No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BROWN & BROWN OF WA INC. DBA DIMART EIN 91-0378940 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance services; Finders' fees / placement fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Consulting fees Service code 15 | — | $14K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Direct payment from the plan; Other commissions; Recordkeeping and information management (computing, tabulating, data processing, etc.); Copying and duplicating; Contract Administrator; Participant communication; Recordkeeping fees; Accounting (including auditing) Service code 10 | — | $8K |
| MARK J. MATSOCK & ASSOCIATES, INC. EIN 86-0535969 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $7K |
| VIGILANT SERVICES, INC. EIN 93-0877675 SUBSIDIARY OF SPONSOR | Insurance agents and brokers; Finders' fees / placement fees; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance services; Insurance brokerage commissions and fees; Contract Administrator; Direct payment from the plan; Consulting fees Service code 13 | — | $7K |
| MAGNUSON & ASSOCIATES, LTD EIN 26-2814059 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $7K |
| NFP CA INSURANCE SERVICES, INC. EIN 94-2741175 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan 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 | 152 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 152 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ARIZONA | 142 | $482K |
| Dental | BLUE CROSS BLUE SHIELD OF ARIZONA | 142 | $482K |
| Vision | VISION SERVICE PLAN | 22 | $682 |
| Life insurance | STANDARD INSURANCE COMPANY | 66 | $659 |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ARIZONA | 142 | $482K |
| Other | STANDARD INSURANCE COMPANY | 66 | $659 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 142 | — |
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."
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.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.