Plan Ledger DOL Form 5500 · updated monthly

Partners in Carebenefits

Partners in Care Employee Benefits Plan · BEND, OR · plan year 2025

Broker compensation reported · 2025
$99,935

Partners in Care's benefits plans covered 201 active participants in 2025, providing health · life · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $99,935 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $497 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 1.0% from $98,950 in 2024.

Insurance contracts · 20253
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 201 covered
PACIFICSOURCE HEALTH PLANS · health drugpremiums n/a · 253 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 63 covered
Brokers & agents paid · 20256
BROWN & BROWN INSURANCE SVCS., INC.$95,017 · incl $2,550 fees
KATE THOMAS GROUP, INC.$3,535
IMG$40 · incl $40 fees
2 individual agents · names withheld$1,111

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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 930756143 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.