No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION ADMIN SVC, INC. EIN 91-1363171 NONE | Plan Administrator; Claims processing; Accounting (including auditing); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $303K |
| PREMERA BLUE CROSS EIN 91-0499247 NONE | Other services; Direct payment from the plan; Claims processing Service code 12 | — | $186K |
| TRUVERIS, INC. NONE | Direct payment from the plan; Consulting (general) Service code 16 | 2 PARK AVENUE, SUITE 1500 NEW YORK, NY 10116 | $41K |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Other services; Insurance services; Direct payment from the plan Service code 23 | — | $41K |
| WASHINGTON CAPITAL MANAGEMENT, INC. EIN 91-1042342 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $36K |
| INNOVATIVE COST MGMT SERVICES, INC. EIN 77-0119752 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $35K |
| LAW OFFICE OF RICHARD A. EKMAN, PS EIN 91-1321138 NONE | Legal Service code 29 | — | $28K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $27K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $13K |
| ROBBLEE DETWILER PLLP NONE | Legal; Direct payment from the plan Service code 29 | 2101 4TH AVE STE 1000 SEATTLE, WA 98121 | $13K |
| CHANGE HEALTHCARE NONE | Other services; Direct payment from the plan Service code 49 | 3055 LEBANON PIKE NASHVILLE, TN 37214 | $9K |
| BANK OF AMERICA NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | 525 SOUTH JACKSON STREET SEATTLE, WA 98104 | $8K |
| U.S. BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Custodial (securities); Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $6K |
| MARSH & MCLENNAN AGENCY NONE | Direct payment from the plan; Insurance services Service code 23 | 1166 AVENUE OF THE AMERICAS NEW YORK, NY 10036 | $5K |
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 | 626 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 635 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 587 | $42K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 621 | $17K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 626 | $630K |
| Other | LIFEMAP ASSURANCE COMPANY | 621 | $17K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 626 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.