| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIMARTINO ASSOCIATES3 | 1501 FOURTH AVE STE 2400 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $38K | $0 | $38K | 3.07% |
| DIMARTINO ASSOCIATES3 | 1501 FOURTH AVE STE 2400 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $7K | $0 | $7K | 3.14% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF WASHINGTON, INC. | 1501 FOURTH AVE STE 2400 SEATTLE, WA 98101 | LIFEMAP ASSURANCE COMPANY | $6K | $0 | $6K | 2.69% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUESHIELD EIN 91-0282080 NONE | Claims processing; Direct payment from the plan; Float revenue Service code 12 | — | $1.2M |
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $218K |
| NATIONAL INVESTMENT SERVICES EIN 80-0169636 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $122K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $62K |
| FIRST CHOICE EIN 91-1272766 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $48K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $47K |
| BROWN & BROWN OF WASHINGTON, INC. EIN 91-0378940 NONE | Direct payment from the plan; Consulting (general); Insurance agents and brokers Service code 16 | — | $34K |
| WELLS FARGO BANK, N.A. NONE | Direct payment from the plan; Other fees Service code 50 | 420 MONTGOMERY ST SAN FRANCISCO, CA 94104 | $34K |
| BNY MELLON ASSET SERVICING EIN 13-5160382 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $33K |
| UNION DATA SYSTEMS EIN 27-1619539 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Direct payment from the plan Service code 15 | — | $26K |
| GRANDFLOW, INC. EIN 94-3211239 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $25K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $24K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $15K |
| NEPC, LLC EIN 26-1429809 NONE | Direct payment from the plan; Consulting (pension) Service code 17 | — | $9K |
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 | 1,730 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 46 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,776 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 290 | $1.5M |
| Dental | WILLAMETTE DENTAL OF WASHINGTON, INC. | 546 | $185K |
| Vision | VISION SERVICE PLAN | 1,778 | $30K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 1,685 | $223K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,772 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,778 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.