No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ABD INSURANCE & FINANCIAL SERVICES, EIN 27-0673528 NONE | Insurance agents and brokers; Other services; Consulting (general); Finders' fees / placement fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance services; Direct payment from the plan; Consulting fees; Insurance brokerage commissions and fees Service code 15 | — | $225K |
| VIMLY BENEFIT SOLUTIONS, INC EIN 91-1603312 NONE | Participant communication; Recordkeeping fees; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Accounting (including auditing); Copying and duplicating Service code 10 | — | $224K |
| PROPLAN MANAGEMENT, LLC. EIN 46-3874239 NONE | Other services; Insurance services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Consulting fees; Direct payment from the plan; Finders' fees / placement fees; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 15 | — | $150K |
| LAW OFFICE OF RICHARD A EKMAN, P.S. EIN 91-1321138 TRUSTEE/ATTORNEY | Legal; Direct payment from the plan; Consulting (general); Trustee (individual) Service code 16 | — | $117K |
| RICHARD A EKMAN TRUSTEE/ATTORNEY | Trustee (individual); Direct payment from the plan Service code 20 | 3213 W. WHEELER ST, 307 SEATTLE, WA 98199 | $62K |
| DIGITAL INSURANCE, INC. EIN 58-2522668 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $23K |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC EIN 91-0614823 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
| BELL-ANDERSON AGENCY, INC. EIN 91-0756278 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $11K |
| FINANCIAL PLANNING CONCEPTS, INC. EIN 91-0986247 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $6K |
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 | 2,248 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,248 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WASHINGTON | 2,188 | $1.1M |
| Vision | VISION SERVICE PLAN | 1,523 | $113K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,188 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.