| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA - TACOMA | 2106 PACIFIC AVENUE, SUITE 501 TACOMA, WA 98402 | REGENCE BLUECROSS BLUESHIELD OF OREGON | $89K | — | $89K | 3.18% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA, INC. | 2106 PACIFIC AVENUE, SUITE 501 TACOMA, WA 98402 | DELTA DENTAL OF WASHINGTON | $75K | — | $75K | 4.33% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA, INC. | 2106 PACIFIC AVENUE, SUITE 501 TACOMA, WA 98402 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $48K | — | $48K | 4.72% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA, INC. | 2106 PACIFIC AVENUE, SUITE 501 TACOMA, WA 98402 | STANDARD INSURANCE COMPANY | $54K | — | $54K | 10.42% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF NY, INC. | 595 STEWART AVE, SUITE 700 GARDEN CITY, NY 11530 | STANDARD INSURANCE COMPANY | — | $15K | $15K | 2.90% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA, INC. | 2106 PACIFIC AVENUE, SUITE 501 TACOMA, WA 98402 | STANDARD INSURANCE COMPANY | $49K | — | $49K | 10.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF NY, INC. | 595 STEWART AVE, SUITE 700 GARDEN CITY, NY 11530 | STANDARD INSURANCE COMPANY | — | $14K | $14K | 2.89% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA, INC. | 2106 PACIFIC AVENUE, SUITE 501 TACOMA, WA 98402 | VISION SERVICE PLAN | $12K | — | $12K | 3.98% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA, INC. | 2106 PACIFIC AVENUE, SUITE 501 TACOMA, WA 98402 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $13K | — | $13K | 5.03% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA, INC. | 2106 PACIFIC AVENUE, SUITE 501 TACOMA, WA 98402 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $10K | — | $10K | 4.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA, INC. | 2106 PACIFIC AVENUE, SUITE 501 TACOMA, WA 98402 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $5K | — | $5K | 3.90% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | 2106 PACIFIC AVE, SUITE 501 TACOMA, WA 98402 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $4K | — | $4K | 4.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA, INC. | 2106 PACIFIC AVENUE, SUITE 501 TACOMA, WA 98402 | WILLAMETTE DENTAL OF WASHINGTON, INC. | $9K | — | $9K | 10.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA, INC. | 2106 PACIFIC AVENUE, SUITE 501 TACOMA, WA 98402 | FIRST CHOICE HEALTH | $4K | — | $4K | 5.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | 2106 PACIFIC AVENUE SUITE 501 TACOMA, WA 98402 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $616 | $8K | 15.32% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA, INC. | 2106 PACIFIC AVENUE, SUITE 501 TACOMA, WA 98402 | STANDARD INSURANCE COMPANY | $4K | — | $4K | 10.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF NY, INC. | 595 STEWART AVE, SUITE 700 GARDEN CITY, NY 11530 | STANDARD INSURANCE COMPANY | — | $2K | $2K | 4.09% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON, INC. | 2106 PACIFIC AVENUE, SUITE 501 TACOMA, WA 98402 | METLIFE LEGAL PLANS | $5K | $678 | $5K | 12.86% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | 2106 PACIFIC AVENUE, SUITE 501 TACOMA, WA 98402 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $375 | $10K | 26.39% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON INC | 2106 PACIFIC AVENUE SUITE 501 TACOMA, WA 98402 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $268 | $7K | 23.94% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BROWN & BROWN OF WASHINGTON, INC. EIN 91-0378940 NONE | Plan Administrator; Other services; Direct payment from the plan; Insurance agents and brokers Service code 14 | — | $839K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 13 | — | $259K |
| DAVIS WRIGHT TREMAINE LLP EIN 91-0839480 NONE | Legal; Direct payment from the plan Service code 29 | — | $19K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $19K |
| NORTHWEST CREDIT UNION ASSOCIATION EIN 91-0460483 ASSN OF CONTRIB EMPL | Direct payment from the plan; Other services Service code 49 | — | $10K |
| OREGON BANKERS ASSOCIATION EIN 93-0241680 ASSN OF CONTRIB EMPL | Other services; Direct payment from the plan Service code 49 | — | $10K |
| MATCHUP LLC EIN 47-1289510 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
| WASHINGTON BANKERS ASSOCIATION EIN 91-0459700 ASSN OF CONTRIB EMPL | Other services; Direct payment from the plan Service code 49 | — | $9K |
| OAKSTONE PUBLISHING EIN 22-3495564 NONE | Other services; Direct payment from the plan Service code 49 | — | $6K |
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 | 3,373 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 3,373 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 3 carriers) | PREMERA BLUE CROSS | 2,327 | $25.5M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL OF WASHINGTON | 2,825 | $2.1M |
| Vision | VISION SERVICE PLAN | 2,331 | $302K |
| Life insurance | STANDARD INSURANCE COMPANY | 2,648 | $520K |
| Short-term disability | STANDARD INSURANCE COMPANY | 270 | $44K |
| Long-term disability | STANDARD INSURANCE COMPANY | 2,017 | $487K |
| Prescription drug(6 contracts, 3 carriers) | PREMERA BLUE CROSS | 2,327 | $25.5M |
| Other(6 contracts, 4 carriers) | STANDARD INSURANCE COMPANY | 3,373 | $763K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,373 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.