No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SEIU HEALTHCARE NW TRAINING PART EIN 51-0673005 PARTICIPATING EMPLOYER | Consulting fees; Recordkeeping fees; Other fees; Accounting (including auditing); Legal; Direct payment from the plan; Consulting (general); Contract Administrator; Copying and duplicating; Participant communication Service code 10 | 215 COLUMBIA ST SEATTLE, WA 98104 | $6.3M |
| KAISER OF WASHINGTON EIN 91-0511770 NONE | Claims processing; Contract Administrator; Insurance services Service code 12 | 601 UNION STREET, STE 3100 SEATTLE, WA 98101 | $6.0M |
| KAISER OF WASHINGTON OPTIONS ,INC EIN 91-1467158 NONE | Claims processing; Contract Administrator; Insurance services Service code 12 | 601 UNION STREET, STE 3100 SEATTLE, WA 98101 | $5.2M |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590517 NONE | Contract Administrator; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Accounting (including auditing); Direct payment from the plan; Copying and duplicating Service code 10 | 11724 NE 195TH STREET, SUITE 300 BOTHELL, WA 98011 | $1.1M |
| DELTA DENTAL OF WASHINGTON EIN 91-0621480 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Copying and duplicating; Claims processing; Accounting (including auditing); Direct payment from the plan; Recordkeeping fees; Contract Administrator Service code 10 | 400 FAIRVIEW AVE N SUITE 800 SEATTLE, WA 98109 | $455K |
| GINGER.IO NONE | Other services; Other fees; Consulting (general) Service code 16 | 332 PINE STREET, SUITE 800 SAN FRANCISCO, CA 94104 | $405K |
| CLARK NUBER P.S. EIN 91-1194016 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Consulting (general); Direct payment from the plan; Consulting fees Service code 10 | 10900 NE 4TH, SUITE 1400 BELLEVUE, WA 98004 | $387K |
| BROWN & BROWN OF WA, INC. DBA DIMAR EIN 91-0378940 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Copying and duplicating; Insurance services Service code 15 | 1501 4TH AVE SUITE 2400 SEATTLE, WA 98101 | $370K |
| SEIU HEALTHCARE 775NW EIN 81-0588837 PARTICIPATING EMPLOYER | Copying and duplicating; Contract Administrator; Accounting (including auditing); Direct payment from the plan; Participant communication Service code 10 | 215 COLUMBIA ST SEATTLE, WA 98104 | $290K |
| HEALTH SAFETY STRATEGIES, LLC NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | 405 HEARTHSTONE DRIVE BLACKSBURG, VA 24060 | $279K |
| ABRACADABRA PRINTING INC EIN 91-1677862 NONE | Participant communication; Copying and duplicating; Direct payment from the plan Service code 36 | 2025 THIRD AVENUE SEATTLE, WA 98121 | $273K |
| MILLIMAN SOLUTIONS, LLC EIN 47-5650627 NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | 1301 FIFTH AVENUE, STE. 3800 SEATTLE, WA 98101 | $179K |
| CENTER FOR MINDFULNESS NONE | Other fees; Consulting (general); Consulting fees Service code 16 | 222 MAPLE AVE SHREWSBURY, MA 01545 | $134K |
| WILLAMETTE DENTAL GROUP EIN 91-1702099 NONE | Claims processing; Contract Administrator; Insurance services Service code 12 | 6950 NE CAMPUS WAY HILLSBORO, OR 97124 | $129K |
| ELIZABETH KNASTER NONE | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | 1232 NE 97TH ST. SEATTLE, WA 98115 | $86K |
| RETROFIT, INC. NONE | Direct payment from the plan; Consulting (general); Consulting fees Service code 16 | 123 N. WACKER DRIVE, STE 1250 CHICAGO, IL 60606 | $48K |
| QUALTRICS NONE | Other fees; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | 505 1ST AVE S SUITE 700 SEATTLE, WA 98104 | $30K |
| RBC WEALTH MANAGEMENT EIN 41-1416330 NONE | Direct payment from the plan; Consulting fees; Investment management; Investment advisory (plan) Service code 27 | 60TH SOUTH 6TH STREET MINNEAPOLIS, NM 55402 | $30K |
