Form 5500 · Employee benefit plan · SEATTLE, WA
LAIRD NORTON WEALTH MANAGEMENT INC.
Public Form 5500 records show how LAIRD NORTON WEALTH MANAGEMENT INC. (SEATTLE, WA) structures its employee benefits. Its broker of record is ALLIANT INSURANCE SERVICES. Coverage is written through EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-0498323 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 222 | December | $17,228 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 31 | December | $15,739 |
| TRUSTMARK INSURANCE COMPANY | — | 45 | December | $12,019 |
| VISION SERVICE PLAN | Vision | 199 | December | $1,137 |
| DELTA DENTAL OF WASHINGTON | Dental | 368 | December | $0 |
| WELLSPRING FAMILY SERVICES EAP | — | 224 | November | $0 |
| CURALINC LLC | — | 224 | December | $0 |
Questions
Who is LAIRD NORTON WEALTH MANAGEMENT INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, LAIRD NORTON WEALTH MANAGEMENT INC.'s broker of record is ALLIANT INSURANCE SERVICES.
What insurance carrier does LAIRD NORTON WEALTH MANAGEMENT INC. use?
LAIRD NORTON WEALTH MANAGEMENT INC.'s benefit plan is written through EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, among 7 disclosed carriers.
When does LAIRD NORTON WEALTH MANAGEMENT INC.'s group plan renew?
The most recent Schedule A policy period for LAIRD NORTON WEALTH MANAGEMENT INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LAIRD NORTON WEALTH MANAGEMENT INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.