Form 5500 · Employee benefit plan · SALEM, OR
CATHOLIC COMMUNITY SERVICES OF MID WILLAMETTE VALLEY & CENTRAL COAST
CATHOLIC COMMUNITY SERVICES OF MID WILLAMETTE VALLEY & CENTRAL COAST of SALEM, OR files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ALLIANT INSURANCE SERVICES INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0903773 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering dental, vision and life; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 192 people.
Reported premium across the insured contracts is $357,295, with $9,167 in disclosed broker commissions — about 2.6% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
ALLIANT INSURANCE SERVICES INC is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
Two carriers split the book: SUN LIFE ASSURANCE COMPANY OF CANADA and WILLAMETTE DENTAL INSURANCE, INC..
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life | 192 | December | $298,987 | $9,167 |
| WILLAMETTE DENTAL INSURANCE, INC. | Dental | 80 | December | $49,668 | $0 |
| WILLAMETTE DENTAL INSURANCE, INC. | Dental | 15 | December | $8,640 | $0 |
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