| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| R.L. EVANS COMPANY, INC.3 Filed as: RL EVANS COMPANY INC | 3535 FACTORIA BLVD SE, STE 120 BELLEVUE, WA 980061290 | STANDARD INSURANCE COMPANY | $19K | $9K | $28K | 2.91% |
| 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 | $18K | — | $18K | 2.00% |
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE, SUITE 1700 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $675 | — | $675 | 0.10% |
| 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 | 1.98% |
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE, SUITE 1700 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $112 | — | $112 | 0.09% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| VERA WHOLE HEALTH, INC. EIN 20-8906429 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Copying and duplicating; Claims processing; Direct payment from the plan; Accounting (including auditing); Participant communication; Other services; Contract Administrator; Recordkeeping fees Service code 10 | — | $900K |
| REGENCE BLUESHIELD EIN 91-0282080 NONE | Contract Administrator; Other services; Float revenue; Claims processing; Insurance brokerage commissions and fees; Direct payment from the plan; Non-monetary compensation Service code 12 | — | $819K |
| 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 | — | $374K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Direct payment from the plan; Accounting (including auditing); Copying and duplicating; Other commissions; Recordkeeping fees Service code 10 | — | $137K |
| INTEGRATIVE MENTAL HEALTH AND WELLN NONE | Recordkeeping fees; Contract Administrator; Copying and duplicating; Claims processing; Participant communication; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Accounting (including auditing) Service code 10 | 46819 SE 154TH CT NORTH BEND, WA 98045 | $128K |
| BROWN & BROWN OF WA DBA DIMARTINO EIN 91-1473578 NONE | Insurance services; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance brokerage commissions and fees; Consulting fees; Insurance agents and brokers; Finders' fees / placement fees; Direct payment from the plan Service code 15 | — | $118K |
| SOUND PHYSICAL THERAPY EIN 91-2150500 NONE | Recordkeeping fees; Contract Administrator; Copying and duplicating; Claims processing; Participant communication; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Accounting (including auditing) Service code 10 | — | $91K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Consulting (general); Legal; Direct payment from the plan Service code 16 | — | $60K |
| THE RHIZOME COLLABORATIVE DBA RHIZO EIN 91-1997463 NONE | Direct payment from the plan; Other services Service code 49 | — | $52K |
| WEST COAST BUSINESS GRAPHICS EIN 91-2182455 NONE | Participant communication; Copying and duplicating; Direct payment from the plan Service code 36 | — | $46K |
| SCHOEDEL & SCHOEDEL CPAS PLLC EIN 91-0614823 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $31K |
| HIGHLAND CAPITAL ADVISORS, LLC EIN 20-4294376 NONE | Investment advisory (plan); Direct payment from the plan; Investment management fees paid directly by plan Service code 27 | — | $21K |
| BPAS EIN 16-1616474 NONE | Recordkeeping fees; Direct payment from the plan; Other commissions; Contract Administrator; Claims processing; Copying and duplicating; Accounting (including auditing); Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $8K |
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 | 1,055 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 362 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,417 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 101 | $832K |
| Vision | VISION SERVICE PLAN | 1,013 | $151K |
| Long-term disability | STANDARD INSURANCE COMPANY | 955 | $946K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 997 | $895K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,013 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.