Plan Ledger DOL Form 5500 · updated monthly

Energy Trust of Oregon, Inc.benefits

Energy Trust of Oregon Health and Welfare Plan · PORTLAND, OR · plan year 2025

Broker compensation reported · 2025
$97,936

Energy Trust of Oregon, Inc.'s benefits plans covered 220 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $97,936 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $445 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 22% from $80,298 in 2024.

Insurance contracts · 20253
OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON · dentalpremiums n/a · 364 covered
PRINCIPAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 220 covered
PACIFICSOURCE HEALTH PLANS · health drug ppopremiums n/a · 397 covered
Brokers & agents paid · 20253
BROWN & BROWN OF OREGON LLC$87,653 · incl $2,370 fees
BROWN & BROWN INS AGENCY OF VA$3,041 · incl $3,041 fees
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 931313663 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.