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Form 5500 · Employee benefit plan · EUGENE, OR

ST VINCENT DE PAUL SOCIETY OF LANE COUNTY, INC.

The filing calls this plan ST. VINCENT DE PAUL SOCIETY OF LANE COUNTY, INC. WELFARE BENEFIT PLAN.

ST VINCENT DE PAUL SOCIETY OF LANE COUNTY, INC. of EUGENE, OR files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is J. L. JONES & ASSOCIATES. Coverage is written through PROVIDENCE HEALTH PLAN and 2 other carriers. The plan's most recent policy period ended in November.

Benefits broker of record
Insurance carrier
Policy year ends
Novemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0454786 · plan 502 · plan year 2025, filed Jun 11, 2026

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10 other employer plans in Oregon have policy years ending in November. 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.

All participants at the start of the year
335
Active at start of year
334
Active at end of year
329
Disclosed commissions
$66,684
Typical renewal
December 1

Benefits declared on this filing

Healthinsured — PROVIDENCE HEALTH PLAN236 of 335 participants (70%) on the largest contract
Dentaldeclared, no contract here says it covers this
Visioninsured — PROVIDENCE HEALTH PLAN236 of 335 participants (70%)
Lifenot declared on this filing
Disabilitynot declared on this filing

One contract on this filing does not say which benefits it covers, so a line above may be insured by it.

Also declared: 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 3 insured contracts covering health and vision; the largest, with PROVIDENCE HEALTH PLAN, covers 236 people.

The filing declares health, vision and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.

Reported premium across the insured contracts is $2,146,488, with $66,684 in disclosed broker commissions — about 3.1% of premium.

The most recent policy period ended in November, and the plan year ends November 30. Group contracts typically renew on that annual cycle.

J. L. JONES & ASSOCIATES is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
PROVIDENCE HEALTH PLANHealth, Vision236Dec 1, 2025$1,967,942$59,038
KAISER FOUNDATION HEALTH PLAN, INC.Health31Dec 1, 2025$157,486$7,646
UPRISE HEALTH—650Dec 1, 2025$21,060$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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ST VINCENT DE PAUL SOCIETY OF LANE COUNTY, INC.
EIN 93-0454786

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

How this plan compares

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Renewal calendar

10 other employer plans in Oregon are December 1 renewals (policy year ends November).

Their policy years end in November, like this plan’s, so most renew December 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.

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