| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON | 1345 FOURTH AVE, SUITE 1705 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN REGION NW | $0 | $10K | $10K | 0.04% |
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE, SUITE 1705 SEATTLE, WA 98101 | THE UNION LABOR LIFE INSURANCE CO. | $36K | — | $36K | 2.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| KAISER OF WASHINGTON EIN 91-0511770 NONE | Contract Administrator; Claims processing; Insurance services Service code 12 | 601 UNION STREET, STE 3100 SEATTLE, WA 98101 | $19.7M |
| SEIU 775 BENEFITS GROUP EIN 85-2581812 PARTICIPATING EMPLOYER | Contract Administrator; Participant communication; Consulting fees; Recordkeeping fees; Other fees; Legal; Direct payment from the plan; Consulting (general); Copying and duplicating; Accounting (including auditing) Service code 10 | 215 COLUMBIA ST, SUITE 300 SEATTLE, WA 98104 | $6.9M |
| MAGNACARE EIN 11-3410766 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator Service code 14 | 1600 STEWART AVE SUITE 200 WESTBURY, NY 11590 | $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 | $5.4M |
| 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 | $445K |
| BROWN & BROWN OF WA, INC. DBA DIMAR EIN 91-0378940 NONE | Insurance services; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Copying and duplicating Service code 15 | 1501 4TH AVE SUITE 2400 SEATTLE, WA 98101 | $295K |
| 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 | $222K |
| SEIU HEALTHCARE 775NW EIN 81-0588837 PARTICIPATING EMPLOYER | Copying and duplicating; Contract Administrator; Direct payment from the plan; Participant communication; Accounting (including auditing) Service code 10 | 215 COLUMBIA ST SEATTLE, WA 98104 | $210K |
| ABRACADABRA EIN 91-1677862 NONE | Direct payment from the plan; Participant communication; Copying and duplicating Service code 36 | 2025 THIRD AVENUE SEATTLE, WA 98121 | $144K |
| SLALOM CONSULTING NONE | Direct payment from the plan; Consulting (general); Other fees; Other services Service code 16 | 821 2ND AVE, SUITE 1900 SEATTLE, WA 98104 | $142K |
| 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 | $100K |
| INTERPRO TRANSLATION SOLUTIONS NONE | Other fees; Participant communication Service code 38 | 4200 COMMERCE CT, STE 204 LISLE, IL 60532 | $77K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Consulting fees; Other fees Service code 29 | 1325 FOURTH AVE, SUITE 910 SEATTLE, WA 98101 | $57K |
| KATE BALDWIN CONSULTING EIN 20-0586157 NONE | Consulting (general) Service code 16 | 708 N 98TH ST SEATTLE, WA 98103 | $40K |
| ELIZABETH KNASTER NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | 1232 NE 97TH ST. SEATTLE, WA 98115 | $39K |
| 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 | $37K |
| WASHINGTON HEALTH ALLIANCE EIN 47-0948895 NONE | Other fees; Other services; Consulting (general) Service code 16 | 600 STEWART ST 824 SEATTLE, WA 98101 | $30K |
| PACIFIC MARKET RESEARCH EIN 91-1898174 NONE | Other services; Consulting fees Service code 49 | 15 SOUTH GRADY WAY STE. 620 RENTON, WA 98057 | $28K |
| SHIFTUP NONE | Other services; Other fees; Direct payment from the plan Service code 49 | 600 N 36TH ST, STE 400 SEATTLE, WA 98103 | $27K |
| QUALTRICS, LLC EIN 45-4964116 NONE | Consulting fees; Other fees; Other services; Direct payment from the plan Service code 49 | 333 WEST RIVER PARK DR PROVO, UT 84604 | $25K |
| FORMIDABLE NERD EIN 82-3051871 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 6702 JONES AVE NW SEATTLE, WA 98117 | $22K |
| PROPEL INSURANCE EIN 91-0830024 NONE | Insurance services; Direct payment from the plan; Insurance agents and brokers Service code 22 | 1201 PACIFIC AVE, STE 1000 TACOMA, WA 98402 | $21K |
| 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 | $20K |
| TANGO CARD, INC. EIN 26-4169114 NONE | Consulting (general); Other fees; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 4700 42ND AVE SW STE 430A SEATTLE, WA 98116 | $20K |
| FMC CONSULTING NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees; Accounting (including auditing); Consulting (general); Other services Service code 10 | 5726 27TH AVE NE SEATTLE, WA 98105 | $18K |
| NEOS LLC NONE | Consulting (general); Consulting fees; Other fees Service code 16 | 20 CHURCH ST, STE 1460 HARTFORD, CT 06103 | $13K |
| KAISER PERMANENTE HEALTH PLAN OF WA EIN 94-6365457 NONE | Consulting (general); Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 1730 MINOR AVE SUITE 1600 SEATTLE, WA 98101 | $12K |
| AETNA EIN 06-6033492 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | PO BOX 88863 CHICAGO, IL 60695 | $9K |
| SARAH WILLGRESS CONSULTING NONE | Consulting (general) Service code 16 | 15113 21ST SE MILL CREEK, WA 98012 | $8K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Consulting fees; Investment management; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | 275 SEVENTH AVE NEW YORK, NY 10001 | $8K |
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 | 23,337 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 23,337 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN REGION NW | 10,464 | $49.2M |
| Dental | WILLAMETTE DENTAL OF WASHINGTON, INC. | 0 | $2.8M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE CO. | 22,797 | $1.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 22,797 | — |
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.