No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILLIS OF OREGON EIN 93-0569898 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Consulting (general); Insurance agents and brokers Service code 16 | — | $239K |
| DIGITAL INSURANCE NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 200 GALLERIA PARKWAY, STE 1950 ATLANTA, GA 30339 | $103K |
| VIMLY BENEFIT SOLUTIONS EIN 91-6060872 NONE | Plan Administrator; Other services; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 10 | — | $95K |
| MADDOCK AND ASSOCIATES EIN 91-0828809 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $79K |
| HUB INTERNATIONAL NORTHWEST LLC EIN 91-2036015 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $42K |
| ALASKA EMPLOYEE BENEFITS INC EIN 71-0869170 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $40K |
| PAYNEWEST INSURANCE NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 501 N RIVERPOINT BLVD, STE 403 SPOKANE, WA 99202 | $28K |
| ACRISURE, LLC NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 5564 PRAIRIE CREED DR SE CALEDONIA, MI 49316 | $18K |
| THE STRATTON AGENCY NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 435 SW DORION AVE PENDLETON, OR 97801 | $14K |
| ALDRICH BENEFITS NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 5665 SW MEADOWS RD, STE 200 LAKE OSWEGO, OR 97035 | $13K |
| COORDINATED BENEFITS LLC, DBA BASIN NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Trustee (individual) Service code 20 | 1025 S PIONEER WAY MOSES LAKE, WA 98837 | $10K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $10K |
| ALLIANT INSURANCE SERVICES, INC NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 818 W RIVERSIDE AVE 800 SPOKANE, WA 99201 | $9K |
| CUMMING FRASER & ASSOCIATES, LLC NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 3201 1ST AVE S, 108 SEATTLE, WA 98134 | $7K |
| GROUP BENEFITS LLC NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | 12939 E PINECROFT WAY, STE 200 SPOKANE VALLEY, WA 99216 | $6K |
| PARKER, SMITH & FEEK NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 2233 112TH AVE NE BELLEVUE, WA 98004 | $6K |
| CATHY R MERZ INSURANCE EIN 27-3009515 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $6K |
| MARSH MCLENNAN AGENCY NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 1166 AVE OF THE AMERICAS NEW YORK, NY 10036 | $6K |
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 | 1,056 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,061 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | UNITED HEALTHCARE INSURANCE COMPANY | 1,737 | $8.0M |
| Dental(2 contracts) | STANDARD INSURANCE COMPANY | 107 | $168K |
| Vision(2 contracts) | STANDARD INSURANCE COMPANY | 92 | $29K |
| Life insurance | UNITED HEALTHCARE INSURANCE COMPANY | 180 | $8K |
| Prescription drug(2 contracts) | UNITED HEALTHCARE INSURANCE COMPANY | 1,737 | $8.0M |
| Other | UNITED HEALTHCARE INSURANCE COMPANY | 180 | $8K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,737 | — |
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."
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.
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.