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 3 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 AND BROWN OF WA EIN 91-0378940 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $96K |
| BENEFIT PLANS ADMIN SERVICES INC EIN 16-1503696 NONE | Custodial (securities); Other investment fees and expenses; Trustee (discretionary); Recordkeeping and information management (computing, tabulating, data processing, etc.); Sub-transfer agency fees; Other fees; Investment advisory (participants) Service code 15 | — | $48K |
| BENEFIT SOLUTIONS INC EIN 91-1603312 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $30K |
| WELFARE AND PENSION ADMIN SERVICES EIN 91-1363171 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $17K |
| MCKENZIE, ROTHWELL, BARLOW, P.S. EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $15K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $14K |
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 | 305 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 172 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 477 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WASHINGTON | 346 | $441K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 167 | $6K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 164 | $77K |
| Stop-loss / reinsurancereinsurance | LIFEWISE ASSURANCE COMPANY | 385 | $496K |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 167 | $2K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 385 | — |
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."
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.