Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
DentalHMO | DentalHMO | |
Broker: Benefitmall Stop-loss | Stop-loss | |
Vision | Vision | |
LifeOther | LifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 4 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 2,865 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 629 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,494 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 610 | $3.9M |
| Vision | VISION SERVICE PLAN | 3,305 | $324K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,993 | $83K |
| Stop-loss / reinsurancereinsurance | THE UNION LIFE INSURANCE COMPANY | 2,896 | $622K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 2,993 | $83K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,305 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: The Union Life Insurance Company |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICE INC EIN 91-1363171 NONE | Direct payment from the plan; Accounting (including auditing); Claims processing; Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $1.6M |
| PREMERA BLUE CROSS EIN 91-0499247 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $996K |
| COSTCO HEALTH SOLUTIONS, INC NONE | Direct payment from the plan; Claims processing Service code 12 | 999 LAKE DRIVE ISSAQUAH, WA 98027 | $520K |
| INNOVATIVE CARE MANAGEMENT, INC EIN 93-1087669 NONE | Other services; Direct payment from the plan; Insurance services Service code 23 | — | $288K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Consulting (general); Direct payment from the plan; Insurance agents and brokers Service code 11 | — | $188K |
| FIRST CHOICE EIN 92-0116216 NONE | Other services; Direct payment from the plan Service code 49 | PO BOX 94041 SEATTLE, WA 98124 | $76K |
| SIERRA INVESTMENT PARTNERS INC EIN 68-0370668 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | PO BOX 5727 VACAVILLE, CA 95696 | $67K |
| CHANGE HEALTHCARE EIN 20-5591816 NONE | Direct payment from the plan; Other services Service code 49 | — | $56K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $52K |
| SUN LIFE CAPITAL MANAGEMENT LLC EIN 68-0635051 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $38K |
| MARSH & MCLENNAN AGENCY EIN 36-2668272 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance services Service code 22 | 501 N RIVERPOINT BLVD SPOKANE, WA 992021659 | $35K |
| LABORATORY CORP OF AMERICA EIN 13-3757370 NONE | Other services; Direct payment from the plan Service code 49 | 531 S SPRING STREET BURLINGTON, NC 27215 | $33K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Direct payment from the plan; Claims processing; Insurance services Service code 12 | — | $32K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $26K |
| ALASKA VACCINE ASSESSMENT PROGRAM NONE | Other services; Direct payment from the plan Service code 49 | P.O. BOX 1885 CONCORD, NH 03302 | $16K |
| CALPA ADVISORS LLC EIN 91-6028565 NONE | Direct payment from the plan; Investment management Service code 28 | — | $15K |
| TURNER, STOEVE & GAGLIARDI, P.S. EIN 91-1282506 NONE | Direct payment from the plan; Legal Service code 29 | — | $14K |
| PNC BANK EIN 22-1146430 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Investment management Service code 21 | — | $13K |
| VERUS ADVISORY, INC EIN 91-1320111 NONE | Direct payment from the plan; Investment advisory (plan); Consulting (pension) Service code 17 | — | $13K |
| ELIXER RX SOLUTIONS EIN 90-1011712 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $7K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
1 contact
10 filings · 2016 to 2025