No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BROWN & BROWN OF WA INC. DBA DIMART EIN 91-0378940 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers; Consulting fees; Insurance services; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Finders' fees / placement fees Service code 15 | — | $993K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Copying and duplicating; Direct payment from the plan; Other commissions; Participant communication; Recordkeeping fees; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | — | $481K |
| VIGILANT SERVICES, INC. EIN 93-0877675 SUBSIDIARY OF SPONSOR | Consulting (general); Insurance brokerage commissions and fees; Insurance agents and brokers; Insurance services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Finders' fees / placement fees; Consulting fees; Direct payment from the plan; Contract Administrator Service code 13 | — | $332K |
| HUB INTERNATIONAL NORTHWEST, LLC EIN 91-2036015 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $253K |
| PARKER, SMITH & FEEK, INC. EIN 91-0660018 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $75K |
| MADDOCK & ASSOCIATES, LLC EIN 83-2655931 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $62K |
| PCF INSURANCE SERVICES OF THE WEST, EIN 82-1368960 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $45K |
| PAUL RICHARDSON AGENCY, INC. EIN 91-1190777 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $45K |
| PAYNWEST INSURANCE, A MARSH & M EIN 36-1436000 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $35K |
| 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 | — | $33K |
| 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 | — | $31K |
| WILSON ALBERS AN ALERA GROUP AGENCY EIN 82-3775054 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $28K |
| PROPEL INSURANCE AGENCY LLC DBA PRO EIN 91-0830024 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $26K |
| R.L. EVANS COMPANY, INC. EIN 91-0849754 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $26K |
| RICE INSURANCE, LLC EIN 91-1746907 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $26K |
| RIVERSIDE EMPLOYEE BENEFITS, LLC EIN 84-3461477 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $25K |
| DIGITAL INSURANCE, INC. EIN 58-2522668 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $25K |
| 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 | — | $24K |
| ALLIANT INSURANCE SERVICES, INC. EIN 33-0785439 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $23K |
| FORTUNE 360 GROUP, LLC EIN 47-3908589 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $22K |
| MCGREGOR INSURANCE AGENCY, INC. EIN 91-1604082 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $21K |
| CLEARVIEW INSURANCE EIN 46-0589462 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $18K |
| BARKER & ASSOCIATES, LLC EIN 91-1874766 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $18K |
| BELL-ANDERSON AGENCY, INC. EIN 91-0756278 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $17K |
| FINANCIAL PLANNING CONCEPTS, INC. EIN 91-0986247 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $17K |
| LAPORTE & ASSOCIATES, INC. EIN 93-0775110 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $16K |
| FRED A. MORETON & COMPANY EIN 87-0218394 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $16K |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC EIN 91-0614823 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $16K |
| KIBBLE & PRENTICE HOLDING DBA USI EIN 91-1176315 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $16K |
| UNITY GROUP, A DIVISION OF HUB INTE EIN 91-2036015 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $13K |
| PROFESSIONAL BENEFIT SERVICES EIN 91-1702951 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $12K |
| ASSUREDPARTNERS OF WA DBA CLF EIN 38-3942963 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $12K |
| LEAVITT GROUP BENEFITS NW EIN 91-1366133 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $11K |
| BERG BENEFITS, INC. EIN 91-1979703 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $11K |
| PREFERRED BENEFIT SERVICES, INC. EIN 91-1703038 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $10K |
| CHANDLER INSURANCE SOLUTIONS, LLC EIN 46-5636963 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $9K |
| DENALI BENEFITS, INC. EIN 85-1301680 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $9K |
| 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 | — | $9K |
| PSG WASHINGTON, INC. EIN 20-2040193 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $8K |
| REETZ INSURANCE SERVICES EIN 91-2094536 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $8K |
| EBENEFITS CONSULTING GROUP EIN 20-8629593 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $8K |
| DELMER L. JOHNSON NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 3247 WINTERCREEK DR EUGENE, OR 97405 | $8K |
| ROBERT L. MAY & ASSOCIATES, INC. EIN 26-0015093 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $8K |
| CLG EMPLOYER RESOURCES EIN 27-4743785 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Trustee (individual) Service code 20 | — | $6K |
| JEFF HOLMAN INSURANCE, INC. EIN 91-1646008 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $6K |
| CASCADE EAST BENEFITS, INC. EIN 93-1130374 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $6K |
| WYMAN AND ASSOCIATES NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 500 S 336TH ST, SUITE 208 FEDERAL WAY, WA 98003 | $6K |
| MORGAN BENEFIT PLANNING NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 16211 NE 29TH ST. BELLEVUE, WA 980082111 | $5K |
| CONOVER INSURANCE SERVICES, LLC EIN 27-3052908 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $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 | 2,674 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,674 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PREMERA BLUE CROSS | 4,651 | $22.4M |
| Dental | DELTA DENTAL OF WASHINGTON | 1,931 | $818K |
| Vision | VISION SERVICE PLAN | 1,607 | $114K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 3,042 | $72K |
| Prescription drug | PREMERA BLUE CROSS | 4,651 | $22.4M |
| Other | LIFEMAP ASSURANCE COMPANY | 3,042 | $72K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,651 | — |
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 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.