Fundz
Fundz
Benefits Intelligence/Broker Directory/Washington

Sea Mountain Insurance Brokers Inc

Lynnwood, WA

Sea Mountain Insurance Brokers Inc of Lynnwood, WA is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $258,817 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$258,817
plan year 2025
Reported fees
$2,780

Quick answer

Sea Mountain Insurance Brokers Inc (Lynnwood, WA) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Sea Mountain Insurance Brokers Inc have?
Sea Mountain Insurance Brokers Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Sea Mountain Insurance Brokers Inc's largest employer clients?
By plan participants, the largest include Ballard Management, Inc. (262 participants), Cbair LLC (124 participants) and The Evergreen School (121 participants).
How much does Sea Mountain Insurance Brokers Inc earn in commissions?
Insurers reported $258,817 in broker commissions and $2,780 in fees paid to Sea Mountain Insurance Brokers Inc for plan year 2025, per Schedule A Part 1.
Where is Sea Mountain Insurance Brokers Inc located?
Sea Mountain Insurance Brokers Inc is based in Lynnwood, WA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Sea Mountain Insurance Brokers Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Ballard Management, Inc.WA2622026-03-31
Cbair LLCWA1242025-12-31
The Evergreen SchoolWA1212025-12-31

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Washington

All brokers in Washington →

Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.