Form 5500 · Employee benefit plan · LAKE OSWEGO, OR
HALLMARK INNS & RESORTS, INC.
Public Form 5500 records show how HALLMARK INNS & RESORTS, INC. of LAKE OSWEGO, OR, a hospitality and food service employer, structures its employee benefits. Its broker of record is DURHAM & BATES AGENCIES INC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-0852009 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 2 insured contracts covering health, vision, life and disability; the largest, with CIGNA HEALTH AND LIFE INSURANCE COMPANY, covers 162 people.
Reported premium across the insured contracts is $417,333, with $60,061 in disclosed broker commissions — about 14% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
DURHAM & BATES AGENCIES INC is the broker of record on all 2 contracts.
Two carriers split the book: CIGNA HEALTH AND LIFE INSURANCE COMPANY and PRINCIPAL LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Vision | 162 | June | $363,147 | $52,314 |
| PRINCIPAL LIFE INSURANCE COMPANY | Life, Disability | 245 | June | $54,186 | $7,747 |
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