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Form 5500 · Employee benefit plan · SPOKANE, WA

HEALTH ALLIANCE FOR TECHNOLOGY HEALTH TR

The filing calls this plan HEALTH ALLIANCE FOR TECHNOLOGY HEALTH TRUST.

HEALTH ALLIANCE FOR TECHNOLOGY HEALTH TR of SPOKANE, WA spreads its employee benefits across 6 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is ARMFIELD HARRISON & THOMAS INC.. Coverage is written through REGENCE BLUESHIELD and 5 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Policy year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3521521 · 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
3,977
Active at start of year
3,977
Active at end of year
3,813
Disclosed commissions
$82,460
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — REGENCE BLUESHIELD5,138 of 3,977 participants on the largest contract
Dentalinsured — DELTA DENTAL OF WASHINGTON4,537 of 3,977 participants
Visioninsured — VISION SERVICE PLAN2,368 of 3,977 participants (60%)
Lifeinsured — STANDARD INSURANCE COMPANY3,385 of 3,977 participants (85%)
Disabilityinsured — STANDARD INSURANCE COMPANY3,385 of 3,977 participants (85%)

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 6 insured contracts covering health, dental, vision, life and disability; the largest, with REGENCE BLUESHIELD, covers 5,138 people.

Reported premium across the insured contracts is $31,513,715, with $82,460 in disclosed broker commissions — about 0.3% 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.

ARMFIELD HARRISON & THOMAS INC. is the broker of record on 1 of the 6 contracts; the rest name a different broker or none.

6 carriers appear on the filing, including REGENCE BLUESHIELD, DELTA DENTAL OF WASHINGTON, ASURIS NORTHWEST HEALTH and VISION SERVICE PLAN. REGENCE BLUESHIELD writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
REGENCE BLUESHIELDHealth5,138Jan 1, 2025$27,578,522$79,840
ASURIS NORTHWEST HEALTHHealth214Jan 1, 2025$1,292,909$2,620
DELTA DENTAL OF WASHINGTONDental4,537Jan 1, 2025$2,182,975$0
VISION SERVICE PLANVision2,368Jan 1, 2025$287,927$0
STANDARD INSURANCE COMPANYLife, Disability3,385Jan 1, 2025$146,598$0
WELLSPRING FAMILY SERVICES EAP—2,933Dec 1, 2024$24,784$0

Premium and claims on these contracts

DELTA DENTAL OF WASHINGTON, contract 09492 - 09495. For the contract year on this filing, the carrier reported $2,182,975 in premium earned and $1,987,688 in claims incurred. Dividing one by the other gives 91%.

VISION SERVICE PLAN, contract 30086118. For the contract year on this filing, the carrier reported $287,927 in premium earned and $207,946 in claims incurred. Dividing one by the other gives 72%.

  • DELTA DENTAL OF WASHINGTON, contract 09492 - 09495 reported $240,125 in retention.
  • VISION SERVICE PLAN, contract 30086118 reported $43,189 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
HEALTH ALLIANCE FOR TECHNOLOGY HEALTH TR
EIN 26-3521521
ABD INSURANCE AND FINANCIAL SERVICE
Named on Schedule C · EIN 27-0673528
$1,097,791
paid directly by the plan
AIMS
Contract administrator · EIN 91-1485366
$1,029,129
paid directly by the plan
ARMFIELD, HARRISON, & THOMAS INC.
Named on Schedule C · EIN 54-0654623
$333,076
paid directly by the plan
HUB INTERNATIONAL
Named on Schedule C · EIN 91-1485366
$225,538
paid directly by the plan
POINTGUARD FINANCIAL
Named on Schedule C · EIN 45-4065700
$187,319
paid directly by the plan
PARKER, SMITH AND FEEK, INC.
Named on Schedule C · EIN 91-0660018
$118,671
paid directly by the plan
DIGITAL INSURANCE INC.
Named on Schedule C · EIN 58-2522668
$85,616
paid directly by the plan
AIREY BENEFIT COMPANY LLC
Named on Schedule C · EIN 91-1743499
$69,043
paid directly by the plan
PRO BENEFITS OF WA
Named on Schedule C · EIN 27-5039273
$57,187
paid directly by the plan
CUMMINGS, FRASER, & ASSOCIATES, LLC
Named on Schedule C · EIN 68-0609841
$55,852
paid directly by the plan
KIBBLE & PRENTICE HOLDING COMPANY
Named on Schedule C · EIN 91-1176315
$47,285
paid directly by the plan
MADDOCK & ASSOCIATES
Named on Schedule C · EIN 91-1280409
$46,918
paid directly by the plan
R L EVANS COMPANY INC
Named on Schedule C · EIN 91-0849754
$37,699
paid directly by the plan
DAVIS WRIGHT TREMAINE LLP
Named on Schedule C · EIN 91-0839480
$36,642
paid directly by the plan
VAULT INSURANCE INVESTMENTS LLC
Named on Schedule C · EIN 26-3980956
$36,009
paid directly by the plan
BROWN AND BROWN OF WA INC
Named on Schedule C · EIN 91-0378940
$27,177
paid directly by the plan
FORTIPHI LLC
Named on Schedule C · EIN 91-1743499
$17,394
paid directly by the plan
ALLIANT INSURANCE SERVICES INC.
Named on Schedule C · EIN 33-0785439
$15,711
paid directly by the plan
GROUP BENEFITS LLC
Named on Schedule C · EIN 26-2229784
$14,561
paid directly by the plan
ANASTASI MOORE & MARTIN PLLC
Accounting and audit · EIN 20-8149084
$14,300
paid directly by the plan
MCGREGOR INSURANCE AGENCY
Named on Schedule C · EIN 91-1604082
$12,352
paid directly by the plan
RICE INSURANCE LLC
Named on Schedule C · EIN 91-0873013
$11,823
paid directly by the plan
GALLAGHER BENEFIT SERVICES INC
Named on Schedule C · EIN 36-4291971
$11,581
paid directly by the plan
PAYCHEX INSURANCE AGENCY INC.
Named on Schedule C · EIN 16-1528391
$10,314
paid directly by the plan
WASHINGTON TRAILS ASSOCIATION
Named on Schedule C · EIN 94-0900134
$10,000
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
$1,859,655
Paid out in benefits
$31,922,198
Paid to insurance carriersSchedule H, line 2e(2)
$31,922,198
Independent accountantEIN 20-8149084
ANASTASI, MOORE & MARTIN PLLC
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$21,875

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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