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 6 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 44 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 |
|---|---|---|---|
| ABD INSURANCE AND FINANCIAL SERVICE EIN 27-0673528 NONE | Other services; Consulting (pension); Direct payment from the plan Service code 17 | 450 SANSOME STREET, STE. 300 SAN FRANCISCO, CA 94111 | $1.1M |
| AIMS EIN 91-1485366 MEMBER ORGANIZATION | Contract Administrator; Direct payment from the plan; Other services Service code 13 | 1206 N. LINCOLN SUITE 200 SPOKANE, WA 99201 | $1.0M |
| ARMFIELD, HARRISON, & THOMAS INC. EIN 54-0654623 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 20 SOUTH KING ST. LEESBURG, VA 20175 | $333K |
| HUB INTERNATIONAL EIN 91-1485366 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 12100 NE 195TH ST SUITE B BOTHELL, WA 98011 | $226K |
| POINTGUARD FINANCIAL EIN 45-4065700 NONE | Other services; Consulting (general); Direct payment from the plan Service code 16 | — | $187K |
| SEA-MOUNTAIN INSURANCE BROKERS NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 19630 76TH AVE W LYNNWOOD, WA 98036 | $177K |
| PARKER, SMITH AND FEEK, INC. EIN 91-0660018 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 2233 112TH AVENUE NE BELLEVUE, WA 98004 | $119K |
| KEN MYER EIN 55-9257554 TRUSTEE | Trustee (directed); Direct payment from the plan Service code 25 | 2640 39TH AVENUE WEST SEATTLE, WA 98199 | $90K |
| DIGITAL INSURANCE INC. EIN 58-2522668 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 200 GALLERIA PARKWAY SE ATLANTA, GA 30339 | $86K |
| AIREY BENEFIT COMPANY LLC EIN 91-1743499 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 17828 8TH AVE. NW SHORELINE, WA 98273 | $69K |
| BTG AND ASSOCIATES, LLC NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 345 118TH AVE SE, SUITE 210 BELLEVUE, WA 98005 | $66K |
| VERUS INSURANCE SERVICES LLC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 4820 LAKE BROOK DR. 200 GLEN ALLEN, VA 23060 | $58K |
| PRO BENEFITS OF WA EIN 27-5039273 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 15355 SE 30TH PL, 200 BELLEVUE, WA 98007 | $57K |
| CUMMINGS, FRASER, & ASSOCIATES, LLC EIN 68-0609841 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 3201 FIRST AVE, SUITE 108 SEATTLE, WA 98134 | $56K |
| KIBBLE & PRENTICE HOLDING COMPANY EIN 91-1176315 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 601 UNION ST 1000 SEATTLE, WA 98101 | $47K |
| MADDOCK & ASSOCIATES EIN 91-1280409 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 1407 WILLOW ROAD E. STE C. FIFE, WA 98424 | $47K |
| R L EVANS COMPANY INC EIN 91-0849754 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $38K |
| DAVIS WRIGHT TREMAINE LLP EIN 91-0839480 NONE | Legal; Direct payment from the plan Service code 29 | 1201 THIRD AVENUE SEATTLE, WA 98199 | $37K |
| VAULT INSURANCE INVESTMENTS LLC EIN 26-3980956 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 16400 SOUTHCENTER PKWY TUKWILA, WA 98188 | $36K |
| BROWN AND BROWN OF WA INC EIN 91-0378940 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $27K |
| RAEL AND LETSON NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 601 UNION ST SUITE 2415 SEATTLE, WA 98101 | $23K |
| BALDERSON AND HEBERT NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 819 WEST 7TH AVE SPOKANE, WA 99204 | $18K |
| FORTIPHI LLC EIN 91-1743499 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | PO BOX 1547 MOUNT VERNON, WA 98273 | $17K |
| ASTON SHARP LLC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 222 N PACIFIC COAST HWY FLOOR 10 EL SEGUNDO, CA 90245 | $16K |
| ALLIANT INSURANCE SERVICES INC. EIN 33-0785439 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | $16K |
| WYATT INSURANCE AGENCY INC NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 20315 19TH AVE NE SHORELINE, WA 98155 | $15K |
| ANOLD & SMITH INSURANCE AGENCY NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 22881 WA-3 BELFAIR, WA 98528 | $15K |
