No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HR BENEFITS, INC. EIN 81-3527701 SPONSOR'S WHOLLY OWNED CO | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Accounting (including auditing); Recordkeeping fees; Other fees; Insurance agents and brokers; Participant communication; Copying and duplicating; Insurance services Service code 10 | — | $4.3M |
| WASHINGTON TECHNOLOGY IND ASSOC EIN 91-1427013 SPONSOR | Participant communication; Other services; Other fees; Finders' fees / placement fees Service code 38 | — | $1.1M |
| BROWN & BROWN OF WA INC DBA DIMART EIN 91-0378940 NONE | Consulting fees; Insurance services; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance brokerage commissions and fees; Insurance agents and brokers Service code 15 | — | $668K |
| ARMFIELD, HARRISON & THOMAS TECH EIN 54-0654623 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $507K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Contract Administrator; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Accounting (including auditing); Participant communication Service code 10 | — | $414K |
| KIBBLE & PRENTICE HOLDING COMPANY EIN 91-1176315 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $136K |
| RICE INSURANCE, LLC EIN 91-1746907 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $105K |
| GALLAGHER BENEFITS SERVICES, INC. EIN 36-4291971 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $94K |
| HEALTH INSURANCE TEAM EIN 45-1565934 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $93K |
| PARKER SMITH AND FEEK, INC. EIN 91-0660018 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $88K |
| THE VITOLO COMPANY EIN 91-2032673 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $86K |
| TRUEBENEFITS, LLC NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 1215 4TH AVE 2200 SEATTLE, WA 98161 | $76K |
| DIGITAL INSURANCE, INC. EIN 58-2522668 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $75K |
| PRO BENEFITS OF WASHINGTON, LLC EIN 27-5039273 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $71K |
| AXIS INS LLC DBA CONOVER INSURANCE EIN 91-1953703 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $66K |
| GHB INSURANCE, INC. EIN 91-0639776 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $65K |
| ALLIANT INSURANCE SERVICES, INC. NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 701 B ST, 6TH FLOOR SAN DIEGO, CA 921018156 | $62K |
| HUB INTERNATIONAL NW, LLC EIN 91-2036015 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $50K |
| WELLS FARGO INSURANCE SERVICES USA, NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | P.O. BOX 203588 DALLAS, TX 753203588 | $48K |
| BENSLER, LLC DBA SOUND CONSULTING S EIN 71-1004774 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $44K |
| ROBERT L. MAY & ASSOCIATES, INC. EIN 26-0015093 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $31K |
| SERVCO PACIFIC INSURANCE NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 800 5TH AVE, SUITE 2400 SEATTLE, WA 981043151 | $28K |
| SPRAGUE ISRAEL GILES INSURANCE, INC EIN 91-0683304 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $27K |
| NORTHWEST BENEFIT SOLUTIONS NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 611 4TH AVE, SUITE 120 KIRKLAND, WA 980336019 | $26K |
| ADVISOR SERVICES, LLC EIN 20-1466523 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $25K |
| UNITED INSURANCE BROKERS, INC. EIN 91-1199423 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $22K |
| J. JOHNSON INSURANCE, LLC NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | P.O. BOX 739 CLINTON, WA 982360739 | $21K |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC EIN 91-0614823 NONE | Accounting (including auditing) Service code 10 | — | $20K |
| ARDENT BENEFITS CORPORATION NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | P.O. BOX 15852 SEATTLE, WA 981150852 | $19K |
| OLYMPIC CREST INSURANCE, INC. EIN 91-1717576 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $19K |
| MCGREGOR INSURANCE AGENCY, INC. EIN 91-1604082 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $18K |
| DAVID LIBAO DBA LIBAO INSURANCE SER NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 5421 SW JACOBSEN RD SEATTLE, WA 981164355 | $18K |
| ASSUREDPARTNERS OF WA, LLC DBA MCM EIN 38-3942963 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $18K |
| CLEARBENEFITS, LLC EIN 80-0866555 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $15K |
| CHAD J. PHILLIP NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 430 N PINE STREET ELLENSBURG, WA 989263118 | $15K |
| PROFESSIONAL BENEFIT SERVICES, INC. EIN 91-1702951 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $14K |
| INSURANCE RESOURCE GROUP, INC. NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | P.O. BOX 1777 EDMONDS, WA 980201777 | $14K |
| WASHINGTON HEALTH INSURANCE AGENCY, EIN 47-2661410 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $14K |
| MADDOCK & ASSOCIATES EIN 91-1280409 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $13K |
| JD PHILLIPS & ASSOCIATES, INC. EIN 91-1879697 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $12K |
| PACIFIC NORTHWEST INSURANCE BROKERA NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | P.O. BOX 7360 TACOMA, WA 984170360 | $12K |
| BELL-ANDERSON AGENCY, INC. EIN 91-0756278 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $12K |
| R.L. EVANS COMPANY, INC. NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 3535 FACTORIA BOULEVARD SE, STE 120 BELLEVUE, WA 980061293 | $11K |
| CAPITAL BENEFIT SERVICES, INC. EIN 91-1619527 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $11K |
| LIGHTHOUSE BENEFITS, LLC EIN 46-4622360 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $11K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Legal; Direct payment from the plan; Consulting (general) Service code 16 | — | $10K |
| THE LIGHTLE GROUP RADWICK & LIGHTLE EIN 47-4508641 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $10K |
| PAYNEWEST INSURANCE, INC. EIN 81-0479558 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $10K |
| NPB ADVISORS EIN 46-4237107 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $9K |
| EILEEN NORTON NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Consulting fees Service code 15 | 5917 45TH AVENUE SW SEATTLE, WA 98136 | $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 | 4,745 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 4,745 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PREMERA BLUE CROSS | 10,578 | $38.7M |
| Dental | DELTA DENTAL OF WASHINGTON | 6,206 | $2.5M |
| Vision | VISION SERVICE PLAN | 3,493 | $326K |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 5,133 | $190K |
| Short-term disability | AETNA LIFE INSURANCE COMPANY | 5,133 | $190K |
| Long-term disability | AETNA LIFE INSURANCE COMPANY | 5,133 | $190K |
| Prescription drug | PREMERA BLUE CROSS | 10,578 | $38.7M |
| Other(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 5,133 | $233K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,578 | — |
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.