No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BROWN & BROWN OF WA INC. DBA DIMART EIN 91-0378940 NONE | Direct payment from the plan; Consulting fees; Finders' fees / placement fees; Insurance brokerage commissions and fees; Insurance agents and brokers; Insurance services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $894K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Copying and duplicating; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other commissions; Participant communication; Recordkeeping fees; Accounting (including auditing) Service code 10 | — | $440K |
| VIGILANT SERVICES, INC. EIN 93-0877675 SUBSIDIARY OF SPONSOR | Insurance agents and brokers; Finders' fees / placement fees; Insurance brokerage commissions and fees; Contract Administrator; Insurance services; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees; Direct payment from the plan Service code 13 | — | $302K |
| HUB INTERNATIONAL NORTHWEST, LLC EIN 91-2036015 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $188K |
| PARKER SMITH & FEEK INS LLC EIN 87-2544519 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $104K |
| CUMMINGS, FRASER & ASSOCIATES, LLC EIN 68-0609841 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $54K |
| ALLIANT INSURANCE SERVICES, INC. EIN 33-0785439 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $52K |
| 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 | — | $51K |
| MADDOCK & ASSOCIATES, LLC EIN 83-2655931 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $50K |
| PCF INSURANCE SERVICES OF THE WEST, EIN 82-1368960 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $47K |
| PAYCHEX INSURANCE AGENCY, INC. EIN 16-1528391 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $37K |
| PROPEL INSURANCE AGENCY LLC DBA PRO EIN 91-0830024 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $28K |
| ASSUREDPARTNERS OF WA EIN 38-3942963 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $27K |
| DIGITAL INSURANCE, INC. EIN 58-2522668 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $23K |
| 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 | — | $23K |
| WILSON ALBERS AN ALERA GROUP AGENCY EIN 82-3775054 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $22K |
| LLOYD'S LIFE SALES, INC. EIN 91-0959143 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $20K |
| KIBBLE & PRENTICE HOLDING DBA USI EIN 91-1176315 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $19K |
| BARKER & ASSOCIATES, LLC EIN 91-1874766 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $19K |
| CLEARVIEW INSURANCE EIN 46-0589462 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $19K |
| MCGREGOR INSURANCE AGENCY, INC. EIN 91-1604082 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $18K |
| 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 | — | $18K |
| FORTUNE 360 GROUP, LLC EIN 47-3908589 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $17K |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC EIN 91-0614823 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
| BTG AND ASSOCIATES BTG BENEFITS, LL EIN 84-3131974 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $16K |
| PAYNEWEST INSURANCE, A MARSH & M EIN 36-1436000 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $15K |
| 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 | — | $14K |
| LAPORTE & ASSOCIATES, INC. EIN 93-0775110 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $13K |
| BERG BENEFITS, INC. EIN 91-1979703 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $12K |
| LEAVITT GROUP BENEFITS NW EIN 91-1366133 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $11K |
| PREFERRED BENEFIT SERVICES, INC. EIN 91-1703038 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $11K |
| 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 | — | $10K |
| REETZ INSURANCE SERVICES, INC. EIN 91-2094536 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $10K |
| FOURNIER INSURANCE SOLUTIONS EIN 91-1288490 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $10K |
| PROFESSIONAL BENEFIT SERVICES EIN 91-1702951 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 brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $9K |
| JW BYRNES INSURANCE, LLC EIN 27-3008983 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $8K |
| PSG WASHINGTON, INC. EIN 20-2040193 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $8K |
| ROBERT L. MAY & ASSOCIATES, INC. EIN 26-0015093 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $8K |
| 1ST PREMIER INSURANCE SERVICES, LLC EIN 20-5833838 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $7K |
| WYMAN FINANCIAL SOLUTIONS NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 500 S 336TH ST, SUITE 208 FEDERAL WAY, WA 98003 | $7K |
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 | 2,315 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,315 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PREMERA BLUE CROSS | 3,672 | $20.4M |
| Dental | DELTA DENTAL OF WASHINGTON | 1,907 | $815K |
| Vision | VISION SERVICE PLAN | 1,453 | $95K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 2,433 | $59K |
| Prescription drug | PREMERA BLUE CROSS | 3,672 | $20.4M |
| Other | LIFEMAP ASSURANCE COMPANY | 2,433 | $59K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,672 | — |
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.