Plan Ledger DOL Form 5500 · updated monthly

Thesis, Incbenefits

Thesis, Inc. Health and Welfare Plan · PORTLAND, OR · plan year 2025

Previously filed as Thesis, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$31,909

Thesis, Inc's benefits plans covered 144 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $31,909 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $222 per covered person, above the median for employer plans that report broker pay. Broker pay fell 17% from $38,535 in 2024.

Insurance contracts · 20256
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 146 covered
UNUM INSURANCE COMPANYpremiums n/a · 24 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 169 covered
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · visionpremiums n/a · 150 covered
UNUM INSURANCE COMPANYpremiums n/a · 28 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 52 covered
Brokers & agents paid · 20253
THE PARTNERS GROUP LTD$16,591 · incl $787 fees
THE PARTNERS GROUP$12,684 · incl $2,179 fees
Also brokered by The Partners Group LTD5
Collegenet OR$14,407

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 460507396 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.