No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Direct payment from the plan; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $3.5M |
| REGENCE BLUECROSS BLUESHIELD EIN 93-0238155 NONE | Non-monetary compensation; Float revenue; Claims processing; Insurance brokerage commissions and fees; Other services; Contract Administrator; Direct payment from the plan Service code 12 | — | $2.0M |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Direct payment from the plan; Other services; Insurance services Service code 23 | — | $834K |
| MAGELLAN RX MANAGEMENT, LLC EIN 46-3708039 NONE | Direct payment from the plan; Other fees; Claims processing Service code 12 | — | $261K |
| ACTIVERADAR NONE | Other services; Direct payment from the plan Service code 49 | 5700 STONERIDGE MALL RD STE 260 PLEASANTON, CA 94588 | $161K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $148K |
| LOOMIS SAYLES EIN 04-3200030 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $134K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $129K |
| CLEAR HEALTH SYSTEMS, INC. EIN 27-1374374 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $121K |
| SERVICE PRINTING CO EIN 91-0830372 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $102K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $101K |
| US BANK EIN 31-0841368 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $67K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $46K |
| SEGAL COMPANY EIN 94-1503999 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $44K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $38K |
| LOCKTON DUNNING BENEFITS EIN 20-3354970 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $21K |
| VERUS INVESTMENTS EIN 91-1320111 NONE | Consulting (pension); Direct payment from the plan; Investment advisory (plan) Service code 17 | — | $21K |
| JH HERRLE & ASSOCIATES INSURANCE EIN 93-0692196 NONE | Insurance agents and brokers Service code 22 | — | $10K |
| J. THAYER COMPANY EIN 93-1318092 NONE | Other services; Direct payment from the plan Service code 49 | — | $8K |
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 | 10,057 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 426 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,483 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 2,574 | $18.7M |
| Dental(2 contracts, 2 carriers) | LIFEMAP ASSURANCE COMPANY | 188 | $2.6M |
| Vision(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 7,102 | $342K |
| Life insurance | STANDARD INSURANCE COMPANY | 7,823 | $57K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 2,574 | $18.3M |
| Other(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 188 | $277K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,823 | — |
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.