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 pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
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 | |
LTDLifeOther | LTDLifeOther | |
Dental | Dental | |
Vision | Vision |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 6 contracts 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 | 2,603 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,605 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | WILLAMETTE DENTAL OF WASHINGTON, INC. | 151 | $73K |
| Vision | AMERITAS LIFE INSURANCE CORP | 2,120 | $43K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,654 | $27K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,370 | $163K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,491 | $1.5M |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,654 | $8K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,654 | - |
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 |
|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. EIN 91-0680697 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Accounting (including auditing); Contract Administrator; Direct payment from the plan Service code 10 | — | $1.3M |
| AETNA EIN 06-6033492 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $744K |
| VERA WHOLE HEALTH, INC EIN 20-8906429 NONE | Other services; Direct payment from the plan Service code 49 | — | $600K |
| BROWN & BROWN INSURANCE SERVICES IN EIN 59-0691921 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Consulting (general); Insurance services Service code 16 | — | $142K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $122K |
| UNITE HERE LOCAL 8 EIN 91-0968179 PARTICIPATING LOCAL | Direct payment from the plan; Other services Service code 49 | — | $73K |
| FIRST CHOICE HEALTH NETWORK, INC. EIN 91-1272766 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Other services Service code 49 | — | $61K |
| WEINBERG, ROGERS & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $48K |
| BANK OF AMERICA, NA EIN 94-1687665 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $36K |
| US BANK N.A. EIN 31-0841368 NONE | Investment management fees paid directly by plan; Float revenue; Custodial (securities); Soft dollars commissions Service code 19 | — | $30K |
| KRISTIN MANWARING INSURANCE EIN 20-4650764 NONE | Direct payment from the plan; Insurance services; Insurance agents and brokers Service code 22 | — | $24K |
| RBC WEALTH MANAGEMENT EIN 41-1416330 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $23K |
| SERVICE PRINTING COMPANY, INC. EIN 91-0830372 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $15K |
| AUKEMA & ASSOCIATES, IN EIN 94-1701048 NONE | Consulting (pension); Actuarial; Direct payment from the plan Service code 11 | — | $5K |
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