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 | 739 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 739 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUESHIELD | 739 | $6.1M |
| Dental | DELTA DENTAL OF WASHINGTON | 543 | $199K |
| Vision | VISION SERVICE PLAN | 545 | $36K |
| Life insurance | THE STANDARD INSURANCE COMPANY | 872 | $44K |
| Short-term disability | THE STANDARD INSURANCE COMPANY | 872 | $44K |
| Long-term disability | THE STANDARD INSURANCE COMPANY | 872 | $44K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 872 | - |
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 | Contract Administrator; Other services Service code 13 | 1206 N. LINCOLN SUITE 200 SPOKANE, WA 99201 | $179K |
| ABD INSURANCE AND FINANCIAL SERVICE EIN 27-0673528 GROUP CONSULTING SERVICES | Consulting (pension); Direct payment from the plan Service code 17 | 450. SANSOME STREET, STE. 300 SAN FRANCISCO, CA 94111 | $145K |
| AIIN EIN 91-0131100 MEMBERSHIP ORGANIZATION | Direct payment from the plan; Insurance agents and brokers Service code 22 | 1206 N. LINCOLN SUITE 200 SPOKANE, WA 99201 | $72K |
| ACRISURE LLC NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | $37K |
| BERG BENEFITS NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 1804 W. UNION AVE 201 TACOMA, WA 98405 | $34K |
| MADDOCK & ASSOCIATES EIN 91-1280409 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 1407 WILLOW ROAD E. STE. C. FIFE, WA 98424 | $25K |
| USI INSURANCE SERVICES NATIONAL INC EIN 56-1882208 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 100 SUMMIT LAKE DR, STE 1 VALHALLA, NY 10595 | $20K |
| SEA-MOUNTAIN INSURANCE BROKER EIN 91-1375220 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $19K |
| PAYNEWEST INSURANCE INC. EIN 81-0479558 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 501 N. RIVERPOINT, STE. 403 SPOKANE, WA 99202 | $19K |
| BTG AND ASSOCIATES LLC EIN 84-3131974 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $17K |
| KRISTIN MANWARING INSURANCE EIN 20-4650764 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 2300 S. PARK AVE PORT TOWNSEND, WA 98368 | $16K |
| ANASTASI MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $14K |
| PAUL RICHARDSON AGENCY INC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 2 W MAIN ST WALLA WALLA, WA 99362 | $12K |
| TERRIL, LEWIS, & WILKE INS, INC. EIN 91-1337671 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 112 SOUTH 4TH STREET YAKIMA, WA 98901 | $12K |
| HUB INTERNATIONAL NORTHWEST LLC EIN 91-2036015 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 835 N. POST ST. SUITE 203 SPOKANE, WA 99201 | $11K |
| DIGITAL INSURANCE INC EIN 58-2522668 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $11K |
| HIGH STREET INSURANCE EIN 58-2522668 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 200 GALLERIA PARKWAY SE ATLANTA, GA 30339 | $10K |
| ALLIANT INSURANCE SERVICES INC. EIN 33-0785439 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 701 B. STREET, 6TH FLOOR SAN DIEGO, CA 92101 | $10K |
| RICE INSURANCE LLC EIN 91-0873013 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $9K |
| PREFERRED BENEFIT SERVICES INC. EIN 91-1703038 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | PO BOX 1310 POULSBO, WA 98370 | $9K |
| REETZ INSURANCE SERVICES INC. EIN 91-2094536 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 835 E. 2ND STREET PORT TOWNSEND, WA 98362 | $9K |
| IMA FINANCIAL GROUP INC NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 16201 E INDIANA AVE SUITE 1000 SPOKANE VALLEY, WA 99216 | $9K |
| WHITFIELD UNITED INSURANCE AGENCIES NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 1010 SE EVERTTE MALL WAY, SUITE 204 EVERETT, WA 98201 | $9K |
| FINANCIAL PLANNING CONCEPTS INC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 21831 SE 456TH WAY ENUMCLAW, WA 98022 | $8K |
| JEFF LEWIS KELLER ROHRBACK EIN 91-0563405 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $7K |
| POINTGUARD FINANCIAL EIN 45-4065700 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $6K |
| AFFILIATED SERVICES LLC EIN 30-0663844 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 10510 NE NORTHUP WAY, STE 200 KIRKLAND, WA 98033 | $6K |
| SADIE JOHNSON NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 25803 SE 383RD WAY ENUMCLAW, WA 98022 | $6K |
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.
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11 filings · 2015 to 2025