Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Dental$2.3M
- Vision$2.3M
- Prescription drug$2.3M
- Life$133K
- Short-term disability$133K
- +2 more
Sponsor portfolio
COLDSTREAM CAPITAL MANAGEMENT, INC.
EIN 93-1052371Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$45.6M assets
Welfare
1
$2.4M premiums
Participants
484
ONE - 100TH AVENUE NE, SUITE 102 - BELLEVUE, WA 98004425-283-1600
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 223 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
93%top
- PATRIOT GROWTH INSURANCE SERVICES93%
- BTG AND ASSOCIATES LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COLDSTREAM 401(K) PLAN
401k
Assets$45.6M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COLDSTREAM WEALTH MANAGEMENT
Fully Insured - PREMERA BLUE CROSS
Premiums$2.4M
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COLDSTREAM 401(K) PLAN | 401k | $45.6M | 261 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COLDSTREAM WEALTH MANAGEMENT | Fully Insured | PREMERA BLUE CROSS | $2.4M | 223 | 2025 |
Retirement plans
Welfare plans