Form 5500 · Employee benefit plan · MCMINNVILLE, OR
LINFIELD UNIVERSITY
The filing calls this plan LINFIELD UNIVERSITY EMPLOYEE BENEFITS PLAN.
LINFIELD UNIVERSITY of MCMINNVILLE, OR is a 405-participant education employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is DAVIDSON BENEFITS PLANNING. Coverage is written through KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST and 6 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0391586 · plan 501 · plan year 2025, filed Sep 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
Also declared: prepaid legal, 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 7 insured contracts covering health, dental, vision, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, covers 373 people.
Reported premium across the insured contracts is $4,346,588, with $136,903 in disclosed broker commissions — about 3.1% 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.
DAVIDSON BENEFITS PLANNING is the broker of record on 3 of the 7 contracts; the rest name a different broker or none.
7 carriers appear on the filing, including KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, MODA HEALTH, HARTFORD LIFE AND ACCIDENT and WILLAMETTE DENTAL INSURANCE, INC.. KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 373 | Apr 1, 2025 | $2,779,796 | $83,394 |
| MODA HEALTH | Health | 156 | Apr 1, 2025 | $1,303,632 | $35,734 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 390 | Apr 1, 2025 | $130,700 | $8,104 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 91 | Apr 1, 2025 | $21,804 | $4,503 |
| WILLAMETTE DENTAL INSURANCE, INC. | Dental | 154 | Apr 1, 2025 | $70,237 | $3,214 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 42 | Apr 1, 2025 | $7,736 | $1,270 |
| VISION SERVICE PLAN | Vision | 272 | Apr 1, 2025 | $32,683 | $684 |
Premium and claims on this contract
WILLAMETTE DENTAL INSURANCE, INC., contract OR346. For the contract year on this filing, the carrier reported $70,237 in premium earned and $68,052 in claims incurred. Dividing one by the other gives 97%.
- WILLAMETTE DENTAL INSURANCE, INC., contract OR346 reported $9,474 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.
Reported to OSHA
Reported to OSHA for 2025: 897 employees, 6 recordable cases, 3 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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