No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION ADMIN SVC, INC. EIN 91-1363171 NONE | Plan Administrator; Claims processing; Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $350K |
| PREMERA BLUE CROSS EIN 91-0499247 NONE | Direct payment from the plan Service code 50 | — | $198K |
| HEALTHLINX LLC EIN 87-0660214 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $50K |
| REID, BALLEW, LEAHY & HOLLAND, LLP NONE | Legal; Direct payment from the plan Service code 29 | 100W HARRISON ST,N TOWER, SUITE 300 SEATTLE, WA 98119 | $41K |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Direct payment from the plan; Insurance services; Other services Service code 23 | — | $39K |
| WASHINGTON CAPITAL MANAGEMENT, INC. EIN 91-1042342 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $39K |
| INNOVATIVE COST MGMT SERVICES, INC. EIN 77-0119752 NONE | Consulting (general) Service code 16 | — | $35K |
| OPTUMRX NONE | Direct payment from the plan; Claims processing Service code 12 | 2300 MAIN STREET IRVINE, CA 92614 | $25K |
| IFEBP NONE | Direct payment from the plan Service code 50 | 18700 W BLUEMOUND RD BROOKFIELD, WI 53045 | $21K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $14K |
| ZELIS NONE | Direct payment from the plan Service code 50 | 149 NEWBURY STREET, 5TH FLOOR BOSTON, MA 02116 | $14K |
| MARSH & MCLENNAN AGENCY NONE | Direct payment from the plan; Insurance services Service code 23 | 1166 AVENUE OF THE AMERICAS NEW YORK, NY 10036 | $10K |
| UPRISE HEALTH NONE | Direct payment from the plan Service code 50 | 2 PARK PLAZA STE 1200 IRVINE, CA 92614 | $9K |
| WITHUMSMITH&BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $6K |
| BANK OF AMERICA NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | 525 SOUTH JACKSON STREET SEATTLE, WA 98104 | $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 | 596 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 605 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 595 | $33K |
| Life insurance | USABLE LIFE | 600 | $21K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 603 | $968K |
| Other | USABLE LIFE | 600 | $21K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 603 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.