No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILLIS OF OREGON EIN 93-0569898 NONE | Direct payment from the plan; Insurance brokerage commissions and fees Service code 50 | — | $210K |
| DIGITAL INSURANCE NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 200 GALLERIA PARKWAY, STE 1950 ATLANTA, GA 30339 | $99K |
| BENEFIT SOLUTIONS INC. EIN 91-1603312 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $90K |
| MADDOCK & ASSOCIATES EIN 91-0828809 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 1407 WILLOW RD E SUITE C TACOMA, WA 98424 | $43K |
| PACIFIC CASCADE ADVISORS EIN 91-1843783 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $37K |
| WILLIS OF SEATTLE EIN 91-1014836 NONE | Direct payment from the plan; Insurance brokerage commissions and fees Service code 50 | — | $35K |
| ALASKA EMPLOYEE BENEFITS INC EIN 71-0869170 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $26K |
| FIDELITY ASSOCIATES NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 501 S BERNARD ST. SPOKANE, WA 99204 | $24K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $19K |
| RAPPORT BENEFITS GROUP NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 1423 E 29TH ST #335 TACOMA, WA 98404 | $16K |
| CATHEY M MERZ INSURANCE EIN 27-3009515 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $15K |
| WHEAT & ASSOCIATES EIN 91-1946257 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $15K |
| NORTHRIM BENEFITS GROUP EIN 20-2534702 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $14K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $11K |
| MARSH & MCLENNAN NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 1166 AVENUE OF THE AMERICAS NEW YORK, NY 10036 | $10K |
| GERARD FARKAS EIN 57-4244771 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $10K |
| HUB INTERNATIONAL EIN 91-2036015 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $7K |
| GALLAGHER BENEFIT SERVICES NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 2 PIERCE PLACE ITASCA, IL 60143 | $7K |
| ISU/THE STRATTON AGENCY NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 435 SW DORION AVE, PENDLETON, OR 97801 | $7K |
| NUWEST INSURANCE SERVICES NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 2201 DUPONT DR IRVINE, CA 92612 | $6K |
| PAYNEWEST INSURANCE EIN 81-0479558 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $6K |
| BARNEY & BARNEY NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 9171 TOWNE CENTRE DR. SAN DIEGO, CA 92122 | $5K |
| INSURE NW INC EIN 91-0418655 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $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 | 1,103 | 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) | 1,103 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | UNITEDHEALTHCARE INSURANCE COMPANY | 1,195 | $7.9M |
| Dental | STANDARD INSURANCE COMPANY | 349 | $237K |
| Vision(5 contracts, 3 carriers) | STANDARD INSURANCE COMPANY | 349 | $252K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,195 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.