| GROUP BENEFITS LLC EIN 26-2229784 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $15K |
| ANASTASI MOORE & MARTIN PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 9 S WASHINGTON ST SPOKANE, WA 99201 | $14K |
| CLEARBENEFITS, LLC NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 8201 164TH AVE NE 20 REDMOND, WA 98052 | $13K |
| KRISTIN MANWARING INS ASSOC INC. EIN 20-4650764 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 2300 S. PARK AVE. PORT TOWNSEND, WA 98368 | $13K |
| B & F INSURANCE, LLC | Insurance agents and brokers; Direct payment from the plan Service code 22 | 2212 QUEEN ANNE AVE N. SEATTLE, WA 981091312 | $12K |
| MCGREGOR INSURANCE AGENCY EIN 91-1604082 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $12K |
| CLEARVIEW INSURANCE SERVICES, INC. NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 1492 NW GILMAN BLVD. 2116 ISSAQUAH, WA 98027 | $12K |
| RICE INSURANCE LLC EIN 91-0873013 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $12K |
| GALLAGHER BENEFIT SERVICES INC EIN 36-4291971 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $12K |
| ESSENTIAL BENEFITS LLC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 7900 EAST GREEN LAKE DR N STE 2016 SEATTLE, WA 98103 | $11K |
| PAYCHEX INSURANCE AGENCY INC. EIN 16-1528391 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 150 SAWGRASS DRIVE ROCHESTER, NY 14620 | $10K |
| MORAN BENEFIT ADVISORS INC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 119 N COMMERCIAL ST STE 130 BELLINGHAM, WA 98225 | $10K |
| WASHINGTON TRAILS ASSOCIATION EIN 94-0900134 NONE | Direct payment from the plan; Other fees Service code 50 | 705 2ND AVE STE 300 SPOKANE, WA 98104 | $10K |
| AFFILIATED SERVICES LLC NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 10510 NE NORTHUP WAY, STE 200 KIRKLAND, WA 98033 | $10K |
| NEWFRONT INSURANCE SERVICES NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 777 MARINERS ISLAND BLVD STE 2 KIRKLAND, WA 98033 | $9K |
| PAYNEWEST INSURANCE, INC. EIN 81-0479558 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 501 N. RIVERPOINT, STE. 403 SPOKANE, WA 99202 | $9K |
| CHAD J PHILIP NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 430 N PINE ST ELLENSBURG, WA 98926 | $8K |
| MICHAEL BENZIKRY | Direct payment from the plan; Insurance agents and brokers Service code 22 | 9311 SE. 36TH ST. SUITE 10 MERCER ISLAND, WA 98040 | $8K |
| LEAVITT GROUP NORTHWEST EIN 91-1366133 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | PO BOX 65770 UNIVERSITY PLACE, WA 98464 | $8K |
| KEYSER INSURANCE GROUP | Insurance agents and brokers; Direct payment from the plan Service code 22 | 444 WEST MICHIGAN AVENUE KALAMAZOO, MI 49007 | $8K |
| ASSURED PARTNERS OF WASHINGTON LLC EIN 38-3942963 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 1325 FOURTH AVE STE 2100 SEATTLE, WA 98101 | $7K |
| ACRISURE NW PARTNERS INS SERVICES NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 19401 40TH AVE. W, STE. 405 LYNNWOOD, WA 98036 | $7K |
| RIVERSIDE EMPLOYEE BENEFITS, LLC | Insurance agents and brokers; Direct payment from the plan Service code 22 | 17322 107TH PLACE NE BOTHELL, WA 98011 | $6K |
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 | 3,813 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 3,813 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | REGENCE BLUESHIELD | 5,138 | $28.9M |
| Dental | DELTA DENTAL OF WASHINGTON | 4,537 | $2.2M |
| Vision | VISION SERVICE PLAN | 2,368 | $288K |
| Life insurance | THE STANDARD INSURANCE COMPANY | 3,385 | $147K |
| Short-term disability | THE STANDARD INSURANCE COMPANY | 3,385 | $147K |
| Long-term disability | THE STANDARD INSURANCE COMPANY | 3,385 | $147K |
| Other | WELLSPRING FAMILY SERVICES, EAP | 2,933 | $25K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,138 | — |
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 broker changed. The plan may take a second-look pitch.
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.