| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BELL-ANDERSON AGENCY INC3 Filed as: BELL-ANDERSON AGENCY INC. | — | REGENCE BLUESHIELD | $3K | — | $3K | 0.06% |
| TERRIL LEWIS & WILKE INSURANCE INC.3 Filed as: TERRIL, LEWIS, & WILKE INSURANCE IN | — | REGENCE BLUESHIELD | $1K | — | $1K | 0.02% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF WASHINGTON LLC. | — | REGENCE BLUESHIELD | $1K | — | $1K | 0.02% |
| OLYMPIC AGENCY INC3 Filed as: OLYMPIC CREST INSURANCE INC. | — | REGENCE BLUESHIELD | $1K | — | $1K | 0.02% |
| GROUP SOLUTIONS NORTHWEST, LLC3 Filed as: GROUP SOLUTIONS NORTHWEST LLC. | — | REGENCE BLUESHIELD | $880 | — | $880 | 0.02% |
| R.L. EVANS COMPANY, INC.3 Filed as: R. L. EVANS COMPANY INC. | — | REGENCE BLUESHIELD | $720 | — | $720 | 0.02% |
| MANNA INSURANCE GROUP LLC3 | — | REGENCE BLUESHIELD | $640 | — | $640 | 0.01% |
| KARIN ANGELIS3 Filed as: KARIN J MORRISON DBA EVERGREEN INSU | — | REGENCE BLUESHIELD | $620 | — | $620 | 0.01% |
| MADDOCK & ASSOCIATES LLC3 Filed as: MADDOCK & ASSOCIATES LLC. | — | REGENCE BLUESHIELD | $600 | — | $600 | 0.01% |
| CUMMINGS FRASER & ASSOCIATES, LLC3 Filed as: CUMMINGS FRASER & ASSOCIATES LLC. | — | REGENCE BLUESHIELD | $320 | — | $320 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS. SERVICES INC. - MUKILT | — | REGENCE BLUESHIELD | $300 | — | $300 | 0.01% |
| PATRICK J. CONROY3 Filed as: PATRICK J. CONROY INSURANCE | — | REGENCE BLUESHIELD | $280 | — | $280 | 0.01% |
| WASHINGTON HEALTH INSURANCE AGENCY3 | — | REGENCE BLUESHIELD | $240 | — | $240 | 0.01% |
| PRO BENEFITS OF WASHINGTON LLC3 Filed as: PRO BENEFITS OF WASHINGTON LLC. | — | REGENCE BLUESHIELD | $240 | — | $240 | 0.01% |
| J FRANKLAND EMPLOYEE BENEFIT SVCS.3 Filed as: J FRANKLAND EMPLOYEE BENEFIT SERVIC | — | REGENCE BLUESHIELD | $220 | — | $220 | 0.00% |
| VAULT INSURANCE & INVESTMENTS LLC3 Filed as: VAULT INSURANCE & IN VESTMENTS LLC. | — | REGENCE BLUESHIELD | $200 | — | $200 | 0.00% |
| CLEARVIEW INSURANCE SERVICES INC.3 | — | REGENCE BLUESHIELD | $160 | — | $160 | 0.00% |
| MORAN BENEFIT ADVISORS INC3 Filed as: MORAN BENEFIT ADVISORS INC. | — | REGENCE BLUESHIELD | $140 | — | $140 | 0.00% |
| WHITEFIELDS UNITED INSURANCE AGENCI3 | — | REGENCE BLUESHIELD | $120 | — | $120 | 0.00% |
| RICE INSURANCE LLC3 Filed as: RICE INSURANCE LLC. | — | REGENCE BLUESHIELD | $80 | — | $80 | 0.00% |
| WALLINGFORD FINANCIAL SERVICES INC3 Filed as: WALLINGFORD FINANCIAL SERVICES INC. | — | REGENCE BLUESHIELD | $40 | — | $40 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INS. SERVICES INC. - SPOKAN | — | ASURIS NORTHWEST HEALTH | $2K | — | $2K | 0.18% |
| BELL-ANDERSON AGENCY INC3 Filed as: BELL-ANDERSON AGENCY INC. | — | ASURIS NORTHWEST HEALTH | $1K | — | $1K | 0.11% |
| COORDINATED BENEFITS COMPANY LLC3 Filed as: COORDINATED BENEFITS LLC. | — | ASURIS NORTHWEST HEALTH | $260 | — | $260 | 0.02% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AIMS EIN 91-1485366 MEMBER ORGANIZATION | Insurance agents and brokers Service code 22 | 1206 N, LINCOLN SUITE 200 SPOKANE, WA 99201 | $165K |
| ABD INSURANCE AND FINANCIAL SERVICE EIN 27-0673528 GROUP CONSULTING SERVICES | Insurance agents and brokers Service code 22 | 450. SANSOME STREET, STE. 300 SAN FRANCISCO, CA 94111 | $133K |
| GHB INC. EIN 91-0639776 | Insurance agents and brokers Service code 22 | PO BOX 1608 OLYMPIA, WA 98507 | $53K |
| HUB INTERNATIONAL NORTHWEST LLC EIN 91-2036015 | Insurance agents and brokers Service code 22 | 12100 NE. 195TH ST. SUITE B BOTHELL, WA 98011 | $40K |
