No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SEIU HEALTHCARE NW TRAINING PART EIN 51-0673005 PARTICIPATING EMPLOYER | Consulting fees; Copying and duplicating; Accounting (including auditing); Recordkeeping fees; Other fees; Participant communication; Contract Administrator; Legal; Direct payment from the plan; Consulting (general) Service code 10 | 215 COLUMBIA ST SEATTLE, WA 98104 | $7.9M |
| KAISER OF WASHINGTON EIN 91-0511770 NONE | Insurance services; Contract Administrator; Claims processing Service code 12 | 601 UNION STREET, STE 3100 SEATTLE, WA 98101 | $6.7M |
| 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 | $4.5M |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590517 NONE | Direct payment from the plan; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Participant communication; Copying and duplicating; Recordkeeping fees Service code 10 | 11724 NE 195TH STREET, SUITE 300 BOTHELL, WA 98011 | $1.4M |
| GINGER.IO NONE | Other fees; Other services; Consulting (general) Service code 16 | 332 PINE STREET, SUITE 800 SAN FRANCISCO, CA 94104 | $712K |
| SLALOM CONSULTING NONE | Consulting (general); Other services; Direct payment from the plan; Other fees Service code 16 | 821 2ND AVE, SUITE 1900 SEATTLE, WA 98104 | $576K |
| DELTA DENTAL OF WASHINGTON EIN 91-0621480 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 400 FAIRVIEW AVE N 800 SEATTLE, WA 98109 | $520K |
| ABRACADABRA EIN 91-1677862 NONE | Direct payment from the plan; Copying and duplicating; Participant communication Service code 36 | 2025 THIRD AVENUE SEATTLE, WA 98121 | $376K |
| CLARK NUBER P.S. EIN 91-1194016 NONE | Consulting (general); Direct payment from the plan; Consulting fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | 10900 NE 4TH, SUITE 1400 BELLEVUE, WA 98004 | $359K |
| SEIU HEALTHCARE 775NW EIN 81-0588837 PARTICIPATING EMPLOYER | Contract Administrator; Accounting (including auditing); Direct payment from the plan; Participant communication; Copying and duplicating Service code 10 | 215 COLUMBIA ST SEATTLE, WA 98104 | $286K |
| BROWN & BROWN OF WA, INC. DBA DIMAR EIN 91-0378940 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance services; Copying and duplicating; Direct payment from the plan Service code 15 | 1501 4TH AVE SUITE 2400 SEATTLE, WA 98101 | $279K |
| NEOS LLC NONE | Consulting (general); Other fees; Consulting fees Service code 16 | 20 CHURCH ST, STE 1460 HARTFORD, CT 06103 | $211K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | 1301 FIFTH AVENUE, STE. 3800 SEATTLE, WA 98101 | $209K |
| WILLAMETTE DENTAL GROUP EIN 91-1702099 NONE | Claims processing; Contract Administrator; Insurance services Service code 12 | 6950 NE CAMPUS WAY HILLSBORO, OR 97124 | $183K |
| HEALTHCARE SAFETY STRATEGIES, LLC NONE | Consulting fees; Consulting (general); Direct payment from the plan Service code 16 | 405 HEARTHSTONE DRIVE BLACKSBURG, VA 24060 | $81K |
| KAISER PERMANENTE WA HEALTH RESEARC EIN 94-6365457 NONE | Consulting fees; Other services; Consulting (general) Service code 16 | 1730 MINOR AVE SUITE 1600 SEATTLE, WA 98101 | $73K |
| QUALTRICS, LLC NONE | Other fees; Direct payment from the plan; Consulting fees; Other services Service code 49 | 333 WEST RIVER PARK DR PROVO, UT 84604 | $64K |
| SHIFTUP NONE | Direct payment from the plan; Other fees; Other services Service code 49 | 600 N 36TH ST, STE 400 SEATTLE, WA 98103 | $63K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Other fees; Consulting fees; Legal Service code 29 | 1325 FOURTH AVE, SUITE 910 SEATTLE, WA 98101 | $57K |
| ELIZABETH KNASTER NONE | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | 1232 NE 97TH ST. SEATTLE, WA 98115 | $48K |
| SOLIANT CONSULTING, INC. EIN 20-1414680 NONE | Other fees; Consulting fees; Consulting (general); Other services Service code 16 | 14 N PEORIA ST CHICAGO, IL 60607 | $47K |
| 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 | $43K |
