No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN OF WA EIN 91-1467158 NONE | Direct payment from the plan; Claims processing; Plan Administrator Service code 12 | — | $17.5M |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 CONTRIBUTING EMPLOYER | Claims processing; Direct payment from the plan; Contract Administrator; Other fees Service code 12 | — | $6.3M |
| AETNA EIN 06-6033492 NONE | Claims processing; Accounting (including auditing); Plan Administrator; Direct payment from the plan Service code 10 | — | $3.8M |
| GUARDIAN NURSES HEALTHCARE ADVOCATE EIN 57-1187937 NONE | Direct payment from the plan; Other services Service code 49 | — | $1.4M |
| DELTA DENTAL OF WASHINGTON EIN 91-0621480 NONE | Direct payment from the plan; Claims processing; Insurance services Service code 12 | — | $1.3M |
| WEBMD HEALTH SERVICES GROUP, INC NONE | Other services; Direct payment from the plan Service code 49 | 9229 DELEGATES ROW STE 400 INDIANAPOLIS, IN 46240 | $1.1M |
| ZELIS CLAIMS INTEGRITY, LLC EIN 86-1040704 NONE | Direct payment from the plan; Other services Service code 49 | — | $690K |
| SEYFARTH SHAW LLP EIN 36-2152202 NONE | Legal; Direct payment from the plan Service code 29 | — | $523K |
| ACTIVEHEALTH MGMT SERVICES EIN 52-2182411 NONE | Other services; Direct payment from the plan Service code 49 | — | $483K |
| MEDICAL INSURANCE CONSULTING GROUP EIN 36-3800520 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $476K |
| CHEIRON, INC EIN 13-4215617 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $350K |
| SERVICE PRINTING CO. INC. EIN 91-0830372 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $255K |
| SLEVIN & HART, P.C. EIN 52-1708613 NONE | Legal; Direct payment from the plan Service code 29 | — | $229K |
| RAEL & LETSON EIN 91-1701048 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $222K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Insurance services; Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $208K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $161K |
| WASHINGTON HEALTH ALLIANCE EIN 47-0948895 NONE | Direct payment from the plan; Other fees Service code 50 | — | $135K |
| AUKEMA & ASSOCIATES INC. EIN 20-2023367 NONE | Direct payment from the plan; Participant communication Service code 38 | — | $115K |
| WELLDYNE RX, INC EIN 84-1515837 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $85K |
| PUBLISHERS MAILING SERVICES NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 9126 E MARGINAL WY S SEATTLE, WA 98108 | $73K |
| LOCKTON COMPANIES LLC EIN 20-3354970 NONE | Direct payment from the plan; Accounting (including auditing); Consulting fees Service code 10 | — | $64K |
| VERUS ADVISORY, INC EIN 91-1320111 NONE | Investment advisory (plan); Consulting (pension); Direct payment from the plan Service code 17 | — | $43K |
| IRON MOUNTAIN, INC. EIN 23-2588479 NONE | Direct payment from the plan; Other services Service code 49 | — | $39K |
| THE EDGEWATER HOTEL EIN 34-2037450 NONE | Direct payment from the plan; Other services Service code 49 | — | $28K |
| ALLMED HEALTHCARE MANAGEMENT INC. EIN 92-2869152 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $24K |
| WELLS FARGO BANK, N.A. EIN 94-1347393 NONE | Direct payment from the plan; Other services Service code 49 | — | $18K |
| PRUDENTIAL TRUST CO. EIN 81-6699192 NONE | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $17K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $15K |
| SEGAL SELECT INS SERVICES, INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $14K |
| BARLOW COUGHRAN MORALES JOSEPHSON EIN 91-0889948 NONE | Direct payment from the plan; Legal Service code 29 | — | $14K |
| US BANK, N.A. EIN 31-0841368 NONE | Custodial (securities); Float revenue; Direct payment from the plan; Soft dollars commissions; Sub-transfer agency fees Service code 19 | — | $13K |
| PANAGORA ASSET MANAGEMENT, INC. EIN 04-3063840 NONE | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $7K |
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 | 35,175 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 35,175 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts) | DELTA DENTAL OF WASHINGTON | 8,777 | $4.4M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 60,010 | $566K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 24,449 | $58K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 60,010 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.