Strategies 360
Updated Filing received by DOL
Strategies 360, a professional & technical services employer in Seattle, Washington, reported 147 participants in its health and welfare plan for plan year 2024. Its Form 5500 shows 7 insurance contracts with no premium reported and $63,687 in broker commissions and fees. The plan is a mix of insured and self-funded coverage. The Department of Labor received the filing on July 25, 2025, before the deadline.
Who was paid on Strategies 360's plan
Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Strategies 360 filed for 2024.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| Parker, Smith & Feek · Bellevue, WA | $59,200 | $471 | $59,671 | 6 |
| PSH Insurance · Honolulu, HI | $3,137 | $0 | $3,137 | 1 |
| Watchtower Technologies · Chicago, IL | $879 | $0 | $879 | 2 |
Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2024, as published in EBSA's 2024 "Latest" dataset. Part I names whoever the carrier paid, which can be a firm or an individual agent; both are public record. Amounts exclude pay from carriers not tied to a listed contract.
Insurance contracts and carriers
Every insurance contract reported on Schedule A: carrier, what it covers, people covered at year end, earned premium, and broker compensation.
| Carrier · coverage | Covered | Premium | Broker pay | Rate |
|---|---|---|---|---|
| Unum Life Insurance Company of Americacoverage not coded | 70 | — | $2,209 | — |
| Unum Life Insurance Company of Americalife | 9 | — | $1,273 | — |
| University Health Alliancehealth, prescription drug | 10 | — | $3,137 | — |
| Unum Life Insurance Company of Americalife, short-term disability, long-term disability | 72 | — | $6,721 | — |
| United Healthcare Insurance Companyhealth, prescription drug, PPO | 101 | — | $49,630 | — |
| Delta Dental of Washingtondental | 68 | — | $20 | — |
| Vision Service Planvision | 69 | — | $697 | — |
Source: DOL Form 5500 Schedule A, plan year 2024. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.
How Strategies 360 compares
Medians across employers for plan year 2024, the most recent complete year. Commission rates use fully insured medical contracts only; dollar medians use every employer that disclosed broker pay.
Not computable: no insured medical premium on the filing.
Source: BenefitsLedger benchmarks from 58,547 employer health plans with 100 or more participants, plan year 2024. Methodology.
Year over year
| 2023 | 2024 | Change | |
|---|---|---|---|
| Participants | 166 | 147 | −11.4% |
| Premiums filed | $0 | $0 | not comparable |
| Broker commissions + fees | $92,646 | $63,687 | −31.3% |
| Commission rate | — | — | — |
Source: DOL Form 5500 filings for plan years 2023 and 2024.
Filings and timeliness
Plans this employer filed under its EIN with a health benefit code. Large plans are due seven months after the plan year ends, or two and a half months later with an extension; amended filings carry the amendment date, so no timing is asserted for them.
| Plan | Plan year end | Received by DOL | Timing | Participants |
|---|---|---|---|---|
| Strategies 360 Employee Benefit Plan#501 · insurance, general assets | December 31, 2024 | July 25, 2025 | before deadline | 147 |
Source: DOL Form 5500 Part I and signature dates; "late" means received after the extended deadline (the 15th day of the tenth month after plan year end). What a late Form 5500 costs.
How much did Strategies 360 pay in health insurance broker commissions in 2024?
Strategies 360's 2024 Form 5500 reports $63,687 in broker commissions and fees across 7 insurance contracts ($63,216 in commissions, $471 in fees), with Parker, Smith & Feek receiving the largest share.
Is Strategies 360's health plan self-funded or fully insured?
The 2024 filing indicates the plan is a mix of insured and self-funded coverage. Medical coverage is written by University Health Alliance, United Healthcare Insurance Company.
How does Strategies 360's broker compensation compare with similar employers?
A commission-to-premium ratio cannot be computed for Strategies 360 because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 100-199 participants that disclosed broker pay reported a median of $53,852.
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Record built October 24, 2026 from U.S. Department of Labor, EBSA Form 5500 datasets (2025, 2024, 2023 plan years, 'Latest' files). Filings can run 7 to 10 months behind the plan year; always confirm against current plan documents. BenefitsLedger is not affiliated with the U.S. Department of Labor. Open the DOL filing search.