| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE, SUITE 1705 SEATTLE, WA 98101 | THE UNION LABOR LIFE INSURANCE CO. | $58K | $58K | $116K | 6.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| KAISER OF WASHINGTON EIN 91-0511770 NONE | Claims processing; Insurance services; Contract Administrator Service code 12 | 601 UNION STREET, STE 3100 SEATTLE, WA 98101 | $17.3M |
| SEIU HEALTHCARE NW TRAINING PART EIN 51-0673005 PARTICIPATING EMPLOYER | Copying and duplicating; Consulting (general); Recordkeeping fees; Other fees; Participant communication; Accounting (including auditing); Legal; Direct payment from the plan; Consulting fees; Contract Administrator Service code 10 | 215 COLUMBIA ST SEATTLE, WA 98104 | $7.8M |
| KAISER OF WASHINGTON OPTIONS ,INC EIN 91-1467158 NONE | Contract Administrator; Insurance services; Claims processing Service code 12 | 601 UNION STREET, STE 3100 SEATTLE, WA 98101 | $5.6M |
| MAGNACARE EIN 11-3410766 NONE | Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 14 | 1600 STEWART AVE SUITE 200 WESTBURY, NY 11590 | $2.9M |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590517 NONE | Contract Administrator; Copying and duplicating; Accounting (including auditing); Participant communication; Direct payment from the plan; Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | 11724 NE 195TH STREET, SUITE 300 BOTHELL, WA 98011 | $929K |
| 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 | $568K |
| SLALOM CONSULTING NONE | Other services; Direct payment from the plan; Other fees; Consulting (general) Service code 16 | 821 2ND AVE, SUITE 1900 SEATTLE, WA 98104 | $468K |
| SEIU HEALTHCARE 775NW EIN 81-0588837 PARTICIPATING EMPLOYER | Copying and duplicating; Accounting (including auditing); Contract Administrator; Direct payment from the plan; Participant communication Service code 10 | 215 COLUMBIA ST SEATTLE, WA 98104 | $464K |
| GINGER.IO NONE | Other fees; Other services; Consulting (general) Service code 16 | 332 PINE STREET, SUITE 800 SAN FRANCISCO, CA 94104 | $367K |
| CLARK NUBER P.S. EIN 91-1194016 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Consulting fees; Direct payment from the plan Service code 10 | 10900 NE 4TH, SUITE 1400 BELLEVUE, WA 98004 | $366K |
| 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 | $316K |
| NEOS LLC NONE | Consulting fees; Consulting (general); Other fees Service code 16 | 20 CHURCH ST, STE 1460 HARTFORD, CT 06103 | $277K |
| ABRACADABRA EIN 91-1677862 NONE | Direct payment from the plan; Participant communication; Copying and duplicating Service code 36 | 2025 THIRD AVENUE SEATTLE, WA 98121 | $255K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | 1301 FIFTH AVENUE, STE. 3800 SEATTLE, WA 98101 | $189K |
| SHIFTUP NONE | Direct payment from the plan; Other fees; Other services Service code 49 | 600 N 36TH ST, STE 400 SEATTLE, WA 98103 | $152K |
| KAISER PERMANENTE HEALTH PLAN OF WA EIN 94-6365457 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 12 | 1730 MINOR AVE SUITE 1600 SEATTLE, WA 98101 | $122K |
| EXCELSOFT TECHNOLOGIES INC. EIN 46-1278817 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 1 BROADWAY 14TH FLOOR CAMBRIDGE, MA 02142 | $114K |
| SARAH WILLGRESS CONSULTING NONE | Consulting (general) Service code 16 | 15113 21ST SE MILL CREEK, WA 98012 | $87K |
| ELIZABETH KNASTER NONE | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | 1232 NE 97TH ST. SEATTLE, WA 98115 | $76K |
| QUALTRICS, LLC NONE | Other fees; Other services; Direct payment from the plan; Consulting fees Service code 49 | 333 WEST RIVER PARK DR PROVO, UT 84604 | $73K |
| BOOMI EIN 23-3016018 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | PO BOX 842848 BOSTON, MA 022842848 | $72K |
| K & L GATES EIN 25-0921018 NONE | Legal Service code 29 | 925 FOURTH AVE SUITE 2900 SEATTLE, WA 98104 | $68K |
| INTERPRO TRANSLATION SOLUTIONS NONE | Participant communication; Other fees Service code 38 | 4200 COMMERCE CT, STE 204 LISLE, IL 60532 | $67K |
| SOLIANT CONSULTING, INC. EIN 20-1414680 NONE | Consulting (general); Other services; Other fees; Consulting fees Service code 16 | 14 N PEORIA ST CHICAGO, IL 60607 | $63K |
