| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RUSSEL CONSULTING GROUP, LLC4 | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $3K | $375 | $3K | 0.36% |
| THE PARTNERS GROUP4 Filed as: THE PARTNERS GROUP LTD | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $566 | — | $566 | 0.07% |
| RUSSEL CONSULTING GROUP, LLC4 | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | $280 | $2K | 0.36% |
| THE PARTNERS GROUP4 Filed as: THE PARTNERS GROUP LTD | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $449 | — | $449 | 0.07% |
| RUSSEL CONSULTING GROUP, LLC4 | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $3K | $174 | $3K | 0.49% |
| THE PARTNERS GROUP4 Filed as: THE PARTNERS GROUP LTD | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | -$503 | — | -$503 | -0.09% |
| RUSSEL CONSULTING GROUP, LLC4 | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1K | $149 | $2K | 0.36% |
| THE PARTNERS GROUP4 Filed as: THE PARTNERS GROUP LTD | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $264 | — | $264 | 0.06% |
| RUSSEL CONSULTING GROUP, LLC4 | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $120 | $13 | $133 | 0.36% |
| THE PARTNERS GROUP4 Filed as: THE PARTNERS GROUP LTD | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $21 | — | $21 | 0.06% |
| RUSSEL CONSULTING GROUP, LLC4 | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $64 | $8 | $72 | 0.36% |
| THE PARTNERS GROUP4 Filed as: THE PARTNERS GROUP LTD | — | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $13 | — | $13 | 0.07% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| US BENEFITS INC. EIN 93-0929070 SUBSIDIARY OF UMTA | Direct payment from the plan; Claims processing Service code 12 | — | $903K |
| UEA, INC. EIN 93-0991444 SUBSIDIARY OF UMTA | Direct payment from the plan; Contract Administrator Service code 13 | — | $700K |
| CIGNA HEALTH AND LIFE INSURANCE CO. EIN 59-1031071 NONE | Claims processing; Participant communication; Other services; Direct payment from the plan; Contract Administrator Service code 12 | — | $446K |
| WELLDYNERX, LLC EIN 84-1515837 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $102K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $93K |
| BARRAN LIEBMAN EIN 93-1251627 NONE | Legal; Direct payment from the plan Service code 29 | — | $72K |
| ZIPARI, INC. EIN 32-0435609 NONE | Direct payment from the plan; Other services Service code 49 | — | $66K |
| THE PARTNERS GROUP, LLC EIN 93-1300504 NONE | Consulting (general); Insurance agents and brokers; Actuarial; Direct payment from the plan Service code 11 | — | $61K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $27K |
| US BANK EIN 31-0841368 NONE | Custodial (securities); Soft dollars commissions; Float revenue; Other services; Direct payment from the plan Service code 19 | — | $26K |
| PRISM HEALTH GROUP, LLC EIN 88-2321599 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $18K |
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 | 1,335 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,347 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 148 | $2.6M |
| Dental(7 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 764 | $2.9M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,423 | $131K |
| Stop-loss / reinsurancereinsurance | PARTNERRE AMERICA INSURANCE COMPANY (PRAIC) | 2,456 | $218K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,423 | $131K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,456 | — |
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.