No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LBG ADVISORS EIN 92-0193132 CONSULT, ADVISOR | Claims processing Service code 12 | — | $69K |
| ANASAZI MED PYMNT SOLUTNS EIN 20-2149357 CLAIMS MGMT | Other fees Service code 99 | — | $29K |
| JOEL SCHWARZ GM FEES | Plan Administrator Service code 14 | PO BOX 2581 GIG HARBOR, WA 98335 | $26K |
| BKD CPAS AND ADVISORS ACCNTNG, AUDITING | Accounting (including auditing) Service code 10 | 111 SOUTH TEJON STREET, SUITE 800 COLORADO SPRINGS, CO 80903 | $22K |
| NUESYNERGY, INC HRA ADMIN | Claims processing Service code 12 | 4601 COLLEGE BOULEVARD, SUITE 280 LEAWOOD, KS 66211 | $9K |
| HEALTHJOY EIN 46-5722012 BEN ADMIN, PROV LOCATOR | Other fees Service code 99 | — | $9K |
| KESTRA INVESTMENT SVCES. CONSULT, ASSET MGMT | Other investment fees and expenses; Securities brokerage commissions and fees; Custodial (securities); Account maintenance fees Service code 19 | 4100 196TH STREET SW, SUITE 380 LYNNWOOD, WA 98306 | $6K |
| AMERICAN HEALTH HOLDING EIN 31-1368946 APPEALS, CASE MGMT | Other fees Service code 99 | — | $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 | 125 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 137 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WASHINGTON | 250 | $169K |
| Vision | VISION SERVICE PLAN | 119 | $23K |
| Stop-loss / reinsurancereinsurance | COMPANION LIFE INSURANCE COMPANY | 125 | $210K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 250 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.