| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONNEXION INSURANCE SOLUTIONS3 Filed as: CONNEXION INSURANCE SOLUTIONS INC | P.O. BOX 34315 M/S 320 SEATTLE, WA 981241315 | METROPOLITAN LIFE INSURANCE COMPANY | $26K | — | $26K | 6.28% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HR BENEFITS, INC. EIN 81-3527701 SPONSOR'S WHOLLY OWNED CO | Insurance agents and brokers; Insurance services; Accounting (including auditing); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Copying and duplicating; Participant communication; Contract Administrator Service code 10 | — | $5.5M |
| WASHINGTON TECHNOLOGY IND ASSOC EIN 91-1427013 SPONSOR | Finders' fees / placement fees; Participant communication; Other fees; Direct payment from the plan; Other services Service code 38 | — | $1.1M |
| DIGITAL INSURANCE, INC. EIN 58-2522668 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $488K |
| ARMFIELD, HARRISON & THOMAS TECH EIN 54-0654623 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $454K |
| AXIS INSURANCE, LLC DBA CONOVER EIN 91-1953703 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $222K |
| BROWN & BROWN OF WASHINGTON, INC. EIN 91-0378940 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $205K |
| PARKER SMITH AND FEEK, INC. EIN 91-0660018 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $175K |
| 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 | — | $154K |
| RICE INSURANCE, LLC EIN 91-1746907 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $153K |
| THE VITOLO COMPANY EIN 91-2032673 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $128K |
| HUB INTERNATIONAL NW, LLC EIN 91-2036015 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $119K |
| ALLIANT INSURANCE SERVICES, INC. EIN 33-0785439 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $107K |
| PROFESSIONAL BENEFIT SERVICES, INC. EIN 91-1702951 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $83K |
| MADDOCK & ASSOCIATES, LLC EIN 83-2655931 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $78K |
| USI INSURANCE SERVICES NATIONAL, IN EIN 56-1882208 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $74K |
| USI KIBBLE & PRENTICE HOLDING COMP EIN 91-1176315 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $62K |
| WELLSPRING FAMILY SERVICES EAP EIN 91-0567261 NONE | Direct payment from the plan; Claims processing; Plan Administrator Service code 12 | — | $62K |
| PAYNEWEST INSURANCE, INC. EIN 81-0479558 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $59K |
| GHB INSURANCE, INC. EIN 91-0756278 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $54K |
| VAULT INSURANCE AND INVESTMENTS EIN 26-3980956 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $48K |
| TRUTINA FINANCIAL, LLC EIN 47-0995939 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $46K |
| 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 | — | $40K |
| CUMMINGS FRASER & ASSOCIATES EIN 68-0609841 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $39K |
| CLEARBENEFITS, LLC EIN 80-0866555 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $34K |
| TRUEBENEFITS, LLC EIN 91-2034415 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $29K |
| GALLAGHER BENEFITS SERVICES, INC. EIN 36-4291971 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $28K |
| BENEFIT DESIGN SERVICES, LLC EIN 27-3460566 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $27K |
| ADVISOR SERVICES, LLC EIN 20-1466523 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $27K |
| THE PARTNERS GROUP EIN 93-1300504 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $26K |
| BENSLER, LLC DBA SOUND CONSULTING S EIN 71-1004774 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $26K |
| J. JOHNSON INSURANCE, LLC EIN 38-3744088 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $25K |
| ADEPT BENEFITS, LLC EIN 82-4143844 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $25K |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC EIN 91-0614823 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $24K |
| DAN MAIZEL NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 9311 SE 36TH ST MERCER ISLAND, WA 98040 | $24K |
| HEALTH INSURANCE TEAM EIN 45-1565934 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $24K |
| INSURANCE RESOURCE GROUP, INC. EIN 20-1950016 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $23K |
| GROUP BENEFITS, LLC EIN 26-2229784 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $22K |
| BERG ANDONIAN, INC. NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | P.O. BOX 66029 TACOMA, WA 98464 | $22K |
| FORTIPHI, LLC EIN 91-1743499 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $20K |
| VENTURE LIFE & HEALTH, INC. EIN 81-1533929 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $20K |
| UNITED INSURANCE BROKERS, INC. EIN 91-1199423 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $19K |
| COORDINATED BENEFITS DBA BASIN PACI EIN 27-1158624 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $19K |
| ASSUREDPARTNERS OF WA, LLC EIN 38-3942963 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $19K |
| NFP CORPORATE SERVICES (NY), LLC EIN 20-1941665 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $18K |
| LEAVITT GROUP BENEFITS NORTHWEST EIN 91-1366133 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $18K |
| THE LIGHTLE GROUP RADWICK & LIGHTLE EIN 47-4508641 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $16K |
| NPB ADVISORS EIN 46-4237107 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $16K |
| DRECK INC. DBA MONTERMINI FINANCIAL EIN 56-2645966 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $15K |
| 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 | — | $15K |
| CLEARVIEW INSURANCE EIN 46-0598462 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $14K |
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 | 6,970 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 6,970 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PREMERA BLUE CROSS | 0 | $62.3M |
| Dental | PREMERA BLUE CROSS | 0 | $62.3M |
| Vision | VISION SERVICE PLAN | 4,460 | $487K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 7,329 | $417K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 7,329 | $417K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 7,329 | $417K |
| Prescription drug | PREMERA BLUE CROSS | 0 | $62.3M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 7,329 | $417K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,329 | — |
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.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.