No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION ADMIN SVCS INC EIN 91-1363771 NONE | Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Accounting (including auditing); Direct payment from the plan; Plan Administrator; Other services Service code 10 | — | $1.1M |
| PREMERA EIN 91-0499247 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $775K |
| INNOVATIVE CARE MANAGEMENT NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 22386 PORTLAND, OR 97269 | $243K |
| ENVISION PHARMACEUTICAL SERVICES EIN 05-0570788 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $167K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $107K |
| LEGACY LABORATORY SERVICES NONE | Other services; Direct payment from the plan Service code 49 | 1225 NE 2ND AVE PORTLAND, OR 97232 | $99K |
| CHANGE HEALTHCARE EIN 20-5591816 NONE | Other services; Direct payment from the plan Service code 49 | — | $67K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $55K |
| FULLY EFFECTIVE EMPLOYEES INC. EIN 91-1742034 NONE | Direct payment from the plan; Other services Service code 49 | — | $50K |
| RYAN LABS ASSET MANAGEMENT, INC. EIN 47-3503928 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $50K |
| ANALYTIC INVESTORS, INC. EIN 95-2665790 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $26K |
| CHUBB LIMITED NONE | Insurance services; Direct payment from the plan Service code 23 | 1133 AVENUE OF THE AMERICAS NEW YORK, NY 10036 | $17K |
| BANK OF AMERICA EIN 75-1738434 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $17K |
| US BANK, NA EIN 31-0841368 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $16K |
| ANASTASI, MOORE & MARTIN PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $16K |
| JERMAIN, DUNNAGAN & OWENS EIN 92-0116216 NONE | Legal; Direct payment from the plan Service code 29 | — | $8K |
| MONTAG & CALDWELL, LLC EIN 26-3165863 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $6K |
| VERUS ADVISORY, INC. EIN 91-1320111 NONE | Direct payment from the plan; Consulting (pension) Service code 17 | — | $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 | 2,448 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 742 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,190 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 600 | $2.4M |
| Vision | VISION SERVICE PLAN | 3,401 | $375K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,807 | $96K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 2,807 | $96K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,401 | — |
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.