No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION SERVICE, INC EIN 91-1363171 NONE | Direct payment from the plan; Contract Administrator; Recordkeeping fees; Other fees; Claims processing Service code 12 | — | $635K |
| AETNA EIN 06-6033492 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $325K |
| ALERE HEALTH IMPROVEMENT EIN 23-2776413 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $207K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $80K |
| PARKER, SMITH & FEEK EIN 91-0660018 NONE | Insurance brokerage commissions and fees; Consulting (general); Insurance agents and brokers; Direct payment from the plan Service code 16 | — | $74K |
| HEALTH CARE COST MGMT CORP EIN 94-3283661 NONE | Direct payment from the plan; Contract Administrator; Other services Service code 13 | — | $73K |
| JERMAIN DUNNIGAN & OWEN EIN 92-0116216 RELATED PARTY | Legal; Direct payment from the plan Service code 29 | — | $70K |
| LABORERS LOCAL NO. 341 EIN 92-0013258 LOCAL UNION | Direct payment from the plan; Participant communication; Consulting (general) Service code 16 | — | $53K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Claims processing; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $25K |
| ANALYTIC INVESTORS, INC. EIN 95-2665790 NONE | Investment advisory (plan); Direct payment from the plan; Investment management fees paid directly by plan Service code 27 | — | $14K |
| MILLIMAN INC EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $13K |
| PACIFIC INCOME ADVISORS EIN 95-4067974 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $11K |
| RBC WEALTH MANAGEMENT NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | 1700 PENNSYLVANIA AVE NW WASHINGTON, DC 20006 | $11K |
| CHANGE HEALTHCARE EIN 20-5591816 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $7K |
| LABORERS LOCAL NO. 942 EIN 92-0013113 LOCAL UNION | Consulting (general); Direct payment from the plan; Participant communication Service code 16 | — | $7K |
| NORTHRIM BANK EIN 92-0134436 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $5K |
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 | 1,349 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 262 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,076 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,687 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,169 | $35K |
| Stop-loss / reinsurancereinsurance | FIDELITY SECURITY LIFE INSURANCE COMPANY | 1,894 | $936K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 1,169 | $35K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,894 | — |
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."
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.