Benefits broker of record · PORTLAND, OR
THE PARTNERS GROUP LTD
THE PARTNERS GROUP LTD of PORTLAND, OR is named as the broker of record on 86 insurance contracts in public Form 5500 Schedule A filings.
One of 6 offices of THE PARTNERS GROUP LTD.
86 contracts on file name THE PARTNERS GROUP LTD 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
THE PARTNERS GROUP LTD brokers 86 insured contracts for 48 employers, across 8 states, led by OR, CA, WA.
Disability is the largest line (29 contracts), followed by life (26), health (19), dental (13).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (10, about 12%); LIFE INSURANCE COMPANY OF NORTH AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC. follow.
Renewals concentrate on January 1: 65% of the dated welfare contracts have policy years ending in December, 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.
disability 29 · life 26 · health 19 · dental 13 · vision 5
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 |
|---|---|---|---|
| THE PERMANENTE MEDICAL GROUP, INC. | PLEASANTON, CA | STANDARD INSURANCE COMPANY | Jan 1FY2025 |
| LITHIA MOTORS INC | MEDFORD, OR | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| LITHIA MOTORS INC | MEDFORD, OR | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| LEWIS AND CLARK COLLEGE | PORTLAND, OR | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Apr 1FY2025 |
| THE PERMANENTE MEDICAL GROUP, INC. | PLEASANTON, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
more employers in THE PARTNERS GROUP LTD'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 year 2025 on this page)
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