No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE EIN 35-0781558 PARTY-IN-INTEREST | Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $23.4M |
| AETNA EIN 06-6033492 PARTY-IN-INTEREST | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $9.0M |
| UNITED HEALTHCARE EIN 36-2739571 PARTY-IN-INTEREST | Claims processing; Other services; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $7.6M |
| UNITED BEHAVIORAL HEALTH DBA OPTUM EIN 94-2649097 PARTY-IN-INTEREST | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing; Other services Service code 12 | — | $3.7M |
| MVP SELECT CARE EIN 14-1704347 PARTY-IN-INTEREST | Other services; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $3.0M |
| MEDIFIT EIN 22-3339492 PARTY-IN-INTEREST | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | — | $2.4M |
| WELLTOK EIN 26-4622137 PARTY-IN-INTEREST | Other services Service code 49 | — | $1.6M |
| METROPOLITAN LIFE EIN 13-5581829 PARTY-IN-INTEREST | Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $1.3M |
| CVS CAREMARK EIN 20-8404182 PARTY-IN-INTEREST | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $1.0M |
| OPTUM HEALTH EIN 41-1591944 PARTY-IN-INTEREST | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $595K |
| THE VITALITY GROUP EIN 45-0644624 PARTY-IN-INTEREST | Other services Service code 49 | — | $281K |
| HPAI EIN 41-1693838 PARTY-IN-INTEREST | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $213K |
| ISLAND PEER REVIEW ORGANIZATION INC EIN 11-2662689 PARTY-IN-INTEREST | Other services Service code 49 | — | $52K |
| MAXIM HEALTHCARE SYSTEMS EIN 52-1968516 PARTY-IN-INTEREST | Other services Service code 49 | — | $268 |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 79,532 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 79,532 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(19 contracts, 19 carriers) | KAISER PERMANENTE - NO. CA | 3,184 | $93.5M |
| Dental | CIGNA DENTAL HEALTH | 8,442 | $7.1M |
| Vision | ANTHEM INSURANCE COMPANIES | 121,425 | $8.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 121,425 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.