No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| KAISER OF WASHINGTON OPTIONS ,INC EIN 91-1467158 NONE | Contract Administrator; Claims processing; Insurance services Service code 12 | 601 UNION STREET, STE 3100 SEATTLE, WA 98101 | $6.4M |
| KAISER OF WASHINGTON EIN 91-0511770 NONE | Contract Administrator; Claims processing; Insurance services Service code 12 | 601 UNION STREET, STE 3100 SEATTLE, WA 98101 | $4.8M |
| SEIU HEALTHCARE NW TRAINING PART EIN 51-0673005 PARTICIPATING EMPLOYER | Copying and duplicating; Consulting fees; Participant communication; Consulting (general); Legal; Direct payment from the plan; Accounting (including auditing); Contract Administrator; Recordkeeping fees; Other fees Service code 10 | — | $3.2M |
| BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Contract Administrator; Participant communication; Recordkeeping fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Copying and duplicating; Accounting (including auditing) Service code 10 | — | $886K |
| DELTA DENTAL OF WASHINGTON EIN 91-0621480 NONE | Direct payment from the plan; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Copying and duplicating; Claims processing; Accounting (including auditing); Recordkeeping fees; Contract Administrator Service code 10 | — | $383K |
| BROWN & BROWN OF WA, INC. DBA DIMAR EIN 91-0378940 NONE | Direct payment from the plan; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Insurance services Service code 15 | — | $314K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590517 NONE | Contract Administrator; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | 201 QUEEN ANNE AVE,N, STE 100 SEATTLE, WA 98109 | $254K |
| HEALTH SAFETY STRATEGIES, LLC NONE | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | 405 HEARTHSTONE DRIVE BLACKSBURG, VA 24060 | $248K |
| SEIU HEALTHCARE 775NW EIN 81-0588837 PARTICIPATING EMPLOYER | Direct payment from the plan; Accounting (including auditing); Contract Administrator; Copying and duplicating; Participant communication Service code 10 | — | $215K |
| MILLIMAN SOLUTIONS, LLC EIN 47-5650627 NONE | Direct payment from the plan; Consulting (general); Consulting fees Service code 16 | 1301 FIFTH AVENUE, STE. 3800 SEATTLE, WA 98101 | $213K |
| ELIZABETH KNASTER NONE | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | 1232 NE 97TH ST. SEATTLE, WA 98115 | $98K |
| RETROFIT, INC. NONE | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | 123 N. WACKER DRIVE, STE 1250 CHICAGO, IL 60606 | $63K |
| MCKENZIE ROTHWELL BARLOW COUGHRAN P EIN 91-0889948 NONE | Legal; Direct payment from the plan; Consulting (general) Service code 16 | — | $35K |
| STRATEGIC RESEARCH ASSOCIATES, LLC NONE | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | 25 W CATALDO, STE. D SPOKANE, WA 99201 | $32K |
| SIRIANNI YOUTZ SPOONEMORE EIN 91-1128278 NONE | Legal; Direct payment from the plan; Participant communication; Consulting (general) Service code 16 | 999 THIRD AVE SUITE 3650 SEATTLE, WA 98104 | $29K |
| ABRACADABRA EIN 91-1677862 NONE | Direct payment from the plan; Participant communication; Copying and duplicating Service code 36 | 2025 THIRD AVENUE SEATTLE, WA 98121 | $22K |
| SCHOEDEL & SCHOEDEL CPAS PLLC EIN 91-0614823 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $18K |
| KHANH HO NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | 305 27TH AVE. S SEATTLE, WA 98144 | $12K |
| K&L GATES EIN 25-0921018 NONE | Legal; Direct payment from the plan Service code 29 | — | $11K |
| PROPEL INSURANCE NONE | Insurance agents and brokers; Insurance services; Direct payment from the plan Service code 22 | 1201 PACIFIC AVE, STE 1000 TACOMA, WA 98402 | $10K |
| HEALTH TRENDS EIN 20-4105529 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 511 NW 162ND SHORELINE, WA 98177 | $10K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 17,338 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 17,338 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | WILLAMETTE DENTAL OF WASHINGTON, INC. | 3,000 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,000 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.