No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICE INC EIN 91-1363171 NONE | Accounting (including auditing); Contract Administrator; Claims processing; Direct payment from the plan; Copying and duplicating Service code 10 | — | $2.9M |
| PREMERA BLUE CROSS EIN 91-0499247 NONE | Claims processing; Other services; Direct payment from the plan Service code 12 | — | $2.1M |
| FIRST CHOICE HEALTH NETWORK INC. EIN 91-1272766 NONE | Other services; Direct payment from the plan Service code 49 | — | $825K |
| UNITED HEALTHCARE INS. CO. EIN 36-2739571 NONE | Other services; Direct payment from the plan; Claims processing Service code 12 | — | $391K |
| ROBERT W BAIRD & CO. INC. EIN 39-6037917 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $245K |
| INVESCO ADVISORS, INC EIN 58-1707262 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $235K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $192K |
| RAEL & LETSON, INC. EIN 94-1701048 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $144K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $97K |
| TURNER, STOEVE & GAGLIARDI PS EIN 91-1282506 NONE | Legal; Direct payment from the plan Service code 29 | — | $82K |
| CHANGE HEALTHCARE EIN 20-5731067 NONE | Direct payment from the plan; Other services Service code 49 | — | $62K |
| OPERATING ENGINEERS LOCAL 302 EIN 91-0257483 SPONSORING ORGANIZATION | Other services; Direct payment from the plan Service code 49 | — | $51K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $45K |
| REID, MCCARTHY, BALLEW & LEAHY, LLP EIN 91-0749971 NONE | Legal; Direct payment from the plan Service code 29 | — | $45K |
| BRIDGEHEALTH MEDICAL, INC. EIN 26-0804648 NONE | Other services; Direct payment from the plan Service code 49 | — | $37K |
| NORTH AMERICAN PRINTING NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 389 EAST PALM LANE PHOENIX, AZ 85004 | $34K |
| US BANK, N.A. EIN 31-0841368 NONE | Float revenue; Sub-transfer agency fees; Direct payment from the plan; Soft dollars commissions; Custodial (securities) Service code 19 | — | $22K |
| BANK OF AMERICA EIN 94-1687665 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $20K |
| ANASTASI MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $19K |
| SEGAL ADVISORS, INC. EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $16K |
| PRINT TIME INC EIN 91-1531275 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $9K |
| HEALTH CARE COST MGMT CORP OF AK EIN 94-3283661 NONE | Direct payment from the plan; Other services Service code 49 | — | $6K |
| OPTUMRX, INC. EIN 33-0441200 NONE | Float revenue; Other fees Service code 62 | — | $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 | 7,712 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,365 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,077 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 46 | $262K |
| Dental(3 contracts, 2 carriers) | DELTA DENTAL OF WASHINGTON | 1,756 | $1.0M |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 8,032 | $1.2M |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 8,032 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,032 | — |
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.