No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator; Direct payment from the plan Service code 10 | — | $30K |
| MILLIMAN, INC. EIN 94-3385113 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $12K |
| PROPEL INSURANCE EIN 91-0830024 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Consulting (pension) Service code 17 | — | $12K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $11K |
| WASHINGTON CAPITAL MANAGEMENT, INC EIN 91-1042342 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $8K |
| WELLS FARGO BANK, NA EIN 94-1347393 NONE | Direct payment from the plan; Float revenue; Custodial (securities); Other fees Service code 19 | — | $7K |
| BIJAN JALILI TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 811 KIRKLAND AVENUE, SUITE 100 KIRKLAND, WA 98033 | $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 | 128 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 128 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | WILLAMETTE DENTAL OF WASHINGTON, INC | 39 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 39 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.