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Form 5500 · Employee benefit plan · EUGENE, OR

HIV ALLIANCE

The filing calls this plan HIV ALLIANCE EMPLOYEE BENEFITS PLAN.

HIV ALLIANCE of EUGENE, OR spreads its employee benefits across 5 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is ALLIANT INSURANCE SERVICES, INC.. Coverage is written through PACIFICSOURCE HEALTH PLANS and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0963546 · plan 501 · plan year 2025, filed May 29, 2026

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How this plan is funded

Fully insured as reported

The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.

All participants at the start of the year
127
Active at start of year
127
Active at end of year
138
Disclosed commissions
$42,241
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — PACIFICSOURCE HEALTH PLANS100 of 127 participants (79%)
Dentalinsured — OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON89 of 127 participants (70%)
Visioninsured — PACIFICSOURCE HEALTH PLANS100 of 127 participants (79%) on the largest contract
Lifeinsured — UNUM LIFE INSURANCE COMPANY OF AMERICA138 of 127 participants
Disabilityinsured — UNUM LIFE INSURANCE COMPANY OF AMERICA138 of 127 participants

Also declared: death benefits.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 5 insured contracts covering health, dental, vision, life and disability; the largest, with PACIFICSOURCE HEALTH PLANS, covers 100 people.

Reported premium across the insured contracts is $1,599,789, with $42,241 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 4 of the 5 contracts; the rest name a different broker or none.

5 carriers appear on the filing, including PACIFICSOURCE HEALTH PLANS, OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON, UNUM INSURANCE COMPANY and UNUM LIFE INSURANCE COMPANY OF AMERICA. PACIFICSOURCE HEALTH PLANS writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
PACIFICSOURCE HEALTH PLANSHealth, Vision100Jan 1, 2026$1,437,212$20,672
UNUM INSURANCE COMPANY—78Jan 1, 2026$39,884$13,959
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability138Jan 1, 2026$38,690$4,620
OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGONDental89Jan 1, 2026$71,169$2,139
VISION SERVICE PLANVision60Jan 1, 2026$12,834$851

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Reported to OSHA

Reported to OSHA for 2025: 140 employees, 3 recordable cases, 0 days away from work.

EmployeesThe company's own average for the year
140
Hours worked
224,003
Recordable cases
3
Days away from work
0

Source: OSHA Injury Tracking Application establishment data, 2025.

Other plans filed by this employer

How this plan compares

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