No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BROWN & BROWN OF WASHINGTON EIN 91-0378940 NONE | Other services; Direct payment from the plan; Insurance brokerage commissions and fees; Consulting (general); Insurance agents and brokers Service code 16 | — | $414K |
| WA FARM BUREAU SERVICE CO EIN 91-1912012 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $377K |
| VIMLY BENEFIT SOLUTIONS INC EIN 91-1603312 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $257K |
| A.W. REHN & ASSOCIATES, INC. EIN 91-1008626 NONE | Direct payment from the plan; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator Service code 13 | — | $82K |
| BENEFITS DIVISION, LLC EIN 60-2885259 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 518 N WENATCHEE AVE WENATCHEE, WA 98801 | $65K |
| CONOVER INSURANCE SERVICES LLC NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 155 108TH AVE SE, SUITE 725 BELLEVUE, WA 98004 | $54K |
| DESERT INSURANCE BENEFITS, INC NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 1006 WEST IVY MOSES LAKE, WA 98837 | $50K |
| SNAPPER SHULER KENNER NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 501 FRONT STREET LYNDEN, WA 98264 | $42K |
| KIBBLE & PRENTICE HOLDING COMPANY NONE | Consulting (general); Direct payment from the plan; Other services Service code 16 | 601 UNION ST #1000 SEATTLE, WA 98101 | $40K |
| SMITHSON INSURANCE SERVICES, INC. EIN 90-0879726 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $32K |
| HUB INTERNATIONAL NW NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 200 1ST AVE SEATTLE, WA 98119 | $29K |
| LLOYD'S LIFE SALES, INC NONE | Insurance services; Direct payment from the plan Service code 23 | 103 S. 2ND AVE WALLA WALLA, WA 99362 | $29K |
| CONOVER INS SERVICES, LLC YAKIMA NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 3911 CASTLEVALE ROAD, SUITE 201 YAKIMA, WA 98902 | $27K |
| FORTIPHI LLC NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 811 CLEVELAND AVE MOUNT VERNON, WA 98273 | $23K |
| TERRIL, LEWIS & WILKE INSURANCE NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 112 S 4TH STREET YAKIMA, WA 98901 | $22K |
| MCGREGOR INSURANCE BENEFITS NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 334 EAST FAIRHAVEN AVE BURLINGTON, WA 98233 | $22K |
| DIGITAL INSURANCE NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | ONE STATE STREET PLAZA 27TH FLOOR NEW YORK, NY 10004 | $20K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $20K |
| RICE INSURANCE LLC NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 371 NE GILMAN BLVD, SUITE 240 ISSAQUAH, WA 98027 | $17K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
| ADVISOR SERVICES LLC NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 2122 112TH AVE NE SUITE A300 BELLEVUE, WA 98004 | $16K |
| MITCHELL, REED & SCHMITTEN INS INC NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 124 PENNY RD WENATCHEE, WA 98801 | $16K |
| INLAND BENEFITS NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 2009 WEST AVENUE SOUTH LA CROSSE, WI 54601 | $16K |
| 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 | $16K |
| DIAMOND BENEFITS NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 19125 NORTHCREEK PARKWAY BOTHELL, WA 98011 | $16K |
| WHEAT & ASSOCIATES INS INC NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 1306 N POST ST SPOKANE, WA 99201 | $16K |
| 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 | $13K |
| CC SERVICES INC NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 1701 TOWANDA AVE BLOOMINGTON, IL 61701 | $13K |
| SCOT M PYLE NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 421 W RIVERSIDE AVE, STE 904 SPOKANE, WA 99201 | $13K |
| TRUEBENEFITS LLC NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 1215 4TH AVE SEATTLE, WA 98161 | $11K |
| PROPEL INSURANCE AGENCY NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 1201 PACIFIC AVENUE TACOMA, WA 98402 | $10K |
| JEFF HOLMAN INSURANCE INC NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 403 N MARKET BLVD CHEHALIS, WA 98532 | $9K |
| PAYNEWEST INSURANCE, INC MONTANA NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 3289 GABEL ROAD BILLINGS, MT 59102 | $9K |
| WASHINGTON HEALTH INSURANCE AGENCY NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 222 LEE ST SW OLYMPIA, WA 98501 | $9K |
| TRUTINA FINANCIAL NONE | Insurance services; Investment advisory (participants); Direct payment from the plan Service code 23 | 10811MAIN STREET BELLEVUE, WA 98004 | $9K |
| RL EVANS CO, INC NONE | Insurance services; Insurance brokerage commissions and fees; Direct payment from the plan Service code 23 | 3535 FACTORIA BLVD SE, SUITE 120 BELLEVUE, WA 98006 | $9K |
| BARB WEEMAN INSURANCE & INVESTMENT NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 161 E 1ST AVE COLVILLE, WA 99114 | $8K |
| BELL-ANDERSON AGENCY, INC NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 600 SW 395TH ST, SUITE 200 RENTON, WA 98057 | $8K |
| ALLIANT INSURANCE SERVICES NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 1420 5TH AVE #1500 SEATTLE, WA 98101 | $7K |
| GENERATIONAL PLANNING STRATEGIES NONE | Other services; Consulting (general); Direct payment from the plan Service code 16 | 2624 FENWICK RD CLEVELAND, OH 44118 | $7K |
| ROBERTA A STRICKER NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 2403 E 2860 S SAINT GEORGE, UT 84790 | $7K |
| DEGGINGER MCINTOSH & ASSOCIATES NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 3977 HARBOUR POINTE BLVD MUKILTEO, WA 98275 | $6K |
| WHITFIELDS UNITED INSURANCE AGENCIE NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 3425 BROADWAY EVERETT, WA 98201 | $6K |
| 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 | $6K |
| PARKER, SMITH & FEEK NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 2233 112TH AVE NE BELLEVUE, WA 98004 | $5K |
| MONTERMINI FINANCIAL GROUP NONE | Other services; Consulting (general); Direct payment from the plan Service code 16 | 1115 SOUTH 2ND AVE SW TUMWATER, WA 98512 | $5K |
| PSG WASHINGTON, INC NONE | Other services; Direct payment from the plan; Consulting (general) Service code 16 | 2727 OAKS AVENUE, SUITE 201 EVERETT, WA 98201 | $5K |
| 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 | $5K |
| FINANCIAL PLANNING CONCEPTS NONE | Direct payment from the plan; Investment advisory (participants); Insurance services Service code 23 | 21831 SE 456TH WAY ENUMCLAW, WA 98022 | $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 | 2,761 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,773 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PREMERA BLUE CROSS | 4,409 | $21.1M |
| Dental | DELTA DENTAL OF WASHINGTON | 1,157 | $638K |
| Vision | VISION SERVICE PLAN | 1,535 | $100K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 2,393 | $70K |
| Prescription drug | PREMERA BLUE CROSS | 4,409 | $21.1M |
| Other | LIFEMAP ASSURANCE COMPANY | 2,393 | $70K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,409 | — |
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."
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.