Form 5500 · Employee benefit plan · PORTLAND, OR
OTAK INC
Public Form 5500 records show how OTAK INC (PORTLAND, OR) structures its employee benefits. Its broker of record is THE PARTNERS GROUP. Coverage is written through REGENCE BLUE CROSS BLUE SHIELD OF OREGON and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0788869 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| REGENCE BLUE CROSS BLUE SHIELD OF OREGON | Health | 466 | December | $4,228,716 | $95,227 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 295 | December | $189,784 | $11,459 |
| OREGON DENTAL SERVICE | Dental | 509 | December | $286,251 | $8,576 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 120 | December | $54,335 | $8,150 |
| UNUM INSURANCE COMPANY | — | 44 | December | $40,082 | $6,012 |
| UNUM INSURANCE COMPANY | — | 118 | December | $119,679 | $5,984 |
| UNUM INSURANCE COMPANY | — | 49 | December | $20,715 | $3,349 |
| VISION SERVICE PLAN | Vision | 278 | December | $47,431 | $1,808 |
| UNUM INSURANCE COMPANY | — | 54 | December | $11,089 | $1,673 |
| UNUM INSURANCE COMPANY | — | 29 | December | $8,428 | $1,265 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 1 | December | $10,626 | $0 |
Questions
Who is OTAK INC's benefits broker?
Per its most recent Form 5500 Schedule A, OTAK INC's broker of record is THE PARTNERS GROUP.
What insurance carrier does OTAK INC use?
OTAK INC's benefit plan is written through REGENCE BLUE CROSS BLUE SHIELD OF OREGON, among 11 disclosed carriers.
When does OTAK INC's group plan renew?
The most recent Schedule A policy period for OTAK INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OTAK INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.