Form 5500 · Employee benefit plan · PORTLAND, OR
PORTLAND GENERAL ELECTRIC COMPANY
The filing calls this plan PORTLAND GENERAL ELECTRIC COMPANY HEALTH AND WELFARE PLAN FOR ACTIVE EMPLOYEES.
PORTLAND GENERAL ELECTRIC COMPANY of PORTLAND, OR insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0256820 · plan 527 · plan year 2024, filed Oct 15, 2025
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744 other employer plans in Oregon have policy years ending in December. 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: severance, death benefits, 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 11 insured contracts covering health, dental, vision, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, covers 2,829 people.
Reported premium across the insured contracts is $24,847,821, with $227,842 in disclosed broker commissions — about 0.9% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in April. The plan is on a split renewal cycle.
MERCER HEALTH & BENEFITS LLC is the broker of record on 2 of the 11 contracts; the rest name a different broker or none.
8 carriers appear on the filing, including KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, METROPOLITAN LIFE INSURANCE COMPANY, PROVIDENCE HEALTH PLAN and VISION SERVICE PLAN. 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, Dental, Vision | 2,829 | Jan 1, 2025 | $16,890,796 | $89,190 |
| PROVIDENCE HEALTH PLAN | Health | 2,220 | Jan 1, 2025 | $1,815,494 | $80,665 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 4,778 | Jan 1, 2025 | $4,817,191 | $44,604 |
| METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | — | 670 | Jan 1, 2025 | $143,913 | $13,383 |
| VISION SERVICE PLAN | Vision | 1,999 | Jan 1, 2025 | $568,192 | $0 |
| HARTFORD LIFE AND ACCIDENT | Disability | 585 | May 1, 2024 | $289,112 | $0 |
| CANOPY | — | 2,966 | Jan 1, 2025 | $139,192 | $0 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 734 | Jan 1, 2025 | $104,707 | $0 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 576 | Jan 1, 2025 | $34,985 | $0 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 348 | Jan 1, 2025 | $22,384 | $0 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 2,918 | Jan 1, 2025 | $21,855 | $0 |
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 1,392 employees, 17 recordable cases, 182 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
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