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 5 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 1 broker row. $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 & FINANCIAL SERVICES, EIN 27-0673528 NONE | Finders' fees / placement fees; Insurance agents and brokers; Insurance services; Consulting (general); Direct payment from the plan; Consulting fees; Insurance brokerage commissions and fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $3.3M |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Contract Administrator; Recordkeeping fees; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Copying and duplicating; Direct payment from the plan Service code 10 | — | $2.2M |
| SEATTLE METROPOLITAN CHAMBER OF COM EIN 91-0402330 TRUST SETTLOR | Other fees; Direct payment from the plan; Finders' fees / placement fees; Other services; Participant communication Service code 38 | — | $1.2M |
| IMPACT ACCOUNTING SERVICES, LLC EIN 45-2647626 NONE | Recordkeeping fees; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Insurance services; Consulting fees; Direct payment from the plan; Insurance agents and brokers Service code 13 | — | $1.2M |
| DIGITAL INSURANCE, INC EIN 58-2522668 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $791K |
| HUB INTERNATIONAL NW, LLC EIN 91-2036015 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $702K |
| AH&T TECHNOLOGY, INC. EIN 54-0654623 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $420K |
| PARKER, SMITH & FEEK, INC. EIN 91-0660018 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $314K |
| BELL-ANDERSON AGENCY, INC. EIN 91-0756278 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $308K |
| JS EVENSON, LLC EIN 84-3523489 NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | — | $188K |
| PCF INSURANCE SERVICES OF THE WEST EIN 82-1368960 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $167K |
| ASSUREDPARTNERS OF WA LLC EIN 38-3942963 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $166K |
| BTG AND ASSOCIATES DBA BTG BENEFITS EIN 84-3131974 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $153K |
| SAPPER INSURANCE, LLC EIN 84-3132250 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $152K |
| MADDOCK & ASSOCIATES, LLC EIN 83-2655931 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $136K |
| WHITFIELDS UNITED INSURANCE AGENCIE EIN 91-1366133 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $113K |
| PAYNEWEST INSURANCE, INC., A MARSH EIN 26-3237576 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $98K |
| AUKEMA & ASSOCIATES, INC. EIN 94-1701048 NONE | Consulting fees; Direct payment from the plan; Consulting (general); Other services Service code 16 | — | $92K |
| GHB INSURANCE, INC. EIN 91-0756278 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $88K |
| BROWN & BROWN OF WASHINGTON, INC. EIN 91-0378940 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $86K |
| MIKE JAPHET EIN 83-1249220 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $84K |
| MANNA INSURANCE GROUP, LLC EIN 47-5506402 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $77K |
| OLYMPIC CREST INSURANCE, INC. EIN 91-1717576 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $77K |
| SPRAGUE ISRAEL GILES INSURANCE, INC EIN 91-0683304 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $74K |
| PROPEL INSURANCE AGENCY, LLC DBA PR EIN 91-0830024 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $70K |
| VAULT INSURANCE & INVESTMENTS, LLC EIN 26-3980956 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $69K |
| AFFILIATED SERVICES, LLC EIN 30-0663844 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $68K |
| DAVIS WRIGHT TREMAINE, LLP EIN 91-0839480 NONE | Consulting (general); Legal; Direct payment from the plan Service code 16 | — | $66K |
| GROUP SOLUTIONS NORTHWEST, LLC EIN 91-2158338 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $65K |
| USI NORTHWEST EIN 91-1176315 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $64K |
| TERRILL LEWIS & WILKE INSURANCE EIN 91-1337671 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $63K |
| CUMMINGS, FRASER & ASSOCIATES,, LLC EIN 68-0609841 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $62K |
| TACOMA-PIERCE COUNTY CHAMBER EIN 91-0434830 NONE | Other fees; Other services; Participant communication; Direct payment from the plan; Finders' fees / placement fees Service code 38 | — | $56K |
| GALLAGHER BENEFITS SERVICES, INC. EIN 36-4291971 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $54K |
| TRUEBENEFITS LLC EIN 91-2034415 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $53K |
| PAYCHEX INSURANCE AGENCY, INC. EIN 16-1528391 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $49K |
| WALLINGFORD FINANCIAL & COLLEGE EIN 71-0907082 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $46K |
| B & F INSURANCE, LLC EIN 35-2384961 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Accounting (including auditing) Service code 10 | — | $45K |
| ADVISOR SERVICES, LLC EIN 20-1466523 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $44K |
| MICHAEL BENZIKRY & ASSOCIATES EIN 91-1889320 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $42K |
| ALLIANT INSURANCE SERVICES, INC. EIN 33-0785439 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $40K |
| FINANCIAL PLANNING CONCEPTS, INC EIN 91-0986247 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $40K |
| M&O AGENCIES DBA THE MAHONEY GROUP EIN 86-6050329 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $38K |
| WMC BUSINESS SERVICES, LLC EIN 20-4826909 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $38K |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC EIN 91-0614823 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $37K |
| 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 | — | $35K |
| CASCADE VALLEY INSURANCE, INC. EIN 82-0979448 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $35K |
| MITCHELL, REED & SCHMITTEN INS, INC EIN 91-1745509 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $34K |
| RIVERSIDE EMPLOYEE BENEFITS, LLC EIN 84-3461477 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $34K |
| 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 | — | $33K |
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 | 16,388 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 16,388 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PREMERA BLUE CROSS | 17,145 | $86.2M |
| Dental | DELTA DENTAL OF WASHINGTON | 15,586 | $6.8M |
| Vision | VISION SERVICE PLAN | 9,694 | $689K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 12,040 | $414K |
| Long-term disability | LIFEMAP ASSURANCE COMPANY | 12,040 | $414K |
| Prescription drug | PREMERA BLUE CROSS | 17,145 | $86.2M |
| Other(2 contracts, 2 carriers) | LIFEMAP ASSURANCE COMPANY | 12,040 | $417K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 17,145 | — |
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 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.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.