Form 5500 · Employee benefit plan · MEDFORD, OR
SOUTHERN OREGON CARDIOLOGY LLC
SOUTHERN OREGON CARDIOLOGY LLC of MEDFORD, OR spreads its employee benefits across 4 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is HUB INTERNATIONAL NORTHWEST, LLC. Coverage is written through PACIFICSOURCE HEALTH PLANS and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-0993855 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with PACIFICSOURCE HEALTH PLANS, covers 130 people.
Reported premium across the insured contracts is $1,997,530, with $87,454 in disclosed broker commissions — about 4.4% 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.
HUB INTERNATIONAL NORTHWEST, LLC is the broker of record on 3 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing — PACIFICSOURCE HEALTH PLANS, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, WILLAMETTE DENTAL INSURANCE, INC. and VISION SERVICE PLAN — with PACIFICSOURCE HEALTH PLANS writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PACIFICSOURCE HEALTH PLANS | Health | 130 | December | $1,716,304 | $68,700 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental, Life, Disability | 102 | December | $247,303 | $16,642 |
| VISION SERVICE PLAN | Vision | 80 | December | $14,655 | $1,096 |
| WILLAMETTE DENTAL INSURANCE, INC. | Dental | 42 | December | $19,268 | $1,016 |
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