No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $2.1M |
| DELTA DENTAL OF WASHINGTON EIN 91-0621480 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $746K |
| WELLINGTON MANAGEMENT COMPANY EIN 04-2683227 NONE | Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by plan Service code 50 | — | $722K |
| EXPRESS SCRIPT, INC EIN 22-3461740 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $462K |
| CHERYL CRAGG NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 14733 NE 57TH ST BELLEVUE, WA 98007 | $432K |
| EPLAN LLC EIN 20-3720767 NONE | Direct payment from the plan; Other services Service code 49 | — | $334K |
| CLISE AGENCY EIN 91-6024838 NONE | Direct payment from the plan; Other services Service code 49 | — | $332K |
| RAEL & LETSON EIN 94-1701048 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $287K |
| BASYS EIN 52-1796473 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $276K |
| EMPLOYEE 01 EIN 91-6029049 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $241K |
| WILLIAM C EARHART EIN 93-0509592 NONE | Other services; Direct payment from the plan Service code 49 | — | $234K |
| ANASTASI MOORE & MARTIN PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $217K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $200K |
| EMPLOYEE 03 EIN 91-6029049 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $199K |
| EMPLOYEE 04 EIN 91-6029049 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $193K |
| EMPLOYEE 09 EIN 91-6029049 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $190K |
| HEALTH CARE COST MANAGEMENT ALASKA NONE | Consulting (general); Direct payment from the plan Service code 16 | 3000 A ST STE 300 ANCHORAGE, AK 99503 | $168K |
| EMPLOYEE 13 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $165K |
| EMPLOYEE 35 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $164K |
| EMPLOYEE 19 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $163K |
| EMPLOYEE 12 EIN 91-6029049 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $160K |
| EMPLOYEE 34 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $156K |
| EMPLOYEE 16 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $156K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $151K |
| EMPLOYEE 05 EIN 91-6029049 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $136K |
| EMPLOYEE 08 EIN 91-6029049 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $133K |
| EMPLOYEE 15 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $126K |
| EMPLOYEE 30 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $117K |
| EMPLOYEE 32 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $107K |
| EMPLOYEE 14 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $106K |
| EMPLOYEE 29 EIN 91-6029049 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $105K |
| EMPLOYEE 21 EIN 91-6029049 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $105K |
| EMPLOYEE 58 EIN 91-6029049 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $103K |
| EMPLOYEE 81 EIN 91-6029049 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $100K |
| EMPLOYEE 36 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $98K |
| EMPLOYEE 39 EIN 91-6029049 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $98K |
| EMPLOYEE 24 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $93K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $92K |
| EMPLOYEE 31 EIN 91-6029049 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $92K |
| EMPLOYEE 26 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $90K |
| US BANK, NA EIN 31-0841368 NONE | Other fees; Direct payment from the plan; Investment management; Custodial (securities) Service code 19 | — | $89K |
| EMPLOYEE 46 EIN 91-6029049 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $86K |
| EMPLOYEE 52 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $85K |
| EMPLOYEE 22 EIN 91-6029049 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $83K |
| EMPLOYEE 27 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $83K |
| EMPLOYEE 33 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $83K |
| LINDA CONLEY NONE | Consulting (general); Direct payment from the plan Service code 16 | 4238 202 AVENUE NE SAMMAMISH, WA 98074 | $80K |
| EMPLOYEE 47 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $79K |
| EMPLOYEE 56 EIN 91-6029049 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $77K |
| EMPLOYEE 37 EIN 91-6029049 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $76K |
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 | 15,653 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,898 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 17,551 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 3,008 | $12.2M |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 15,197 | $780K |
| Short-term disability | LIFEMAP ASSURANCE COMPANY | 15,197 | $780K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 15,197 | — |
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.
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.