No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ABD INSURANCE & FINANCIAL SERVICES, EIN 27-0673528 NONE | Consulting fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance services; Consulting (general); Other services; Finders' fees / placement fees; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 15 | — | $55K |
| VIMLY BENEFIT SOLUTIONS, INC EIN 91-1603312 NONE | Copying and duplicating; Accounting (including auditing); Participant communication; Direct payment from the plan; Contract Administrator; Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $55K |
| DIGITAL INSURANCE, INC. EIN 58-2522668 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $22K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $17K |
| LAW OFFICE OF RICHARD A EKMAN, P.S. EIN 91-1321138 TRUSTEE/ATTORNEY | Trustee (individual); Legal; Direct payment from the plan; Consulting (general) Service code 16 | — | $17K |
| ACRISURE NW PARTNERS INSURANCE SVCS EIN 92-1242214 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $16K |
| RICHARD A EKMAN TRUSTEE/ATTORNEY | Trustee (individual); Direct payment from the plan Service code 20 | 3213 W. WHEELER ST, 307 SEATTLE, WA 98199 | $12K |
| FINANCIAL PLANNING CONCEPTS, INC. EIN 91-0986247 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees 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 | 2,133 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,133 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WASHINGTON | 1,947 | $1.0M |
| Vision | VISION SERVICE PLAN | 1,374 | $109K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,947 | — |
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.