No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION ADMIN SVCS INC EIN 91-1363771 NONE | Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Copying and duplicating; Participant communication; Accounting (including auditing); Direct payment from the plan; Contract Administrator Service code 10 | — | $969K |
| INNOVATIVE CARE MANAGEMENT NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 22386 PORTLAND, OR 97269 | $224K |
| ENVISION PHARMACEUTICAL SERVICES EIN 05-0570788 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $140K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $97K |
| CHANGE HEALTHCARE EIN 20-5591816 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $80K |
| MCKENZIE ROTHWELL BARLOW AND KORPI EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $61K |
| MONTAG & CALDWELL, LLC EIN 26-3165863 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $37K |
| FULLY EFFECTIVE EMPLOYEES INC. EIN 91-1742034 NONE | Other services; Direct payment from the plan Service code 49 | — | $36K |
| RYAN LABS ASSET MANAGEMENT, INC. EIN 47-3503928 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $35K |
| US BANK, NA EIN 31-0841368 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $24K |
| RAINIER INVESTMENT MANAGEMENT INC. EIN 46-4242069 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $24K |
| FEDERAL INSURANCE COMPANY NONE | Insurance services; Direct payment from the plan Service code 23 | 15 MOUNTAINVIEW ROAD WARREN, NJ 07059 | $20K |
| BANK OF AMERICA EIN 75-1738434 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $16K |
| ANASTASI, MOORE & MARTIN PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $16K |
| ROBBLEE DETWILER & BLACK NONE | Legal; Direct payment from the plan Service code 29 | 2101 4TH AVE # 1000 SEATTLE, WA 98121 | $13K |
| JERMAIN, DUNNAGAN & OWENS EIN 92-0116216 NONE | Legal; Direct payment from the plan Service code 29 | — | $8K |
| DEXTER HOFFING, LLC NONE | Direct payment from the plan; Consulting (general) Service code 16 | 45 ROCKEFELLER PLAZA #2000 NEW YORK, NY 10111 | $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 | 2,602 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 766 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,368 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 586 | $2.3M |
| Vision | VISION SERVICE PLAN | 3,448 | $386K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,785 | $93K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 2,785 | $93K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,448 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.