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 pricingTotal premium grew more than 20% over the prior year. The plan is a good candidate to re-shop its carriers.
The primary carrier changed from the prior filing. The plan has shown it will move. Pitch it again on the next cycle.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Interremedy Insurance Services, LLC Stop-loss | Stop-loss | |
Dental | Dental | |
Health | Health | |
HealthHMO | HealthHMO | |
LifeOther | LifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 5 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 | 5,447 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 275 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 5,722 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 356 | $1.8M |
| Dental | DELTA DENTAL OF WASHINGTON | 11,654 | $2.2M |
| Life insurance | USABLE LIFE | 1,497 | $66K |
| Stop-loss / reinsurancereinsurance | SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP. | 5,381 | $3.2M |
| Other | USABLE LIFE | 1,497 | $66K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,654 | - |
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.
| Broker | Commissions |
|---|---|
Carrier: Swiss Re Corporate Solutions America Ins. Corp. |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Claims processing; Direct payment from the plan; Product termination fees (surrender charges, etc.); Insurance services; Accounting (including auditing) Service code 10 | — | $2.2M |
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Participant communication; Copying and duplicating; Other services; Direct payment from the plan; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Accounting (including auditing) Service code 10 | — | $1.8M |
| CHRISTENSEN JAMES & MARTIN, CHTD EIN 88-0330040 NONE | Legal; Direct payment from the plan Service code 29 | — | $387K |
| ARCHIMEDES, LLC EIN 81-1158028 NONE | Direct payment from the plan; Other services Service code 49 | — | $291K |
| THE URBAN LAW FIRM EIN 75-2986189 NONE | Legal; Direct payment from the plan Service code 29 | — | $182K |
| RENALOGIC, INC. EIN 22-3857341 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $160K |
| PROPEL INSURANCE EIN 91-0830024 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $136K |
| WASHINGTON CAPITAL MANAGEMENT EIN 91-1042342 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $120K |
| SMART SOURCE LLC EIN 30-3830429 NONE | Other services; Direct payment from the plan Service code 49 | — | $106K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT EIN 93-0646988 NONE | Other fees; Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $84K |
| CANOPY WELLBEING EIN 93-0774210 NONE | Employee (plan sponsor); Direct payment from the plan Service code 35 | — | $78K |
| PACIFIC HEALTH COALITION EIN 94-3283661 NONE | Other services; Direct payment from the plan Service code 49 | — | $74K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $66K |
| LOCKTON EIN 20-3354970 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $60K |
| RUBIN BROWN LLP NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 7676 FORSYTH BLVD, SUITE 2100 SAINT LEWIS, MO 63105 | $60K |
| INNOVATIVE CARE MANAGEMENT EIN 93-1087669 NONE | Other services; Insurance services; Direct payment from the plan Service code 23 | — | $58K |
| VIRTA MEDICAL P.C. NONE | Direct payment from the plan Service code 50 | 501 FOLSOM ST SAN FRANCISCO, CA 94105 | $45K |
| WITHUM SMITH BROWN EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $42K |
| IFEBP EIN 39-1034021 NONE | Direct payment from the plan Service code 50 | — | $28K |
| CAREINGTON DENTAL EIN 75-2425662 NONE | Plan Administrator; Insurance services Service code 14 | — | $25K |
| R.V. KHUNS & ASSOCIATES, INC. NONE | Direct payment from the plan Service code 50 | 1000 SW BROADWAY STE. 1680 PORTLAND, OR 97205 | $25K |
| US BANK EIN 31-0841368 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $17K |
| HEALTH SERVICES COALITION EIN 88-0492643 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $17K |
| CLAIMS-X-CHANGE, LLC NONE | Direct payment from the plan; Consulting (general) Service code 16 | 14200 MIDWAY ROAD, SUITE 106 DALLAS, TX 75244 | $14K |
| PLATFORM CPA'S LLP EIN 88-4342576 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $14K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $8K |
| ELLIOTT FAMILY ENTERPRISES EIN 13-4342386 NONE | Direct payment from the plan; Other fees Service code 50 | — | $6K |
| HOLLYWOOD IMPRESS PRINTING NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 5509 NE 122ND AVE 420 PORTLAND, OR 97230 | $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.
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10 filings · 2016 to 2025