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 10 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 |
|---|---|---|---|
| EPK & ASSOCIATES, INC. NONE | Plan Administrator; Direct payment from the plan Service code 14 | 15375 SE 30TH PL #380 BELLEVUE, WA 98007 | $232K |
| KUTSCHER HEREFORD BERTRAM BURKART NONE | Insurance services; Direct payment from the plan Service code 23 | 705 2ND AVE #800 SEATTLE, WA 98104 | $25K |
| ANASTASI, MOORE & MARTIN, PLLC NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 9 S. WASHINGTON ST., STE. 600 SPOKANE, WA 99201 | $14K |
| KIBBLE & PRENTICE NONE | Direct payment from the plan; Insurance services Service code 23 | 601 UNION ST., STE. 1000 SEATTLE, WA 98101 | $9K |
| STOLL & TUTTLE, PLLC NONE | Legal; Direct payment from the plan Service code 29 | 2033 SIXTH AVENUE, SUITE 993 SEATTLE, WA 98121 | $9K |
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 | 2,836 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,836 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | REGENCE BLUE SHIELD | 2,599 | $10.4M |
| Dental | LIFEMAP ASSURANCE COMPANY | 2,030 | $368K |
| Vision | LIFEMAP ASSURANCE COMPANY | 2,030 | $368K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 2,030 | $368K |
| Other | MEGELLAN BEHAVIORAL HEALTH | 571 | $9K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,599 | — |
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 compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.