Benefits brokerage · 6 offices
THE PARTNERS GROUP LTD
THE PARTNERS GROUP LTD is named as the broker of record on 97 insurance contracts across its 6 offices in public Form 5500 Schedule A filings.
Offices
Book profile
THE PARTNERS GROUP LTD brokers 97 insured contracts for 54 employers, across 9 states, led by OR, CA, WA.
Disability is the largest line (31 contracts), followed by life (28), health (25), dental (22).
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST writes the most contracts in the book (13, about 13%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, LIFE INSURANCE COMPANY OF NORTH AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 69% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
disability 31 · life 28 · health 25 · dental 22 · vision 6
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| THE PERMANENTE MEDICAL GROUP, INC. | PLEASANTON, CA | PORTLAND, OR | STANDARD INSURANCE COMPANY | Jan 1FY2025 |
| LITHIA MOTORS INC | MEDFORD, OR | PORTLAND, OR | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| LITHIA MOTORS INC | MEDFORD, OR | PORTLAND, OR | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| LEWIS AND CLARK COLLEGE | PORTLAND, OR | PORTLAND, OR | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Apr 1FY2025 |
| THE PERMANENTE MEDICAL GROUP, INC. | PLEASANTON, CA | PORTLAND, OR | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
more employers in THE PARTNERS GROUP LTD's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)