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Form 5500 · Employee benefit plan · SEATTLE, WA

BOARD OF TRUSTEES, AGC-IUOE 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.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-6022485 · plan 501 · as of Aug 2026

Participants
2,183
Carriers on file
4
Disclosed commissions
$70,277
Renewal month
December

Plan brief

Schedule A lists 4 insured contracts covering health, dental, life and stop-loss; the largest, with KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, covers 703 people.

The medical plan carries stop-loss coverage, which usually signals a self-funded health plan with insured protection against large claims.

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.

DOUGLAS A WOHLMAN INC is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
THE UNION LABOR LIFE INSURANCE COMPANYStop-loss1,998December$1,464,820$70,277
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWESTHealth703December$4,588,651$0
LIFEMAP ASSURANCE COMPANYLife2,252December$106,708$0
WILLAMETTE DENTAL GROUPDental748December$288,335$0

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.

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