Plan Ledger DOL Form 5500 · updated monthly

Leadingage Oregonbenefits

Leadingage Benefit Plan · TIGARD, OR · plan year 2024

Broker compensation reported · 2024
$667,578

Leadingage Oregon's benefits plans covered 3,049 active participants in 2024, providing health · life · dental · vision · death benefits · other. Insurance premiums totaled $540,217. Insurance brokers and agents were paid $667,578 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 123.6% of premiums. That is $219 per covered person, above the median for employer plans that report broker pay. Broker pay rose 6.0% from $629,664 in 2023.

Insurance contracts · 20247
WILLAMETTE DENTAL INSURANCE, INC. · dental$540K · 1,105 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drug vision hmo ppopremiums n/a · 496 covered
PACIFICSOURCE HEALTH PLANS · health drug vision ppopremiums n/a · 1,095 covered
VISION SERVICE PLAN · visionpremiums n/a · 1,605 covered
CANOPY EAPpremiums n/a · 1,547 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 2,919 covered
OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON · dentalpremiums n/a · 1,553 covered
Brokers & agents paid · 20242
USI INSURANCE SERVICES LLC$666,444 · incl $3,242 fees
IMG$1,134 · incl $1,134 fees
Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 930747109 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.