Form 5500 · Employee benefit plan · PORTLAND, OR
SORTIS HOLDINGS INC
The filing calls this plan SORTIS HOLDING INC HEALTH AND WELFARE.
SORTIS HOLDINGS INC of PORTLAND, OR is a 931-participant corporate management employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is ALLIANT INSURANCE SERVICES, INC.. Coverage is written through REGENCE BLUESHIELD and 2 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-1297375 · plan 501 · plan year 2025, filed Jan 6, 2026
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81 other employer plans in Oregon have policy years ending in June. 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: 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.
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 3 insured contracts covering health, dental, vision, life and disability; the largest, with REGENCE BLUESHIELD, covers 289 people.
Reported premium across the insured contracts is $2,218,772, with $137,223 in disclosed broker commissions — about 6.2% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
ALLIANT INSURANCE SERVICES, INC. is the broker of record on all 3 contracts.
3 carriers appear on the filing, including REGENCE BLUESHIELD, PRINCIPAL LIFE INSURANCE COMPANY and METROPOLITAN LIFE INSURANCE COMPANY. REGENCE BLUESHIELD writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| REGENCE BLUESHIELD | Health | 289 | Jul 1, 2025 | $1,940,557 | $109,068 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 573 | Jul 1, 2025 | $236,630 | $23,512 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 119 | Jul 1, 2025 | $41,585 | $4,643 |
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.
How this plan compares
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Renewal calendar
81 other employer plans in Oregon are July 1 renewals (policy year ends June).
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