| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE STE 1700 SEATTLE, CA 98101 | THE UNION LABOR LIFE INSURANCE COMPANY | $23K | — | $23K | 2.00% |
| DIMARTINO ASSOCIATES3 | 1325 4TH AVE STE 1700 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $29K | — | $29K | 2.92% |
| DIMARTINO ASSOCIATES3 | 1325 4TH AVE STE 1700 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $4K | — | $4K | 2.11% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUESHIELD EIN 91-0282080 NONE | Claims processing; Insurance brokerage commissions and fees; Contract Administrator; Direct payment from the plan; Float revenue; Other services; Non-monetary compensation Service code 12 | — | $1.2M |
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 12 | — | $208K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $84K |
| UNION LABOR LIFE INSURANCE CO EIN 13-1423090 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $75K |
| ZENITH AMERICAN SOLUTINOS EIN 52-1590516 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | — | $74K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $53K |
| FIRST CHOICE HEALTH EIN 91-1272766 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $48K |
| GRANDFLOW, INC. EIN 94-3211239 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $44K |
| BNY MELLON TRUST COMPANY EIN 95-3571558 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $38K |
| DIMARTINO ASSOCIATES EIN 91-0378940 NONE | Direct payment from the plan; Consulting (general); Insurance agents and brokers Service code 16 | — | $31K |
| ALAN BILLER & ASSOCIATES EIN 94-2854958 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $30K |
| WELLS FARGO BANK NONE | Direct payment from the plan; Other fees Service code 50 | 420 MONTGOMERY ST SAN FRANCISCO, CA 94104 | $30K |
| UNION DATA SYSTEMS EIN 27-1619539 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $25K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $25K |
| WELLINGTON MANAGEMENT COMPANY EIN 04-2755549 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $24K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $16K |
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 | 1,700 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 36 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,736 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 162 | $1.2M |
| Dental | WILLAMETTE DENTAL OF WASHINGTON, INC. | 584 | $236K |
| Vision | VISION SERVICE PLAN | 1,684 | $221K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 1,619 | $215K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,800 | $1.2M |
| Other | LIFEMAP ASSURANCE COMPANY | 1,619 | $215K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,800 | — |
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."
No prospect flags tripped on this filing.