| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INTERREMEDY INSURANCE SERVICES3 Filed as: INTERREMEDY INSURANCE SERVICES, LLC | 315 MONTGOMERY ST STE 900 SAN FRANCISCO, CA 94104 | HCC LIFE INSURANCE COMPANY | $43K | — | $43K | 5.03% |
| BRATRUD MIDDLETON INS BROKERS INC3 | PO BOX 2940 TACOMA, WA 98401 | LIFEMAP ASSURANCE COMPANY | — | $606 | $606 | 0.98% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590517 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | — | $1.7M |
| AETNA NONE | Claims processing Service code 12 | 600 UNIVERSITY ST SE 920 SEATTLE, WA 98101 | $1.3M |
| INNOVATIVE CARE MANAGEMENT EIN 93-1087669 NONE | Insurance services Service code 23 | — | $288K |
| ENVISION RX OPTIONS EIN 90-1011712 NONE | Claims processing Service code 12 | — | $249K |
| THE URBAN LAW FIRM NONE | Legal Service code 29 | 4270 S DECATUR BLVD STE A-9 LAS VEGAS, NV 89103 | $146K |
| CHRISTENSEN, JAMES & MARTIN EIN 88-0330040 NONE | Legal Service code 29 | — | $145K |
| LINDQUIST, LLP EIN 52-2385296 NONE | Accounting (including auditing) Service code 10 | — | $115K |
| PROPEL INSURANCE EIN 91-0830024 NONE | Consulting (general); Insurance services Service code 16 | — | $82K |
| WASHINGTON CAPITAL MANAGEMENT, INC. EIN 91-1042342 NONE | Investment management fees paid directly by plan Service code 51 | — | $69K |
| HEALTHCARE COST MGMT CORP. ALASKA NONE | Claims processing Service code 12 | 1469 HOLY CROSS DR FAIRBANKS, AK 99709 | $68K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT EIN 93-1646988 NONE | Investment management fees paid directly by plan; Soft dollars commissions Service code 51 | — | $61K |
| EXCELSIOR SOLUTIONS NONE | Consulting (general) Service code 16 | 7650 EDINBOROUGH WAY STE 100 EDINA, MN 55435 | $60K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Custodial (securities); Distribution (12b-1) fees; Shareholder servicing fees Service code 19 | — | $56K |
| BERRY & CO. EIN 88-0400174 NONE | Accounting (including auditing) Service code 10 | — | $52K |
| CAREINGTON NONE | Claims processing Service code 12 | 7400 GAYLORD PKWY FRISCO, TX 75034 | $51K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Claims processing Service code 12 | — | $48K |
| WELFARE & PENSION ADMINISTRATION NONE | Contract Administrator Service code 13 | 7525 SE 24TH ST STE 200 MERCER ISLAND, WA 98040 | $25K |
| BJORKLUND MONTPLAISIR EIN 93-1015766 NONE | Accounting (including auditing) Service code 10 | — | $22K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $20K |
| LANGUAGE LINE SERVICES EIN 77-0586710 NONE | Other services Service code 49 | — | $17K |
| CLIFTON LARSON ALLEN EIN 41-0746749 NONE | Accounting (including auditing) Service code 10 | — | $14K |
| BROWNSTEIN, RASK & SWEENEY NONE | Legal Service code 29 | 1200 SW MAIN ST PORTLAND, OR 97205 | $11K |
| PAPERMILL PRINTING NONE | Other services Service code 49 | 14 W INDIANA AVE SPOKANE, WA 99205 | $11K |
| ANASTASI & MOORE, PLLC EIN 20-8149084 NONE | Accounting (including auditing) Service code 10 | — | $9K |
| WILLIAM C. EARHART COMPANY, INC EIN 93-0509592 NONE | Contract Administrator Service code 13 | — | $9K |
| SERVICE PRINTING CO., INC NONE | Other services Service code 49 | PO BOX 9073 MONTGOMERY, AL 36108 | $8K |
| FIRST CHOICE HEALTH NONE | Claims processing Service code 12 | 600 UNIVERSITY ST STE 1400 SEATTLE, WA 98101 | $7K |
| CAPITOL CITY PRESS INC NONE | Other services Service code 49 | 2975 37TH AVE SW TUMWATER, WA 98512 | $6K |
| JEREMY GIBSON TRUSTEE | Trustee (individual) Service code 20 | 18300 CASCADE AVE S STE 141 TUKWILA, WA 98188 | $6K |
| BANK OF AMERICA NONE | Custodial (other than securities) Service code 18 | P.O. BOX 25118 TAMPA, FL 33622 | $5K |
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 | 5,736 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 412 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 6,148 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 33 | $225K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 5,349 | $62K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 5,104 | $860K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,349 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.