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 4 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 17 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 |
|---|---|---|---|
| BROWN & BROWN OF WA, INC DBA DIMART EIN 91-0378940 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Consulting fees; Insurance services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Finders' fees / placement fees; Insurance agents and brokers Service code 15 | — | $449K |
| VIGILANT SERVICES, INC. EIN 93-0877675 SUBSIDIARY OF SPONSOR | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees; Consulting fees; Finders' fees / placement fees; Insurance services; Contract Administrator; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 13 | — | $260K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Copying and duplicating; Accounting (including auditing); Recordkeeping fees; Participant communication; Contract Administrator Service code 10 | — | $206K |
| ALDRICH BENEFITS LP EIN 20-0407135 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $150K |
| BOB HART INSURANCE AGENCY EIN 93-0519035 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $101K |
| COMPENSATIONS SYSTEMS NW, INC EIN 42-1667380 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $76K |
| KPD INSURANCE, INC. EIN 93-0843355 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $60K |
| MJI INSURANCE/ HAGAN HAMILTON EIN 93-1067008 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $58K |
| LAPORTE & ASSOCIATES, INC. EIN 93-0775110 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $46K |
| LARRY SHERWOOD & ASSOCIATES EIN 93-0973312 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $39K |
| PACIFIC CASCADE ADVISORS DBA GOLSAN EIN 91-1843783 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $31K |
| MONTGOMERY & GRAHAM, INC. EIN 91-1819536 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $25K |
| WARD INSURANCE EIN 93-0963467 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $24K |
| BCI GROUP, INC. EIN 91-1180126 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $15K |
| BROWN & BROWN NORTHWEST INSURANCE EIN 93-0518576 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $15K |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC EIN 91-0614823 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $14K |
| ROGUE BENEFIT PLANNING NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 8120 OLD STAGE ROAD CENTRAL POINT, OR 975029789 | $14K |
| FRAZIER BENEFITS GROUP NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 19501 NW KRIEGER ROAD RIDGEFIELD, WA 986428542 | $12K |
| BENEFIT DESIGN GROUP, LLC EIN 93-1284679 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $11K |
| HUB INTERNATIONAL NW, LLC EIN 91-2036015 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $11K |
| BUSINESS INSURANCE NW, LLC EIN 45-3533969 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $10K |
| CASCADE SUMMIT INSURANCE EIN 45-5393247 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $5K |
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 | 5,181 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 5,181 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 4,272 | $20.2M |
| Dental | DELTA DENTAL OF WASHINGTON | 1,685 | $538K |
| Vision | VISION SERVICE PLAN | 886 | $143K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 27 | $1K |
| Prescription drug | REGENCE BLUECROSS BLUESHIELD OF OREGON | 4,272 | $20.2M |
| Other | LIFEMAP ASSURANCE COMPANY | 27 | $1K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,272 | — |
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.