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Form 5500 · Employee benefit plan · PORTLAND, OR

ENERGY TRUST OF OREGON, INC.

ENERGY TRUST OF OREGON, INC. of PORTLAND, OR files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BROWN & BROWN OF OREGON. Coverage is written through PACIFICSOURCE HEALTH PLANS and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-1313663 · plan 501 · as of Aug 2026

Participants
184
Carriers on file
3
Disclosed commissions
$92,525
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
PACIFICSOURCE HEALTH PLANSHealth397December$3,185,290$76,330
PRINCIPAL LIFE INSURANCE COMPANYLife, Disability220December$130,021$8,953
OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGONDental364December$242,065$7,242

Questions

Who is ENERGY TRUST OF OREGON, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, ENERGY TRUST OF OREGON, INC.'s broker of record is BROWN & BROWN OF OREGON.

What insurance carrier does ENERGY TRUST OF OREGON, INC. use?

ENERGY TRUST OF OREGON, INC.'s benefit plan is written through PACIFICSOURCE HEALTH PLANS, among 3 disclosed carriers.

When does ENERGY TRUST OF OREGON, INC.'s group plan renew?

The most recent Schedule A policy period for ENERGY TRUST OF OREGON, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ENERGY TRUST OF OREGON, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.