| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE, SUITE 1700 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $929 | — | $929 | 0.10% |
| R.L. EVANS COMPANY, INC.3 Filed as: RL EVANS COMPANY INC | 3535 FACTORIA BLVD SE, STE 120 BELLEVUE, WA 980061290 | STANDARD INSURANCE COMPANY | $17K | $9K | $26K | 3.05% |
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE, SUITE 1700 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $152 | — | $152 | 0.08% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON, INC. | 800 5TH AVE, STE 2400 SEATTLE, WA 981043151 | VISION SERVICE PLAN | $3K | — | $3K | 1.83% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| VERA WHOLE HEALTH, INC. EIN 20-8906429 NONE | Direct payment from the plan; Copying and duplicating; Claims processing; Accounting (including auditing); Participant communication; Contract Administrator; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees Service code 10 | — | $840K |
| REGENCE BLUESHIELD EIN 91-0282080 NONE | Float revenue; Claims processing; Insurance brokerage commissions and fees; Other services; Non-monetary compensation; Direct payment from the plan; Contract Administrator Service code 12 | — | $745K |
| DPC CORE, INC. EIN 81-4959213 NONE | Participant communication; Other commissions; Direct payment from the plan; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Accounting (including auditing); Claims processing; Copying and duplicating; Contract Administrator Service code 10 | — | $360K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Direct payment from the plan; Other commissions; Claims processing; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Recordkeeping fees; Accounting (including auditing); Contract Administrator Service code 10 | — | $136K |
| BROWN & BROWN OF WA DBA DIMARTINO EIN 91-1473578 NONE | Insurance agents and brokers; Consulting (general); Insurance services; Direct payment from the plan; Consulting fees; Finders' fees / placement fees; Insurance brokerage commissions and fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $116K |
| SOUND PHYSICAL THERAPY EIN 91-2150500 NONE | Participant communication; Recordkeeping fees; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Claims processing; Contract Administrator; Direct payment from the plan; Other services Service code 10 | — | $74K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Consulting (general); Legal; Direct payment from the plan Service code 16 | — | $42K |
| SCHOEDEL & SCHOEDEL CPAS PLLC EIN 91-0614823 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $25K |
| HIGHLAND CAPITAL ADVISORS, LLC EIN 20-4294376 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $21K |
| WEST COAST BUSINESS GRAPHICS EIN 91-2182455 NONE | Direct payment from the plan; Participant communication; Copying and duplicating Service code 36 | — | $13K |
| THE RHIZOME COLLABORATIVE DBA RHIZO EIN 91-1997463 NONE | Direct payment from the plan; Other services Service code 49 | — | $9K |
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 | 1,004 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 357 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,361 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 161 | $1.1M |
| Vision | VISION SERVICE PLAN | 1,001 | $149K |
| Long-term disability | STANDARD INSURANCE COMPANY | 955 | $849K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 981 | $861K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,001 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.