Plan Ledger DOL Form 5500 · updated monthly

The University of Portlandbenefits

The University of Portland Welfare Benefit Plan · PORTLAND, OR · plan year 2024

Broker compensation reported · 2024
$170,966

The University of Portland's benefits plans covered 786 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $170,966 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $218 per covered person, above the median for employer plans that report broker pay. Broker pay rose 3.3% from $165,490 in 2023.

Insurance contracts · 20246
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drug dental vision hmo ppopremiums n/a · 864 covered
CANOPY EAPpremiums n/a · 716 covered
METROPOLITAN LIFE INSURANCE COMPANY · life ltdpremiums n/a · 786 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · ltdpremiums n/a · 31 covered
OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON · dentalpremiums n/a · 550 covered
PROVIDENCE HEALTH PLAN · health drug vision ppopremiums n/a · 206 covered
Brokers & agents paid · 20242
USI INSURANCE SERVICES NORTHWEST$137,782 · incl $66 fees
USI INSURANCE SERVICES LLC$33,184 · incl $3,922 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 930401259 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.