No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICE INC EIN 91-1363171 NONE | Accounting (including auditing); Claims processing; Copying and duplicating; Direct payment from the plan; Contract Administrator Service code 10 | — | $3.1M |
| PREMERA BLUE CROSS EIN 91-0499247 NONE | Direct payment from the plan; Other services; Claims processing Service code 12 | — | $2.1M |
| FIRST CHOICE HEALTH NETWORK INC. EIN 91-1272766 NONE | Direct payment from the plan; Other services Service code 49 | — | $688K |
| UNITED HEALTHCARE INS. CO. EIN 36-2739571 NONE | Other services; Claims processing; Direct payment from the plan Service code 12 | — | $386K |
| ROBERT W BAIRD & CO. INC. EIN 39-6037917 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $258K |
| INVESCO ADVISORS, INC EIN 58-1707262 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $226K |
| RAEL & LETSON, INC. EIN 94-1701048 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $187K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $117K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $69K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $61K |
| BANK OF AMERICA EIN 94-1687665 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $48K |
| 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 | — | $44K |
| BRIDGEHEALTH MEDICAL, INC. EIN 26-0804648 NONE | Direct payment from the plan; Other services Service code 49 | — | $39K |
| ANASTASI MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $35K |
| NORTH AMERICAN PRINTING NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 389 EAST PALM LANE PHOENIX, AZ 85004 | $34K |
| REID, MCCARTHY, BALLEW & LEAHY, LLP EIN 91-0749971 NONE | Legal; Direct payment from the plan Service code 29 | — | $19K |
| US BANK, N.A. EIN 31-0841368 NONE | Custodial (securities); Soft dollars commissions; Float revenue; Direct payment from the plan; Sub-transfer agency fees Service code 19 | — | $18K |
| SEGAL ADVISORS, INC. EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $16K |
| HEALTH CARE COST MGMT CORP OF AK EIN 94-3283661 NONE | Direct payment from the plan; Other services Service code 49 | — | $6K |
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 | 7,550 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,443 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,993 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 41 | $240K |
| Dental(3 contracts, 2 carriers) | DELTA DENTAL OF WASHINGTON | 1,800 | $1.0M |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 8,425 | $1.2M |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 8,425 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,425 | — |
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.