Plan Ledger DOL Form 5500 · updated monthly

Willamette Universitybenefits

Willamette University Consolidated Welfare Benefits Plan · SALEM, OR · plan year 2025

Broker compensation reported · 2025
$196,634

Willamette University's benefits plans covered 585 active participants in 2025, providing health · life · dental · short-term disability · long-term disability · other. Insurance premiums totaled $128,443. Insurance brokers and agents were paid $196,634 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 153.1% of premiums. That is $336 per covered person, above the median for employer plans that report broker pay. Broker pay rose 6.9% from $183,910 in 2024.

Insurance contracts · 20254
STANDARD INSURANCE COMPANY · dental$128K · 205 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · healthpremiums n/a · 795 covered
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 585 covered
Brokers & agents paid · 20252
PCF INSURANCE SERVICES OF THE WEST$188,184 · incl $286 fees
TRUCORDIA INSURANCE SERVICES LLC$8,450
Also brokered by Pcf Insurance Services of the West5
Mission Bank CA$23,213

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 930386972 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.