Plan Ledger DOL Form 5500 · updated monthly

United Metal Trades Association of Oregonbenefits

Umta Trust · PORTLAND, OR · plan year 2024

Broker compensation reported · 2024
$19,232

United Metal Trades Association of Oregon's benefits plans covered 1,222 active participants in 2024, providing health · life · dental · vision · short-term disability. Insurance premiums totaled $274,277. Insurance brokers and agents were paid $19,232 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 7.0% of premiums. That is $16 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 69% from $11,379 in 2023.

Insurance contracts · 20249
WILLAMETTE DENTAL INSURANCE, INC. · dental$274K · 665 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health dental hmopremiums n/a · 55 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health dental hmopremiums n/a · 110 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health dental hmopremiums n/a · 104 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health dental hmopremiums n/a · 46 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health dental hmopremiums n/a · 4 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health dental hmopremiums n/a · 4 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 1,311 covered
PARTNERRE AMERICA INSURANCE COMPANY (PRAIC) · stop-losspremiums n/a · 1,138 covered
Brokers & agents paid · 20242
RUSSEL CONSULTING GROUP LLC$4,755 · incl $4,755 fees
THE PARTNERS GROUP LTD$14,477

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 936029224 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.