Plan Ledger DOL Form 5500 · updated monthly

Careoregon, Inc.benefits

Careoregon, Inc. Welfare Benefit Plan · PORTLAND, OR · plan year 2024

Broker compensation reported · 2024
$1,296,679

Careoregon, Inc.'s benefits plans covered 1,568 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $1,269,512. Insurance brokers and agents were paid $1,296,679 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 102.1% of premiums. That is $827 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 32% from $985,228 in 2023.

Insurance contracts · 202410
STANDARD INSURANCE COMPANY · ltd$613K · 1,588 covered
STANDARD INSURANCE COMPANY · life$444K · 1,588 covered
STANDARD INSURANCE COMPANY · std$213K · 1,588 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug visionpremiums n/a · 2,015 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drugpremiums n/a · 797 covered
AETNA LIFE INSURANCE CO.premiums n/a · 712 covered
ADVANCE MEDICAL, INC.premiums n/a · 275 covered
TRANSAMERICA LIFE INSURANCE COMPANY · lifepremiums n/a · 58 covered
OREGON DENTAL SERVICE DBA DELTA DENTAL OF OREGON · dentalpremiums n/a · 2,505 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 268 covered
Brokers & agents paid · 20242
MERCER HEALTH AND BENEFITS, LLC$1,252,005 · incl $756,491 fees
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 930933975 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.