form5500lookup

Benefits brokerage · 3 offices

DOUGLAS A WOHLMAN INC

DOUGLAS A WOHLMAN INC is named as the broker of record on 8 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
8
Carriers
1

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

CityStateContracts
EDMONDSWA5
KIRKLANDWA2
No city on file—1

Book profile

DOUGLAS A WOHLMAN INC brokers 8 insured contracts for 8 employers, across 4 states, led by CA, WA, NV.

Stop-loss is the largest line (5 contracts), followed by life (3).

THE UNION LABOR LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 100%).

Renewals concentrate on January 1: 75% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

stop-loss 5 · life 3

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
BOARD OF TRUSTEES, OPERATING ENGINEERS HEALTHALAMEDA, CAEDMONDS, WATHE UNION LABOR LIFE INSURANCE COMPANYJan 1FY2024
BOARD OF TRUSTEES, AGC-IUOE LOCAL 701 HEALTH & WELFARE TRUST FUNDSEATTLE, WAEDMONDS, WATHE UNION LABOR LIFE INSURANCE COMPANYJan 1FY2024
SEATTLE FIRE FIGHTERS HEALTHCARE TRUSTMUKILTEO, WAEDMONDS, WATHE UNION LABOR LIFE INSURANCE COMPANYJan 1FY2024
BOARD OF TRUSTEES-NW PLUMBERS & PIPEFITTERS HEALTH FUNDSEATTLE, WAEDMONDS, WATHE UNION LABOR LIFE INSURANCE COMPANYJan 1FY2024
BOARD OF TRUSTEES, SHEET METAL WORKERS 16 HEALTH TRUSTPORTLAND, OREDMONDS, WATHE UNION LABOR LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
3

more employers in DOUGLAS A WOHLMAN INC's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)