No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE AND PENSION ADMIN SVCS, INC EIN 91-1363171 PARTICIPATING EMPLOYER | Contract Administrator; Direct payment from the plan; Other services; Claims processing; Plan Administrator Service code 12 | — | $232K |
| SEGAL & CO EIN 94-1503999 NONE | Consulting (general); Insurance brokerage commissions and fees; Direct payment from the plan; Insurance services; Insurance agents and brokers Service code 16 | — | $47K |
| WASHINGTON DENTAL SERVICE EIN 91-0621480 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $40K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $25K |
| FIRST CHOICE HEALTH NETWORK, INC. EIN 91-1272766 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $16K |
| INNOVATIVE CARE MANAGEMENT NONE | Direct payment from the plan; Other services Service code 49 | 15 82ND DR #180 GLADSTONE, OR 97027 | $14K |
| WASHINGTON CAPITAL MANAGEMENT EIN 91-1042342 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $8K |
| BANK OF AMERICA EIN 94-1687765 NONE | Direct payment from the plan; Other services Service code 49 | — | $7K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 PARTICIPATING EMPLOYER | Legal; Direct payment from the plan Service code 29 | — | $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 | 264 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 264 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | GROUP HEALTH COOPERATIVE | 36 | $230K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 285 | $11K |
| Long-term disability | THE UNION LABOR LIFE INSURANCE COMPANY | 121 | $33K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 247 | $317K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 285 | $11K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 285 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.