| ROBERT HALF INC. EIN 94-1648752 NONE | Consulting (general) Service code 16 | PO BOX 743295 LOS ANGELES, CA 900743295 | $55K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Other fees; Consulting fees Service code 29 | 1325 FOURTH AVE, SUITE 910 SEATTLE, WA 98101 | $53K |
| 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 | $46K |
| AETNA EIN 06-6033492 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Insurance services; Contract Administrator Service code 12 | PO BOX 88863 CHICAGO, IL 60695 | $42K |
| SALESFORCE.ORG EIN 26-2409769 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | ONE MARKET STREET SUITE 300 SAN FRANCISCO, CA 94105 | $41K |
| TANGO CARD, INC. NONE | Other fees; Direct payment from the plan; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | 4700 42ND AVE SW STE 430A SEATTLE, WA 98116 | $34K |
| RBC WEALTH MANAGEMENT EIN 41-1416330 NONE | Consulting fees; Direct payment from the plan; Investment advisory (plan); Investment management 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 |
| LEAVY SCHULTZ DAVIS P.S. NONE | Legal Service code 29 | 2415 W. FALLS AVENUE KENNEWICK, WA 99336 | $28K |
| JOHN JONES INTERIM CIO | Recordkeeping and information management (computing, tabulating, data processing, etc.); Employee (plan sponsor) Service code 15 | 1170 BILTMORE DR ELLENSBURG, WA 98926 | $28K |
| CAPCO EIN 06-1564910 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 20 CHURCH ST SUITE 1710 HARTFORD, CT 06103 | $26K |
| KAINOS PLANNING, LLC EIN 47-2096052 NONE | Consulting (general) Service code 16 | 355 S. TELLER ST. SUITE 200 LAKEWOOD, CO 80226 | $24K |
| SCHOEDEL & SCHOEDEL CPAS PLLC EIN 91-0614823 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 422 W RIVERSIDE, SUITE 1420 SPOKANE, WA 99201 | $23K |
| ADAPTIVE INSIGHTS, INC. EIN 65-1188215 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Consulting fees Service code 15 | PO BOX 399115 SAN FRANSISCO, CA 941399115 | $21K |
| DILIGENT CORPORATION EIN 26-1189601 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 1385 BROADWAY 19TH FLOOR NEW YORK, NY 10018 | $21K |
| ADP LLC EIN 22-1467904 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | ONE ADP BLVD MALL STOP 433 ROSELAND, NJ 07068 | $20K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Legal Service code 29 | 4123 LANKERSHIM BOULEVARD NORTH HOLLYWOOD, CA 91602 | $19K |
| KROLL ASSOCIATES, INC EIN 11-2286880 NONE | Legal Service code 29 | PO BOX 847509 DALLAS, TX 752847509 | $18K |
| BOX, INC. EIN 20-2714444 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 4440 EL CAMINO REAL LOS ALTOS, CA 94022 | $16K |
| KERI PEDERSON CONSULTING NONE | Consulting (general) Service code 16 | 20127 81ST AVE SW VASHON, WA 98070 | $15K |
| SAV-RX EIN 47-0527013 NONE | Claims processing Service code 12 | 224 N PARK AVE FREMONT, NE 68025 | $14K |
| TERRA STAFFING, INC. EIN 91-1382999 NONE | Consulting (general) Service code 16 | 1000 SE EVERETT MALL WAY STE 301 EVERETT, WA 982082814 | $13K |
| CONCUR TECHNOLOGIES EIN 91-1608052 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 62157 COLLECTIONS CENTER DRIVE CHICAGO, IL 60693 | $12K |
| UKG INC. EIN 65-0694077 NONE | Consulting (general) Service code 16 | PO BOX 930953 ATLANTA, GA 311930953 | $12K |
| ZOOM VIDEO COMMUNICATIONS, INC. EIN 61-1648780 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | PO BOX 398843 SAN FRANSISCO, CA 941398843 | $9K |
| FMC CONSULTING NONE | Other services; Consulting (general); Other fees; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | 5726 27TH AVE NE SEATTLE, WA 98105 | $9K |
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 | 23,660 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 23,660 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | WILLAMETTE DENTAL OF WASHINGTON, INC. | 4,218 | $3.0M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE CO. | 22,417 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 22,417 | — |
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.