No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS LIFE & HEALTH INS EIN 95-4331852 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator; Other services Service code 12 | — | $1.7M |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $374K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial; Consulting (general) Service code 11 | — | $352K |
| SEYFARTH SHAW LLP EIN 36-2152202 NONE | Legal Service code 29 | — | $250K |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Other fees; Claims processing; Contract Administrator Service code 12 | — | $138K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $133K |
| EMPLOYEE 115 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $117K |
| CENTERSQUARE INVESTMENT MANAGEMENT EIN 23-2817243 NONE | Investment management; Soft dollars commissions Service code 28 | — | $116K |
| BLACKROCK INVESTMENT MGMT LLC EIN 20-5319476 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $114K |
| GRANTHAM MAYO VAN OTTERLOO & CO EIN 04-2691242 NONE | Investment management Service code 28 | — | $101K |
| EMPLOYEE 495 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $100K |
| EMPLOYEE 278 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $80K |
| LOOMIS SAYLES & COMPANY, LP EIN 04-3200030 NONE | Investment management fees paid directly by plan Service code 51 | — | $79K |
| EMPLOYEE 121 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $77K |
| MEDICAL REVIEW INSTITUTE OF AMERICA EIN 87-0515201 NONE | Consulting fees Service code 70 | — | $76K |
| EMPLOYEE 176 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $69K |
| EMPLOYEE 160 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $69K |
| EMPLOYEE 132 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $65K |
| EMPLOYEE 195 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $64K |
| EMPLOYEE 501 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $59K |
| EMPLOYEE 446 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $56K |
| EMPLOYEE 412 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $54K |
| EMPLOYEE 445 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $52K |
| EMPLOYEE 432 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $52K |
| EMPLOYEE 107 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $49K |
| EMPLOYEE 422 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $46K |
| EMPLOYEE 426 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $46K |
| EMPLOYEE 431 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $45K |
| EMPLOYEE 494 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $45K |
| EMPLOYEE 346 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $45K |
| EMPLOYEE 491 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $40K |
| LAQUER URBAN CLIFFORD & HODGE LLP EIN 95-4047729 NONE | Legal Service code 29 | — | $37K |
| EMPLOYEE 399 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $36K |
| EMPLOYEE 264 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $36K |
| EMPLOYEE 499 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $32K |
| EMPLOYEE 401 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $32K |
| NIGRO KARLIN SEGAL & FELDSTEIN LLP EIN 95-3632775 NONE | Accounting (including auditing) Service code 10 | — | $32K |
| EMPLOYEE 425 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $31K |
| EMPLOYEE 200 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $30K |
| EMPLOYEE 474 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $30K |
| EMPLOYEE 356 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $29K |
| EMPLOYEE 502 EIN 51-0137697 NONE | Employee (plan) Service code 30 | — | $29K |
| CAL NET ENTERPRISES, LLC EIN 95-4751910 NONE | Consulting (general) Service code 16 | — | $24K |
| JCK MEDICAL CORP EIN 46-2959965 NONE | Consulting (general) Service code 16 | — | $23K |
| ROSSMORE PROPERTY & CASUALTY EIN 95-3658819 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $19K |
| PENSION CONSULTING ALLIANCE, INC. EIN 20-8958379 NONE | Consulting fees Service code 70 | — | $16K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Custodial (securities) Service code 19 | — | $12K |
| VITECH SYSTEMS GROUP, INC. EIN 13-3785492 NONE | Other services Service code 49 | — | $11K |
| WELLS FARGO BANK EIN 94-3081343 NONE | Account maintenance fees Service code 65 | — | $7K |
| IAPPSYS INC. EIN 20-2774279 NONE | Consulting (general) Service code 16 | — | $6K |
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 | 6,499 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,318 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 7,817 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 7,912 | $726K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,912 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.