See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 3 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 1 broker row. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA EIN 06-6033492 CLAIMS ADMINISTRATOR | Accounting (including auditing); Direct payment from the plan; Claims processing; Insurance services; Product termination fees (surrender charges, etc.) Service code 10 | — | $295K |
| ASSOCIATED THIRD PARTY ADMIN. EIN 94-1668624 THIRD PARTY ADMINISTRATOR | Contract Administrator Service code 13 | 7600 SW MOHAWK STREET TUALATIN, OR 97062 | $70K |
| WASHINGTON CAPITAL MANAGEMENT, INC. EIN 91-1042342 INVESTMENT MANAGER | Investment management fees paid directly by plan Service code 51 | 1301 FIFTH AVE, ST. 3100 SEATTLE, WA 98101 | $29K |
| PROPEL INSURANCE EIN 91-0830024 CONSULTANT | Insurance agents and brokers; Insurance brokerage commissions and fees; Consulting (general) Service code 16 | 925 FOURTH AVE, ST. 3200 SEATTLE, WA 98104 | $24K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 AUDITORS | Accounting (including auditing) Service code 10 | 9020 SW WA SQUARE RD,460 PORTLAND, OR 97223 | $21K |
| MILLIMAN USA EIN 91-0675641 ACTUARY | Actuarial Service code 11 | 1301 FIFTH AVE, ST. 3800 SEATTLE, WA 98101 | $16K |
| US BANK EIN 41-6271370 INVESTMENT CUSTODIAN | Custodial (securities) Service code 19 | 555 SW OAK STREET PORTLAND, OR 97208 | $9K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 LEGAL COUNSEL | Legal Service code 29 | 1325 FOURTH AVE, ST. 910 SEATTLE, WA 98101 | $8K |
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 | 412 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 52 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 464 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA | 513 | $42K |
| Dental | AETNA | 513 | $26K |
| Life insurance | AETNA | 513 | $26K |
| Stop-loss / reinsurancereinsurance | COMPANION LIFE COLUMBIA, SC | 464 | $718K |
| Other | AETNA | 513 | $26K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 513 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.