No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BROWN & BROWN OF WA INC. DBA DIMART EIN 91-0378940 NONE | Insurance agents and brokers; Consulting (general); Finders' fees / placement fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance services; Direct payment from the plan; Consulting fees; Insurance brokerage commissions and fees Service code 15 | — | $531K |
| BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other commissions; Direct payment from the plan; Contract Administrator; Participant communication; Recordkeeping fees; Copying and duplicating Service code 10 | — | $271K |
| VIGILANT SERVICES, INC. EIN 93-0877675 SUBSIDIARY OF SPONSOR | Insurance services; Consulting (general); Contract Administrator; Direct payment from the plan; Insurance brokerage commissions and fees; Finders' fees / placement fees; Insurance agents and brokers; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees Service code 13 | — | $189K |
| 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 | — | $51K |
| MADDOCK & ASSOCIATES EIN 91-1280409 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $47K |
| PSG WASHINGTON, INC. EIN 20-2040193 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $34K |
| PAUL RICHARDSON AGENCY, INC. EIN 91-1190777 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $33K |
| CONOVER INSURANCE SERVICES, LLC EIN 27-3052908 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $33K |
| 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 | — | $28K |
| INLAND BENEFITS EIN 47-4699060 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $28K |
| CHAD J. PHILIP NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 430 N PINE ST ELLENSBURG, WA 989263118 | $24K |
| PAYCHEX INSURANCE AGENCY, INC. EIN 16-1528391 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $24K |
| THE VITOLO COMPANY NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 1201 1ST AVE S, SUITE 306 SEATTLE, WA 981341234 | $21K |
| MCGREGOR INSURANCE AGENCY, INC. EIN 91-1604082 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $18K |
| RONALD PETERSON NONE | Insurance brokerage commissions and fees; Trustee (individual); Direct payment from the plan Service code 20 | 9016 E INDIANA AVE, SUITE A SPOKANE VALLEY, WA 992122464 | $16K |
| GALLAGHER BENEFITS SERVICES, INC. EIN 36-4291971 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $14K |
| BARKER & ASSOCIATES, LLC EIN 91-1874766 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $14K |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC EIN 91-0614823 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $14K |
| SERVCO INSURANCE SERVICES DBA SERVC EIN 27-3175453 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $13K |
| UNITY GROUP, A DIVISION OF HUB INTE NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 12100 NE 195TH ST, STE 200 BOTHELL, WA 980115768 | $13K |
| CAPITAL BENEFIT SERVICES, INC. NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 15375 SE 30TH PL, STE 380 BELLEVUE, WA 980076500 | $13K |
| TRUTINA FINANCIAL, LLC EIN 20-4977655 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $13K |
| BENSLER, LLC DBA SOUND CONSULTING S EIN 71-1004774 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $12K |
| R.L. EVANS COMPANY, INC. EIN 91-0849754 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $12K |
| WASHINGTON HEALTH INSURANCE AGENCY, EIN 47-2661410 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $11K |
| PARKER, SMITH & FEEK, INC. EIN 91-0660018 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $11K |
| MORGAN BENEFIT PLANNING NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 16211 NE 29TH ST. BELLEVUE, WA 980082111 | $10K |
| URCVRD, INC. EIN 91-2190823 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $9K |
| FORTIPHI, LLC EIN 91-1743499 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $9K |
| RAPPORT BENEFITS GROUP, INC. EIN 20-5703005 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $9K |
| HEALTH INSURANCE SOLUTIONS NW, LLC EIN 46-4903666 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $8K |
| FINANCIAL PLANNING CONCEPTS, INC. EIN 91-0986247 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $7K |
| ROBERT L. MAY & ASSOCIATES, INC. EIN 26-0015093 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $7K |
| PAYNEWEST INSURANCE, INC. EIN 81-0479558 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $7K |
| STILLWATER BENEFITS, LLC EIN 47-4944052 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $7K |
| CLEARVIEW INSURANCE NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 1420 GILMAN BLVD, SUITE 2116 ISSAQUAH, WA 98027 | $6K |
| 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 | — | $6K |
| HR RESOURCE, INC. NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 18122 HIGHWAY 9, STE B103 SNOHOMISH, WA 982965384 | $6K |
| PREMIER NW AGENTS, LLC EIN 20-5833838 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $6K |
| WYMAN AND ASSOCIATES NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 500 S 336TH ST, SUITE 208 FEDERAL WAY, WA 98003 | $6K |
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 | 4,007 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 4,007 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PREMERA BLUE CROSS | 3,358 | $12.5M |
| Dental | DELTA DENTAL OF WASHINGTON | 1,149 | $482K |
| Vision | VISION SERVICE PLAN | 1,060 | $74K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 2,123 | $54K |
| Prescription drug | PREMERA BLUE CROSS | 3,358 | $12.5M |
| Other | LIFEMAP ASSURANCE COMPANY | 2,123 | $54K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,358 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.