No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MARATHON HEALTH EIN 27-0908752 NONE | Other services Service code 49 | — | $3.3M |
| BENESYS, INC. EIN 38-2383171 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator Service code 13 | — | $837K |
| ANTHEM BLUE CROSS BLUE SHIELD EIN 84-0747736 NONE | Other fees; Claims processing Service code 12 | — | $601K |
| BROWNSTEIN HYATT FARBER SCHRECK LLP EIN 26-1367865 NONE | Legal Service code 29 | — | $344K |
| RUBINBROWN LLP EIN 43-0765316 NONE | Accounting (including auditing) Service code 10 | — | $237K |
| NATIONAL INVESTMENT SERVICES OF AME EIN 84-3937993 NONE | Investment management fees paid directly by plan Service code 51 | — | $213K |
| NEVADA HEALTH SOLUTIONS LLC EIN 46-2711071 NONE | Other fees Service code 99 | — | $205K |
| NURSE CANDACE CONSULTING EIN 81-4655974 NONE | Other services Service code 49 | — | $200K |
| HIGHMARK INC. EIN 23-1294723 NONE | Claims processing Service code 12 | — | $156K |
| CHEIRON, INC. EIN 13-4215617 NONE | Actuarial Service code 11 | — | $139K |
| HARMONY HEALTHCARE EIN 04-3290453 NONE | Insurance services Service code 23 | — | $139K |
| SMART SOURCE EIN 30-0830429 NONE | Participant communication; Copying and duplicating Service code 36 | — | $98K |
| AMERICAN TOXICOLOGY EIN 20-1992978 NONE | Other services Service code 49 | — | $85K |
| LION BUFFALO, LLC EIN 83-0660314 NONE | Other services Service code 49 | — | $75K |
| HAIKAL EXEMPTION TRUST EIN 27-7131988 NONE | Other services Service code 49 | — | $65K |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 NONE | Contract Administrator; Direct payment from the plan; Other services; Participant communication; Non-monetary compensation; Claims processing; Float revenue Service code 12 | — | $47K |
| HEALTH SERVICES COALITION EIN 88-0492643 NONE | Other services Service code 49 | — | $26K |
| UA LOCAL 525 EIN 88-0030428 AFFILIATED UNION LOCAL | Other services Service code 49 | — | $17K |
| NEW ENGLAND PENSION CONSULTANTS LLC EIN 26-1429809 NONE | Consulting (general) Service code 16 | — | $15K |
| COVERALL NORTH AMERICA INC. EIN 33-0101479 NONE | Other services Service code 49 | — | $14K |
| IRON MOUNTAIN, INC. EIN 23-2588479 NONE | Other services Service code 49 | — | $13K |
| UNION INSURANCE GROUP EIN 36-4226088 NONE | Insurance brokerage commissions and fees Service code 53 | — | $9K |
| ALLIANT INSURANCE SERVICES EIN 33-0785439 NONE | Claims processing Service code 12 | — | $8K |
| QUEST DIAGNOSTICS INC. EIN 88-0099333 NONE | Other services Service code 49 | — | $8K |
| BMO BANK EIN 36-2085229 NONE | Custodial (other than securities) Service code 18 | — | $7K |
| NAVITUS HEALTH SOLUTIONS, LLC EIN 04-3608530 NONE | Claims processing Service code 12 | — | $6K |
| NV ENERGY EIN 88-0420104 NONE | Other services Service code 49 | — | $6K |
| ZELIS CLAIMS INTEGRITY, LLC EIN 84-2694744 NONE | Other services Service code 49 | — | $6K |
| WORLDPAY, INC. EIN 26-4532998 NONE | Other services Service code 49 | — | $6K |
| MIDWEST INSTITUTIONAL TRUST COMPANY EIN 93-1799133 NONE | Custodial (securities) Service code 19 | — | $6K |
| P1 GROUP NONE | Other services Service code 49 | 5685 CAMERON STREET LAS VEGAS, NV 89118 | $6K |
| CHUBB LIMITED EIN 98-0091805 NONE | Insurance services Service code 23 | — | $5K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing Service code 12 | — | $0 |
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 | 1,472 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 473 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,945 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 324 | $72K |
| Vision | VISION SERVICE PLAN | 1,811 | $199K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,830 | $57K |
| Stop-loss / reinsurancereinsurance | WELLPOINT STOP LOSS | 1,481 | $1.1M |
| Other(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 1,830 | $129K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,830 | — |
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.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.