Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: The Partners Group Ltd HealthDentalHMO | HealthDentalHMO | |
Dental | Dental | |
Broker: Russel Consulting Group LLC Stop-loss | Stop-loss | |
LifeOther | LifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 9 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 1,222 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,236 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 110 | $2.7M |
| Dental(7 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 665 | $3.0M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,311 | $156K |
| Stop-loss / reinsurancereinsurance | PARTNERRE AMERICA INSURANCE COMPANY (PRAIC) | 1,138 | $238K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,311 | $156K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,311 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Kaiser Foundation Health Plan of the Northwest | |
Carrier: Partnerre America Insurance Company (Praic) |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| US BENEFITS INC. EIN 93-0929070 SUBSIDIARY OF UMTA | Claims processing; Direct payment from the plan Service code 12 | — | $903K |
| UEA, INC. EIN 93-0991444 SUBSIDIARY OF UMTA | Direct payment from the plan; Contract Administrator Service code 13 | — | $696K |
| CIGNA HEALTH AND LIFE INSURANCE CO. EIN 59-1031071 NONE | Claims processing; Direct payment from the plan; Participant communication; Other services; Contract Administrator Service code 12 | — | $337K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $98K |
| WELLDYNERX, LLC EIN 84-1515837 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $93K |
| THE PARTNERS GROUP EIN 93-1300504 NONE | Insurance agents and brokers; Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $69K |
| ZIPARI, INC. EIN 32-0435609 NONE | Other services; Direct payment from the plan Service code 49 | — | $67K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $64K |
| BARRAN LIEBMAN EIN 93-1251627 NONE | Legal; Direct payment from the plan Service code 29 | — | $41K |
| PRISM HEALTH GROUP, LLC EIN 88-2321599 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $36K |
| US BANK EIN 31-0841368 NONE | Direct payment from the plan; Soft dollars commissions; Custodial (securities); Float revenue; Other services Service code 19 | — | $27K |
| ZELIS CLAIMS INTEGRITY EIN 86-1040704 NONE | Direct payment from the plan; Other services Service code 49 | — | $18K |
| MZQ CONSULTING, LLC EIN 38-4010278 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $16K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
2 contacts
10 filings · 2016 to 2025