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 | $262K |
| WELLS FARGO INSURANCE SERVICES USA EIN 91-0971685 | Consulting (general) Service code 16 | P.O. BOX 203588 DALLAS, TX 753203588 | $160K |
| MADDOCK & ASSOCIATES EIN 91-1280409 | Insurance agents and brokers Service code 22 | 1407 WILLOW ROAD E STE C FIFE, WA 98424 | $20K |
| JEFFERY J. JOHNSTON EIN 53-8547117 | Insurance agents and brokers Service code 22 | 1425 LAKESIDE CT YAKIMA, WA 98902 | $16K |
| D&D FINANCIAL SERVICES EIN 91-1275972 | Insurance agents and brokers Service code 22 | P.O. BOX 33978 SEATTLE, WA 98133 | $14K |
| OAK INSURANCE SERVICES EIN 53-5560129 | Insurance agents and brokers Service code 22 | PO BOX 4188 TUMWATER, WA 98501 | $13K |
| SCHOEDEL & SCHOEDEL, CPAS PLLC EIN 91-0614823 | Accounting (including auditing) Service code 10 | 422 W. RIVERSIDE AVE. SUITE 1420 SPOKANE, WA 99201 | $10K |
| COORDINATED BENEFITS EIN 27-1158624 | Insurance agents and brokers Service code 22 | 8382 W. GAGE BLVD. SUITE A KENNEWICK, WA 99336 | $8K |
| PUGET SOUND BENEFIT SERVICES EIN 46-3291059 | Insurance agents and brokers Service code 22 | 601 UNION ST STE 2500 SEATTLE, WA 981014074 | $8K |
| AXIS LLC DBA CONOVER INSURANCE EIN 91-1953703 | Insurance agents and brokers Service code 22 | 155 108TH AVE NE STE 725 BELLEVUE, WA 98004 | $8K |
| TRUTINA FINANCIAL LLC EIN 47-0995939 | Insurance agents and brokers Service code 22 | 10811 MAIN STREET BELLEVUE, WA 98004 | $7K |
| HUB INTERNATIONAL EIN 91-2036015 | Insurance agents and brokers Service code 22 | 12100 NE 195TH ST, STE 200 BOTHELL, WA 98011 | $6K |
| BARKER & ASSOCIATES LLC EIN 91-1874766 | Insurance agents and brokers Service code 22 | 14623 NE N WOODINVILLE WAY STE 203 WOODINVILLE, WA 98072 | $5K |
| INOVA LLC EIN 20-2267476 | Insurance agents and brokers Service code 22 | 8601 N. DIVISION ST., SUITE B SPOKANE, WA 99218 | $5K |
| ADVISOR SERVICES LLC EIN 20-1466523 | Insurance agents and brokers Service code 22 | 3400 188TH ST. SW STE 540 LYNNWOOD, WA 98037 | $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 | 1,546 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,546 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | REGENCE BLUESHIELD | 1,351 | $5.5M |
| Dental | DELTA DENTAL OF WASHINGTON | 550 | $197K |
| Vision | VISION SERVICE PLAN | 497 | $30K |
| Life insurance | STANDARD LIFE INSURANCE - LIFE INSURANCE | 974 | $44K |
| Prescription drug(2 contracts, 2 carriers) | REGENCE BLUESHIELD | 1,351 | $5.5M |
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | REGENCE BLUESHIELD | 1,351 | $5.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,351 | — |
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.
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.