Form 5500 · Employee benefit plan · PORTLAND, OR
POWELL'S BOOKS, INC. HEALTH BENEFIT PLAN
POWELL'S BOOKS, INC. HEALTH BENEFIT PLAN of PORTLAND, OR is a 231-participant retail employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is INTERMEDIARY SERVICES LLC. Coverage is written through COMPANION LIFE OF COLUMBIA, SC and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0794762 · plan 501 · plan year 2025, filed Jul 27, 2026
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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.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: 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.
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 3 insured contracts covering health, life, disability and stop-loss.
The filing lists a stop-loss contract. On its own that does not settle whether the plan pays its own claims.
Reported premium across the insured contracts is $560,445, with $6,671 in disclosed broker commissions — about 1.2% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in January. The plan is on a split renewal cycle.
INTERMEDIARY SERVICES LLC is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 254 | Jan 2, 2026 | $104,330 | $6,671 |
| COMPANION LIFE OF COLUMBIA, SC | Health | — | Jan 1, 2026 | $421,771 | $0 |
| AETNA LIFE INSURANCE COMPANY | Stop-loss | 645 | Jan 1, 2026 | $34,344 | $0 |
Premium and claims on this contract
COMPANION LIFE OF COLUMBIA, SC, contract 3167-23. For the contract year on this filing, the carrier reported $421,771 in premium earned and $157,543 in claims incurred. Dividing one by the other gives 37%.
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.
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: 374 employees, 9 recordable cases, 43 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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