Plan Ledger DOL Form 5500 · updated monthly

Harrison Electrical Workers Trust Fund Board of Trusteesbenefits

Harrison Electrical Workers Trust Fund · PORTLAND, OR · plan year 2023

Broker compensation reported · 2023
$626,706

Harrison Electrical Workers Trust Fund Board of Trustees's benefits plan covered 7,426 active participants in 2023, providing health · life · dental · vision · short-term disability. Insurance premiums totaled $209,675. Insurance brokers and agents were paid $626,706 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 298.9% of premiums. That is $84 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 202312
STANDARD INSURANCE COMPANY · life$210K · 6,915 covered
KAISER PERMANENTE NW REGION · hmopremiums n/a · 2,590 covered
VISION SERVICE PLAN · visionpremiums n/a · 7,127 covered
SYMETRA LIFE INSURANCE COMPANY · stop-losspremiums n/a · 5,644 covered
UNITED HEALTHCARE OF OREGON, INC. · hmopremiums n/a · 8 covered
UNITEDHEALTHCARE OF WASHINGTON, INC. · hmopremiums n/a · 3 covered
PROVIDENCE HEALTH PLAN · healthpremiums n/a · 403 covered
PROVIDENCE HEALTH PLAN · healthpremiums n/a · 4,149 covered
REGENCE BLUE CROSS/BLUE SHIELD OF OREGON · health drug vision ppopremiums n/a · 974 covered
PACIFIC SOURCE COMMUNITY HEALTH PLAN, INC. · healthpremiums n/a · 30 covered
WILLAMETTE DENTAL INSURANCE, INC. · dentalpremiums n/a · 4,455 covered
ASURIS NORTHWEST HEALTH · drugpremiums n/a · 214 covered
Brokers & agents paid · 20238
J.H. HERRLE & ASS.$145,284
JOSEPH HERRLE & ASSOCIATES$82,509
J.B. NIBLEY INS.$229,064
JOSEPH H. HERRLE & ASSOCIATES$81,493
J.B. NIBLEY INSURANCE$81,493
J.H. HERRLE & ASSOCIATES$2,796
J.B. NIBLEY INSURANCE INC,$2,796
J.H. HERRLE & ASSOC.$1,271

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 936023048 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.