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 4 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 1 broker row. $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 |
|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICES EIN 91-1363171 THIRD PARTY ADMIN. | Plan Administrator Service code 14 | 2815 2ND AVENUE SUITE 300 SEATTLE, WA 98121 | $483K |
| PREMERA EIN 91-0499247 CLAIMS PROCESSING | Claims processing Service code 12 | PO BOX 91080 SEATTLE, WA 98111 | $321K |
| MILLIMAN USA EIN 91-0675641 CONSULTANT | Consulting (general); Actuarial Service code 11 | 111 SW 5TH AVENUE, 2900 PORTLAND, OR 97204 | $119K |
| AGC-IUOE LOCAL 701 TRAINING TRUST EIN 93-0634959 PAYROLL AUDIT/DELINQUENCY | Other fees Service code 99 | P.O. BOX 34203 SEATTLE, WA 98124 | $87K |
| INNOVATIVE CARE MANAGEMENT EIN 93-1087669 MEDICAL MGMT FOR HLTH PLN | Insurance services; Other services; Direct payment from the plan Service code 23 | 15 82ND DRIVE, SUITE 180 GLADSTONE, OR 97027 | $79K |
| PENN CAPITAL MANAGEMENT EIN 22-2796848 INVESTMENT MANAGER | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | 3 CRESCENT DRIVE SUITE 40 PHILADELPHIA, PA 19112 | $44K |
| BENNETT, HARTMAN, MORRIS & KAPLAN EIN 93-0633539 LEGAL | Copying and duplicating; Legal; Direct payment from the plan Service code 29 | 210 SW MORISON ST,STE 500 PORTLAND, OR 97204 | $40K |
| STEVEN GOLDBERG EIN 71-1015933 LEGAL | Legal Service code 29 | 205 SE SPOKANE ST, 300 PORTLAND, OR 97202 | $31K |
| MILLER NASH LLP EIN 93-0410518 LEGAL | Legal Service code 29 | 111 SW 5TH AVE, 3400 PORTLAND, OR 972043699 | $25K |
| US BANK EIN 93-0571729 INVESTMENT CUSTODIAN | Custodial (other than securities) Service code 18 | 800 NICOLLET MALL MINNEAPOLIS, MN 55402 | $22K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 AUDITOR | Accounting (including auditing) Service code 10 | 9020 SW WASHINGTON SQ 46 PORTLAND, OR 972234433 | $17K |
| NEW ENGLAND PENSION CONSULTANTS EIN 04-2927339 INVESTMENT CONSULTANT | Direct payment from the plan; Consulting (pension) Service code 17 | 6332 SOUTH RAINBOW BLVD LAS VEGAS, NV 89118 | $6K |
| CHANGE HEALTHCARE (FORMELY EMDEON) EIN 20-5591816 INSURANCE | Other insurance fees and expenses Service code 73 | 3055 LEBANON PIKE NASHVILLE, TN 37214 | $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 | 1,599 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,599 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN | 740 | $2.7M |
| Dental | WILLAMETTE DENTAL GROUP | 866 | $256K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 1,599 | $92K |
| Short-term disability | LIFEMAP ASSURANCE COMPANY | 1,599 | $92K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,433 | $851K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,599 | — |
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 plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.