Form 5500 · Employee benefit plan · PUYALLUP, WA
VERTICAL HEALTH SERVICES, LLC
VERTICAL HEALTH SERVICES, LLC of PUYALLUP, WA insures dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is AGM BENEFITS. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-1436517 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering dental, vision, life and disability; the largest, with UNUM LIFE INSURANCE COMPANY OF AMERICA, covers 349 people.
Reported premium across the insured contracts is $822,271, with $215,098 in disclosed broker commissions — about 26% of premium.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
AGM BENEFITS is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing — UNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY and UNUM INSURANCE COMPANY — with UNUM LIFE INSURANCE COMPANY OF AMERICA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM INSURANCE COMPANY | — | 360 | May | $204,838 | $123,196 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 349 | May | $345,289 | $48,359 |
| STARMOUNT LIFE INSURANCE COMPANY | Dental, Vision | 592 | May | $272,144 | $43,543 |
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