No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BROWN & BROWN OF WASHINGTON EIN 91-0378940 NONE | Other services; Insurance brokerage commissions and fees; Consulting (general); Direct payment from the plan; Insurance agents and brokers Service code 16 | — | $397K |
| WA FARM BUREAU SERVICE CO EIN 91-1912012 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $270K |
| BENEFIT SOLUTIONS INC EIN 91-1603312 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $260K |
| ENG INSURANCE & FINANCIAL SERVICES NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 1520 S PIONEER WAY MOSES LAKE, WA 98837 | $122K |
| BENEFITS RESOURCE GROUP, INC NONE | Insurance brokerage commissions and fees; Insurance services; Direct payment from the plan Service code 23 | 6480 ROCKSIDE WOODS BLVD. S, SUITE INDEPENDENCE, OH 44131 | $52K |
| HUB INTERNATIONAL NW NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 200 1ST AVE SEATTLE, WA 98119 | $36K |
| JD PHILLIPS & ASSOCIATES NONE | Direct payment from the plan; Insurance services Service code 23 | 1292 E AXTON RD BELLINGHAM, WA 98226 | $35K |
| MACKIE ENTERPRISES LLC NONE | Direct payment from the plan; Other services Service code 49 | 6216 NE ALBERTA ST PORTLAND, OR 97218 | $33K |
| MICHAEL WARREN AGENCY NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 228 E MAIN ST WALLA WALLA, WA 99362 | $29K |
| NORTHWEST BENEFIT SOLUTIONS INC NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 611 4TH AVE KIRKLAND, WA 98033 | $29K |
| OLYMPIC CREST INSURANCE NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 7191 WAGNER WAY GIG HARBOR, WA 98335 | $27K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $26K |
| INLAND INSURANCE NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 9016 E INDIANA AVE SPOKANE VALLEY, WA 99212 | $25K |
| MICHAEL L WAITE NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 840 SE BISHOP BLVD STE 201 PULLMAN, WA 99163 | $23K |
| CONOVER INSURANCE SERVICES LLC NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 155 108TH AVE SE, SUITE 725 BELLEVUE, WA 98004 | $23K |
| MCDONALD INSURANCE GROUP, INC NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 620 KIRKLAND WAY KIRKLAND, WA 98033 | $23K |
| BROWN & BROWN OF WA TACOMA NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 2106 PACIFIC AVE #501 TACOMA, WA 98402 | $20K |
| CRUSE, MCCUNE, & ASSOC, INC NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 205 S MAIN ST ELLENSBURG, WA 98926 | $18K |
| ALLIANT INSURANCE SERVICES NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 1420 5TH AVE #1500 SEATTLE, WA 98101 | $18K |
| ROGER MCDOWELL NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 601 W RIVERSIDE AVE SUITE 1600 SPOKANE, WA 99201 | $15K |
| GENERATIONAL PLANNING STRATEGIES NONE | Direct payment from the plan; Consulting (general); Other services Service code 16 | 2624 FENWICK RD CLEVELAND, OH 44118 | $15K |
| CHAD PHILIP NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 430 NORTH PINE STREET ELLENSBURG, WA 98926 | $13K |
| WELLS FARGO INSURANCE SERVICES USA NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 520 PIKE ST #200 SEATTLE, WA 98101 | $13K |
| PRO BENEFITS OF WA NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 3131 WESTERN AVE SEATTLE, WA 98121 | $13K |
| CC SERVICES INC NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 1701 TOWANDA AVE BLOOMINGTON, IL 61701 | $12K |
| BARB WEEMAN INSURANCE & INVESTMENT NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 161 E 1ST AVE COLVILLE, WA 99114 | $11K |
| ANASTASI MOORE & MARTIN PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $11K |
| PAYNEWEST INSURANCE, INC MONTANA NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 3289 GABEL ROAD BILLINGS, MT 59102 | $10K |
| CHANDLER INSURANCE SOLUTIONS LLC NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 3449 PELHAM ROAD GREENVILLE, SC 29615 | $10K |
| SMITHSON INSURANCE SERVICES NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 720 VALLEY MALL PKWY #1 EAST WENATCHEE, WA 98802 | $10K |
| DICK BROWN & ASSOCIATES NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 7511 W ARROWHEAD AVE #E KENNEWICK, WA 99336 | $10K |
| DIAMOND BENEFITS NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 19125 NORTHCREEK PARKWAY BOTHELL, WA 98011 | $9K |
| PAYNEWEST INSURANCE, INC YAKIMA NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 1430 NORTH 16TH AVE, BLDG H YAKIMA, WA 98902 | $9K |
| AXIS INSURANCE DBA CONOVER INSUR NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 155 108TH AVE NE BELLEVUE, WA 98004 | $9K |
| PAUL RICHARDSON AGENCY INC NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 2 W MAIN ST WALLA WALLA, WA 99362 | $9K |
| MASTER PLAN FINANCIAL GROUP NONE | Insurance services; Direct payment from the plan; Investment advisory (participants) Service code 23 | 7800 N SOMMER ST PEORIA, IL 61615 | $8K |
| INSURANCE AND FINANCIAL CONSULTANTS NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 800 AVENUE C KATY, TX 77493 | $8K |
| HR RESOURCE NONE | Other services; Direct payment from the plan Service code 49 | 2510 ALPINE ROAD EAU CLAIRE, WI 54703 | $8K |
| LLOYD'S LIFE SALES, INC NONE | Direct payment from the plan; Insurance services Service code 23 | 103 S. 2ND AVE WALLA WALLA, WA 99362 | $7K |
| OAK INSURANCE SERVICES LLC NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 2306 VISTA AVE SE OLYMPIA, WA 98501 | $7K |
| FIDELITY ASSOCIATES FINANCIAL SERV NONE | Insurance brokerage commissions and fees; Direct payment from the plan Service code 50 | 501 SOUTH BERNARD SPOKANE, WA 99204 | $7K |
| LIFEPLAN FINANCIAL INC NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 9923 271ST ST NW #1 STANDWOOD, WA 98292 | $7K |
| PEAK ADVISORS NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 3500 MAPLE VALLEY HWY RENTON, WA 98058 | $7K |
| MONTGOMERY & GRAHAM NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 412 JEFFERSON PKWY LAKE OSWEGO, OR 97035 | $7K |
| CENTRALIA GENERAL AGENCIES, INC NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 209 W MAIN ST CENTRALIA, WA 98531 | $7K |
| ROBERTA A STRICKER NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 2403 E 2860 S SAINT GEORGE, UT 84790 | $7K |
| PAYNEWEST INSURANCE INC WA NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 501 N RIVERPOINT BLVD, SUITE 403 SPOKANE, WA 99202 | $6K |
| MITCHELL, REED & SCHMITTEN INS INC NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 124 PENNY RD WENATCHEE, WA 98801 | $6K |
| THE ADVISOR BENEFITS GROUP NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 5101 W CLEARWATER AVE KENNEWICK, WA 99336 | $5K |
| CONOVER INS SERVICES, LLC YAKIMA NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 3911 CASTLEVALE ROAD, SUITE 201 YAKIMA, WA 98902 | $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 | 2,522 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 24 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,546 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PREMERA BLUE CROSS | 3,306 | $13.6M |
| Dental | DELTA DENTAL OF WASHINGTON | 1,054 | $406K |
| Vision | VISION SERVICE PLAN | 1,034 | $59K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 1,989 | $48K |
| Prescription drug | PREMERA BLUE CROSS | 3,306 | $13.6M |
| Other | LIFEMAP ASSURANCE COMPANY | 1,989 | $48K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,306 | — |
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.
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.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.