Form 5500 · Employee benefit plan · TACOMA, WA
LARSON AUTOMOTIVE GROUP
The filing calls this plan LARSON AUTOMOTIVE GROUP HEALTH AND WELFARE PLAN.
LARSON AUTOMOTIVE GROUP of TACOMA, WA insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is FORTUNE MANAGEMENT, INC.. Coverage is written through KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. and 3 other carriers. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-0749566 · plan 501 · plan year 2025, filed Nov 24, 2025
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65 other employer plans in Washington have policy years ending in April. 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 filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
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 7 insured contracts covering health, dental, vision, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC., covers 171 people.
Reported premium across the insured contracts is $2,544,778, with $115,606 in disclosed broker commissions — about 4.5% 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.
FORTUNE MANAGEMENT, INC. is the broker of record on 2 of the 7 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC., KAISER FOUNDATION HEALTH PLAN OF WASHINGTON, METROPOLITAN LIFE INSURANCE COMPANY and UNUM LIFE INSURANCE COMPANY OF AMERICA. KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | Health | 171 | May 1, 2025 | $1,581,316 | $55,257 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 109 | May 1, 2025 | $593,872 | $20,738 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 260 | May 1, 2025 | $225,507 | $18,144 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 185 | May 1, 2025 | $42,759 | $10,085 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 85 | May 1, 2025 | $36,184 | $5,957 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 397 | May 1, 2025 | $14,087 | $2,947 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 259 | May 1, 2025 | $51,053 | $2,478 |
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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