Plan Ledger DOL Form 5500 · updated monthly

Trillium Family Servicesbenefits

Trillium Family Services Health & Welfare Benefit Plan · PORTLAND, OR · plan year 2025

Broker compensation reported · 2025
$153,943

Trillium Family Services's benefits plans covered 523 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits. Insurance premiums totaled $64,757. Insurance brokers and agents were paid $153,943 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 237.7% of premiums. That is $294 per covered person, above the median for employer plans that report broker pay. Broker pay rose 1.0% from $152,458 in 2024.

Insurance contracts · 20256
WILLAMETTE DENTAL INSURANCE, INC. · dental$65K · 144 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drug dental vision hmopremiums n/a · 351 covered
OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON · dentalpremiums n/a · 277 covered
REGENCE BLUECROSS BLUESHIELD OF OREGON · health drug vision ppopremiums n/a · 377 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 559 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 29 covered
Brokers & agents paid · 20251
MERCER HEALTH AND BENEFITS, LLC$153,943 · incl $6,012 fees
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 930386966 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.