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Form 5500 · Employee benefit plan · BEAVERTON, OR

LEUPOLD & STEVENS, INC.

LEUPOLD & STEVENS, INC. of BEAVERTON, OR is a 724-participant manufacturing employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MERCER HEALTH AND BENEFITS ADMIN. Coverage is written through PROVIDENCE HEALTH PLAN and 6 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 93-0372974 · plan 511 · as of Aug 2026

Participants
724
Carriers on file
8
Disclosed commissions
$17,307
Renewal month
December

Plan brief

Schedule A lists 8 insured contracts covering health, dental, vision, life and disability; the largest, with PROVIDENCE HEALTH PLAN, covers 859 people.

Reported premium across the insured contracts is $9,915,780, with $17,307 in disclosed broker commissions — about 0.2% 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.

MERCER HEALTH AND BENEFITS ADMIN is the broker of record on 1 of the 8 contracts; the rest name a different broker or none.

7 carriers appear on the filing — PROVIDENCE HEALTH PLAN, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON and STANDARD INSURANCE COMPANY among them — with PROVIDENCE HEALTH PLAN writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
RELIASTAR LIFE INSURANCE COMPANY264December$62,883$15,261
STANDARD INSURANCE COMPANYLife741December$236,012$2,046
PROVIDENCE HEALTH PLANHealth, Vision859December$6,452,653$0
WILLAMETTE DENTAL INSURANCE, INC.Dental402December$167,717$0
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWESTHealth, Vision397December$2,366,068$0
FEDERAL INSURANCE COMPANY740December$0
STANDARD INSURANCE COMPANYDisability882December$156,731$0
OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGONDental885December$473,716$0

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