Form 5500 · Employee benefit plan · SEATTLE, WA

BOARD OF TRUSTEES, SEIU HEALTHCARE NW HEALTH

Name: BOARD OF TRUSTEES, SEIU HEALTHCARE NW HEALTH — Form 5500 benefit plan
Creator: Form5500Lookup
License: https://www.usa.gov/government-works

The filing calls this plan SEIU HEALTHCARE NW HEALTH BENEFITS TRUST PLAN.

BOARD OF TRUSTEES, SEIU HEALTHCARE NW HEALTH of SEATTLE, WA is a 25,367-participant finance and insurance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is DIMARTINO ASSOCIATES. Coverage is written through KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST and 4 other carriers. The plan's most recent policy period ended in July.

Benefits broker of record

DIMARTINO ASSOCIATES

Insurance carrier

KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Policy year ends

Julyas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-1842198 · plan 501 · plan year 2025, filed Apr 14, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

44 other employer plans in Washington have policy years ending in July. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Self-funded as reported

The plan's financial statement reports paying insurance carriers far less than the premium on its insurance contracts, so most benefits were paid from plan money.

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.

All participants at the start of the year

25,367

Active at start of year

25,367

Active at end of year

28,256

Disclosed commissions

$44,234

Typical renewal

August 1

Benefits declared on this filing

Healthinsured — KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST2,805 of 25,367 participants (11%) on the largest contract

Dentalinsured — WILLAMETTE DENTAL OF WASHINGTON, INC.5,088 of 25,367 participants (20%)

Visiondeclared, not on Schedule A

Lifenot declared on this filing

Disabilitynot 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.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

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 9 insured contracts covering health, dental and stop-loss.

The filing declares health, dental 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 $65,217,592, with $44,234 in disclosed broker commissions — about 0.1% of premium.

The health contract's policy period ended in July, while at least one ancillary line's policy period ended in June. The plan is on a split renewal cycle.

Schedule A insurance contracts

Carrier	Benefits	Covered	Renews	Premium	Commission
THE UNION LABOR LIFE INSURANCE COMPANY	Stop-loss	27,810	Aug 1, 2024	$2,208,694	$44,234
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST	Health	2,805	Jul 2, 2024	$28,897,937	$0
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON	Health	16,829	Aug 1, 2024	$23,338,011	$0
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.	Health	2,493	Jul 2, 2024	$4,326,543	$0
WILLAMETTE DENTAL OF WASHINGTON, INC.	Dental	5,088	Jul 1, 2025	$4,083,879	$0
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.	Health	1,357	Aug 1, 2024	$1,009,295	$0
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON	Health	670	Aug 1, 2024	$731,295	$0
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON	Health	546	Aug 1, 2024	$579,523	$0
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON	Health	35	Aug 1, 2024	$42,415	$0

Premium and claims on this contract

WILLAMETTE DENTAL OF WASHINGTON, INC., contract WA172. For the contract year on this filing, the carrier reported $4,083,879 in premium earned and $2,976,435 in claims incurred. Dividing one by the other gives 73%.

WILLAMETTE DENTAL OF WASHINGTON, INC., contract WA172 reported $377,759 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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing

BOARD OF TRUSTEES, SEIU HEALTHCARE NW HEALTH

EIN 20-1842198

MAGNACARE

Plan administrator · Recordkeeping and information management · EIN 11-3410766

$7,606,969

paid directly by the plan

CAPCO

Recordkeeping and information management · EIN 04-3441053

$31,011

paid directly by the plan

BROWN & BROWN OF WASHINGTON, INC.

Named on Schedule C · EIN 91-0378940

$333,600

paid directly by the plan

MILLIMAN SOLUTIONS LLC

Named on Schedule C · EIN 91-0675641

$288,291

paid directly by the plan

ABRACADABRA PRINTING INC

Named on Schedule C · EIN 91-1677862

$190,981

paid directly by the plan

SEIU HEALTHCARE 775NW

PARTICIPATING EMPLOYER · EIN 81-0588837

$157,134

paid directly by the plan

SHIFTUP

Named on Schedule C · EIN 20-0252516

$111,187

paid directly by the plan

QUALTRICS, LLC

Named on Schedule C · EIN 45-4964116

$245,735

paid directly by the plan

PROPEL INSURANCE

Named on Schedule C · EIN 91-0830024

$51,508

paid directly by the plan

INTERPRO TRANSLATION SOLUTIONS

Named on Schedule C · EIN 36-3991375

$121,549

paid directly by the plan

CONVERGENCE NETWORKS (SWAT SYSTEMS)

Named on Schedule C · EIN 91-1958462

$64,260

paid directly by the plan

DATEC

Named on Schedule C · EIN 91-0930538

$41,857

paid directly by the plan

RBC WEALTH MANAGEMENT

Named on Schedule C · EIN 20-0563684

$13,000

paid directly by the plan

WASHINGTON HEALTH ALLIANCE

Named on Schedule C · EIN 47-0948895

$29,871

paid directly by the plan

MILLER KAPLAN ARASE LLP

Accounting and audit · EIN 95-2036255

$75,078

paid directly by the plan

DILIGENT CORPORATION

Named on Schedule C · EIN 26-1189601

$69,235

paid directly by the plan

BOX, INC.

Named on Schedule C · EIN 20-2714444

$15,573

paid directly by the plan

UKG INC.

Named on Schedule C · EIN 65-0694077

$27,550

paid directly by the plan

SMARTSHEET.COM, INC.

Named on Schedule C · EIN 20-2954357

$33,270

paid directly by the plan

KAINOS PLANNING, LLC

Named on Schedule C · EIN 47-2096052

$31,174

paid directly by the plan

AMALGAMATED BANK

Named on Schedule C · EIN 13-3566126

$10,000

paid directly by the plan

AGILOFT

Named on Schedule C · EIN 71-0907214

$9,581

paid directly by the plan

PAYTECH, INC.

Named on Schedule C · EIN 84-1496213

$16,429

paid directly by the plan

REALTIMEBOARD INC. DBA MIRO

Named on Schedule C · EIN 46-3921926

$13,028

paid directly by the plan

TERRA STAFFING, INC.

Named on Schedule C · EIN 91-1382999

$7,096

paid directly by the plan

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

Plan assets at year end

$588,168,947

Paid out in benefits

$424,442,392

Paid to insurance carriersSchedule H, line 2e(2)

$3,843,399

Independent accountantEIN 95-2036255

MILLER KAPLAN ARASE LLP

Accountant's opinion (Schedule H, line 3a)

Unmodified

Audit fee

$77,232

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

44 other employer plans in Washington are August 1 renewals (policy year ends July).

Their policy years end in July, like this plan’s, so most renew August 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.

See August 1 renewals in WA See how the plan works

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