BenefitsLedger
Employer health plan record · Plan year 2024 · Form 5500

Southern Oregon Cardiology LLC

Healthcare & social assistance · Medford, Oregon · EIN ending 3855

Updated Filing received by DOL

Southern Oregon Cardiology LLC, a healthcare & social assistance employer in Medford, Oregon, reported 100 participants in its health and welfare plan for plan year 2024. Its Form 5500 shows $19,268 in insurance premiums across 4 contracts and $87,454 in broker commissions and fees. The plan is fully insured (an insurance carrier pays claims). The Department of Labor received the filing on August 12, 2025, within the extension window.

Participants
100
plan year 2024
Premiums filed
$19,268
premium not reported on 1 medical contract
Broker commissions + fees
$87,454
3 brokers
Commission rate
n/a
needs insured medical premium

Who was paid on Southern Oregon Cardiology 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 Southern Oregon Cardiology LLC filed for 2024.

Broker or agentCommissionsFeesTotalContracts
HUB International · Eugene, OR$87,274$0$87,2744
Enrollease, Inc · Las Vegas, NV$106$0$1061
Watchtower Technologies Inc · Chicago, IL$73$0$731

Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2024, as published in EBSA's 2024 "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
Willamette Dental Insurance, Inc.dental42$19,268$1,0165.3%
Pacificsource Health Planshealth, prescription drug130—$68,700—
Vision Service Planvision80—$1,096—
The Lincoln National Life Insurance Companydental, life, short-term disability, long-term disability102—$16,642—

Source: DOL Form 5500 Schedule A, plan year 2024. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.

How Southern Oregon Cardiology 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
Southern Oregon Cardiology LLC
$87,454
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
Southern Oregon Cardiology LLC Benefit Plan#501 · insuranceDecember 31, 2024August 12, 2025within extension100

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 Southern Oregon Cardiology LLC pay in health insurance broker commissions in 2024?

Southern Oregon Cardiology LLC's 2024 Form 5500 reports $87,454 in broker commissions and fees across 4 insurance contracts ($87,454 in commissions, $0 in fees), with HUB International receiving the largest share.

Is Southern Oregon Cardiology LLC's health plan self-funded or fully insured?

The 2024 filing indicates the plan is fully insured (an insurance carrier pays claims). Medical coverage is written by Pacificsource Health Plans.

How does Southern Oregon Cardiology LLC's broker compensation compare with similar employers?

A commission-to-premium ratio cannot be computed for Southern Oregon Cardiology LLC because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 100-199 participants that disclosed broker pay reported a median of $53,852.

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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.