No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION ADMINISTRATION EIN 91-1363171 NONE | Direct payment from the plan; Other services; Claims processing; Accounting (including auditing); Other fees; Plan Administrator; Contract Administrator Service code 10 | — | $666K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $79K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $57K |
| PART D ADVISORS, INC NONE | Consulting fees Service code 70 | 17199 N LAUREL PARK DRIVE LIVONIA, MI 48152 | $41K |
| WASHINGTON CAPITAL MANAGEMENT, INC EIN 91-1042342 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $35K |
| US BANK EIN 36-2361282 PLAN SPONSOR | Trustee (bank, trust company, or similar financial institution); Custodial (securities) Service code 19 | — | $30K |
| BANK OF AMERICA EIN 94-1687765 PARTY IN INTEREST | Account maintenance fees; Direct payment from the plan; Custodial (securities); Other investment fees and expenses Service code 19 | — | $23K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $22K |
| ANASTASI, MOORE & MARTIN PLLC EIN 20-8149084 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $14K |
| KEVIN DOLAN TRUSTEE | Trustee (individual) Service code 20 | 7525 SE 24TH STREET, SUITE 200 MERCER ISLAND, WA 98040 | $13K |
| CHANGE HEALTHCARE EIN 20-5731067 NONE | Direct payment from the plan; Other services Service code 49 | — | $12K |
| CVS CAREMARK EIN 05-0494040 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $10K |
| TODD TAYLOR TRUSTEE | Trustee (individual) Service code 20 | 7525 SE 24TH STREET, SUITE 200 MERCER ISLAND, WA 98040 | $8K |
| PAUL THIBODAUX TRUSTEE | Trustee (individual) Service code 20 | 7525 SE 24TH STREET, SUITE 200 MERCER ISLAND, WA 98040 | $6K |
| PAT PEREZ TRUSTEE | Trustee (individual) Service code 20 | 7525 SE 24TH STREET, SUITE 200 MERCER ISLAND, WA 98040 | $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 | 1,251 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 537 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,788 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | FIDELITY SECURITY LIFE INSURANCE COMPANY | 1,853 | $440K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,853 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.