Form 5500 · Employee benefit plan · BELLEVUE, WA
COLDSTREAM WEALTH MANAGEMENT
COLDSTREAM WEALTH MANAGEMENT's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through PREMERA BLUE CROSS and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-1052371 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PREMERA BLUE CROSS | Health, Dental, Vision | 223 | December | $115,515 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 223 | December | $11,801 |
| LEGAL SHIELD | — | 0 | December | $0 |
Questions
Who is COLDSTREAM WEALTH MANAGEMENT's benefits broker?
Per its most recent Form 5500 Schedule A, COLDSTREAM WEALTH MANAGEMENT's broker of record is PATRIOT GROWTH INSURANCE SERVICES.
What insurance carrier does COLDSTREAM WEALTH MANAGEMENT use?
COLDSTREAM WEALTH MANAGEMENT's benefit plan is written through PREMERA BLUE CROSS, among 3 disclosed carriers.
When does COLDSTREAM WEALTH MANAGEMENT's group plan renew?
The most recent Schedule A policy period for COLDSTREAM WEALTH MANAGEMENT ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from COLDSTREAM WEALTH MANAGEMENT's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.