No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WPAS, INC. EIN 91-1363171 NONE | Other fees; Claims processing; Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Copying and duplicating; Direct payment from the plan; Participant communication; Accounting (including auditing) Service code 10 | — | $4.3M |
| PREMERA BLUE CROSS EIN 91-0499247 NONE | Direct payment from the plan; Claims processing; Other services Service code 12 | — | $2.9M |
| FIRST CHOICE HEALTH NETWORK, INC. EIN 91-1272766 NONE | Other services; Direct payment from the plan Service code 49 | — | $684K |
| ALAFFIA TECHNOLOGY SOLUTIONS NONE | Other services; Direct payment from the plan Service code 49 | 169 MADISON AVE NEW YORK, NY 10016 | $435K |
| ZELIS CLAIMS INTEGRITY, LLC EIN 86-1040704 NONE | Direct payment from the plan; Other services Service code 49 | — | $367K |
| ROBERT W. BARID & CO. INC. EIN 39-6037917 NONE | Investment management fees paid directly by plan Service code 51 | — | $263K |
| CHANGE HEALTHCARE SOLUTIONS, LLC EIN 20-5731067 NONE | Other services; Direct payment from the plan Service code 49 | — | $257K |
| OPTUMRX, INC. EIN 33-0441200 NONE | Other fees; Float revenue; Direct payment from the plan; Claims processing Service code 12 | — | $254K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general); Actuarial; Insurance services; Direct payment from the plan Service code 11 | — | $186K |
| WPAS, INC | Other fees Service code 99 | — | $162K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $126K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $104K |
| TURNER STOEVE & GAGLIARDI, P.S. EIN 91-1282506 NONE | Legal; Direct payment from the plan Service code 29 | — | $104K |
| TRANSCARENT, INC. EIN 84-3296541 NONE | Direct payment from the plan; Other services Service code 49 | — | $76K |
| BANK OF AMERICA EIN 94-1687665 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $75K |
| ANASTASI MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $51K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $49K |
| PNC BANK, NA EIN 22-1146430 NONE | Float revenue; Custodial (securities); Direct payment from the plan; Soft dollars commissions; Sub-transfer agency fees Service code 19 | — | $31K |
| PRINT TIME, INC. EIN 91-1531275 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $29K |
| SEGAL ADVISORS INC. EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $20K |
| HEALTH CARE COST MANAGEMENT CORP EIN 94-3283661 NONE | Other services; Direct payment from the plan Service code 49 | — | $7K |
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 | 9,074 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,498 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,572 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 22 | $146K |
| Dental(3 contracts, 2 carriers) | DELTA DENTAL OF WASHINGTON | 1,455 | $1.6M |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $0 |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 2,738 | $308K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,738 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.