Form 5500 · Employee benefit plan · MUKILTEO, WA

BOARD OF TRUSTEES, WASHINGTON TECHNOLOGY INDUSTRY

Name: BOARD OF TRUSTEES, WASHINGTON TECHNOLOGY INDUSTRY — Form 5500 benefit plan
Creator: Form5500Lookup
License: https://www.usa.gov/government-works

The filing calls this plan WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN.

BOARD OF TRUSTEES, WASHINGTON TECHNOLOGY INDUSTRY of MUKILTEO, WA insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is CONNEXION INSURANCE SOLUTIONS INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record

CONNEXION INSURANCE SOLUTIONS INC

Insurance carrier

UNITEDHEALTHCARE INSURANCE COMPANY

Policy year ends

Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-2563188 · plan 501 · plan year 2024, filed Oct 15, 2025

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

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

Fully insured as reported

The plan's own financial statement reports paying insurance carriers about what the insurance contracts report in premium.

The filing says this plan is subject to the Form M-1 requirement for multiple-employer welfare arrangements.

All participants at the start of the year

4,794

Active at start of year

4,794

Active at end of year

4,649

Disclosed commissions

$29,298

Typical renewal

January 1

Benefits declared on this filing

Healthinsured — UNITEDHEALTHCARE INSURANCE COMPANY1,288 of 4,794 participants (27%) on the largest contract

Dentalinsured — DELTA DENTAL OF WASHINGTON4,041 of 4,794 participants (84%)

Visioninsured — VISION SERVICE PLAN2,332 of 4,794 participants (49%)

Lifeinsured — METROPOLITAN LIFE INSURANCE COMPANY3,394 of 4,794 participants (71%)

Disabilityinsured — METROPOLITAN LIFE INSURANCE COMPANY3,394 of 4,794 participants (71%)

Also declared: other welfare.

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 5 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 1,288 people.

Reported premium across the insured contracts is $29,529,076, with $29,298 in disclosed broker commissions — about 0.1% of premium.

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

CONNEXION INSURANCE SOLUTIONS INC is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.

4 carriers appear on the filing, including UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF WASHINGTON, METROPOLITAN LIFE INSURANCE COMPANY and VISION SERVICE PLAN. UNITEDHEALTHCARE INSURANCE COMPANY writes the largest contract by premium.

Schedule A insurance contracts

Carrier	Benefits	Covered	Renews	Premium	Commission
METROPOLITAN LIFE INSURANCE COMPANY	Life, Disability	3,394	Jan 1, 2025	$549,257	$29,298
UNITEDHEALTHCARE INSURANCE COMPANY	Health	1,288	Jan 1, 2025	$24,985,391	$0
UNITEDHEALTHCARE INSURANCE COMPANY	Health	3,985	Jan 1, 2025	$1,999,546	$0
DELTA DENTAL OF WASHINGTON	Dental	4,041	Dec 1, 2024	$1,763,794	$0
VISION SERVICE PLAN	Vision	2,332	Dec 1, 2024	$231,088	$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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing

BOARD OF TRUSTEES, WASHINGTON TECHNOLOGY INDUSTRY

EIN 20-2563188

HR BENEFITS, INC

Accounting and audit · Contract administrator · Recordkeeping and information management · EIN 81-3527701

$2,425,728

paid directly by the plan

WASHINGTION TECHNOLOGY IND ASSOC

Named on Schedule C · EIN 91-1427013

$729,849

paid directly by the plan

VIMLY BENEFIT SOLUTIONS, INC.

Accounting and audit · Contract administrator · Recordkeeping and information management · EIN 91-1603312

paid directly by the plan

AIREY BENEFITS COMPANY, LLC

Named on Schedule C · EIN 85-1353330

$13,321

paid directly by the plan

ALLIANT INSURANCE SERVICES, INC

Named on Schedule C · EIN 33-0785439

$32,898

paid directly by the plan

ARMFIELD, HARRISON & THOMAS, INC.

Named on Schedule C · EIN 54-0654623

$84,581

paid directly by the plan

BELL-ANDERSON AGENCY, INC.

Named on Schedule C · EIN 91-0756278

$11,358

paid directly by the plan

BENEFIT DESIGN SERVICES, LLC

Named on Schedule C · EIN 27-3460566

$40,256

paid directly by the plan

BROWN & BROWN OF WASHINGTON INC.

Named on Schedule C · EIN 91-0378940

$52,155

paid directly by the plan

BTG AND ASSOCIATES, LLC DBA BTG BEN

Named on Schedule C · EIN 84-3131974

$53,873

paid directly by the plan

CLEARVIEW INSURANCE

Named on Schedule C · EIN 46-0598462

$10,102

paid directly by the plan

CLG EMPLOYER RESOURCES

Named on Schedule C · EIN 27-4743785

$5,855

paid directly by the plan

CUMMINGS FRASER & ASSOCIATES

Named on Schedule C · EIN 68-0609841

$59,867

paid directly by the plan

DIGITAL INSURANCE, INC.

Named on Schedule C · EIN 58-2522668

$106,174

paid directly by the plan

ESSENTIAL BENEFITS, LLC

Named on Schedule C · EIN 45-5125484

$8,280

paid directly by the plan

ETHIX NORTHWEST LLC DBA VINOBLE GRO

Named on Schedule C · EIN 13-4283589

$7,233

paid directly by the plan

GALLAGHER BENEFIT SERVICES, INC.

Named on Schedule C · EIN 36-4291971

$56,841

paid directly by the plan

GROUP BENEFITS LLC

Named on Schedule C · EIN 26-2229784

$50,733

paid directly by the plan

HUB INTERNATIONAL NORTHWEST LLC

Named on Schedule C · EIN 91-2036015

$141,133

paid directly by the plan

IDEAL BENEFIT SOLUTIONS, LLC

Named on Schedule C · EIN 82-5190827

$8,421

paid directly by the plan

J. JOHNSON INSURANCE, LLC

Named on Schedule C · EIN 38-3744088

$24,234

paid directly by the plan

JW BYRNES INSURANCE LLC

Named on Schedule C · EIN 27-3008983

$9,501

paid directly by the plan

LUCAS BENEFITS GROUP LLC

Named on Schedule C · EIN 84-1862787

$40,679

paid directly by the plan

MADDOCK & ASSOCIATES LLC

Named on Schedule C · EIN 83-2655931

$84,626

paid directly by the plan

MATHEW D WYATT INS AGENCY INC

Named on Schedule C · EIN 91-1892697

$10,341

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

$2,639,217

Paid out in benefits

$29,654,506

Independent accountantEIN 95-2036255

MILLER KAPLAN ARASE LLP

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

Unmodified

Audit fee

$30,500

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.

How this plan compares

Subscribers see how this compares with similar plans in Washington. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices

Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.

Renewal calendar

1,162 other employer plans in Washington are January 1 renewals (policy year ends December).

Their policy years end in December, like this plan’s, so most renew January 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 January 1 renewals in WA See how the plan works

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both

Add to Claude Set up ChatGPT

More employer plans in Washington — largest plans, brokers, carriers and renewal months.