| KAISER PERMANENTE HEALTH PLAN OF WA EIN 94-6365457 NONE | Claims processing; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 1730 MINOR AVE SUITE 1600 SEATTLE, WA 98101 | $35K |
| WASHINGTON HEALTH ALLIANCE NONE | Consulting (general); Other services; Other fees Service code 16 | 600 STEWART ST 824 SEATTLE, WA 98101 | $31K |
| INTERPRO TRANSLATION SOLUTIONS NONE | Other fees; Participant communication Service code 38 | 4200 COMMERCE CT, STE 204 LISLE, IL 60532 | $31K |
| RBC WEALTH MANAGEMENT EIN 41-1416330 NONE | Investment management; Consulting fees; Investment advisory (plan); Direct payment from the plan Service code 27 | 60TH SOUTH 6TH STREET MINNEAPOLIS, NM 55402 | $30K |
| FATHI CONSULTING LLC EIN 82-5003312 NONE | Consulting (general); Other services; Other fees; Consulting fees Service code 16 | 1752 NW MARKET STREET 1617 SEATTLE, WA 98107 | $29K |
| FITBIT, INC EIN 20-8920744 NONE | Consulting fees; Other fees; Other services; Contract Administrator Service code 13 | 199 FREMONT STREET 14TH FLOOR SAN FRANSISCO, CA 94105 | $27K |
| TANGO CARD, INC. NONE | Other services; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Direct payment from the plan Service code 15 | 4700 42ND AVE SW STE 430A SEATTLE, WA 98116 | $26K |
| OFFICE TEAM NONE | Contract Administrator; Direct payment from the plan; Other fees; Accounting (including auditing); Other services Service code 10 | PO BOX 743295 LOS ANGELES, CA 90074 | $24K |
| SRMAX SLIP RESISTANT SHOES EIN 58-1400677 NONE | Other services; Plan Administrator; Claims processing; Contract Administrator Service code 12 | 2701 PATTERSON ST GREENSBORO, NC 27407 | $20K |
| RETROFIT INC. EIN 36-3644185 NONE | Plan Administrator; Consulting (general); Other fees Service code 14 | 123 N WACKER DRIVE SUITE 1250 CHICAGO, IL 60606 | $19K |
| PANEL CONSULTING GROUP LLC EIN 82-1690962 NONE | Other fees; Consulting (general); Consulting fees Service code 16 | 75 MAIN ST SUITE 1050 NORWALK, CT 06851 | $18K |
| AETNA EIN 06-6033492 NONE | Claims processing; Insurance services Service code 12 | PO BOX 88863 CHICAGO, IL 60695 | $17K |
| M L MILLER LLC EIN 81-3118827 NONE | Legal; Consulting (general) Service code 16 | 4051 32ND AVE SW SEATTLE, WA 98126 | $16K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 9725 THIRD AVENUE NE, SUITE 603 SEATTLE, WA 98115 | $14K |
| PROPEL INSURANCE NONE | Insurance services; Insurance agents and brokers; Direct payment from the plan Service code 22 | 1201 PACIFIC AVE, STE 1000 TACOMA, WA 98402 | $14K |
| FRAGOMEN, DEL RAY, BERNSEN & LOEWY, EIN 13-2726464 NONE | Legal; Other services; Other fees; Consulting fees Service code 29 | 90 MATAWAN ROAD 4TH FLOOR MATAWAN, NJ 07747 | $12K |
| FMC CONSULTING NONE | Other fees; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Accounting (including auditing) Service code 10 | 5726 27TH AVE NE SEATTLE, WA 98105 | $11K |
| UNIVERSITY OF WASHINGTON GRANT AND EIN 91-6001537 NONE | Consulting fees; Other services; Recordkeeping fees; Other fees; Consulting (general) Service code 16 | 4300 ROOSEVELT WAY NE STE 300 SEATTLE, WA 98195 | $11K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Consulting fees; Investment management; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | 275 SEVENTH AVE NEW YORK, NY 10001 | $10K |
| THE RAWLINGS COMPANY EIN 31-1563156 NONE | Consulting fees; Other services; Other fees; Consulting (general) Service code 16 | PO BOX 2000 LAGRANGE, KY 40031 | $8K |
| CORRINE ARMISTEAD NONE | Other services; Other fees; Consulting fees; Consulting (general) Service code 16 | 123 NW 12TH AVE APT 1137 PORTLAND, OR 97209 | $7K |
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 | 23,000 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 23,000 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | WILLAMETTE DENTAL OF WASHINGTON, INC. | 3,998 | $2.4M |
| Stop-loss / reinsurancereinsurance | FIDELITY SECURITY LIFE INSURANCE CO. | 20,763 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 20,763 | — |
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.