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Form 5500 · Employee benefit plan · PORTLAND, OR

OREGON COMMUNITY FOUNDATION

OREGON COMMUNITY FOUNDATION of PORTLAND, OR files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DDI BENEFITS, INC.. Coverage is written through MODA HEALTH and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-7315673 · plan 501 · as of Aug 2026

Participants
113
Carriers on file
7
Disclosed commissions
$62,564
Renewal month
December

Plan brief

Schedule A lists 7 insured contracts covering health, dental, vision, life and disability; the largest, with MODA HEALTH, covers 115 people.

Reported premium across the insured contracts is $1,753,077, with $62,564 in disclosed broker commissions — about 3.6% 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.

DDI BENEFITS, INC. is the broker of record on all 7 contracts.

5 carriers appear on the filing — MODA HEALTH, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, METROPOLITAN LIFE INSURANCE COMPANY and STANDARD INSURANCE COMPANY among them — with MODA HEALTH writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
MODA HEALTHHealth115December$836,649$25,079
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWESTHealth65December$580,857$17,684
STANDARD INSURANCE COMPANYDisability116December$97,978$6,506
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision286December$107,499$5,201
STANDARD INSURANCE COMPANYLife115December$77,818$4,628
WILLAMETTE DENTAL INSURANCE, INC.Dental63December$39,103$1,955
STANDARD INSURANCE COMPANY116December$13,173$1,511

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