| WASHINGTON HEALTH ALLIANCE NONE | Other services; Consulting (general); Other fees Service code 16 | 600 STEWART ST 824 SEATTLE, WA 98101 | $30K |
| KAISER PERMANENTE NONE | Consulting (general); Insurance services Service code 16 | PO BOX 34581 SEATTLE, WA 98124 | $24K |
| SCHOEDEL & SCHOEDEL CPAS PLLC EIN 91-0614823 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 422 W RIVERSIDE, SUITE 1420 SPOKANE, WA 99201 | $23K |
| BOX, INC NONE | Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Consulting fees Service code 15 | 900 JEFFERSON AVENUE REDWOOD CITY, CA 94063 | $20K |
| ADAPTIVE INSIGHTS, INC. NONE | Consulting fees; Consulting (general); Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 3350 W. BAYSHORE ROAD, SUITE 200 PALO ALTO, CA 94303 | $20K |
| SALESFORCE.ORG NONE | Consulting (general); Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 929 108TH AVE, SUITE 1800 BELLEVUE, WA 98004 | $17K |
| DILLIGENT CORPORATION NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees; Other fees; Consulting (general) Service code 15 | 111 WEST 33RD ST. 16TH FLOOR, NEW YORK, NY 10120 | $15K |
| US POSTAL SERVICE NONE | Other fees; Other services Service code 49 | 301 UNION ST SEATTLE, WA 98101 | $13K |
| 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 | $13K |
| RATIONAL INTERACTION, INC. NONE | Direct payment from the plan; Consulting (general); Consulting fees Service code 16 | 1218 3RD AVENUE SUITE 900 SEATTLE, WA 98101 | $13K |
| COOPER SOFTWARE, INC. NONE | Consulting fees; Other fees; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 85 2ND STREET, 8TH FLOOR SAN FRANCISCO, CA 94105 | $10K |
| TABLEAU SOFTWARE NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Other fees Service code 15 | 1300 N NORTHLAKE WAY SEATTLE, WA 98103 | $10K |
| PUBLISHER'S MAILING SERVICE NONE | Copying and duplicating; Participant communication Service code 36 | 9126 E MARGINAL WAY S SEATTLE, WA 98108 | $10K |
| WP ENGINE NONE | Other services; Other fees; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 504 LAVACA STREET SUITE 1000 AUSTIN, TX 78701 | $10K |
| PECKMAN SEARCH PARTNERS NONE | Consulting fees; Other fees; Consulting (general); Finders' fees / placement fees Service code 16 | 215 COLUMBIA ST SEATTLE, WA 98104 | $10K |
| AGILOFT NONE | Consulting fees; Other fees; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 460 SEAPORT COURT, SUITE 200 REDWOOD CITY, CA 94063 | $9K |
| FRED MEYER COMMERCIAL SALES DEPT NONE | Other fees; Other services Service code 49 | P.O BOX 3053 PORTLAND, OR 97208 | $8K |
| STRATEGIC RESEARCH ASSOCIATES, LLC NONE | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | 25 W CATALDO, STE. D SPOKANE, WA 99201 | $7K |
| CENVEO NONE | Copying and duplicating Service code 36 | 6250 S BOYLE AVE VERNON, CA 90058 | $6K |
| ROBERT HALF INC NONE | Finders' fees / placement fees; Consulting (general) Service code 16 | 601 UNION ST STE 4300 SEATTLE, WA 98101 | $5K |
| VIAWEST NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Other fees Service code 15 | 2851 PARK AVE SANTA CLARA, CA 95050 | $5K |
| UNIVERSITY OF CALIFORNIA NONE | Consulting (general); Other fees; Other services Service code 16 | 1111 FRANKLIN ST OAKLAND, CA 94607 | $5K |
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 | 20,441 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 20,441 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | WILLAMETTE DENTAL OF WASHINGTON, INC. | 3,439 | $1.7M |
| Stop-loss / reinsurancereinsurance | FIDELITY SECURITY LIFE INSURANCE CO. | 18,367 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 18,367 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.