| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PARKER SMITH & FEEK INC.3 Filed as: PARKER SMITH AND FEEK INC | 2233 112TH AVE NE BELLEVUE, WA 98004 | STANDARD INSURANCE COMPANY | $60K | — | $60K | 3.62% |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING COMPANY | PO BOX 62949 VIRGINIA BEACH, VA 23466 | STANDARD INSURANCE COMPANY | $29K | $5K | $34K | 2.06% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA INC | 1325 FOURTH AVE STE 1705 SEATTLE, WA 99101 | STANDARD INSURANCE COMPANY | $31K | — | $31K | 1.88% |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING CO (USI) | PO BOX 62949 VIRGINIA BEACH, VA 23466 | STANDARD INSURANCE COMPANY | $29K | — | $29K | 1.77% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF NY INC | 595 STEWART AVE STE 700 GARDEN CITY, NY 11530 | STANDARD INSURANCE COMPANY | — | $15K | $15K | 0.92% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKY STE 1950 ATLANTA, GA 30339 | STANDARD INSURANCE COMPANY | $4K | $1K | $5K | 0.33% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 777 108TH AVE NE STE 200 BELLEVUE, WA 98004 | STANDARD INSURANCE COMPANY | $5K | — | $5K | 0.28% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA INC | 800 5TH AVE STE 2400 SEATTLE, WA 98104 | STANDARD INSURANCE COMPANY | $4K | — | $4K | 0.26% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NW LLC | PO BOX 3018 BOTHELL, WA 980413018 | STANDARD INSURANCE COMPANY | $4K | — | $4K | 0.25% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NW LLC | PO BOX 749083 LOS ANGELES, CA 90074 | STANDARD INSURANCE COMPANY | $4K | — | $4K | 0.24% |
| KRISTIN MANWARING INSURANCE3 Filed as: KRISTIN MANWARING INS ASSOC | 2300 SOUTH PARK AVE PORT TOWNSEND, WA 98368 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 0.18% |
| THE MURRAY GROUP3 | 330 LAKESIDE STE 301 COEUR DALENE, ID 83814 | STANDARD INSURANCE COMPANY | $1K | — | $1K | 0.07% |
| ACRISURE LLC3 Filed as: ACRISURE LLC BENEFIT HEALTH ADVISOR | 9605 S KINGSTON CT STE 150 ENGLEWOOD, CO 80112 | STANDARD INSURANCE COMPANY | $933 | — | $933 | 0.06% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | STANDARD INSURANCE COMPANY | — | $757 | $757 | 0.05% |
| THE PARTNERS GROUP3 | 11740 SW 68TH PARKWAY STE 200 PORTLAND, OR 97223 | STANDARD INSURANCE COMPANY | $482 | $65 | $547 | 0.03% |
| TRUTINA FINANCIAL, LLC3 Filed as: TRUTINA FINANCIAL LLC | 10811 MAIN ST BELLEVUE, WA 98004 | STANDARD INSURANCE COMPANY | $545 | — | $545 | 0.03% |
| DANIEL B HUNDRUP3 | 301 D STREET STE B LEWISTON, ID 83501 | STANDARD INSURANCE COMPANY | $376 | — | $376 | 0.02% |
| COMPENSATION SYSTEMS NORTHWEST, INC3 Filed as: COMPENSATION SYSTEMS NW INC | 1437 SW COLUMBIA ST PORTLAND, OR 97201 | STANDARD INSURANCE COMPANY | $283 | — | $283 | 0.02% |
| C2 CENTRIC LLC3 | PO BOX 6824 GRAND RAPIDS, MI 49516 | STANDARD INSURANCE COMPANY | — | $14 | $14 | 0.00% |
| PARKER SMITH & FEEK INC.3 Filed as: PARKER SMITH AND FEEK INC | 2233 112TH AVE NE BELLEVUE, WA 980042936 | VISION SERVICE PLAN | $2K | — | $2K | 1.87% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC DBA BENEFIT HEALTH A | 9605 S KINGSTON CT STE 150 ENGLEWOOD, CO 801126021 | VISION SERVICE PLAN | $321 | — | $321 | 0.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHWEST LLC | P.O. BOX 3018 BOTHELL, WA 980413018 | VISION SERVICE PLAN | $185 | — | $185 | 0.16% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA, INC. | 701 FIFTH AVE, STE 550 SEATTLE, WA 98104 | VISION SERVICE PLAN | $150 | — | $150 | 0.13% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BROWN & BROWN OF WASHINGTON, INC, EIN 91-0378940 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance agents and brokers; Consulting (general); Direct payment from the plan; Consulting fees; Insurance brokerage commissions and fees; Insurance services Service code 15 | — | $287K |
| VIMLY BENEFIT SOLUTIONS, INC EIN 91-1603312 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Copying and duplicating; Accounting (including auditing); Recordkeeping fees; Other commissions; Participant communication Service code 10 | — | $156K |
| KIBBLE & PRENTICE DBA USI INS SERVI EIN 91-1176315 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $51K |
| DIGITAL INSURANCE, INC. EIN 58-2522668 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $24K |
| PARKER SMITH AND FEEK, INC. EIN 91-0660018 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $23K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Legal; Direct payment from the plan; Consulting (general) Service code 16 | — | $23K |
| AON CONSULTING, INC. EIN 22-2232264 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $18K |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC EIN 91-0614823 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $18K |
| PAYNEWEST INSURANCE, INC. EIN 81-0479558 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $15K |
| WASHINGTON HOSPITAL SERVICES, INC. EIN 91-1389170 NONE | Participant communication; Direct payment from the plan Service code 38 | — | $12K |
| ALLIANT INSURANCE SERVICES, INC. EIN 33-0785439 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $11K |
| PAYDEN & RYGEL NONE | Investment management; Direct payment from the plan; Custodial (securities); Investment advisory (plan) Service code 19 | 333 S GRAND AVENUE LOS ANGELES, CA 90071 | $9K |
| ETHIX INSURANCE, INC. EIN 13-4283589 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $8K |
| FIRST CHOICE HEALTH EMPLOYEE ASSIST NONE | Plan Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $7K |
| DAVIDSON BENEFITS PLANNING AN ALERA EIN 82-3721814 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; 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 | 8,497 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 8,497 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(3 contracts, 2 carriers) | DELTA DENTAL OF WASHINGTON | 11,973 | $6.2M |
| Vision | VISION SERVICE PLAN | 850 | $117K |
| Life insurance | STANDARD INSURANCE COMPANY | 5,049 | $1.6M |
| Short-term disability | STANDARD INSURANCE COMPANY | 5,049 | $1.6M |
| Long-term disability | STANDARD INSURANCE COMPANY | 5,049 | $1.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,973 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.