Plan Ledger DOL Form 5500 · updated monthly

Oregon Specialty Groupbenefits

Oregon Specialty Group Health and Welfare Plan · SALEM, OR · plan year 2025

Broker compensation reported · 2025
$12,720

Oregon Specialty Group's benefits plans covered 171 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance premiums totaled $36,088. Insurance brokers and agents were paid $12,720 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 35.2% of premiums. That is $74 per covered person, below the median for employer plans that report broker pay. Brokers were paid 11.7x the $1,089 reported for 2024.

Insurance contracts · 20258
WILLAMETTE DENTAL INSURANCE, INC. · dental$36K · 76 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 225 covered
VISION SERVICE PLAN · visionpremiums n/a · 202 covered
OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON · dentalpremiums n/a · 280 covered
PROVIDENCE HEALTH PLAN · health ppopremiums n/a · 299 covered
Brokers & agents paid · 20251
WOODRUFF-SAWYER & CO$12,720 · incl $3,101 fees
Also brokered by Woodruff-Sawyer & Co5
Calix, Inc. CA$217,676

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 931273254 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.