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 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 |
|---|---|---|
Dental | Dental | |
Dental | Dental | |
Vision | Vision |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 3 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 | 8,083 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,667 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 6 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,756 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF WASHINGTON | 15,204 | $8.2M |
| Vision | VISION SERVICE PLAN | 7,583 | $694K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 15,204 | - |
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 |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Copying and duplicating; Direct payment from the plan; Accounting (including auditing); Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 10 | — | $3.2M |
| LABOR FIRST LLC EIN 06-1750191 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $3.1M |
| PREMERA BLUE CROSS EIN 91-0499247 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $3.0M |
| ZELIS PAYMENT COMPANY NONE | Direct payment from the plan; Other fees Service code 50 | 2 CROSSROADS DR BEDMINSTER, NJ 07921 | $623K |
| DELTA DENTAL OF WASHINGTON EIN 91-0621480 NONE | Claims processing; Insurance services; Direct payment from the plan Service code 12 | — | $387K |
| UPRISE HEALTH NONE | Direct payment from the plan; Insurance services Service code 23 | 2 PARK PLAZA STE 1200 IRVINE, CA 92614 | $205K |
| MANNING & NAPIER ADVISORS, LLC EIN 45-3328488 NONE | Direct payment from the plan; Investment management Service code 28 | — | $189K |
| STOLL LAW GROUP, PLLC EIN 91-1730364 NONE | Other services; Legal; Direct payment from the plan Service code 29 | — | $181K |
| ULLICO EIN 13-1423090 NONE | Investment management; Direct payment from the plan Service code 28 | — | $141K |
| RAEL & LETSON NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | 999 3RD AVENUE, SUITE 1530 SEATTLE, WA 98104 | $135K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $123K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $96K |
| VIRTA HEALTH NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 3513 BRIGHTON BLVD DENVER, CO 80216 | $80K |
| BENEFITS RESOURCE, LLC EIN 26-4393931 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $75K |
| SEGAL SELECT INSURANCE SVCS, INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees; Insurance services Service code 23 | — | $72K |
| PSG CONSULTING, LLC EIN 27-2345574 NONE | Other services; Direct payment from the plan; Consulting (general) Service code 16 | — | $65K |
| U.S BANK NONE | Direct payment from the plan; Non-monetary compensation; Other fees; Custodial (securities); Distribution (12b-1) fees; Investment management; Trustee (directed); Float revenue Service code 19 | 555 SOUTHWEST OAK ST, PL-6 PORTLAND, OR 97204 | $64K |
| OPTUMRX, INC. NONE | Other services; Direct payment from the plan; Claims processing Service code 12 | 2300 MAIN STREET IRVING, CA 92614 | $59K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $51K |
| TURNER, STOEVE & GAGLIARDI, PS EIN 91-1282506 NONE | Legal; Direct payment from the plan Service code 29 | — | $32K |
| SERVICE PRINTING CORPORATION NONE | Direct payment from the plan; Other services; Copying and duplicating Service code 36 | 11960 OAK CREEK PARKWAY HUNTLEY, IL 60142 | $25K |
| VERUS ADVISORY, INC. NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 999 THIRD AVENUE, SUITE 4200 SEATTLE, WA 98104 | $23K |
| IFEBP NONE | Direct payment from the plan; Trustee (directed) Service code 25 | 18700 W BLUEMOUND RD BROOKFIELD, WI 53045 | $13K |
| IRON MOUNTAIN, INC. NONE | Direct payment from the plan; Other services Service code 49 | 4521 6TH AVENUE SOUTH SEATTLE, WA 98108 | $9K |
| PUBLISHERS MAILING SERVICE NONE | Direct payment from the plan; Other services Service code 49 | 9126 E MARGINAL WAY S SEATTLE, WA 98108 | $7K |
| ADVANTRIA, LLC NONE | Consulting (general); Direct payment from the plan Service code 16 | 255 NORTH SIERRA STREET, SUITE 1207 RENO, NV 89501 | $6K |
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
10 filings · 2016 to 2025