Plan Ledger DOL Form 5500 · updated monthly

Oregon Tool Incbenefits

Oregon Tool Welfare Benefit Plan · PORTLAND, OR · plan year 2025

Broker compensation reported · 2025
$54,526

Oregon Tool Inc's benefits plans covered 1,003 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $54,526 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $54 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 6.2% from $58,153 in 2024.

Insurance contracts · 20257
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drug dental visionpremiums n/a · 473 covered
FEDERAL INSURANCE COMPANYpremiums n/a · 1,003 covered
HEALTH ADVOCATE SOLUTIONS, INC.premiums n/a · 862 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · life ltdpremiums n/a · 1,003 covered
AETNA LIFE INSURANCE COMPANY · health drug dental visionpremiums n/a · 1,362 covered
Brokers & agents paid · 20253
BROWN AND BROWN INS SERVICES, INC.$40,627 · incl $13,111 fees
BROWN AND BROWN INS SVCS, INC.$9,777 · incl $1,761 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 630593908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.