Form 5500 · Employee benefit plan · MERCER ISLAND, WA
NORTHWEST IRONWORKERS HEALTH AND SECURITY BOARD OF TRUSTEES
The filing calls this plan NORTHWEST IRONWORKERS HEALTH AND SECURITY PLAN.
NORTHWEST IRONWORKERS HEALTH AND SECURITY BOARD OF TRUSTEES of MERCER ISLAND, WA insures health, dental, vision, life and stop-loss coverage for its employees, per Schedule A of its Form 5500. Its broker of record is BENEFITMALL. Coverage is written through KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-6068079 · plan 501 · plan year 2025, filed Mar 25, 2026
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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
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
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.
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 4 insured contracts covering health, dental, vision, life and stop-loss.
The medical plan carries stop-loss coverage: the filing reports the plan paying its own health claims, with insured protection against large ones.
Reported premium across the insured contracts is $4,882,647, with $31,258 in disclosed broker commissions — about 0.6% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in June. The plan is on a split renewal cycle.
BENEFITMALL is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE UNION LIFE INSURANCE COMPANY | Stop-loss | 2,896 | Jul 1, 2025 | $622,380 | $31,258 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health, Dental | 610 | Jan 1, 2025 | $3,853,481 | $0 |
| VISION SERVICE PLAN | Vision | 3,305 | Jul 1, 2025 | $324,106 | $0 |
| THE UNION LABOR LIFE INSURANCE COMPANY | Life | 2,993 | Jun 1, 2025 | $82,680 | $0 |
Premium and claims on this contract
VISION SERVICE PLAN, contract 07105353. For the contract year on this filing, the carrier reported $324,106 in premium earned and $285,525 in claims incurred. Dividing one by the other gives 88%.
- VISION SERVICE PLAN, contract 07105353 reported $38,580 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.
Administrator and service providers
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
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.
How this plan compares
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Renewal calendar
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