See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 7 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 7 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EPK & ASSOCIATES, INC. EIN 91-1947441 PLAN ADMINISTRATOR | Direct payment from the plan; Plan Administrator Service code 14 | — | $4.0M |
| FIRST CHOICE HEALTH EIN 91-1272766 EMPLOYEE ASSISTANCE | Direct payment from the plan; Other services Service code 49 | — | $132K |
| PERKINS COIE EIN 91-0591206 LAWYER | Legal; Direct payment from the plan Service code 29 | — | $68K |
| SWEENEY CONRAD, P.S. EIN 91-1301672 ACCOUNTANT | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $30K |
| CHARLES SCHWAB & CO., INC. EIN 94-1737782 TRUSTEE/CUSTODIAN | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $27K |
| KEY TRUST COMPANY EIN 34-0797057 TRUSTEE/CUSTODIAN | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $22K |
| CHUBB INSURANCE COMPANY EIN 13-2595722 INSURANCE AGENT | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $17K |
| CAPITAL BENEFIT SERVICES, INC. HR, COMPLIANCE ASSISTANCE | Direct payment from the plan; Other services Service code 49 | 15375 SE 30TH PL SUITE 380 BELLEVUE, WA 98007 | $7K |
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 | 21,540 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 195 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 21,735 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | REGENCE BLUESHIELD | 27,743 | $161.9M |
| Dental | DELTA DENTAL OF WASHINGTON | 29,478 | $14.3M |
| Vision(3 contracts, 3 carriers) | REGENCE BLUESHIELD | 27,743 | $142.5M |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 21,407 | $842K |
| Prescription drug(4 contracts, 4 carriers) | REGENCE BLUESHIELD | 27,743 | $161.9M |
| Other(2 contracts, 2 carriers) | REGENCE BLUESHIELD | 27,743 | $139.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 29,478 | — |
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 compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.