| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE STE 1705 SEATTLE, WA 98101 | THE UNION LABOR LIFE INSURANCE COMPANY | $34K | — | $34K | 2.00% |
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE STE 1705 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $26K | — | $26K | 2.98% |
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE STE 1705 SEATTLE, WA 98101 | THE UNION LABOR LIFE INSURANCE COMPANY | $7K | — | $7K | 3.00% |
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE STE 1705 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $4K | — | $4K | 2.29% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUESHIELD EIN 91-0282080 NONE | Other services; Float revenue; Direct payment from the plan; Contract Administrator; Claims processing; Insurance brokerage commissions and fees; Non-monetary compensation Service code 12 | — | $1.6M |
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Plan Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 14 | — | $341K |
| WITHUM SMITH + BROWN EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $116K |
| UNION LABOR LIFE INSURANCE CO EIN 13-1423090 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $52K |
| BROWN & BROWN INS SERVICES, INC. EIN 59-0691921 NONE | Direct payment from the plan; Consulting (general); Insurance agents and brokers Service code 16 | — | $50K |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 NONE | Participant communication; Direct payment from the plan; Claims processing; Investment management fees paid indirectly by plan; Contract Administrator; Other services; Float revenue; Named fiduciary Service code 12 | — | $40K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $37K |
| ALAN D. BILLER & ASSOCIATES, INC. EIN 94-2854958 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $30K |
| UNION DATA SYSTEMS EIN 27-1619539 NONE | Recordkeeping fees; Other services; Direct payment from the plan Service code 49 | — | $30K |
| WELLINGTON TRUST COMPANY, NA EIN 04-2755549 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Direct payment from the plan Service code 50 | — | $30K |
| BNY MELLON TRUST COMPANY EIN 95-3571558 NONE | Shareholder servicing fees; Custodial (securities); Direct payment from the plan Service code 19 | — | $26K |
| MILLIMAN EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $19K |
| WELLS FARGO BANK NONE | Other services; Direct payment from the plan Service code 49 | 420 MONTGOMERY ST SAN FRANCISCO, CA 94104 | $16K |
| LABOR FIRST, LLC EIN 06-1750191 NONE | Other services; Direct payment from the plan Service code 49 | — | $7K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $3K |
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 | 2,036 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 56 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,092 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 2,026 | $1.1M |
| Dental | WILLAMETTE DENTAL OF WASHINGTON, INC | 511 | $228K |
| Vision | VISION SERVICE PLAN | 1,976 | $0 |
| Life insurance(2 contracts) | THE UNION LABOR LIFE INSURANCE COMPANY | 2,040 | $1.9M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,040 | $1.7M |
| Other(2 contracts) | THE UNION LABOR LIFE INSURANCE COMPANY | 2,040 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,040 | — |
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.