| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIMARTINO ASSOCIATES3 Filed as: DIMARTINO ASSOCIATES, INC. | 1501 FOURTH AVENUE, SUITE 2400 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $8K | — | $8K | 1.22% |
| DIMARTINO ASSOCIATES3 | 7201 NE 138TH PL SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $6K | — | $6K | 1.31% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON | 1501 FOURTH AVE, SUITE 2400 SEATTLE, WA 98101 | LIFEMAP ASSURANCE COMPANY | $10K | — | $10K | 2.60% |
| GAIL E MCGINN INSURANCE INC3 Filed as: GAIL E MCGINN INSURANCE, INC. | 7021 NE 138TH PL KIRKLAND, WA 98034 | LIFEMAP ASSURANCE COMPANY | $10K | — | $10K | 2.60% |
| GAIL E MCGINN INSURANCE INC3 Filed as: GAIL E MCGINN INSURANCE, INC. | 7021 NE 138TH PL KIRKLAND, WA 98034 | BLUE CROSS BLUE SHIELD OF NEW MEXICO | $18K | — | $18K | 4.82% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON | 1501 FOURTH AVENUE, SUITE 2400 SEATTLE, WA 98101 | BLUE CROSS BLUE SHIELD OF NEW MEXICO | $18K | — | $18K | 4.82% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUESHIELD EIN 91-0282080 NONE | Float revenue; Direct payment from the plan; Claims processing Service code 12 | — | $1.5M |
| WELFARE & PENSION ADMIN. SERVICE EIN 91-1363171 NONE | Claims processing; Direct payment from the plan; Contract Administrator; Participant communication; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | — | $324K |
| GAIL E MCGINN INSURANCE EIN 91-1652776 NONE | Consulting fees; Consulting (general); Direct payment from the plan; Finders' fees / placement fees Service code 16 | — | $121K |
| DIMARTINO ASSOCIATES, INC. | Consulting fees; Finders' fees / placement fees Service code 61 | — | $110K |
| EKMAN CUSHING MAXWELL P.S. EIN 91-1111597 NONE | Legal; Direct payment from the plan Service code 29 | — | $77K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $26K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $15K |
| HIGHLAND CAPITAL ADVISORS NONE | Investment management Service code 28 | 485 RAINIER BLVD N SUITE 103 ISSAQUAH, WA 98027 | $11K |
| US BANK, NATIONAL ASSOCIATION EIN 31-0841368 NONE | Direct payment from the plan; Distribution (12b-1) fees; Custodial (securities) Service code 19 | — | $7K |
| BANK OF AMERICA NA EIN 94-1687665 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $6K |
| DIMARTINO & ASSOCIATES EIN 91-0378940 NONE | Finders' fees / placement fees; Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | — | $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 | 1,809 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,809 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 117 | $686K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 1,392 | $402K |
| Short-term disability | LIFEMAP ASSURANCE COMPANY | 1,392 | $402K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,392 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.