No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICE INC EIN 91-1363171 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $2.5M |
| PREMERA BLUE CROSS EIN 91-0499247 NONE | Claims processing; Other services; Direct payment from the plan Service code 12 | — | $1.7M |
| FIRST CHOICE HEALTH NETWORK INC. EIN 91-1272766 NONE | Direct payment from the plan; Other services Service code 49 | — | $574K |
| UNITED HEALTHCARE NONE | Direct payment from the plan; Other services; Claims processing Service code 12 | 7525 SE 24TH STREET MERCER ISLAND, WA 98040 | $264K |
| ROBERT W BAIRD & CO. INC. EIN 39-6037917 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $229K |
| INVESCO ADVISORS, INC EIN 58-1707262 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $203K |
| RAEL & LETSON, INC. EIN 94-1701048 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $158K |
| REID, MCCARTHY, BALLEW & LEAHY, LLP EIN 91-0749971 NONE | Legal; Direct payment from the plan Service code 29 | — | $136K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $119K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $98K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $81K |
| MCKENZIE ROTHWELL BARLOW & COUGHR EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $68K |
| BRIDGEHEALTH MEDICAL, INC. EIN 26-0804648 NONE | Other services; Direct payment from the plan Service code 49 | — | $47K |
| CHANGE HEALTHCARE EIN 20-5731067 NONE | Direct payment from the plan; Other services Service code 49 | — | $45K |
| TURNER, STOEVE & GAGLIARDI PS EIN 91-1282506 NONE | Legal; Direct payment from the plan Service code 29 | — | $40K |
| BANK OF AMERICA, N.A. EIN 94-1687665 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $36K |
| MARCO CONSULTING GROUP, INC. EIN 36-3555078 NONE | Other services; Direct payment from the plan Service code 49 | — | $16K |
| US BANK, N.A. EIN 31-0841368 NONE | Direct payment from the plan; Custodial (securities); Sub-transfer agency fees; Float revenue; Soft dollars commissions Service code 19 | — | $14K |
| PRINT TIME NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 1932 9TH AVE. SEATTLE, WA 98101 | $14K |
| HEALTH CARE COST MGMT CORP OF AK NONE | Other services; Direct payment from the plan Service code 49 | 3000 A STREET, SUITE 300 ANCHORAGE, AK 99503 | $13K |
| ANASTASI MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $12K |
| NORTH AMERICAN PRINTING NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 1500 SPRING GARDEN ST, STE 1200 PHILADELPHIA, PA 19130 | $10K |
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 | 5,308 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,358 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,666 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 67 | $296K |
| Dental(3 contracts, 2 carriers) | DELTA DENTAL OF WASHINGTON | 1,557 | $878K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 7,439 | $1.1M |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 7,439 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,439 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.