Form 5500 · Employee benefit plan · EUGENE, OR
THE PAPE GROUP, INC.
The filing calls this plan THE PAPE GROUP, INC. GROUP HEALTH BENEFIT PLAN.
THE PAPE GROUP, 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 JEFFREY JONES. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-1048932 · plan 501 · plan year 2025, filed Jul 22, 2026
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744 other employer plans in Oregon have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
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
Dental: HAWAII MEDICAL SERVICE ASSOCIATION covers 19 of 4,208 participants (0.5%) on Schedule A.
Also declared: 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.
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 7 insured contracts covering health, dental, vision, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 1,070 people.
Reported premium across the insured contracts is $13,873,543, with $697,532 in disclosed broker commissions — about 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.
JEFFREY JONES is the broker of record on 1 of the 7 contracts; the rest name a different broker or none.
7 carriers appear on the filing, including KAISER FOUNDATION HEALTH PLAN, INC., STANDARD INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF WASHINGTON and COLONIAL LIFE & ACCIDENT INSURANCE COMPANY. KAISER FOUNDATION HEALTH PLAN, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health, Vision | 1,070 | Jan 1, 2026 | $7,703,907 | $341,301 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Disability | 1,320 | Jan 1, 2026 | $1,085,044 | $161,228 |
| STANDARD INSURANCE COMPANY | Life, Disability | 5,401 | Jan 1, 2026 | $2,481,184 | $124,621 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health, Vision | 186 | Jan 1, 2026 | $1,425,326 | $36,737 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health, Vision | 165 | Jan 1, 2026 | $1,025,826 | $33,645 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Vision | 19 | Jan 1, 2026 | $136,942 | $0 |
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. | Disability | 61 | Jan 1, 2026 | $15,314 | $0 |
Premium and claims on this contract
STANDARD INSURANCE COMPANY, contract 171992. For the contract year on this filing, the carrier reported $2,481,184 in premium earned and $1,477,470 in claims incurred. Dividing one by the other gives 60%.
- STANDARD INSURANCE COMPANY, contract 171992 reported $1,218,108 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
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.
Reported to OSHA
Reported to OSHA for 2025: 233 employees, 1 recordable cases, 47 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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