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 9 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 2 broker rows. $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 |
|---|---|---|---|
| REGENCE BLUESHIELD EIN 91-0282080 NONE | Claims processing; Insurance brokerage commissions and fees; Non-monetary compensation; Direct payment from the plan; Contract Administrator; Float revenue; Other services Service code 12 | — | $977K |
| WELFARE & PENSION ADMIN. SERVICE EIN 91-1363171 NONE | Direct payment from the plan; Copying and duplicating; Contract Administrator; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Claims processing Service code 10 | — | $317K |
| BROWN & BROWN DBA DIMARTINO EIN 59-0691921 NONE | Consulting (general); Finders' fees / placement fees; Consulting fees; Direct payment from the plan Service code 16 | — | $100K |
| GAIL E MCGINN INSURANCE EIN 91-1652776 NONE | Direct payment from the plan; Consulting fees; Consulting (general); Finders' fees / placement fees Service code 16 | — | $100K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $54K |
| WASHINGTON CAPITAL MANAGEMENT, INC EIN 91-1042342 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $46K |
| HIGHLAND CAPITAL ADVISORS EIN 20-4284376 NONE | Investment management; Direct payment from the plan Service code 28 | — | $36K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $32K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $22K |
| BANK OF AMERICA EIN 94-1687765 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $5K |
| U.S. BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Other investment fees and expenses; Custodial (securities); Direct payment from the plan Service code 19 | — | $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 | 1,346 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 20 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,366 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 87 | $724K |
| Dental | REGENCE BLUE CROSS BLUESHIELD OF OREGON | 6 | $4K |
| Vision | REGENCE BLUE CROSS BLUESHIELD OF OREGON | 6 | $4K |
| Life insurance | USABLE LIFE | 1,908 | $296K |
| Short-term disability | USABLE LIFE | 1,908 | $296K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,216 | $1.2M |
| Other | USABLE LIFE | 1,908 | $296K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,908 | — |
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 plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.