No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ASSOCIATED INDUSTRIES MANAGEMENT EIN 91-1485366 MEMBER ORGANIZATION | Plan Administrator Service code 14 | 1206 N LINCOLN STREET STE 200 SPOKANE, WA 99201 | $111K |
| WELLS FARGO INSURANCE SERVICES EIN 91-0971685 | Consulting (general) Service code 16 | P.O. BOX 203588 DALLAS, TX 753203588 | $61K |
| STILLWATERS BENEFITS LLC EIN 47-4944052 | Insurance agents and brokers Service code 22 | 23515 NE NOVELTY HILL RD., B221 MERCER ISLAND, WA 98053 | $29K |
| CENTURY INSURANCE GROUP EIN 93-1193195 | Insurance agents and brokers Service code 22 | 572 SW BLUFF DRIVE, SUITE 100 BEND, OR 97702 | $10K |
| SCHOEDEL & SCHOEDEL, CPAS PLLC EIN 91-0614823 | Accounting (including auditing) Service code 10 | 422 W. RIVERSIDE AVE. SUITE 1420 SPOKANE, WA 992010395 | $10K |
| HEALTH INSURANCE TEAM LLC EIN 45-1565934 | Insurance agents and brokers Service code 22 | 4800 STONE WAY N. SEATTLE, WA 981036740 | $7K |
| COLIN D SAMUELSON II EIN 47-5807413 | Insurance agents and brokers Service code 22 | 2032 160TH STREET SW LYNNWOOD, WA 98087 | $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 | 769 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 769 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | REGENCE BLUESHIELD | 717 | $2.4M |
| Dental | DELTA DENTAL OF WASHINGTON | 202 | $72K |
| Vision | VISION SERVICE PLAN | 161 | $10K |
| Life insurance | STANDARD LIFE INSURANCE - LIFE INSURANCE | 388 | $17K |
| Prescription drug(2 contracts, 2 carriers) | REGENCE BLUESHIELD | 717 | $2.4M |
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | REGENCE BLUESHIELD | 717 | $2.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 717 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.