Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Health | Health | |
Dental | Dental | |
LifeSTDOther | LifeSTDOther | |
Vision | Vision |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 5 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 434 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 434 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 359 | $2.6M |
| Dental | DELTA DENTAL OF WASHINGTON | 372 | $214K |
| Vision | VISION SERVICE PLAN | 349 | $21K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 379 | $44K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 379 | $44K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 379 | $44K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 379 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION ADMIN SVC, INC EIN 91-1363171 NONE | Accounting (including auditing); Claims processing; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 10 | — | $117K |
| BROWN & BROWN OF WASHINGTON INC EIN 91-0378940 NONE | Consulting (general); Insurance agents and brokers; Direct payment from the plan Service code 16 | — | $62K |
| QUEST INVESTMENT MANAGEMENT, LLC EIN 93-0880854 NONE | Investment management fees paid directly by plan; Non-monetary compensation; Investment advisory (plan) Service code 27 | — | $16K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $16K |
| INTERNATIONAL FOUNDATION OF EMPLOYE NONE | Other services; Direct payment from the plan Service code 49 | 18700 W BLUEMOUND RD. BROOKFIELD, WI 53045 | $16K |
| STOLL LAW GROUP EIN 91-1730364 NONE | Legal; Direct payment from the plan Service code 29 | — | $14K |
| U.S. BANK NONE | Custodial (securities); Direct payment from the plan Service code 19 | 555 SOUTHWEST OAK ST, PL-6 PORTLAND, OR 97204 | $5K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
1 contact
11 filings · 2015 to 2025