| 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 | — | $48K | $48K | 5.02% |
| BRATRUD MIDDLETON INS BROKERS INC3 | PO BOX 2940 TACOMA, WA 98401 | LIFEMAP ASSURANCE COMPANY | — | $597 | $597 | 0.91% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 13 | 18300 CASCADE AVE STE #141 TUKWILA, WA 98188 | $1.1M |
| AETNA NONE | Claims processing; Direct payment from the plan Service code 12 | 600 UNIVERSITY ST SE 920 SEATTLE, WA 98101 | $960K |
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590517 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan Service code 13 | — | $925K |
| THE URBAN LAW FIRM EIN 75-2986189 NONE | Legal; Direct payment from the plan Service code 29 | — | $346K |
| INNOVATIVE CARE MANAGEMENT EIN 93-1087669 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $301K |
| ENVISION RX OPTIONS EIN 90-1011712 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $231K |
| LINDQUIST, LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $201K |
| CHRISTENSEN, JAMES & MARTIN EIN 88-0330040 NONE | Legal; Direct payment from the plan Service code 29 | — | $135K |
| PROPEL INSURANCE EIN 91-0830024 NONE | Direct payment from the plan; Insurance services; Consulting (general) Service code 16 | — | $97K |
| WASHINGTON CAPITAL MANAGEMENT, INC. EIN 91-1042342 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $94K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT EIN 93-0646988 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $83K |
| BERRY & CO. EIN 88-0400174 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $61K |
| CAREINGTON NONE | Direct payment from the plan; Claims processing Service code 12 | 7400 GAYLORD PKWY FRISCO, TX 75034 | $51K |
| GRANDFLOW NONE | Direct payment from the plan; Other services Service code 49 | 135 LINDBERGH AVE #D LIVERMORE, CA 94551 | $46K |
| EXCELSIOR SOLUTIONS EIN 20-3354970 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $45K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Distribution (12b-1) fees; Direct payment from the plan; Custodial (securities); Shareholder servicing fees Service code 19 | — | $32K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $20K |
| BJORKLUND MONTPLAISIR EIN 93-1015766 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $20K |
| HEALTHCARE COST MGMT CORP. ALASKA NONE | Direct payment from the plan; Claims processing Service code 12 | 1469 HOLY CROSS DR FAIRBANKS, AK 99709 | $19K |
| WILLIAM C. EARHART COMPANY, INC EIN 93-0509592 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $16K |
| LOCKTON COMPANIES, LLC NONE | Direct payment from the plan; Consulting (general) Service code 16 | 410 S RAMPART BLVD #390 LAS VEGAS, NV 89145 | $15K |
| LAYTON LAYTON & TOBLER LLP NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 606 S 9TH ST LAS VEGAS, NV 89101 | $12K |
| BROWNSTEIN, RASK & SWEENEY NONE | Legal; Direct payment from the plan Service code 29 | 1200 SW MAIN ST PORTLAND, OR 97205 | $9K |
| WELFARE & PENSION ADMINISTRATION NONE | Contract Administrator; Direct payment from the plan Service code 13 | 7525 SE 24TH ST STE 200 MERCER ISLAND, WA 98040 | $9K |
| SERVICE PRINTING CO., INC NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 9073 MONTGOMERY, AL 36108 | $7K |
| LANGUAGE LINE SERVICES EIN 77-0586710 NONE | Other services; Direct payment from the plan Service code 49 | — | $7K |
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 | 6,722 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 512 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 7,234 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 6 | $165K |
| Dental | CAREINGTON INTERNATIONAL CORP | 5,606 | $56K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 5,056 | $66K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 5,410 | $950K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,606 | — |
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."
No prospect flags tripped on this filing.