Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Stop-loss | Stop-loss |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 6,169 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 22 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,191 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 5,001 | $477K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,001 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA EIN 23-2710210 NONE | Direct payment from the plan; Consulting (general); Claims processing Service code 12 | — | $1.7M |
| A.W.REHN AND ASSOCIATES EIN 91-1008626 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $1.7M |
| GREEN LIGHT NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 17015 N SCOTTSDALE RD STE 350 SCOTTSDALE, AZ 85255 | $682K |
| PAYDHEALTH NONE | Consulting (general); Direct payment from the plan Service code 16 | 4100 ALPHA RD, SUITE 500 DALLAS, TX 75244 | $593K |
| GUARDIAN NURSES NONE | Other services; Direct payment from the plan Service code 49 | 1201 BETHLEHEM PIKE FLOURTOWN, PA 19031 | $357K |
| DELTA DENTAL NONE | Direct payment from the plan; Claims processing Service code 12 | PO BOX 75983 SEATTLE, WA 98175 | $302K |
| TRANSCARENT NONE | Claims processing; Direct payment from the plan Service code 12 | P.O BOX 840557 LOS ANGELES, CA 90084 | $154K |
| ELIXIR EX SOLUTIONS, LLC NONE | Claims processing; Direct payment from the plan Service code 12 | 2181 E. AURORA RD., SUITE 201 TWINSBURG, OH 44087 | $150K |
| FIRST CHOICE HEALTH NONE | Direct payment from the plan; Employee (plan sponsor) Service code 35 | 221 N WALL ST #310 SPOKANE, WA 99201 | $125K |
| TURNER, STOEVE, & GAGLIARDI PS EIN 91-1282506 NONE | Legal; Direct payment from the plan Service code 29 | — | $115K |
| WASHINGTON TRUST BANK PARTY-IN-INTEREST | Direct payment from the plan; Custodial (other than securities) Service code 18 | PO BOX 2127 SPOKANE, WA 99210 | $113K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $101K |
| ANASTASI, MOORE & MARTIN PLLC EIN 20-8199084 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $96K |
| BUCK GLOBAL, LLC NONE | Direct payment from the plan; Consulting (general) Service code 16 | 420 LEXINGTON AVENUE SUITE 2200 NEW YORK, NY 10170 | $66K |
| PACIFIC HEALTH COALITION NONE | Direct payment from the plan; Claims processing Service code 12 | 3000 A STREET SUITE 300 ANCHORAGE, AK 99503 | $61K |
| ADVANTRIA NONE | Direct payment from the plan; Claims processing Service code 12 | 5625 ALPINISTA CIR RENO, NV 89511 | $41K |
| LAWTON PRINTING NONE | Other fees; Direct payment from the plan Service code 50 | 4111 E MISSION AVE SPOKANE, WA 99202 | $38K |
| HIGHLAND CAPITAL ADVISORS NONE | Direct payment from the plan; Investment management Service code 28 | 485 RAINIER BLVD NORTH SUITE 103 ISSAQUAH, WA 98027 | $35K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $34K |
| MCKANNA BISHOP JOFFE LLP NONE | Legal; Direct payment from the plan Service code 29 | 1635 NW JOHNSON ST PORTLAND, OR 97209 | $34K |
| HEALTHCARE COST MGT CORP OF ALASKA EIN 94-3283661 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $11K |
| SCRIPTA INSIGHTS, INC. NONE | Direct payment from the plan; Other services Service code 49 | 117 KENDRICK ST NEEDHAM, MA 02492 | $10K |
| LANGUAGE LINK NONE | Other services; Direct payment from the plan Service code 49 | 1417 SE RASMUSSEN BLVD SUITE 101 BATTLE GROUND, WA 98604 | $6K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
1 contact
10 filings · 2016 to 2025