No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WEBTPA EIN 75-2611444 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $9.8M |
| OPTUMRX EIN 33-0441200 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $707K |
| CONNECTICUT GENERAL LIFE INS CO EIN 59-1031071 NONE | Other services; Direct payment from the plan; Contract Administrator; Participant communication; Float revenue; Named fiduciary; Non-monetary compensation; Claims processing Service code 12 | — | $682K |
| PRUDENTIAL TRUST COMPANY EIN 81-6692660 TRUSTEE/ AFFILIATE | Direct payment from the plan; Other investment fees and expenses; Investment management fees paid directly by plan; Investment management Service code 28 | — | $100K |
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 | 15,824 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 19,470 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 35,294 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN REGION CA | 161 | $3.0M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 70 | $607K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 27,194 | $4.0M |
| Life insurance(5 contracts) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 18,894 | $56.7M |
| Short-term disability(2 contracts) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 16,260 | $21.2M |
| Long-term disability(3 contracts) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 16,260 | $20.0M |
| Other(3 contracts, 2 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 16,054 | $12.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 27,194 | — |
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.