Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
HealthRx | HealthRx | |
Dental | Dental | |
Vision | Vision | |
LifeOther | LifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 4 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 1,807 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,807 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PREMERA BLUE CROSS | 2,431 | $15.3M |
| Dental | DELTA DENTAL OF WASHINGTON | 1,397 | $588K |
| Vision | VISION SERVICE PLAN | 1,377 | $63K |
| Life insurance | USABLE LIFE | 1,810 | $56K |
| Prescription drug | PREMERA BLUE CROSS | 2,431 | $15.3M |
| Other | USABLE LIFE | 1,810 | $56K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,431 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES, I EIN 59-0691921 NONE | Consulting (general); Insurance services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance brokerage commissions and fees; Finders' fees / placement fees; Insurance agents and brokers; Consulting fees; Direct payment from the plan Service code 15 | — | $749K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Accounting (including auditing); Direct payment from the plan; Participant communication; Copying and duplicating; Contract Administrator; Other commissions Service code 10 | — | $327K |
| VIGILANT SERVICES, INC. EIN 93-0877675 SUBSIDIARY OF SPONSOR | Insurance agents and brokers; Insurance brokerage commissions and fees; Consulting fees; Direct payment from the plan; Finders' fees / placement fees; Contract Administrator; Insurance services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 13 | — | $226K |
| HUB INTERNATIONAL NORTHWEST, LLC EIN 91-2036015 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $110K |
| PCF INSURANCE SERVICES OF THE WEST EIN 82-1368960 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $68K |
| MADDOCK & ASSOCIATES, LLC EIN 83-2655931 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $57K |
| PAUL RICHARDSON AGENCY, INC. EIN 91-1190777 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $44K |
| DIGITAL INSURANCE, INC. EIN 58-2522668 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $44K |
| RIVERSIDE EMPLOYEE BENEFITS, LLC EIN 84-3461477 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $25K |
| WILSON ALBERS AN ALERA GROUP AGENCY EIN 82-3775054 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $25K |
| FINANCIAL PLANNING CONCEPTS, INC. EIN 91-0986247 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $22K |
| ALLIANT INSURANCE SERVICES, INC. EIN 33-0785439 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $20K |
| DENALI BENEFITS, INC. EIN 85-1301680 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $19K |
| BARKER & ASSOCIATES LLC EIN 91-1874766 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $19K |
| PAYCHEX INSURANCE AGENCY, INC. EIN 16-1528391 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $19K |
| CUMMINGS, FRASER & ASSOCIATES, LLC EIN 68-0609841 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $19K |
| MCGREGOR INSURANCE AGENCY, INC. EIN 91-1604082 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $19K |
| GROUP SOLUTIONS NORTHWEST, LLC EIN 91-2158338 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $18K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $18K |
| BLUEPRINT INSURANCE EIN 99-3351552 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $17K |
| FOURNIER INSURANCE SOLUTIONS EIN 91-1288490 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $15K |
| JW BYRNES INSURANCE, LLC EIN 27-3008983 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $14K |
| PARKER, SMITH & FEEK, INC. EIN 91-0660018 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $13K |
| LLOYD'S LIFE SALES, INC. EIN 91-0959143 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $13K |
| HYLANT GROUP, INC. EIN 34-1880366 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $13K |
| R.L. EVANS COMPANY, INC. EIN 91-0849754 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $12K |
| MARSH & MCLENNAN AGENCY, INC. EIN 26-3237578 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $12K |
| BELL-ANDERSON AGENCY, INC. EIN 91-0756278 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $10K |
| INSURANCE OFFICE OF AMERICA EIN 59-2472656 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $8K |
| ACRISURE NW PARTNERS INSURANCE EIN 92-1242214 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $8K |
| 1ST PREMIER INSURANCE SERVICES, LLC EIN 20-5833838 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $7K |
| STARR INVESTMENTS, LLC EIN 47-2025899 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $7K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
1 contact
10 filings · 2016 to 2025