No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUESHIELD EIN 91-0282080 NONE | Other services; Direct payment from the plan; Contract Administrator; Claims processing; Insurance brokerage commissions and fees; Non-monetary compensation; Float revenue Service code 12 | — | $1.1M |
| WELFARE & PENSION ADMIN. SERVICE EIN 91-1363171 NONE | Direct payment from the plan; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing; Participant communication; Copying and duplicating Service code 10 | — | $314K |
| DIMARTINO & ASSOCIATES EIN 91-0378940 NONE | Consulting (general); Direct payment from the plan; Consulting fees; Finders' fees / placement fees Service code 16 | — | $100K |
| GAIL E MCGINN INSURANCE EIN 91-1652776 NONE | Direct payment from the plan; Consulting (general); Finders' fees / placement fees; Consulting fees Service code 16 | — | $100K |
| WA CAPITAL EIN 91-1042342 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $41K |
| LAW OFFICE OF RICHARD A EKMAN EIN 91-1321138 NONE | Legal; Direct payment from the plan Service code 29 | — | $38K |
| HIGHLAND CAPITAL ADVISORS EIN 20-4284376 NONE | Investment management Service code 28 | — | $33K |
| 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 | — | $20K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $7K |
| US BANK, NATIONAL ASSOCIATION EIN 31-0841368 NONE | Custodial (securities); Direct payment from the plan; Distribution (12b-1) fees Service code 19 | — | $6K |
| BANK OF AMERICA EIN 94-1687765 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $5K |
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 | 1,393 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 43 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,436 | 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 | 116 | $881K |
| Dental | REGENCE BLUE CROSS BLUESHIELD OF OREGON | 14 | $7K |
| Vision | REGENCE BLUE CROSS BLUESHIELD OF OREGON | 14 | $7K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 959 | $353K |
| Short-term disability | LIFEMAP ASSURANCE COMPANY | 959 | $353K |
| Prescription drug | ASURIS NORTHWEST HEALTH | 8 | $7K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,291 | $868K |
| Other | REGENCE BLUECROSS BLUESHIELD OF OREGON | 8 | $39K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,291 | — |
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.