Form 5500 · Employee benefit plan · PORTLAND, OR
ALTA PLANNING AND DESIGN, INC.
Public Form 5500 records show how ALTA PLANNING AND DESIGN, INC. (PORTLAND, OR) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through REGENCE BLUECROSS BLUESHIELD OF OREGON and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0465555 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF OREGON | Health | 213 | December | $32,293 |
| STANDARD INSURANCE COMPANY | Life, Disability | 201 | December | $10,448 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 19 | December | $4,038 |
Questions
Who is ALTA PLANNING AND DESIGN, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ALTA PLANNING AND DESIGN, INC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does ALTA PLANNING AND DESIGN, INC. use?
ALTA PLANNING AND DESIGN, INC.'s benefit plan is written through REGENCE BLUECROSS BLUESHIELD OF OREGON, among 3 disclosed carriers.
When does ALTA PLANNING AND DESIGN, INC.'s group plan renew?
The most recent Schedule A policy period for ALTA PLANNING AND DESIGN, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ALTA PLANNING AND DESIGN, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.