See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 7 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 30 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WASHINGTON TECHNOLOGY IND ASSOC EIN 91-1427013 SPONSOR | Participant communication; Other services; Other fees; Finders' fees / placement fees; Direct payment from the plan Service code 38 | — | $1.3M |
| BROWN & BROWN OF WA INC DBA DIMART EIN 91-0378940 NONE | Consulting fees; Direct payment from the plan; Insurance services; Consulting (general); Insurance agents and brokers; Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance brokerage commissions and fees Service code 15 | — | $1.2M |
| ARMFIELD, HARRISON & THOMAS TECH EIN 54-0654623 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $913K |
| BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Contract Administrator; Accounting (including auditing); Copying and duplicating; Participant communication; Direct payment from the plan Service code 10 | — | $831K |
| HEALTH INSURANCE TEAM EIN 45-1565934 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $192K |
| KIBBLE & PRENTICE EIN 91-1176315 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $164K |
| BROWN & BROWN OF WA INC NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $158K |
| WELLS FARGO INSURANCE NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | P.O. BOX 203588 DALLAS, TX 753203588 | $125K |
| HUB INTERNATIONAL NW, LLC EIN 91-2036015 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $109K |
| MCM EIN 91-0851882 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $63K |
| ARTHUR J. GALLAGHER & CO. EIN 36-4291971 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $60K |
| STOEL RIVES LLP EIN 93-0408771 NONE | Legal; Direct payment from the plan; Consulting (general) Service code 16 | — | $54K |
| CONOVER INSURANCE EIN 91-1953703 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $48K |
| THE VITOLO COMPANY EIN 91-2032673 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $47K |
| CLF, LIMITED EIN 91-1196875 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $44K |
| PRO BENEFITS OF WASHINGTON, LLC EIN 27-5039273 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $35K |
| THE HOLMES ORGANIZATION EIN 73-0990126 NONE | Consulting (general); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees Service code 15 | — | $35K |
| DIGITAL INSURANCE, INC. EIN 58-2522668 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $34K |
| KEVIN STOKESBARY NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 701 5TH AVENUE, SUITE 4300 SEATTLE, WA 981047047 | $29K |
| PROFESSIONAL BENEFIT SERVICES, INC. EIN 91-1702951 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $28K |
| PAYCHEX INSURANCE AGENCY, INC. EIN 16-1528391 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $27K |
| NPB ADVISORS EIN 46-4237107 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $26K |
| MADDOCK & ASSOCIATES EIN 91-1280409 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $25K |
| ROBERT L. MAY & ASSOCIATES EIN 26-0015093 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $24K |
| SPRAGUE ISRAEL GILES INSURANCE, INC EIN 91-0683304 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $24K |
| JD PHILLIPS & ASSOCIATES, INC. EIN 91-1879697 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $21K |
| PARKER SMITH AND FEEK, INC. EIN 91-0660018 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $21K |
| MCGREGOR INSURANCE AGENCY EIN 91-1604082 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $20K |
| PROPEL INSURANCE EIN 91-0830024 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $19K |
| FRED A. MORETON & CO. EIN 87-0218394 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $18K |
| BARKER & ASSOCIATES LLC EIN 91-1874766 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $17K |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC EIN 91-0614823 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $16K |
| GHB INSURANCE, INC. EIN 91-0639776 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $16K |
| LIGHTHOUSE BENEFITS, LLC EIN 46-4622360 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $15K |
| MILLIMAN USA EIN 91-0675641 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $15K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Consulting (general); Legal; Direct payment from the plan Service code 16 | — | $15K |
| EBENEFITS CONSULTING GROUP, LLC EIN 20-8629593 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $14K |
| BELLEVUE BENEFIT SERVICES EIN 20-0611462 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $13K |
| PATRICK J. CONROY EIN 91-1450482 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $12K |
| KRISTIN MANWARING INSURANCE ASSOC EIN 20-4650764 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $11K |
| UNITED INSURANCE BROKERS, INC. EIN 91-1199423 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $11K |
| ARDENT BENEFITS CORPORATION NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | P.O. BOX 15852 SEATTLE, WA 981150852 | $11K |
| MICHAEL BENZIKRY & ASSOCIATES EIN 91-1889320 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $11K |
| WASHINGTON HEALTH INSURANCE AGENCY EIN 47-2661410 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $10K |
| DAVE LIBAO NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 5421 SW JACOBSEN RD SEATTLE, WA 981164355 | $10K |
| TRUTINA FINANCIAL EIN 47-0995939 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $9K |
| OLYMPIC CREST INSURANCE, INC. EIN 91-1717576 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $9K |
| HARMAN BENEFITS GROUP, INC. NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 8225 E TETON ST MESA, AZ 852071481 | $9K |
| FORTIPHI LLC EIN 91-1743499 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $8K |
| PAYNEWEST INSURANCE, INC. EIN 81-0479558 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $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 | 3,001 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 3,001 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | REGENCE BLUESHIELD | 9,361 | $45.5M |
| Dental | DELTA DENTAL OF WASHINGTON | 3,109 | $2.3M |
| Vision | VISION SERVICE PLAN | 4,715 | $390K |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 5,298 | $204K |
| Short-term disability | AETNA LIFE INSURANCE COMPANY | 5,298 | $204K |
| Long-term disability | AETNA LIFE INSURANCE COMPANY | 5,298 | $204K |
| Prescription drug(3 contracts, 3 carriers) | REGENCE BLUESHIELD | 9,361 | $45.5M |
| Other(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 5,298 | $204K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,361 | — |
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 plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.