No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Claims processing; Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Copying and duplicating; Direct payment from the plan Service code 12 | — | $1.2M |
| AETNA EIN 06-6033492 NONE | Product termination fees (surrender charges, etc.); Plan Administrator; Accounting (including auditing); Insurance services; Direct payment from the plan Service code 10 | — | $451K |
| KAISER FOUNDATION HEALTH PLAN OF WA EIN 91-1467158 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $450K |
| DELTA DENTAL OF WASHINGTON EIN 91-0621480 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $122K |
| RAEL & LETSON EIN 94-1701048 NONE | Direct payment from the plan; Insurance agents and brokers; Consulting (general); Actuarial Service code 11 | — | $82K |
| FIRST CHOICE EIN 91-1272766 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $63K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $53K |
| WASHINGTON CAPITAL MANAGEMENT, INC. EIN 91-1042342 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $50K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $42K |
| SERVICE PRINTING CO., INC. EIN 91-0830372 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $35K |
| WELLS FARGO BANK, N.A. EIN 94-1347393 NONE | Investment management fees paid directly by plan; Other fees; Float revenue; Custodial (securities) Service code 19 | — | $29K |
| HEALTH CARE COST MGMT CORP OF AK EIN 94-3283661 NONE | Other services; Direct payment from the plan Service code 49 | — | $22K |
| CVS PHARMACY, INC. EIN 05-0340626 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $21K |
| ULLICO CASUALTY GROUP NONE | Direct payment from the plan; Insurance services Service code 23 | 1625 EYE STREET, NW WASHINGTON, DC 20006 | $17K |
| PREMIER HEALTHCARE EXCHANGE, INC. EIN 86-1040704 NONE | Other services; Direct payment from the plan Service code 49 | — | $11K |
| CENVEO EIN 84-1250534 NONE | Direct payment from the plan; Other services Service code 49 | — | $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 | 2,156 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 542 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,698 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 41 | $269K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 2,539 | $48K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 2,278 | $855K |
| Other | SYMETRA LIFE INSURANCE COMPANY | 2,539 | $48K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,539 | — |
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.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.