Form 5500 · Employee benefit plan · PORTLAND, OR
LEWIS AND CLARK COLLEGE
The filing calls this plan LEWIS AND CLARK COLLEGE WELFARE PLAN.
LEWIS AND CLARK COLLEGE of PORTLAND, OR insures health, dental, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is THE PARTNERS GROUP. Coverage is written through KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST and 5 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0386858 · plan 520 · plan year 2025, filed Oct 24, 2025
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33 other employer plans in Oregon have policy years ending in March. 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
3 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: 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, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, covers 962 people.
The filing declares health, dental, life, disability and vision. Vision appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 3 contracts here that do not say what they cover.
Reported premium across the insured contracts is $11,070,937, with $29,448 in disclosed broker commissions — about 0.3% of premium.
The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
THE PARTNERS GROUP is the broker of record on 4 of the 8 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 669 | Apr 1, 2025 | $239,129 | $18,136 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 108 | Apr 1, 2025 | $46,322 | $4,633 |
| UNUM INSURANCE COMPANY | — | 164 | Apr 1, 2025 | $26,846 | $3,889 |
| UNUM INSURANCE COMPANY | — | 68 | Apr 1, 2025 | $18,614 | $2,790 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 962 | Apr 1, 2025 | $10,238,811 | $0 |
| OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | Dental | 522 | Apr 1, 2025 | $330,466 | $0 |
| WILLAMETTE DENTAL INSURANCE, INC. | Dental | 309 | Apr 1, 2025 | $151,966 | $0 |
| CANOPY | — | 674 | Apr 1, 2025 | $18,783 | $0 |
Premium and claims on this contract
WILLAMETTE DENTAL INSURANCE, INC., contract LEWIS. For the contract year on this filing, the carrier reported $151,966 in premium earned and $152,408 in claims incurred. Dividing one by the other gives 100%.
- WILLAMETTE DENTAL INSURANCE, INC., contract LEWIS reported $15,957 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.
Other plans filed by this employer
How this plan compares
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