| ALLIANT INSURANCE SERVICES INC. EIN 33-0785439 | Insurance agents and brokers Service code 22 | 701 B. STREET, 6TH FLOOR SAN DIEGO, CA 92101 | $32K |
| DESERT INSURANCE BENEFITS EIN 91-0756278 | Insurance agents and brokers Service code 22 | 1006 W. IVY AVE. MOSES LAKE, WA 98837 | $24K |
| THE PARTNERS GROUP FIDELITY BOND | Insurance services Service code 23 | 11125 SE 6TH ST, SUITE 110 BELLEVUE, WA 98004 | $23K |
| ASSURED PARTNERS OF WASHINGTON LLC. EIN 38-3942963 | Insurance agents and brokers Service code 22 | 1325 FOURT AVE. STE. 2100 SEATTLE, WA 98101 | $17K |
| DINGUS, ZARECOR, & ASSOCIATES PLLC. EIN 20-2279326 PLAN AUDITOR | Accounting (including auditing) Service code 10 | 12015 EAST MAIN SPOKANE VALLEY, WA 99206 | $15K |
| OLYMPIC CREST INSURANCE EIN 91-1717576 | Insurance agents and brokers Service code 22 | PO BOX 2538 GIG HARBOR, WA 98335 | $13K |
| GALLAGHER BENEFIT SERVICES, INC. EIN 36-4291971 | Insurance agents and brokers Service code 22 | 777 108TH AVE NE, SUITE 2 BELLEVUE, WA 98004 | $12K |
| R. L. EVANS COMPANY EIN 91-0849754 | Insurance agents and brokers Service code 22 | 3535 FACTORIA BLVD SE, ST. BELLEVUE, WA 98006 | $9K |
| EVERGREEN INSURANCE GROUP | Insurance agents and brokers Service code 22 | 704 228TH AVENUE NE 713 SAMMAMISH, WA 98074 | $9K |
| FORTIPHI, LLC. EIN 91-1743499 | Insurance agents and brokers Service code 22 | PO BOX 1547 MOUNT VERNON, WA 98074 | $9K |
| PAYNEWEST INSURANCE, INC. EIN 81-0479558 | Insurance agents and brokers Service code 22 | 501 N. RIVERPOINT BLVD, ST SPOKANE, WA 99202 | $8K |
| BELL-ANDERSON AGENCY, INC. EIN 91-0756278 | Insurance agents and brokers Service code 22 | 600 SW 30TH AVE. ST. BELLEVUE, WA 98057 | $8K |
| GROUP SOLUTIONS NORTHWEST LLC. EIN 91-2158338 | Insurance agents and brokers Service code 22 | 7511 SE 76TH ST. MERCER ISLAND, WA 98040 | $7K |
| TERRIL, LEWIS, & WILKE INS INC. | Insurance agents and brokers Service code 22 | 112 S, 4TH ST, YAKIMA, WA 98901 | $7K |
| MADDOCK & ASSOCIATES EIN 91-1280409 | Insurance agents and brokers Service code 22 | 1407 WILLWO ROAD E. STE C. FIFE, WA 98424 | $7K |
| MORAN BENEFIT ADVISORS, INC. EIN 61-1581966 | Insurance agents and brokers Service code 22 | 9631 N. NEVADA ST. 309 SPOKANE, WA 99218 | $7K |
| RICE INSURANCE LLC EIN 30-0025352 | Insurance agents and brokers Service code 22 | 1400 BROADWAY BELLINGHAM, WA 98225 | $6K |
| US INSURANCE SOLUTIONS | Insurance agents and brokers Service code 22 | 2843 238TH AVE SE. SAMMAMISH, WA 98075 | $6K |
| MANNA INSURANCE GROUP LLC. | Insurance agents and brokers Service code 22 | 719 GROVER ST. LYNDEN, WA 98264 | $5K |
| PSG WASHINGTON INC. | Insurance agents and brokers Service code 22 | 2828 COLBY AVE. 404 EVERETT, WA 98201 | $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 | 733 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 733 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | REGENCE BLUESHIELD | 923 | $5.5M |
| Dental | DELTA DENTAL OF WASHINGTON | 489 | $340K |
| Vision | VISION SERVICE PLAN | 517 | $47K |
| Life insurance | STANDARD INSURANCE COMPANY | 788 | $32K |
| Short-term disability | STANDARD INSURANCE COMPANY | 788 | $32K |
| Long-term disability | STANDARD INSURANCE COMPANY | 788 | $32K |
| Other | MAGELLAN | 249 | $4K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 923 | — |
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.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.