| 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 | $708 | — | $708 | 0.08% |
| 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 | $10K | $27K | 3.15% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WA INC DBA DIMARTI | 1325 FOURTH AVE, SUITE 1705 SEATTLE, WA 98101 | THE UNION LABOR LIFE INSURANCE COMPANY | $17K | — | $17K | 2.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON, INC. | 701 5TH AVE, STE 550 SEATTLE, WA 98104 | VISION SERVICE PLAN | $3K | — | $3K | 2.00% |
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE, SUITE 1700 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $117 | — | $117 | 0.09% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| VERA WHOLE HEALTH, INC. EIN 20-8906429 NONE | Direct payment from the plan; Claims processing; Copying and duplicating; Participant communication; Recordkeeping fees; Accounting (including auditing); Contract Administrator; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $900K |
| REGENCE BLUESHIELD EIN 91-0282080 NONE | Other services; Contract Administrator; Direct payment from the plan; Claims processing; Insurance brokerage commissions and fees; Float revenue; Non-monetary compensation Service code 12 | — | $806K |
| DPC CORE, INC. EIN 81-4959213 NONE | Direct payment from the plan; Recordkeeping fees; Other commissions; Contract Administrator; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Copying and duplicating; Accounting (including auditing); Participant communication Service code 10 | — | $356K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Other commissions; Direct payment from the plan; Contract Administrator; Copying and duplicating; Recordkeeping fees; Accounting (including auditing); Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 10 | — | $149K |
| BROWN & BROWN OF WA DBA DIMARTINO EIN 91-1473578 NONE | Finders' fees / placement fees; Insurance brokerage commissions and fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees; Insurance agents and brokers; Consulting (general); Insurance services; Direct payment from the plan Service code 15 | — | $117K |
| SOUND PHYSICAL THERAPY EIN 91-2150500 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Participant communication; Direct payment from the plan; Copying and duplicating; Accounting (including auditing); Recordkeeping fees; Other services Service code 10 | — | $109K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan; Consulting (general) Service code 16 | — | $60K |
| THE RHIZOME COLLABORATIVE DBA RHIZO EIN 91-1997463 NONE | Direct payment from the plan; Other services Service code 49 | — | $46K |
| SCHOEDEL & SCHOEDEL CPAS PLLC EIN 91-0614823 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $28K |
| HIGHLAND CAPITAL ADVISORS, LLC EIN 20-4294376 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $28K |
| BPAS EIN 16-1616474 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Recordkeeping fees; Participant communication; Copying and duplicating; Claims processing; Direct payment from the plan; Other commissions; Contract Administrator Service code 10 | — | $7K |
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 | 970 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 349 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,319 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 127 | $1.1M |
| Vision | VISION SERVICE PLAN | 981 | $143K |
| Long-term disability | STANDARD INSURANCE COMPANY | 955 | $849K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 946 | $837K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 981 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.