Plan Ledger DOL Form 5500 · updated monthly

St. Charles Health Systembenefits

St. Charles Health System, Inc. Health and Welfare Plan · BEND, OR · plan year 2025

Broker compensation reported · 2025
$667,960

St. Charles Health System's benefits plans covered 4,891 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $667,960 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $137 per covered person, below the median for employer plans that report broker pay. Broker pay rose 46% from $458,700 in 2024.

Insurance contracts · 20259
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 4,817 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 2,461 covered
UNUM INSURANCE COMPANYpremiums n/a · 922 covered
CANOPY EAPpremiums n/a · 5,646 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 1,245 covered
Brokers & agents paid · 20256
THE PARTNERS GROUP LLC$282,183 · incl $113,097 fees
THE PARTNERS GROUP$360,198 · incl $25,675 fees
CUSTOM BENEFIT PROGRAMS$2,802 · incl $1,518 fees
ASSUREX GLOBAL CORPORATION$21,465 · incl $21,465 fees
STEVEN RAY GRIFFIN$1,301
ASSUREX GLOBAL$11 · incl $11 fees
Also brokered by The Partners Group LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 930602940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.