| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE STE 705 SEATTLE, WA 98101 | THE UNION LABOR LIFE INSURANCE COMPANY | $38K | — | $38K | 3.12% |
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE STE 1705 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $35K | — | $35K | 3.25% |
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE STE 1705 SEATTLE, WA 98101 | LIFEMAP ASSURANCE COMPANY | $6K | — | $6K | 2.47% |
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE STE 1705 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $5K | — | $5K | 2.24% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUESHIELD EIN 91-0282080 NONE | Other services; Float revenue; Claims processing; Insurance brokerage commissions and fees; Contract Administrator; Direct payment from the plan; Non-monetary compensation Service code 12 | — | $1.4M |
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Claims processing Service code 12 | — | $247K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $73K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $69K |
| ULLICO EIN 13-1423090 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $61K |
| FIRST CHOICE HEALTH EIN 91-1272766 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $51K |
| BNY MELLON TRUST COMPANY EIN 95-3571558 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $41K |
| DIMARTINO ASSOCIATES EIN 91-0378940 NONE | Consulting (general); Direct payment from the plan; Insurance agents and brokers Service code 16 | — | $36K |
| ALAN BILLER & ASSOCIATES EIN 94-2854958 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $30K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $25K |
| UNION DATA SYSTEMS EIN 27-1619539 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $24K |
| WELLS FARGO BANK NONE | Other fees; Direct payment from the plan Service code 50 | 420 MONTGOMERY ST SAN FRANCISCO, CA 94104 | $21K |
| GRANDFLOW, INC. EIN 94-3211239 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $18K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $6K |
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 | 1,855 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 44 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,899 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 207 | $1.3M |
| Dental | WILLAMETTE DENTAL OF WASHINGTON, INC. | 650 | $252K |
| Vision | VISION SERVICE PLAN | 1,899 | $205K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 1,879 | $243K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,920 | $1.2M |
| Other | LIFEMAP ASSURANCE COMPANY | 1,879 | $243K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,920 | — |
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 primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.