| 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 | $40K | — | $40K | 2.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES IN | 1325 FOURTH AVE STE 1700 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $23K | — | $23K | 3.00% |
| DIMARTINO ASSOCIATES3 | 1325 FOURTH AVE STE 1705 SEATTLE, WA 98101 | THE UNION LABOR LIFE INSURANCE COMPANY | $4K | — | $4K | 1.50% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES IN | 1325 FOURTH AVE STE 1700 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $5K | — | $5K | 2.17% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUESHIELD EIN 91-0282080 NONE | Float revenue; Claims processing; Insurance brokerage commissions and fees; Non-monetary compensation; Contract Administrator; Other services; Direct payment from the plan Service code 12 | — | $1.6M |
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Copying and duplicating; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Plan Administrator; Participant communication Service code 13 | — | $257K |
| WITHUM SMITH + BROWN EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $106K |
| BROWN & BROWN INS SERVICES, INC. EIN 59-0691921 NONE | Insurance agents and brokers; Direct payment from the plan; Consulting (general) Service code 16 | — | $78K |
| FIRST CHOICE HEALTH EIN 91-1272766 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $62K |
| LABOR FIRST, LLC EIN 06-1750191 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $51K |
| BARLOW & COUGHRAN, P.S. EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $49K |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 NONE | Non-monetary compensation; Claims processing; Contract Administrator; Named fiduciary; Float revenue; Participant communication; Other services; Direct payment from the plan Service code 12 | — | $43K |
| UNION LABOR LIFE INSURANCE CO EIN 13-1423090 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $42K |
| WELLINGTON TRUST COMPANY, NA EIN 04-2755549 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Soft dollars commissions Service code 50 | — | $36K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $34K |
| UNION DATA SYSTEMS EIN 27-1619539 NONE | Direct payment from the plan; Recordkeeping fees Service code 50 | — | $34K |
| WELLS FARGO BANK NONE | Direct payment from the plan; Other services Service code 49 | 420 MONTGOMERY ST SAN FRANCISCO, CA 94104 | $32K |
| ALAN D. BILLER & ASSOCIATES, INC. EIN 94-2854958 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $30K |
| REGENCE BLUSHIELD | Other services Service code 49 | — | $9K |
| MILLIMAN EIN 91-0675641 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $8K |
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 | 2,197 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 51 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,248 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 102 | $988K |
| Dental | WILLAMETTE DENTAL OF WASHINGTON, INC | 491 | $229K |
| Vision | VISION SERVICE PLAN | 2,170 | $0 |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,181 | $270K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,156 | $2.0M |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 2,181 | $270K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,181 | — |
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.