Benefits broker of record · PORTLAND, OR
BENEFIT DESIGN GROUP
BENEFIT DESIGN GROUP of PORTLAND, OR is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.
8 contracts on file name BENEFIT DESIGN GROUP as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
BENEFIT DESIGN GROUP brokers 8 insured contracts for 3 employers, all in Oregon.
Dental is the largest line (3 contracts), followed by disability (3), health (2), life (2).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 63%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals concentrate on June 1: 63% of the dated welfare contracts have policy years ending in May, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
dental 3 · disability 3 · health 2 · life 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| VERNIER SOFTWARE & TECHNOLOGY, LLC | BEAVERTON, OR | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Nov 1FY2023 |
| UNITED EMPLOYERS ASSOCIATION | PORTLAND, OR | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
| SUNSTONE CIRCUITS, LLC | MULINO, OR | METROPOLITAN LIFE INSURANCE COMPANY | Feb 1FY2025 |
| VERNIER SOFTWARE & TECHNOLOGY, LLC | BEAVERTON, OR | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jun 1FY2023 |
| VERNIER SOFTWARE & TECHNOLOGY, LLC | BEAVERTON, OR | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jun 1FY2023 |
more contracts in BENEFIT DESIGN GROUP's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
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