BenefitsLedger
Employer health plan record · Plan year 2025 (latest filing) · Form 5500

Promontory Healthcare LLC

Healthcare & social assistance · Portland, Oregon · EIN ending 0656

Updated Filing received by DOL

Promontory Healthcare LLC, a healthcare & social assistance employer in Portland, Oregon, reported 272 participants in its health and welfare plan for plan year 2025. Its Form 5500 shows $115,074 in insurance premiums across 8 contracts and $138,887 in broker commissions and fees. The plan is a mix of insured and self-funded coverage. The Department of Labor received the filing on August 24, 2026, within the extension window.

Participants
272
plan year 2025
Premiums filed
$115,074
premium not reported on 3 medical contracts
Broker commissions + fees
$138,887
3 brokers
Commission rate
n/a
needs insured medical premium

Who was paid on Promontory Healthcare LLC's plan

Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Promontory Healthcare LLC filed for 2025.

Broker or agentCommissionsFeesTotalContracts
Parker Smit & Feek Insurance LLC · Bellevue, WA$96,200$0$96,2001
Parker, Smith & Feek · Bellevue, WA$35,359$102$35,4617
IMA Financial · Denver, CO$0$7,226$7,2261

Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2025, as published in EBSA's 2025 "Latest" dataset. Part I names whoever the carrier paid, which can be a firm or an individual agent; both are public record. Amounts exclude pay from carriers not tied to a listed contract.

Insurance contracts and carriers

Every insurance contract reported on Schedule A: carrier, what it covers, people covered at year end, earned premium, and broker compensation.

Carrier · coverageCoveredPremiumBroker payRate
Standard Insurance Companyshort-term disability162$53,331$2,5744.8%
Standard Insurance Companylife209$38,230$5,51614.4%
Standard Insurance Companylong-term disability156$23,513$3,36214.3%
Mediexcel Health Planhealth, prescription drug, HMO25—$2,843—
Ameritas Life Insurance Corp.dental, vision684—$17,440—
Kaiser Foundation Health Plan of the Northwesthealth, prescription drug, HMO38—$9,457—
Mediexcel Health Planhealth, prescription drug, HMO2—$1,495—
All Savers Insurance Companystop-loss249—$96,200—

Source: DOL Form 5500 Schedule A, plan year 2025. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.

How Promontory Healthcare LLC compares

Medians across employers for plan year 2024, the most recent complete year. Commission rates use fully insured medical contracts only; dollar medians use every employer that disclosed broker pay.

Broker commissions + fees, dollars
Promontory Healthcare LLC
$138,887
Commission rate, % of medical premium

Not computable: no insured medical premium on the filing.

Source: BenefitsLedger benchmarks from 58,547 employer health plans with 100 or more participants, plan year 2024. Methodology.

Filings and timeliness

Plans this employer filed under its EIN with a health benefit code. Large plans are due seven months after the plan year ends, or two and a half months later with an extension; amended filings carry the amendment date, so no timing is asserted for them.

PlanPlan year endReceived by DOLTimingParticipants
Promontory Healthcare LLC Welfare Benefits Plan#501 · insurance, general assetsDecember 31, 2025August 24, 2026within extension272

Source: DOL Form 5500 Part I and signature dates; "late" means received after the extended deadline (the 15th day of the tenth month after plan year end). What a late Form 5500 costs.

How much did Promontory Healthcare LLC pay in health insurance broker commissions in 2025?

Promontory Healthcare LLC's 2025 Form 5500 reports $138,887 in broker commissions and fees across 8 insurance contracts ($131,559 in commissions, $7,328 in fees), with Parker Smit & Feek Insurance LLC receiving the largest share.

Is Promontory Healthcare LLC's health plan self-funded or fully insured?

The 2025 filing indicates the plan is a mix of insured and self-funded coverage. Medical coverage is written by Mediexcel Health Plan, Kaiser Foundation Health Plan of the Northwest.

How does Promontory Healthcare LLC's broker compensation compare with similar employers?

A commission-to-premium ratio cannot be computed for Promontory Healthcare LLC because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 200-499 participants that disclosed broker pay reported a median of $77,013.

Get the full write-up

Send the full findings to your inbox.

A specialist writes up every finding for Promontory Healthcare LLC with the methodology and public-source citations, in a form you can forward to your CFO or counsel. Tick the box if you also want a 15-minute walkthrough call.

We don't sell your email. By submitting, you agree that BenefitsLedger and its benefits advisory partner, WellthCare, may email or call you about these findings. Opt out anytime by replying. See our privacy policy.

Record built October 24, 2026 from U.S. Department of Labor, EBSA Form 5500 datasets (2025, 2024, 2023 plan years, 'Latest' files). Filings can run 7 to 10 months behind the plan year; always confirm against current plan documents. BenefitsLedger is not affiliated with the U.S. Department of Labor. Open the DOL filing search.