Plan Ledger DOL Form 5500 · updated monthly

Washington Retail Health Trustbenefits

Washington Retail Health Trust Plan · SPOKANE, WA · plan year 2024

Broker compensation reported · 2024
$12,580

Washington Retail Health Trust's benefits plans covered 886 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance premiums totaled $224,061. Insurance brokers and agents were paid $12,580 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 5.6% of premiums. That is $14 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 38% from $9,100 in 2023.

Insurance contracts · 20245
DELTA DENTAL OF WASHINGTON · dental$188K · 311 covered
VISION SERVICE PLAN · vision$36K · 525 covered
ASURIS NORTHWEST HEALTH · health ppopremiums n/a · 79 covered
REGENCE BLUESHIELD · health ppopremiums n/a · 767 covered
THE STANDARD INSURANCE COMPANY · life std ltdpremiums n/a · 798 covered
Brokers & agents paid · 202417
MADDOCK & ASSOCIATES LLC$1,720
TERRIL LEWIS & WILKE INSURANCE INC.$1,120
COORDINATED BENEFITS LLC$1,040
BELL ANDERSON AGENCY INC$2,700
KRISTIN MANWARING INSURANCE ASSOCIA$640
FINANCIAL PLANNING CONCEPTS INC$560
KIBBLE & PRENTICE HOLDING COMPANY$540
IDEAL BENEFIT SOLUTIONS, LLC$440
PREFERRED BENEFIT SERVICES, INC.$420
FORTIPHI$240
JOSEPH A PAINE INC$120
ASSURED PARTNERS OF WASHINGTON LLC$120
Individual agent · names withheld$80

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Maddock & Associates LLC5
Kirby Electric WA$71,954
Print Nw LLC WA$33,446

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 467046583 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.