No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Participant communication; Direct payment from the plan; Claims processing; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 12 | — | $4.0M |
| REGENCE BLUECROSS BLUESHIELD EIN 93-0238155 NONE | Contract Administrator; Direct payment from the plan; Other services; Claims processing; Insurance brokerage commissions and fees; Non-monetary compensation; Float revenue Service code 12 | — | $2.4M |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Direct payment from the plan; Insurance services; Other services Service code 23 | — | $995K |
| OPTUM RX, INC EIN 33-0441200 NONE | Direct payment from the plan; Float revenue; Actuarial; Other fees Service code 11 | — | $220K |
| J. THAYER COMPANY EIN 93-1318092 NONE | Direct payment from the plan; Other services Service code 49 | — | $192K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $152K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Direct payment from the plan; Consulting (general); Insurance services Service code 11 | — | $148K |
| LOOMIS SAYLES EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $138K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Non-monetary compensation; Investment management Service code 28 | — | $101K |
| ACTIVERADAR EIN 81-0843133 NONE | Other services; Direct payment from the plan Service code 49 | — | $90K |
| SERVICE PRINTING CO EIN 91-0830372 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $59K |
| SERVICE PRINTING CO. EIN 91-0830372 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $58K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $47K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $41K |
| LOCKTON DUNNING BENEFITS EIN 20-3354970 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $40K |
| US BANK EIN 31-0841368 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $37K |
| VERUS INVESTMENTS EIN 91-1320111 NONE | Investment advisory (plan); Contract Administrator; Participant communication; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Copying and duplicating Service code 13 | — | $21K |
| JH HERRLE & ASSOCIATES EIN 93-0692196 NONE | Insurance agents and brokers Service code 22 | — | $10K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $9K |
| MULTIEMPLOYER LLC NONE | Other services; Direct payment from the plan Service code 49 | 9674 COLERAIN AVE #298 CINCINNATI, OH 42521 | $9K |
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 | 11,456 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 362 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,818 | 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 | 2,302 | $18.6M |
| Dental(2 contracts, 2 carriers) | LIFEMAP ASSURANCE COMPANY | 2,488 | $2.8M |
| Vision(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 8,493 | $655K |
| Life insurance | STANDARD INSURANCE COMPANY | 9,338 | $67K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 2,302 | $17.9M |
| Other(2 contracts, 2 carriers) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 416 | $575K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,338 | — |
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.