Form 5500 · Employee benefit plan · EUGENE, OR
MCDONALD WHOLESALE LLC
Public Form 5500 records show how MCDONALD WHOLESALE LLC of EUGENE, OR, a wholesale trade employer, structures its employee benefits. Its broker of record is USI INSURANCE SERVICES NORTHWEST. Coverage is written through PROVIDENCE HEALTH PLAN and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0855703 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision and life; the largest, with PROVIDENCE HEALTH PLAN, covers 345 people.
Reported premium across the insured contracts is $1,951,677, with $58,716 in disclosed broker commissions — about 3% 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.
USI INSURANCE SERVICES NORTHWEST is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing — PROVIDENCE HEALTH PLAN, SUN LIFE ASSURANCE COMPANY OF CANADA, AFLAC and VISION SERVICE PLAN — with PROVIDENCE HEALTH PLAN writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PROVIDENCE HEALTH PLAN | Health | 345 | December | $1,857,656 | $47,231 |
| AFLAC | Dental, Life | 21 | December | $30,771 | $6,825 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Life | 189 | December | $45,367 | $3,629 |
| VISION SERVICE PLAN | Vision | 116 | December | $17,883 | $1,031 |
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