Plan Ledger DOL Form 5500 · updated monthly

Coldstream Wealth Managementbenefits

Coldstream Wealth Management · BELLEVUE, WA · plan year 2025

Broker compensation reported · 2025
$127,316

Coldstream Wealth Management's benefits plans covered 223 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $127,316 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $571 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 37% from $93,211 in 2024.

Insurance contracts · 20253
LEGAL SHIELDpremiums n/a
PREMERA BLUE CROSS · health drug dental visionpremiums n/a · 223 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 223 covered
Brokers & agents paid · 20252
BTG AND ASSOCIATES, LLC$8,780
Also brokered by Patriot Growth Insurance Services5
Huvepharma, Inc. GA$177,359

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 931052371 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.