| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE STE 1700 SEATTLE, WA 98101 | THE UNION LABOR LIFE INSURANCE COMPANY | $29K | — | $29K | 2.00% |
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE STE 1700 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $27K | — | $27K | 2.99% |
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE STE 1700 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $6K | — | $6K | 2.38% |
| DIMARTINO ASSOCIATES Filed as: DIMARTINO | — | THE UNION LABOR LIFE INSURANCE COMPANY | — | — | $0 | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUESHIELD EIN 91-0282080 NONE | Direct payment from the plan; Non-monetary compensation; Contract Administrator; Other services; Float revenue; Claims processing; Insurance brokerage commissions and fees Service code 12 | — | $1.6M |
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Plan Administrator Service code 14 | — | $285K |
| WITHUM BROWN AND SMITH EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $93K |
| UNION LABOR LIFE INSURANCE CO EIN 13-1423090 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $72K |
| FIRST CHOICE HEALTH EIN 91-1272766 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $53K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $49K |
| BNY MELLON TRUST COMPANY EIN 95-3571558 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $42K |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 NONE | Participant communication; Contract Administrator; Float revenue; Other services; Claims processing; Direct payment from the plan; Named fiduciary; Non-monetary compensation Service code 12 | — | $37K |
| DIMARTINO ASSOCIATES EIN 91-0378940 NONE | Insurance agents and brokers; Consulting (general); Direct payment from the plan Service code 16 | — | $34K |
| J. THAYER COMPANY NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 26277 SW 95TH AVE STE 405 WILSONVILLE, OR 97070 | $33K |
| ALAN BILLER & ASSOCIATES EIN 94-2854958 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $30K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $28K |
| UNION DATA SYSTEMS EIN 27-1619539 NONE | Direct payment from the plan; Other services Service code 49 | — | $28K |
| MULTIPLAN NONE | Other fees Service code 99 | 115 FIFTH AVENUE NEW YORK, NY 10003 | $25K |
| WELLINGTON MANAGEMENT COMPANY EIN 04-2755549 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $19K |
| WELLS FARGO BANK NONE | Other services; Direct payment from the plan Service code 49 | 420 MONTGOMERY ST SAN FRANCISCO, CA 94104 | $11K |
| LABOR FIRST, LLC EIN 06-1750191 NONE | Other services; Direct payment from the plan Service code 49 | — | $9K |
| THE RAWLINGS GROUP NONE | Other fees Service code 99 | 1 EDEN PKWY LA GRANGE, KY 40031 | $8K |
| MILLIMAN EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $7K |
| TRUSTEE 01 NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 11724 NE 195TH ST STE 300 BOTHELL, WA 98011 | $6K |
| TRUSTEE 02 NONE | Trustee (individual); Direct payment from the plan Service code 20 | 11724 NE 195TH ST STE 300 BOTHELL, WA 98011 | $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 | 1,881 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 50 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,931 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 142 | $1.2M |
| Dental | WILLAMETTE DENTAL OF WASHINGTON, INC | 530 | $230K |
| Vision | VISION SERVICE PLAN | 1,908 | $0 |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 0 | $0 |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,893 | $1.4M |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,908 | — |
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.