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 2 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); Insurance services; Claims processing; Product termination fees (surrender charges, etc.); Direct payment from the plan Service code 10 | 151 FARMINGTON AVENUE HARTFORD, CT 06156 | $343K |
| WELFARE & PENSION ADMIN. SERVICES EIN 91-1363171 THIRD PARTY ADMINISTRATOR | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Plan Administrator Service code 12 | 2815 2ND AVENUE, 300 SEATTLE, WA 98121 | $72K |
| 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 | $39K |
| PROPEL INSURANCE EIN 91-0830024 CONSULTANT | Insurance brokerage commissions and fees; Insurance agents and brokers; Consulting (general) Service code 16 | 925 FOURTH AVE, ST. 3200 SEATTLE, WA 98104 | $31K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 AUDITORS | Accounting (including auditing) Service code 10 | 9020 SW WA SQUARE RD,460 PORTLAND, OR 97223 | $26K |
| MILLIMAN USA EIN 91-0675641 ACTUARY | Actuarial Service code 11 | 1301 FIFTH AVE, ST. 3800 SEATTLE, WA 98101 | $19K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 LEGAL COUNSEL | Legal Service code 29 | 1325 FOURTH AVE, ST. 910 SEATTLE, WA 98101 | $16K |
| US BANK EIN 41-6271370 INVESTMENT CUSTODIAN | Custodial (securities) Service code 19 | 555 SW OAK STREET PORTLAND, OR 97208 | $11K |
| VERUS ADVISORY, INC. EIN 91-1320111 INVESTMENT ADVISOR | Consulting (pension); Investment advisory (plan); Direct payment from the plan Service code 17 | PO BOX 303 TUALATIN, OR 97062 | $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 | 515 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 78 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 593 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA | 962 | $15K |
| Dental | AETNA | 962 | $15K |
| Life insurance | AETNA | 962 | $15K |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 514 | $971K |
| Other | AETNA | 962 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 962 | — |
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.