Form 5500 · Employee benefit plan · BEAVERTON, OR
LEUPOLD & STEVENS, INC.
The filing calls this plan LEUPOLD & STEVENS HEALTH AND WELFARE BENEFITS PLAN.
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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0372974 · plan 511 · plan year 2025, filed Jun 18, 2026
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744 other employer plans in Oregon have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
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.
Benefits declared on this filing
Also declared: death benefits, other welfare.
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 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, including PROVIDENCE HEALTH PLAN, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON and STANDARD INSURANCE COMPANY. PROVIDENCE HEALTH PLAN writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | — | 264 | Jan 1, 2026 | $62,883 | $15,261 |
| STANDARD INSURANCE COMPANY | Life | 741 | Jan 1, 2026 | $236,012 | $2,046 |
| PROVIDENCE HEALTH PLAN | Health, Vision | 859 | Jan 1, 2026 | $6,452,653 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health, Vision | 397 | Jan 1, 2026 | $2,366,068 | $0 |
| OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | Dental | 885 | Jan 1, 2026 | $473,716 | $0 |
| WILLAMETTE DENTAL INSURANCE, INC. | Dental | 402 | Jan 1, 2026 | $167,717 | $0 |
| STANDARD INSURANCE COMPANY | Disability | 882 | Jan 1, 2026 | $156,731 | $0 |
| FEDERAL INSURANCE COMPANY | — | 740 | Jan 1, 2026 | — | $0 |
Premium and claims on these contracts
STANDARD INSURANCE COMPANY, contract 754433. For the contract year on this filing, the carrier reported $218,105 in premium earned and $13,049 in claims incurred. Dividing one by the other gives 6%.
WILLAMETTE DENTAL INSURANCE, INC., contract OR65. For the contract year on this filing, the carrier reported $167,717 in premium earned and $140,116 in claims incurred. Dividing one by the other gives 84%.
STANDARD INSURANCE COMPANY, contract 754433. For the contract year on this filing, the carrier reported $144,630 in premium earned and $-95,508 in claims incurred. Dividing one by the other gives -66%.
- STANDARD INSURANCE COMPANY, contract 754433 reported $205,057 in retention.
- WILLAMETTE DENTAL INSURANCE, INC., contract OR65 reported $17,611 in retention.
- STANDARD INSURANCE COMPANY, contract 754433 reported $240,138 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 743 employees, 9 recordable cases, 235 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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