No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Other services; Accounting (including auditing); Copying and duplicating; Plan Administrator Service code 10 | — | $3.4M |
| CAREALLIES, LLC EIN 41-1648670 NONE | Direct payment from the plan Service code 50 | — | $469K |
| DELTA DENTAL OF WASHINGTON EIN 91-0621480 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $315K |
| CIGNA BEHAVIORAL HEALTH, INC. EIN 41-1648670 NONE | Contract Administrator; Other services; Direct payment from the plan; Claims processing; Participant communication; Float revenue Service code 12 | — | $201K |
| STOLL LAW GROUP, PLLC EIN 91-1730364 NONE | Legal; Direct payment from the plan Service code 29 | — | $149K |
| RAEL & LETSON NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | 999 3RD AVENUE, SUITE 1530 SEATTLE, WA 98104 | $125K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $109K |
| PREMERA BLUE CROSS EIN 91-0499247 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $94K |
| BENEFITS RESOURCE, INC. EIN 26-4393931 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $93K |
| MANNING & NAPIER ADVISORS, LLC EIN 45-3328488 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $67K |
| PSG CONSULTING, LLC EIN 27-2345574 NONE | Consulting (general); Direct payment from the plan; Other services Service code 16 | — | $63K |
| RAINIER INVESTMENT MANAGEMENT, LLC NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 601 UNION STREET, SUITE 3525 SEATTLE, WA 98101 | $63K |
| OPTUMRX, INC. NONE | Other services; Claims processing; Direct payment from the plan Service code 12 | 2300 MAIN STREET IRVING, CA 92614 | $34K |
| SEGAL SELECT INSURANCE SERVICES, IN EIN 46-0619194 NONE | Insurance brokerage commissions and fees; Insurance services Service code 23 | — | $34K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $31K |
| MCKENZIE, ROTHWELL, BARLOW & COUGHR EIN 91-0911710 NONE | Legal; Direct payment from the plan Service code 29 | — | $31K |
| STATE STREET BANK AND TRUST COMPANY EIN 04-1867445 NONE | Custodial (securities); Investment management; Trustee (directed); Other fees; Non-monetary compensation; Distribution (12b-1) fees; Float revenue Service code 19 | — | $21K |
| VERUS ADVISORY, INC. NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 999 THIRD AVENUE, SUITE 4200 SEATTLE, WA 98104 | $20K |
| ALLIED HEALTHCARE MANAGEMENT, INC. NONE | Direct payment from the plan; Consulting (general) Service code 16 | 111 SOUTHWESTH 5TH AVENUE, 1400 PORTLAND, OR 97204 | $15K |
| ADVANTRIA, LLC NONE | Direct payment from the plan; Consulting (general) Service code 16 | 255 NORTH SIERRA STREET, SUITE 1207 RENO, NV 89501 | $10K |
| TURNER, STOEVE & GAGLIARDI, PS NONE | Legal; Direct payment from the plan Service code 29 | 201 WEST NORTH RIVER DRIVE, 190 SPOKANE, WA 99201 | $8K |
| IRON MOUNTAIN NONE | Direct payment from the plan; Other services Service code 49 | 4521 6TH AVENUE SOUTH SEATTLE, WA 98108 | $7K |
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 | 7,953 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,825 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 86 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,864 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | WILLAMETTE DENTAL OF WASHINGTON, INC. | 2,130 | $1.5M |
| Vision | VISION SERVICE PLAN | 7,525 | $746K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,525 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.