No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan; Participant communication; Claims processing Service code 12 | — | $3.4M |
| 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 | Direct payment from the plan; Insurance services; Other services Service code 23 | — | $924K |
| SEGAL COMPANY EIN 94-1503999 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $273K |
| ACTIVERADAR NONE | Direct payment from the plan; Other services Service code 49 | 5700 STONERIDGE MALL RD STE 260 PLEASANTON, CA 94588 | $171K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $167K |
| LOOMIS SAYLES EIN 04-3200030 NONE | Direct payment from the plan; Investment management Service code 28 | — | $139K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 NONE | Investment management; Direct payment from the plan Service code 28 | — | $117K |
| MAGELLAN RX MANAGEMENT, LLC EIN 46-3708039 NONE | Other fees; Direct payment from the plan; Claims processing Service code 12 | — | $108K |
| SERVICE PRINTING CO NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 11960 OAK CREEK PARKWAY HUNTLEY, IL 60142 | $93K |
| US BANK EIN 31-0841368 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $69K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $46K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $25K |
| 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 | $24K |
| VERUS INVESTMENTS EIN 91-1320111 NONE | Consulting (pension); Investment management fees paid directly by plan; Investment advisory (plan) Service code 17 | — | $21K |
| AMERICAN MEDICAL REVIEW, INC. NONE | Other services; Direct payment from the plan Service code 49 | PO BOX 3346 CLACKAMAS, OR 97015 | $20K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $11K |
| JH HERRLE & ASSOCIATES INSURANCE EIN 93-0692196 NONE | Insurance agents and brokers Service code 22 | — | $11K |
| J. THAYER COMPANY EIN 93-1318092 NONE | Direct payment from the plan; Other services Service code 49 | — | $10K |
| PUBLISHER'S MAILING SERVICE NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 9126 E MARGINAL WAY S SEATTLE, WA 98108 | $10K |
| US POSTMASTER EIN 41-0760000 NONE | Other services; Direct payment from the plan Service code 49 | — | $5K |
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 | 10,904 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 408 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,312 | 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 | 2,731 | $18.9M |
| Dental(2 contracts, 2 carriers) | LIFEMAP ASSURANCE COMPANY | 2,396 | $3.0M |
| Vision(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 7,487 | $582K |
| Life insurance | STANDARD INSURANCE COMPANY | 8,033 | $50K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 2,731 | $18.2M |
| Other | REGENCE BLUECROSS BLUESHIELD OF OREGON | 362 | $516K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,033 | — |
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.