| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEN MYER | 55-9257554 | SEATTLE, WA | TRUSTEE | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABD INSURANCE AND FINANCIAL SERVICE | 27-0673528 | SAN FRANCISCO, CA | NONE | $1.1M | — |
| AIMS | 91-1485366 | SPOKANE, WA | MEMBER ORGANIZATION | $1.0M | — |
| ARMFIELD, HARRISON, & THOMAS INC. | 54-0654623 | LEESBURG, VA |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| NONE |
| $333K |
| — |
| HUB INTERNATIONAL | 91-1485366 | BOTHELL, WA | NONE | $226K | — |
| POINTGUARD FINANCIAL | 45-4065700 | — | NONE | $187K | — |
| SEA-MOUNTAIN INSURANCE BROKERS | — | LYNNWOOD, WA | NONE | $177K | — |
| PARKER, SMITH AND FEEK, INC. | 91-0660018 | BELLEVUE, WA | NONE | $119K | — |
| DIGITAL INSURANCE INC. | 58-2522668 | ATLANTA, GA | NONE | $86K | — |
| AIREY BENEFIT COMPANY LLC | 91-1743499 | SHORELINE, WA | NONE | $69K | — |
| BTG AND ASSOCIATES, LLC | — | BELLEVUE, WA | NONE | $66K | — |
| VERUS INSURANCE SERVICES LLC | — | GLEN ALLEN, VA | NONE | $58K | — |
| PRO BENEFITS OF WA | 27-5039273 | BELLEVUE, WA | NONE | $57K | — |
| CUMMINGS, FRASER, & ASSOCIATES, LLC | 68-0609841 | SEATTLE, WA | NONE | $56K | — |
| KIBBLE & PRENTICE HOLDING COMPANY | 91-1176315 | SEATTLE, WA | NONE | $47K | — |
| MADDOCK & ASSOCIATES | 91-1280409 | FIFE, WA | NONE | $47K | — |
| R L EVANS COMPANY INC | 91-0849754 | — | NONE | $38K | — |
| DAVIS WRIGHT TREMAINE LLP | 91-0839480 | SEATTLE, WA | NONE | $37K | — |
| VAULT INSURANCE INVESTMENTS LLC | 26-3980956 | TUKWILA, WA | NONE | $36K | — |
| BROWN AND BROWN OF WA INC | 91-0378940 | — | NONE | $27K | — |
| RAEL AND LETSON | — | SEATTLE, WA | NONE | $23K | — |
| BALDERSON AND HEBERT | — | SPOKANE, WA | NONE | $18K | — |
| FORTIPHI LLC | 91-1743499 | MOUNT VERNON, WA | NONE | $17K | — |
| ASTON SHARP LLC | — | EL SEGUNDO, CA | NONE | $16K | — |
| ALLIANT INSURANCE SERVICES INC. | 33-0785439 | SAN DIEGO, CA | NONE | $16K | — |
| WYATT INSURANCE AGENCY INC | — | SHORELINE, WA | NONE | $15K | — |
| ANOLD & SMITH INSURANCE AGENCY | — | BELFAIR, WA | NONE | $15K | — |
| GROUP BENEFITS LLC | 26-2229784 | — | NONE | $15K | — |
| ANASTASI MOORE & MARTIN PLLC | 20-8149084 | SPOKANE, WA | NONE | $14K | — |
| CLEARBENEFITS, LLC | — | REDMOND, WA | NONE | $13K | — |
| KRISTIN MANWARING INS ASSOC INC. | 20-4650764 | PORT TOWNSEND, WA | NONE | $13K | — |
| B & F INSURANCE, LLC | — | SEATTLE, WA | — | $12K | — |
| MCGREGOR INSURANCE AGENCY | 91-1604082 | — | NONE | $12K | — |
| CLEARVIEW INSURANCE SERVICES, INC. | — | ISSAQUAH, WA | NONE | $12K | — |
| RICE INSURANCE LLC | 91-0873013 | — | NONE | $12K | — |
| GALLAGHER BENEFIT SERVICES INC | 36-4291971 | — | NONE | $12K | — |
| ESSENTIAL BENEFITS LLC | — | SEATTLE, WA | NONE | $11K | — |
| PAYCHEX INSURANCE AGENCY INC. | 16-1528391 | ROCHESTER, NY | NONE | $10K | — |
| MORAN BENEFIT ADVISORS INC | — | BELLINGHAM, WA | NONE | $10K | — |
| WASHINGTON TRAILS ASSOCIATION | 94-0900134 | SPOKANE, WA | NONE | $10K | — |
| AFFILIATED SERVICES LLC | — | KIRKLAND, WA | NONE | $10K | — |
| NEWFRONT INSURANCE SERVICES | — | KIRKLAND, WA | NONE | $9K | — |
| PAYNEWEST INSURANCE, INC. | 81-0479558 | SPOKANE, WA | NONE | $9K | — |
| CHAD J PHILIP | — | ELLENSBURG, WA | NONE | $8K | — |
| MICHAEL BENZIKRY | — | MERCER ISLAND, WA | — | $8K | — |
| LEAVITT GROUP NORTHWEST | 91-1366133 | UNIVERSITY PLACE, WA | NONE | $8K | — |
| KEYSER INSURANCE GROUP | — | KALAMAZOO, MI | — | $8K | — |
| ASSURED PARTNERS OF WASHINGTON LLC | 38-3942963 | SEATTLE, WA | NONE | $7K | — |
| ACRISURE NW PARTNERS INS SERVICES | — | LYNNWOOD, WA | NONE | $7K | — |
| RIVERSIDE EMPLOYEE BENEFITS, LLC | — | BOTHELL, WA | — | $6K | — |
| COLIN F. SAMUELSON II | — | LYNNWOOD, WA | NONE | $6K | — |
| TYLER BYRNES | — | BELLINGHAM, WA | NONE | $6K | — |
| BROAD RIVER BENEFITS, LLC | 46-2960347 | PORTLAND, OR | — | $6K | — |
| CYNTHIA I HAGEN | — | SEATTLE, WA | NONE | $6K | — |
| SPRAGUE ISRAEL GILES | 91-0683304 | — | NONE | $6K | — |
