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 3 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 |
|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICES EIN 91-1363171 THIRD PARTY ADMIN | Accounting (including auditing); Plan Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication Service code 10 | 2815 2ND AVENUE SUITE 300 SEATTLE, WA 98121 | $823K |
| PREMERA EIN 91-0499247 CLAIMS PROCESSING | Claims processing Service code 12 | PO BOX 91080 SEATTLE, WA 98111 | $542K |
| BRWN& BRWN OF WA DBA DIMARTINO ASSC EIN 91-0378940 PLAN CONSULTANT | Consulting (general) Service code 16 | 1501 4TH AVENUE, STE 2400 SEATTLE, WA 98101 | $117K |
| BARLOW COUGHRAN MORLES & JOSPHSON EIN 91-0889948 LEGAL COUNSEL | Legal Service code 29 | 1325 FOURTH AVNUE STE 910 SEATTLE, WA 981012573 | $87K |
| QUEST INVESTMENTS MGMT INC EIN 93-0880854 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | ONE SW COLUMBIA ST 1100 PORTLAND, OR 97258 | $85K |
| AGC-IUOE LOCAL 701 TRAINING TRUST EIN 93-0634959 PAYROLL AUDIT/DELINQUENCY | Other fees Service code 99 | P.O. BOX 34203 SEATTLE, WA 98124 | $82K |
| PENN CAPITAL MANAGEMENT EIN 22-2796848 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | 3 CRESCENT DRIVE SUITE 40 PHILADELPHIA, PA 19112 | $62K |
| MEDICAL REHABILITATION CONSULTANTS EIN 91-1448997 CASE MANAGEMENT | Other services Service code 49 | 111 W CATALDO 200 SPOKANE, WA 99201 | $56K |
| VISION SERVICE PLAN EIN 23-7089668 CLAIMS ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | P.O. BOX 742430 LOS ANGELES, CA 90074 | $31K |
| BANK OF AMERICA EIN 94-1687665 BANKING SERVICES | Trustee (bank, trust company, or similar financial institution) Service code 21 | PO BOX 15284 WILMINGTON, DE 19850 | $18K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 AUDITOR | Accounting (including auditing) Service code 10 | 10300 SW GREENBURG RD 470 PORTLAND, OR 972234433 | $17K |
| NEW ENGLAND PENSION CONSULTANTS EIN 04-2927339 INVESTMENT MONITOR | Investment advisory (plan); Direct payment from the plan Service code 27 | 6332 SOUTH RAINBOW BLVD LAS VEGAS, NV 89118 | $7K |
| AMALGAMATED BANK EIN 13-4920330 INVESTMENT CUSTODIAN | Custodial (other than securities); Custodial (securities) Service code 18 | 472 EAST COLORAFO BOULEVA PASADENA, CA 91101 | $6K |
| CHANGE HEALTHCARE EIN 20-5591816 CLAIMS SERVICES | Other insurance fees and expenses Service code 73 | 3055 LEBANON PIKE NASHVILLE, TN 37214 | $6K |
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 | 2,249 | 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) | 2,249 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN | 746 | $3.8M |
| Dental | WILLAMETTE DENTAL GROUP | 814 | $282K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 2,286 | $107K |
| Short-term disability | LIFEMAP ASSURANCE COMPANY | 2,286 | $107K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,029 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,286 | — |
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."
The primary broker changed. The plan may take a second-look pitch.
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.