No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. EIN 91-0680697 NONE | Investment management fees paid directly by plan; Contract Administrator; Investment management; Direct payment from the plan Service code 13 | — | $3.5M |
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Direct payment from the plan; Claims processing; Other services Service code 12 | — | $1.0M |
| MILLIMAN EIN 91-0675641 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $188K |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $164K |
| K&H INTEGRATED PRINT SOLUTIONS EIN 91-0531929 NONE | Other services; Direct payment from the plan Service code 49 | — | $95K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $84K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $66K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $54K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $53K |
| J.P. MORGAN INVESTMENT MGMT INC. EIN 13-3200244 NONE | Investment advisory (plan); Investment management fees paid directly by plan; Investment management Service code 27 | — | $40K |
| WELLS FARGO BANK, N.A. EIN 91-1347393 NONE | Other services; Direct payment from the plan Service code 49 | — | $40K |
| M.D. SASS INVESTOR SERVICES, INC. EIN 13-2703405 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $38K |
| PHARMACY VALUE MANAGEMENT SOLUTIONS EIN 46-4573125 NONE | Other services; Direct payment from the plan Service code 49 | — | $33K |
| STATE STREET BANK AND TRUST EIN 04-1867445 NONE | Direct payment from the plan; Trustee (directed); Custodial (securities); Investment management; Float revenue Service code 19 | — | $32K |
| ALAN BILLER & ASSOCIATES, INC. EIN 94-2854958 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $31K |
| SERVICE PRINTING CO. INC. EIN 91-0830372 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $23K |
| WILMINGTON TRUST, N.A. EIN 16-1486454 NONE | Custodial (securities); Float revenue; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 19 | — | $9K |
| TRUSTEE 01 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 2323 EASTLAKE AVE E SEATTLE, WA 98102 | $8K |
| TRUSTEE 03 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 2323 EASTLAKE AVE E SEATTLE, WA 98102 | $7K |
| TRUSTEE 02 TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 2323 EASTLAKE AVE E SEATTLE, WA 98102 | $5K |
| TRUSTEE 04 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 2323 EASTLAKE AVE E SEATTLE, WA 98102 | $5K |
| STEPHEN HORN INSURANCE SERVICES EIN 94-3249244 NONE | Insurance brokerage commissions and fees Service code 53 | — | $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 | 6,071 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,475 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 8,546 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(19 contracts, 15 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 5,278 | $89.9M |
| Dental | LIBERTY DENTAL PLAN OF CALIFORNIA, INC. | 458 | $73K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 5,941 | $383K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 5,941 | $383K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,941 | — |
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.
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.