See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 5 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 1 broker row. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION ADMINISTRATIVE SV EIN 91-1363171 NONE | Direct payment from the plan; Accounting (including auditing); Plan Administrator; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $73K |
| BROWN & BROWN OF WASHINGTON INC EIN 91-0378940 NONE | Direct payment from the plan; Consulting (general); Insurance services Service code 16 | — | $50K |
| LAW OFFICES OF JACK R BURNS EIN 91-0871145 NONE | Legal; Direct payment from the plan Service code 29 | — | $16K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $13K |
| INTERNATIONAL FOUNDATION OF EBPS NONE | Direct payment from the plan; Other services Service code 49 | 18700 W. BLUEMOUND RD. BROOKFIELD, WI 53045 | $7K |
| QUEST INVESTMENT MANAGEMENT NONE | Investment management; Investment management fees paid directly by plan Service code 28 | ONE SW COLUMBIA ST., SUITE 1100 PORTLAND, OR 97258 | $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 | 441 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 441 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 270 | $1.6M |
| Dental | DELTA DENTAL OF WASHINGTON | 321 | $167K |
| Vision | VISION SERVICE PLAN | 316 | $19K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 313 | $27K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 313 | $27K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 313 | $27K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 321 | — |
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 the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The primary broker changed. The plan may take a second-look pitch.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.