| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC. | 18940 NORTH PIMA RD STE 210 SCOTTSDALE, AZ 85255 | HCC LIFE INSURANCE COMPANY | $48K | — | $48K | 5.95% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-0785790 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $8.6M |
| BLUECROSS BLUESHIELD OF AZ., INC. EIN 86-0004538 NONE | Direct payment from the plan; Other fees Service code 50 | — | $2.4M |
| UNITED HEALTHCARE NONE | Other fees; Direct payment from the plan Service code 50 | 333 W VINE ST STE 500 LEXINGTON, KY 40507 | $512K |
| AMERICAN HEALTH GROUP NONE | Other fees; Direct payment from the plan Service code 50 | 2152 SOUTH VINEYARD STE 103 MESA, AZ 85210 | $483K |
| NATIONAL INVESTMENT SERVICES, INC. EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $267K |
| HORIZON ACTUARIAL SERVICES NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | 420 EXCHANGE STE 260 IRVINE, CA 92602 | $240K |
| ACTIVE RADAR NONE | Direct payment from the plan; Other fees Service code 50 | 2 RICHMOND SQUARE STE 110 PROVIDENCE, RI 02906 | $228K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $222K |
| OPTUM RX NONE | Other fees; Direct payment from the plan Service code 50 | 2300 MAIN ST IRVINE, CA 92614 | $202K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $170K |
| TELADOC, INC. NONE | Other fees; Direct payment from the plan Service code 50 | 1945 LAKEPOINTE DR LEWISVILLE, TX 75057 | $145K |
| VISION SERVICE PLAN EIN 23-7293853 NONE | Direct payment from the plan; Other fees Service code 50 | — | $129K |
| MCCRACKEN STEMERMAN & HOLSBERRY LLP EIN 94-1709555 NONE | Legal; Direct payment from the plan Service code 29 | — | $128K |
| BLUECROSS BLUESHIELD OF IL., INC. NONE | Direct payment from the plan; Other fees Service code 50 | 300 E RANDOLPH ST CHICAGO, IL 60601 | $119K |
| CHARTWELL INVESTMENT PARTNERS NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 1205 WESTLAKES DR STE 100 BERWYN, PA 19312 | $116K |
| REINHART BOERNER VAN DEUREN, S.C. EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $92K |
| BANK OF AMERICA EIN 86-0005300 NONE | Direct payment from the plan; Other fees Service code 50 | — | $40K |
| THE NORTHERN TRUST EIN 39-1561860 NONE | Float revenue; Direct payment from the plan; Custodial (securities); Other services Service code 19 | — | $14K |
| MATTHEW GOLDBERG NONE | Legal; Direct payment from the plan Service code 29 | 130 CAPICORN AVE OAKLAND, CA 94611 | $13K |
| NEW ENGLAND PENSION CONSULTANT EIN 04-2927339 NONE | Other fees; Investment advisory (plan) Service code 27 | — | $11K |
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 | 14,747 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 14,747 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | ALPHA DENTAL OF ARIZONA, INC. | 2,200 | $391K |
| Life insurance | UNICARE LIFE & HEALTH INSURANCE CO. | 14,188 | $291K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 14,402 | $799K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 14,402 | — |
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."
No prospect flags tripped on this filing.