No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Direct payment from the plan; Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication Service code 12 | — | $3.5M |
| REGENCE BLUECROSS BLUESHIELD EIN 93-0238155 NONE | Claims processing; Float revenue; Direct payment from the plan Service code 12 | — | $2.1M |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Insurance services; Direct payment from the plan; Other services Service code 23 | — | $876K |
| ENVISION RX EIN 90-1011712 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $473K |
| LOOMIS SAYLES EIN 04-3200030 NONE | Direct payment from the plan; Investment management Service code 28 | — | $214K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $177K |
| ACTIVERADAR NONE | Direct payment from the plan; Other services Service code 49 | 5700 STONERIDGE MALL RD STE 260 PLEASANTON, CA 94588 | $169K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 NONE | Investment management; Direct payment from the plan Service code 28 | — | $143K |
| SEGAL COMPANY EIN 94-1503999 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $121K |
| CLEAR HEALTH SYSTEMS, INC. NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 27299 RIVERVIEW BLVD STE 100 BONITA SPRINGS, FL 34134 | $117K |
| US BANK EIN 31-0841368 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $77K |
| J. THAYER COMPANY NONE | Other services; Direct payment from the plan Service code 49 | — | $57K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $48K |
| AMERICAN MEDICAL REVIEW, INC. NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 3346 CLACKAMAS, OR 97015 | $47K |
| SERVICE PRINTING NONE | Other services; Direct payment from the plan Service code 49 | — | $45K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $32K |
| VERUS INVESTMENTS EIN 91-1320111 NONE | Consulting (pension); Investment advisory (plan); Investment management fees paid directly by plan Service code 17 | — | $20K |
| UNITED STATES POSTAL SERVICE EIN 41-0760000 NONE | Direct payment from the plan; Other services Service code 49 | — | $16K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $14K |
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 | 10,756 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 399 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,155 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 2,712 | $16.9M |
| Dental | LIFEMAP ASSURANCE COMPANY | 2,369 | $2.3M |
| Vision | VISION SERVICE PLAN | 0 | $33K |
| Life insurance | STANDARD INSURANCE COMPANY | 7,691 | $48K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 2,712 | $16.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,691 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.