Form 5500 · Employee benefit plan · VANCOUVER, WA
JERRY ERWIN ASSOCIATES
JERRY ERWIN ASSOCIATES of VANCOUVER, WA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is NFP CORPORATE SERVICES (SE) INC.. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-1329083 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 6 insured contracts covering health and life; the largest, with UNITED HEALTHCARE INSURANCE COMPANY, covers 1,991 people.
Reported premium across the insured contracts is $15,704,070, with $370,040 in disclosed broker commissions — about 2.4% of premium.
The most recent policy period ended in April, and the plan year ends April 30. Group contracts typically renew on that annual cycle.
NFP CORPORATE SERVICES (SE) INC. is the broker of record on 2 of the 6 contracts; the rest name a different broker or none.
4 carriers appear on the filing — UNITED HEALTHCARE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, PRUDENTIAL INSURANCE COMPANY OF AMERICA and UNITED BEHAVIORAL HEALTH DBA OPTUM — with UNITED HEALTHCARE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | Health | 1,991 | April | $14,797,371 | $229,222 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 343 | April | $282,824 | $42,358 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 343 | April | $282,824 | $42,358 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 642 | April | $52,258 | $34,537 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life | 2,556 | April | $229,623 | $21,565 |
| UNITED BEHAVIORAL HEALTH DBA OPTUM | — | 4,351 | April | $59,170 | $0 |
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