No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION SERVICE, INC EIN 91-1363171 NONE | Contract Administrator; Claims processing; Recordkeeping fees; Other fees; Direct payment from the plan Service code 12 | — | $670K |
| AETNA NONE | Insurance services; Direct payment from the plan Service code 23 | 601 UNION STREET, STE 810 SEATTLE, WA 98101 | $405K |
| ALERE HEALTH IMPROVEMENT EIN 23-2776413 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $144K |
| JERMAIN DUNNIGAN & OWEN EIN 92-0116216 NONE | Legal; Direct payment from the plan Service code 29 | — | $100K |
| HEALTH CARE COST MGMT CORP EIN 94-3283661 NONE | Other services; Direct payment from the plan; Contract Administrator Service code 13 | — | $76K |
| LABORERS LOCAL NO. 341 EIN 92-0013258 LOCAL UNION | Direct payment from the plan; Consulting (general); Participant communication Service code 16 | — | $75K |
| PARKER, SMITH & FEEK EIN 91-0660018 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Consulting (general); Direct payment from the plan Service code 16 | — | $74K |
| FAIRBANKS URGENT CARE NONE | Insurance services; Direct payment from the plan Service code 23 | 1867 AIRPORT WAY, SUITE 130B FAIRBANKS, AK 99701 | $71K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $61K |
| WASILLA MEDICAL CENTER NONE | Direct payment from the plan; Insurance services Service code 23 | 1700 EAST PARKS HIGHWAY, SUITE 200 WASILLA, AK 99654 | $32K |
| LABORERS LOCAL NO. 942 EIN 92-0013113 LOCAL UNION | Participant communication; Consulting (general); Direct payment from the plan Service code 16 | — | $18K |
| VISION SERVICE PLAN EIN 91-6056925 NONE | Claims processing; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $13K |
| ANALYTIC INVESTORS, INC. EIN 95-2665790 NONE | Investment management fees paid directly by plan; Investment advisory (plan); Direct payment from the plan Service code 27 | — | $11K |
| PACIFIC INCOME ADVISORS EIN 91-1257006 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $10K |
| MILLIMAN INC EIN 91-0675641 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $8K |
| CHANGE HEALTHCARE EIN 20-5591816 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $8K |
| NORTHRIM BANK EIN 92-0134436 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $6K |
| WISCONSINRX EIN 04-3775178 NONE | Claims processing; Contract Administrator Service code 12 | — | $0 |
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 | 1,487 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 294 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,055 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,836 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,563 | $40K |
| Stop-loss / reinsurancereinsurance | FIDELITY SECURITY LIFE INSURANCE COMPANY | 2,252 | $1.2M |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 1,563 | $40K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,252 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
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.