See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 5 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 18 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| 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 | $148K |
| 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 | $120K |
| 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 | $60K |
| ACRISURE LLC NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | $35K |
| BERG BENEFITS NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 1804 W. UNION AVE 201 TACOMA, WA 98405 | $29K |
| MADDOCK & ASSOCIATES EIN 91-1280409 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 1407 WILLOW ROAD E. STE. C. FIFE, WA 98424 | $21K |
| PAUL RICHARDSON AGENCY INC NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 2 W MAIN ST WALLA WALLA, WA 99362 | $18K |
| USI INSURANCE SERVICES NATIONAL INC EIN 56-1882208 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 100 SUMMIT LAKE DR, STE 1 VALHALLA, NY 10595 | $18K |
| PAYNEWEST INSURANCE INC. EIN 81-0479558 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 501 N. RIVERPOINT, STE. 403 SPOKANE, WA 99202 | $17K |
| KRISTIN MANWARING INSURANCE EIN 20-4650764 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 2300 S. PARK AVE PORT TOWNSEND, WA 98368 | $15K |
| SEA-MOUNTAIN INSURANCE BROKER EIN 91-1375220 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $14K |
| ANASTASI MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $13K |
| 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 |
| 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 | $10K |
| BTG AND ASSOCIATES LLC EIN 84-3131974 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $10K |
| FINANCIAL PLANNING CONCEPTS INC NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 21831 SE 456TH WAY ENUMCLAW, WA 98022 | $9K |
| BASIN PACIFIC EIN 27-1158624 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 8382 W. GAGE BLVD, STE. A KENNEWICK, WA 88225 | $8K |
| 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 | $8K |
| 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 | $8K |
| 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 | $7K |
| JEFF LEWIS KELLER ROHRBACK EIN 91-0563405 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $7K |
| DIGITAL INSURANCE INC EIN 58-2522668 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $7K |
| POINTGUARD FINANCIAL EIN 45-4065700 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $7K |
| CHAD J PHILIP NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 430 N PINE ST ELLENSBURG, WA 98926 | $6K |
| SADIE JOHNSON NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 25803 SE 383RD WAY ENUMCLAW, WA 98022 | $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 | 886 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 886 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | REGENCE BLUESHIELD | 767 | $4.0M |
| Dental | DELTA DENTAL OF WASHINGTON | 311 | $188K |
| Vision | VISION SERVICE PLAN | 525 | $36K |
| Life insurance | THE STANDARD INSURANCE COMPANY | 798 | $38K |
| Short-term disability | THE STANDARD INSURANCE COMPANY | 798 | $38K |
| Long-term disability | THE STANDARD INSURANCE COMPANY | 798 | $38K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 798 | — |
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 broker changed. The plan may take a second-look pitch.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.