No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATOR EIN 86-0785790 NONE | Contract Administrator Service code 13 | — | $1.1M |
| DATA ISIGHT EIN 26-3542849 NONE | Other fees Service code 99 | — | $567K |
| BEECH STREET CORP EIN 95-3778850 NONE | Other fees Service code 99 | — | $459K |
| TELLIGEN EIN 42-0992483 NONE | Direct payment from the plan; Other services Service code 49 | — | $268K |
| PRIMECARE ADMINISTRATORS, INC EIN 26-3486277 NONE | Insurance services; Claims processing Service code 12 | — | $163K |
| MINES AND ASSOCIATES EIN 84-1028610 NONE | Other fees Service code 99 | — | $139K |
| OPTUM RX EIN 11-2581812 NONE | Participant communication; Insurance services; Claims processing; Direct payment from the plan Service code 12 | — | $116K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial; Consulting (general) Service code 11 | — | $113K |
| SAFEWAY HEALTH INC EIN 26-2945963 NONE | Claims processing Service code 12 | — | $89K |
| CREWS MACQUARRIE & ASSOC. EIN 38-3647875 NONE | Consulting (general); Actuarial Service code 11 | — | $76K |
| HEALTH SERVICES COALITION EIN 88-0492643 NONE | Other fees Service code 99 | — | $74K |
| SEYFARTH SHAW LLP EIN 36-2152202 NONE | Legal Service code 29 | — | $50K |
| HENNINGFIELD & ASSOC., INC. EIN 54-2189926 NONE | Accounting (including auditing) Service code 10 | — | $41K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Insurance services Service code 23 | — | $39K |
| CAREWISE HEALTH, INC. EIN 95-3999237 NONE | Other services; Direct payment from the plan Service code 49 | — | $32K |
| US BANK EIN 31-0841368 NONE | Investment management; Custodial (securities) Service code 19 | — | $31K |
| MCCRACKEN STEMERMAN & HOLSBERRY EIN 94-1709555 NONE | Legal Service code 29 | — | $25K |
| HEALTH STRATEGIES, INC. EIN 86-0851201 NONE | Consulting (general) Service code 16 | — | $18K |
| PODIATRY PLAN ORGANIZATION OF CA EIN 82-2040110 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $17K |
| INTERLINK HEALTH SERVICES EIN 93-1164345 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator; Claims processing Service code 12 | — | $13K |
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 | 6,429 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 193 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 6,622 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 4,856 | $364K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 4,928 | $391K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,928 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.