| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONNEXION INSURANCE SOLUTIONS3 Filed as: CONNEXION INSURANCE SOLUTIONS INC | P.O. BOX 743979 LOS ANGELES, CA 900743979 | METROPOLITAN LIFE INSURANCE COMPANY | $29K | — | $29K | 5.33% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HR BENEFITS, INC EIN 81-3527701 SPONSOR WHOLLY OWNED CO | Copying and duplicating; Insurance services; Recordkeeping fees; Other fees; Insurance agents and brokers; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Contract Administrator; Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $2.4M |
| WASHINGTION TECHNOLOGY IND ASSOC EIN 91-1427013 SPONSOR | Other services; Other fees; Participant communication; Finders' fees / placement fees; Direct payment from the plan Service code 38 | — | $730K |
| HUB INTERNATIONAL NORTHWEST LLC EIN 91-2036015 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $141K |
| DIGITAL INSURANCE, INC. EIN 58-2522668 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $106K |
| MADDOCK & ASSOCIATES LLC EIN 83-2655931 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $85K |
| ARMFIELD, HARRISON & THOMAS, INC. EIN 54-0654623 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $85K |
| PCF INS SVRCS OF THE WEST EIN 82-1368960 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $74K |
| PRO BENEFITS OF WASHINGTON, LLC EIN 82-3618758 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $61K |
| CUMMINGS FRASER & ASSOCIATES EIN 68-0609841 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $60K |
| GALLAGHER BENEFIT SERVICES, INC. EIN 36-4291971 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $57K |
| BTG AND ASSOCIATES, LLC DBA BTG BEN EIN 84-3131974 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $54K |
| BROWN & BROWN OF WASHINGTON INC. EIN 91-0378940 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $52K |
| GROUP BENEFITS LLC EIN 26-2229784 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $51K |
| LUCAS BENEFITS GROUP LLC EIN 84-1862787 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $41K |
| BENEFIT DESIGN SERVICES, LLC EIN 27-3460566 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $40K |
| PARKER, SMITH & FEEK INS LLC, AN IM EIN 87-2544519 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $39K |
| ACRISURE NW PARTNERS INS SRVCS, LLC EIN 87-3094758 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $38K |
| USI KIBBLE & PRENTICE HOLDING COMPA EIN 91-1176315 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $37K |
| 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 | — | $33K |
| 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 | — | $32K |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC EIN 91-0614823 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $31K |
| J. JOHNSON INSURANCE, LLC EIN 38-3744088 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $24K |
| SPRAGUE ISRAEL GILES, INC. EIN 91-0683304 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $23K |
| NPB ADVISORS EIN 46-4237107 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $19K |
| OCTAVIO JARA EIN 83-3208550 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $16K |
| SEA-MOUNTAIN INS BROKER, INC EIN 91-1375220 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $16K |
| WINGERT FINANCIAL SERVICES EIN 20-3988925 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $14K |
| AIREY BENEFITS COMPANY, LLC EIN 85-1353330 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $13K |
| NORTHWEST BENEFIT SOLUTIONS EIN 20-8940996 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $12K |
| NAVALI & CO DBA BENELY INS SERVICES EIN 80-0599642 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $11K |
| BELL-ANDERSON AGENCY, INC. EIN 91-0756278 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $11K |
| MATHEW D WYATT INS AGENCY INC EIN 91-1892697 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $10K |
| CLEARVIEW INSURANCE EIN 46-0598462 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $10K |
| JW BYRNES INSURANCE LLC EIN 27-3008983 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $10K |
| MARTIN MORRIS BENEFITS DIVISION LLC EIN 91-0744400 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $9K |
| DARREN HARVEY EIN 54-2016867 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $9K |
| WHITFIELDS UNITED INS DBA LEAVITT G EIN 81-1118004 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $9K |
| IDEAL BENEFIT SOLUTIONS, LLC EIN 82-5190827 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $8K |
| ESSENTIAL BENEFITS, LLC EIN 45-5125484 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $8K |
| HR RESOURCE EIN 58-2671516 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $8K |
| ETHIX NORTHWEST LLC DBA VINOBLE GRO EIN 13-4283589 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $7K |
| BARLOW & COUGHRAN EIN 91-0889948 NONE | Legal; Direct payment from the plan; Consulting (general) Service code 16 | — | $7K |
| THE STUPEY AGENCY EIN 91-0951334 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $7K |
| CHAD J PHILIP NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 430 N PINE ST ELLENSBURG, WA 98926 | $6K |
| VENTURE LIFE & HEALTH EIN 81-1533929 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $6K |
| TIM CLAY NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 2622 168TH AVE SE BELLEVUE, WA 98008 | $6K |
| CLG EMPLOYER RESOURCES EIN 27-4743785 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $6K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Accounting (including auditing); Contract Administrator; Participant communication; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees Service code 10 | — | $0 |
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 | 4,649 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 4,649 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 3,985 | $27.0M |
| Dental | DELTA DENTAL OF WASHINGTION | 4,041 | $1.8M |
| Vision | VISION SERVICE PLAN | 2,332 | $231K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 3,394 | $549K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 3,394 | $549K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 3,394 | $549K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 3,394 | $549K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,041 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.