Form 5500 · Employee benefit plan · PORTLAND, OR
THE CATLIN GABEL SCHOOL
The filing calls this plan THE CATLIN GABEL SCHOOL HEALTH AND WELFARE PLAN.
THE CATLIN GABEL SCHOOL of PORTLAND, OR insures health, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is THE PARTNERS GROUP. Coverage is written through KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0386804 · plan 501 · plan year 2025, filed Sep 23, 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.
Benefits declared on this filing
Also declared: prepaid legal, 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.
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 2 insured contracts covering health, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, covers 262 people.
The filing declares health, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $727,756, with $25,532 in disclosed broker commissions — about 3.5% 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.
THE PARTNERS GROUP is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 262 | Jan 1, 2026 | $654,323 | $14,118 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 324 | Jan 1, 2026 | $73,433 | $11,414 |
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.
Reported to OSHA
Reported to OSHA for 2025: 300 employees, 5 recordable cases, 6 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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