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 6 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 2 broker rows. $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 |
|---|---|---|---|
| REGENCE BLUESHIELD EIN 91-0282080 NONE | Participant communication; Contract Administrator; Copying and duplicating; Claims processing; Accounting (including auditing); Recordkeeping fees; Other commissions; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Direct payment from the plan Service code 10 | — | $1.1M |
| BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Participant communication; Direct payment from the plan; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Accounting (including auditing); Recordkeeping fees; Account maintenance fees Service code 10 | — | $276K |
| NATIONAL INVESTMENT SERVICES, INC. EIN 80-0169636 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $91K |
| BENESYS EIN 38-2383171 NONE | Account maintenance fees; Participant communication; Accounting (including auditing); Recordkeeping fees; Copying and duplicating; Plan Administrator; Claims processing; Direct payment from the plan; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | 18300 CASCADE AVE S STE 141 TUKWILA, WA 98188 | $60K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $50K |
| UNION DATA SYSTEMS EIN 27-1619539 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $37K |
| BROWN & BROWN OF WA INC EIN 91-0378940 NONE | Consulting (general); Consulting fees; Direct payment from the plan; Insurance services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $34K |
| BNY MELLON ASSET SERVICING EIN 13-5160382 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $28K |
| VISION SERVICE PLAN EIN 91-6056925 NONE | Contract Administrator; Participant communication; Recordkeeping fees; Accounting (including auditing); Claims processing; Direct payment from the plan; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $27K |
| WELFARE & PENSION ADMINISTRATION SE EIN 91-1363171 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $25K |
| SERVICE PRINTING NONE | Other services; Direct payment from the plan; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 3887 13TH AVE W #106 SEATTLE, WA 98119 | $25K |
| GRANDFLOW INC. NONE | Participant communication; Direct payment from the plan; Copying and duplicating; Other services Service code 36 | PO BOX 10217 PLEASANTON, CA 94588 | $23K |
| SCHOEDEL & SCHOEDEL CPAS, PLLC EIN 91-0614823 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $18K |
| WEST COAST BUSINESS GRAPHICS EIN 91-2182455 NONE | Copying and duplicating; Direct payment from the plan; Participant communication Service code 36 | — | $8K |
| MILLIMAN USA EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $6K |
| NEPC, LLC EIN 26-1429809 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $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 | 1,614 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 45 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 1,659 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 331 | $1.5M |
| Dental | WILLAMETTE DENTAL OF WASHINGTON, INC. | 381 | $157K |
| Vision | VISION SERVICE PLAN | 1,631 | $180K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 0 | $0 |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,605 | $1.1M |
| Other | LIFEMAP ASSURANCE COMPANY | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,631 | — |
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."
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.