Fundz
Fundz
Benefits Intelligence/Broker Directory/Washington

Seattle

Kirkland, WA

Seattle of Kirkland, WA is the broker of record on 26 Form 5500 Schedule A filings covering 23 employer benefit plans across 4 states, with $0 in reported broker commissions (plan year 2025).

Employer clients
23
distinct plan sponsors
Schedule A filings
26
States served
4
Reported commissions
$0
plan year 2025
Reported fees
$25,902

Quick answer

Seattle (Kirkland, WA) is the broker of record for 23 employer benefit plan sponsors on 26 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Seattle have?
Seattle is named as broker on Form 5500 Schedule A filings for 23 distinct plan sponsors in 4 states.
Who are Seattle's largest employer clients?
By plan participants, the largest include Sea-Mar Community Health Centers (2,704 participants), Chinook Winds Casino (802 participants) and 401(K) Profit-Sharing Plan For Employees Of Mid-Willamette Valley Comm (522 participants).
Where is Seattle located?
Seattle is based in Kirkland, WA and has employer clients in 4 states.
How does Seattle rank among benefits brokers in Washington?
Seattle ranks #20 by employer clients among the 50 most active benefits brokers based in Washington.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Seattle 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
Sea-Mar Community Health CentersWA2,7042024-12-31
Chinook Winds CasinoOR8022024-12-31
401(K) Profit-Sharing Plan For Employees Of Mid-Willamette Valley CommOR5222024-12-31
20 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.