No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA INC EIN 06-6033492 PPO NETWORK | Other fees Service code 99 | PO BOX 100615 PASADENA, CA 911890615 | $249K |
| BENESYS, INC. EIN 38-2383171 THIRD PARTY ADMIN | Contract Administrator Service code 13 | PMB116 5331 SW MACADAM PORTLAND, OR 97239 | $247K |
| PARKER SMITH AND FEEK EIN 91-0660018 CONSULTANT | Accounting (including auditing); Consulting (general) Service code 10 | 4000 OLD SEWARD HWY, 220 ANCHORAGE, AK 99503 | $59K |
| WASHINGTON CAPITAL MANAGEMENT EIN 91-1042342 INVESTMENT MANAGER | Investment management Service code 28 | 1301 5TH AVENUE, STE 3100 SEATTLE, WA 98101 | $56K |
| UNITED ASSOC. OF JOURNEYMAN LOC 598 EIN 91-0496684 BENEFIT COORDINATOR | Other services Service code 49 | 1328 N ROAD 28 PASCO, WA 99301 | $52K |
| TURNER, STOEVE & GAGLIARDI, P.S. EIN 93-0589000 LEGAL COUNSEL | Legal Service code 29 | 201 W NORTH RIVER DR SPOKANE, WA 99201 | $25K |
| HIGHLAND CAPITAL ADVISOR LLC EIN 20-4284376 INVESTMENT CONSULTANT | Investment advisory (plan) Service code 27 | 485 RAINIER BLVD N STE103 ISSAQUAH, WA 98027 | $24K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 AUDITOR | Accounting (including auditing) Service code 10 | 9020 SW WASHINGTON SQ. RD PORTLAND, OR 97223 | $17K |
| US BANK EIN 41-6271370 CUSTODIAN | Custodial (securities); Other fees Service code 19 | 555 SW OAK STREET PORTLAND, OR 97208 | $15K |
| CASCADE CENTERS EIN 93-0774210 EMPLOYEE ASSISTANCE PROG | Other fees Service code 99 | 7180 SW FIR LOOP ST 100 PORTLAND, OR 97239 | $14K |
| PACIFIC HEALTH COALITION EIN 94-3283661 PPO PROVIDER | Other services Service code 49 | 3000 A. STREET STE 300 ANCHORAGE, AK 99503 | $10K |
| VISION SERVICE PLAN EIN 23-7089668 VISION ADMIN | Claims processing Service code 12 | 7400 GAYLORD PARKWAY FRISCO, TX 75034 | $10K |
| DELTA DENTAL DENTAL ADMIN | Claims processing Service code 12 | 601 SW SECOND AVENUE PORTLAND, OR 97204 | $8K |
| PRUDENT RX LLC EIN 84-4560702 CLAIMS REVIEW | Other fees Service code 99 | 3820 NORTHDALE BLVD. 311A TAMPA, FL 33624 | $7K |
| ANASTASI, MOORE AND MARTIN EIN 20-8149084 PAYROLL AUDITOR | Accounting (including auditing) Service code 10 | 104 S DVISION SPOKANE, WA 99201 | $4K |
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 | 528 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 530 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIANCE STANDARD | 528 | $55K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 580 | $739K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 580 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.