Form 5500 · Employee benefit plan · PORTLAND, OR
TRILLIUM FAMILY SERVICES
TRILLIUM FAMILY SERVICES of PORTLAND, OR insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through REGENCE BLUECROSS BLUESHIELD OF OREGON and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0386966 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with REGENCE BLUECROSS BLUESHIELD OF OREGON, covers 377 people.
Reported premium across the insured contracts is $6,074,370, with $147,931 in disclosed broker commissions — about 2.4% 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.
MERCER HEALTH AND BENEFITS, LLC is the broker of record on all 6 contracts.
5 carriers appear on the filing — REGENCE BLUECROSS BLUESHIELD OF OREGON, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, UNUM LIFE INSURANCE COMPANY OF AMERICA and OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON among them — with REGENCE BLUECROSS BLUESHIELD OF OREGON writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF OREGON | Health, Vision | 377 | December | $4,114,152 | $82,259 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health, Dental, Vision | 351 | December | $1,602,604 | $47,679 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 559 | December | $145,197 | $8,506 |
| OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | Dental | 277 | December | $133,400 | $5,081 |
| WILLAMETTE DENTAL INSURANCE, INC. | Dental | 144 | December | $64,757 | $2,267 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 29 | December | $14,260 | $2,139 |
More employer plans in Oregon — largest plans, brokers, carriers and renewal months.