERVICES$5,273 · incl $642 fees
PARKER SMITH & FEEK INSURANCE LLC$295
HEARTEASE LLC$186 · incl $34 fees
BENEFITS BY DESIGN INC$102 · incl $17 fees
QUEST BENEFITS NORTHWEST LLC$43
PARKER, SMITH & FEEK INSURANCE LLC$4
KIBBLE & PRENTICE HOLDING CO$2
20 individual agents · names withheld$3,157

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Brown & Brown5
Mayo Clinic MN$2,113,920
Srm Concrete, LLC TN$1,393,063

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 874051876 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.