Form 5500 · Employee benefit plan · SEATTLE, WA
BOARD OF TRUSTEES, AGC-IUOE LOCAL 701 HEALTH & WELFARE TRUST FUND
The filing calls this plan AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND.
BOARD OF TRUSTEES, AGC-IUOE LOCAL 701 HEALTH & WELFARE TRUST FUND of SEATTLE, WA is a 2,183-participant construction employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is DOUGLAS A WOHLMAN INC. Coverage is written through KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-6022485 · plan 501 · plan year 2024, filed Oct 13, 2025
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1,162 other employer plans in Washington have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 4 insured contracts covering health, dental, life, disability and stop-loss; the largest, with KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, covers 703 people.
The filing declares health, dental, life, disability and vision. Vision appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
The medical plan carries stop-loss coverage: the filing reports the plan paying its own health claims, with insured protection against large ones.
Reported premium across the insured contracts is $6,448,514, with $70,277 in disclosed broker commissions — about 1.1% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE UNION LABOR LIFE INSURANCE COMPANY | Stop-loss | 1,998 | Jan 1, 2025 | $1,464,820 | $70,277 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 703 | Jan 1, 2025 | $4,588,651 | $0 |
| WILLAMETTE DENTAL INSURANCE, INC. | Dental | 748 | Jan 1, 2025 | $288,335 | $0 |
| LIFEMAP ASSURANCE COMPANY | Life, Disability | 2,252 | Jan 1, 2025 | $106,708 | $0 |
Premium and claims on this contract
WILLAMETTE DENTAL INSURANCE, INC., contract OR167. For the contract year on this filing, the carrier reported $288,335 in premium earned and $234,082 in claims incurred. Dividing one by the other gives 81%.
- WILLAMETTE DENTAL INSURANCE, INC., contract OR167 reported $27,392 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
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Renewal calendar
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