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 |
|---|---|---|
HealthPPO | HealthPPO | |
Dental | Dental | |
LifeSTDLTD | LifeSTDLTD | |
Vision | Vision |
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 | 1,573 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,573 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUESHIELD | 1,573 | $14.0M |
| Dental | DELTA DENTAL OF WASHINGTON | 1,416 | $676K |
| Vision | VISION SERVICE PLAN | 1,062 | $85K |
| Life insurance | THE STANDARD INSURANCE COMPANY | 1,667 | $88K |
| Short-term disability | THE STANDARD INSURANCE COMPANY | 1,667 | $88K |
| Long-term disability | THE STANDARD INSURANCE COMPANY | 1,667 | $88K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,667 | - |
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 |
|---|---|---|---|
| AIMS EIN 91-1485366 MEMBER ORGANIZATION | Insurance agents and brokers; Direct payment from the plan; Contract Administrator Service code 13 | 1206 N, LINCOLN SUITE 200 SPOKANE, WA 99201 | $413K |
| ABD INSURANCE AND FINANCIAL SERVICE EIN 27-0673528 GROUP CONSULTING SERVICES | Direct payment from the plan; Insurance agents and brokers Service code 22 | 450. SANSOME STREET, STE. 300 SAN FRANCISCO, CA 94111 | $337K |
| AIIN EIN 91-0131100 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $179K |
| ALLIANT INSURANCE SERVICES INC. EIN 33-0785439 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 701 B. STREET, 6TH FLOOR SAN DIEGO, CA 92101 | $81K |
| ACRISURE LLC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | $81K |
| ASSURED PARTNERS OF WASHINGTON LLC EIN 38-3942963 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 1325 FOURTH AVE. STE. 2100 SEATTLE, WA 98101 | $67K |
| WHITFIELD UNITED INSURANCE AGENCIES NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 1010 SE EVERETT MALL WAY, SUITE 204 EVERETT, WA 98201 | $57K |
| DIGITAL INSURANCE INC EIN 58-2522668 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $51K |
| IMA FINANCIAL GROUP INC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 16201 E INDIANA AVE SUITE 1000 SPOKANE VALLEY, WA 99216 | $51K |
| KIBBLE AND PRENTICE HOLDING COMPANY NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 601 UNION ST 1000 SEATTLE, WA 98101 | $44K |
| PARKER SMITH AND FEEK INC EIN 91-0660018 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $41K |
| MORAN BENEFIT ADVISORS, INC. EIN 61-1581966 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 9631 N. NEVADA ST. 309 SPOKANE, WA 99218 | $35K |
| HUB INTERNATIONAL NORTHWEST LLC EIN 91-2036015 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 12100 NE. 195TH ST. SUITE B BOTHELL, WA 98011 | $26K |
| AFFILIATED SERVICES LLC EIN 30-0663844 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $25K |
| BTG & ASSOCIATES LLC EIN 84-3131974 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $25K |
| WESTLEY PRICE INSURANCE LLC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 421 W RIVERSIDE AVE SUITE 725 SPOKANE, WA 99201 | $15K |
| HR RESOURCE INC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 18122 WA-9 B103 SNOHOMISH, WA 98296 | $15K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $14K |
| JEFF LEWIS KELLER ROHRBACK EIN 91-0563405 NONE | Trustee (discretionary); Direct payment from the plan Service code 24 | — | $12K |
| CUMMINGS FRASER AND ASSOCIATES LLC EIN 68-0609841 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $12K |
| MADDOCK & ASSOCIATES EIN 91-1280409 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 1407 WILLWO ROAD E. STE C. FIFE, WA 98424 | $11K |
| CHAD J PHILIP NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 430 N PINE ST ELLENSBURG, WA 98926 | $11K |
| US INSURANCE SOLUTIONS NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 2843 238TH AVE SE. SAMMAMISH, WA 98075 | $10K |
| PAYNEWEST INSURANCE, INC. EIN 81-0479558 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 501 N. RIVERPOINT BLVD, ST SPOKANE, WA 99202 | $10K |
| CAPITAL BENEFIT GROUP LLC EIN 82-3618758 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $10K |
| R.L. EVANS COMPANY EIN 91-0849754 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 3535 FACTORIA BLVD SE ST. BELLEVUE, WA 98006 | $10K |
| MANNA INSURANCE GROUP LLC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 719 GROVER ST. LYNDEN, WA 98264 | $9K |
| TERRIL, LEWIS & WILKE INS INC. NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 112 S 4TH ST YAKIMA, WA 98901 | $8K |
| RICE INSURANCE LLC EIN 30-0025352 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 1400 BROADWAY BELLINGHAM, WA 98225 | $8K |
| FORTIPHI, LLC EIN 91-1743499 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | PO BOX 1547 MOUNT VERNON, WA 98074 | $8K |
| THE PARTNERS GROUP FIDELITY BOND | Insurance agents and brokers; Direct payment from the plan Service code 22 | 11125 SE 6TH ST, SUITE 110 BELLEVUE, WA 98004 | $8K |
| ARMFIELD HARRISON & THOMAS INC EIN 54-0654623 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $7K |
| OLYMPIC CREST INSURANCE EIN 91-1717576 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | PO BOX 2538 GIG HARBOR, WA 98335 | $7K |
| PROPEL INSURANCE AGNECY LLC EIN 91-0830024 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $6K |
| VAULT INSURANCE & INVESTMENTS LLC EIN 26-3980956 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 16400 SOUTHCENTER PKWY 405 TUKWILA, WA 98188 | $6K |
| POINTGUARD FINANCIAL NONE | Consulting (general); Direct payment from the plan; Other services Service code 16 | 420 N. EVERGREEN SUITE 100 SPOKANE VALLEY, WA 99216 | $6K |
| LARSEN CHRISTOPHERSON BENEFITS GROU NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 2008 123RD AVE NE LAKE STEVENS, WA 98258 | $6K |
| WYMAN & ASSOCIATES NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 500 S 336TH ST SUITE 208 FEDERAL WAY, WA 98003 | $6K |
| PATRICK J CONROY NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 3600 MAIN ST HILLIARD, OH 43026 | $6K |
| KRISTIN MANWARING INSURANCE ASSOC EIN 20-4650764 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 2300 S PARK AVE PORT TOWNSEND, WA 98368 | $6K |
| BENEFIT DIVISION LLC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 125 S SWOOPE AVE SUITE 210 MAITLAND, FL 32751 | $5K |
| PRO BENEFIT OF WA NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 15375 SE 30TH PL 380 BELLEVUE, WA 98007 | $5K |
| BTS INSURANCE LLC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 3411 96TH AVE SE MERCER ISLAND, WA 98040 | $5K |
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
11 filings · 2015 to 2025