No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Direct payment from the plan; Claims processing; Plan Administrator; Other services Service code 12 | — | $1.3M |
| KAISER FOUNDATION HEALTH PLAN OF WA EIN 91-0511770 NONE | Direct payment from the plan; Plan Administrator; Claims processing Service code 12 | — | $907K |
| AETNA EIN 06-6033492 NONE | Claims processing; Direct payment from the plan; Insurance services; Product termination fees (surrender charges, etc.); Accounting (including auditing) Service code 10 | — | $555K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $333K |
| DELTA DENTAL OF WASHINGTON EIN 91-0621480 NONE | Insurance services; Direct payment from the plan; Claims processing Service code 12 | — | $157K |
| ZELIS CLAIMS INTEGRITY INC EIN 86-1040704 NONE | Direct payment from the plan; Other fees Service code 50 | — | $125K |
| VERA WHOLE HEALTH, INC. EIN 20-8906429 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $100K |
| RAEL & LETSON EIN 91-1701048 NONE | Insurance agents and brokers; Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $91K |
| FIRST CHOICE HEALTH EIN 91-1272766 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $78K |
| CVS PHARMACY INC EIN 05-0340626 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $67K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $66K |
| WA CAPITAL MANAGEMENT, INC EIN 91-1042342 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $61K |
| WELLS FARGO BANK, N.A. EIN 94-1347393 NONE | Other fees; Float revenue; Direct payment from the plan; Custodial (securities) Service code 19 | — | $31K |
| HEALTH CARE COST MGMT CORP OF AK EIN 94-3283661 NONE | Direct payment from the plan; Other services Service code 49 | — | $19K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Insurance brokerage commissions and fees; Insurance services Service code 23 | — | $16K |
| MDLIVE NONE | Direct payment from the plan; Other services Service code 49 | 13630 NW 8TH ST., SUITE 205 SUNRISE, FL 33325 | $14K |
| SERVICE PRINTING CO., INC. EIN 91-0830372 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $12K |
| ALLMED HEALTHCARE MANAGEMENT, INC. EIN 93-1302459 NONE | Other services; Direct payment from the plan Service code 49 | — | $7K |
| OVERNIGHT PRINTING SEATTLE EIN 81-5085923 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $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 | 2,537 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 680 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,217 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 42 | $188K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPNAY | 2,731 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,731 | — |
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.
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.