| 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 | — | $61K | $61K | 5.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA EIN 06-6033492 NONE | Accounting (including auditing); Insurance services; Direct payment from the plan; Product termination fees (surrender charges, etc.); Claims processing Service code 10 | — | $1.6M |
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator; Plan Administrator Service code 12 | — | $1.4M |
| INNOVATIVE CARE MANAGEMENT EIN 93-1087669 NONE | Insurance services; Other services; Direct payment from the plan Service code 23 | — | $460K |
| CHRISTENSEN, JAMES & MARTIN EIN 88-0330040 NONE | Legal; Direct payment from the plan Service code 29 | — | $232K |
| THE URBAN LAW FIRM EIN 75-2986189 NONE | Legal; Direct payment from the plan Service code 29 | — | $225K |
| ENVISION PHARMACEUTICAL SRVCS LLC EIN 05-0570786 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $165K |
| LINDQUIST, LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $149K |
| GRANDFLOW, INC EIN 94-3211239 NONE | Other services; Direct payment from the plan Service code 49 | — | $106K |
| EMPLOYEE 01 NONE | Direct payment from the plan; Employee (plan) Service code 30 | 18300 CASCADE AVE S STE 141 TUKWILLIA, WA 98188 | $101K |
| RENALOGIC EIN 22-3857341 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $90K |
| PROPEL INSURANCE EIN 91-0830024 NONE | Direct payment from the plan; Consulting (general); Insurance brokerage commissions and fees; Insurance agents and brokers; Insurance services Service code 16 | — | $90K |
| BERRY & COMPANY CPAS, LTD EIN 88-0400174 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $86K |
| WASHINGTON CAPITAL MANAGEMENT, INC EIN 91-1042342 NONE | Investment management fees paid directly by plan Service code 51 | — | $85K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $63K |
| CAREINGTON INTERNATIONAL CORP EIN 75-2425662 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $63K |
| LOCKTON COMPANIES EIN 20-3354970 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $60K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT EIN 93-0646988 NONE | Investment management fees paid directly by plan; Other fees Service code 51 | — | $52K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Shareholder servicing fees; Distribution (12b-1) fees; Direct payment from the plan; Custodial (securities) Service code 19 | — | $38K |
| CAPITOL CITY PRESS NONE | Direct payment from the plan; Other services Service code 49 | 2975 37TH AVE SW TUMWATER, WA 98512 | $31K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $22K |
| PACIFIC HEALTH COALITION NONE | Direct payment from the plan; Other services Service code 49 | 3000 A STREET, SUITE 300 ANCHORAGE, AK 99503 | $15K |
| BLEIWEISS COMMUNICATIONS INC NONE | Other services; Direct payment from the plan Service code 49 | P.O. BOX 8160 CALABASAS, CA 91372 | $9K |
| BJORKLUND & MONTPLAISIR CPAS EIN 93-1015766 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $9K |
| SHORETT COMMUNICATIONS, LLC NONE | Other services; Direct payment from the plan Service code 49 | 2410 SQUAK MOUNTAIN LOOP ISSAQUAH, WA 98027 | $5K |
| MILLIMAN, INC EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $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 | 6,308 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 450 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 6,758 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 287 | $1.0M |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 5,545 | $108K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 5,804 | $1.2M |
| Other | LIFEMAP ASSURANCE COMPANY | 5,545 | $108K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,804 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.