No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AIMS EIN 91-1485366 MEMBER ORGANIZATION | Plan Administrator Service code 14 | 1206 NORTH LINCOLN SUITE 200 SPOKANE, WA 99201 | $368K |
| WELLS FARGO INSURANCE SERVICES EIN 56-1882208 | Consulting (general) Service code 16 | P.O. BOX 203588 DALLAS, TX 753203588 | $317K |
| HEALTH INSURANCE TEAM LLC EIN 45-1565934 | Insurance agents and brokers Service code 22 | 4117 43RD AVE NE SEATTLE, WA 98105 | $66K |
| GEEKWIRE, LLC EIN 27-5225385 | Consulting (general) Service code 16 | 1416 NW 46TH STREET STE 105 SEATTLE, WA 98104 | $48K |
| DAVIS WRIGHT TREMAINE LLP EIN 91-0839480 | Legal Service code 29 | 1201 THIRD AVENUE SEATTLE, WA 981013045 | $38K |
| KEN MYER EIN 55-9257554 | Trustee (directed) Service code 25 | 2640 39TH AVENUE WEST SEATTLE, WA 98199 | $26K |
| INOVA LLC EIN 20-2267476 | Insurance agents and brokers Service code 22 | 8601 N. DIVISION ST., SUITE B SPOKANE, WA 99218 | $18K |
| HUB INTERNATIONAL EIN 91-2036015 | Insurance agents and brokers Service code 22 | 12100 NE 195TH ST, STE 200 BOTHELL, WA 98011 | $13K |
| ASSURED PARTNERS OF WASHINGTON LLC EIN 38-3942963 | Insurance agents and brokers Service code 22 | 1325 FOURTH AVENUE, STE 2100 SEATTLE, WA 98101 | $11K |
| COORDINATED BENEFITS EIN 27-1158624 | Insurance agents and brokers Service code 22 | 8382 WEST GAGE BLVD SUITE A KENNEWICK, WA 99336 | $11K |
| JEFFERY J. JOHNSTON EIN 53-8547117 | Insurance agents and brokers Service code 22 | 1425 LAKESIDE CT YAKIMA, WA 98902 | $9K |
| SCHOEDEL & SCHOEDEL, CPAS PLLC EIN 91-0614823 | Accounting (including auditing) Service code 10 | 422 W RIVERSIDE AVE., SUITE 1420 SPOKANE, WA 992010395 | $9K |
| WALLER BENEFIT CONSULTING, LLC EIN 46-4402824 | Insurance agents and brokers Service code 22 | 1404 E FIR STREET, STE B SEATTLE, WA 98122 | $8K |
| ETHIX NORTHWEST, LLC EIN 13-4283589 | Insurance agents and brokers Service code 22 | 1944 PACIFIC AVENUE 204 TACOMA, WA 98402 | $8K |
| KEVIN M WERLINGER EIN 53-3720834 | Insurance agents and brokers Service code 22 | 2208 NW MARKET STREET SUITE 301B SEATTLE, WA 98107 | $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 | 3,429 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 3,429 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | REGENCE BLUESHIELD | 2,961 | $8.4M |
| Dental | DELTA DENTAL OF WASHINGTON | 1,533 | $547K |
| Vision | VISION SERVICE PLAN | 1,175 | $71K |
| Life insurance | STANDARD LIFE INSURANCE - LIFE INSURANCE | 1,828 | $82K |
| Short-term disability(2 contracts, 2 carriers) | STANDARD LIFE INSURANCE - TEMP DISABILITY 5 | 0 | $33 |
| Long-term disability | STANDARD LIFE INSURANCE - LT DISABILITY | 94 | $20K |
| Prescription drug(2 contracts, 2 carriers) | REGENCE BLUESHIELD | 2,961 | $8.4M |
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | REGENCE BLUESHIELD | 2,961 | $8.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,961 | — |
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.
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.