No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS LIFE AND HEALTH EIN 95-4331852 NONE | Contract Administrator; Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue Service code 12 | — | $409K |
| EPIC BROKERS EIN 94-3195221 NONE | Consulting (general) Service code 16 | — | $105K |
| SEYFARTH SHAW EIN 36-2152202 NONE | Legal Service code 29 | — | $66K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $65K |
| PACIFIC SOUTHWEST ADMINISTRATORS EIN 94-3187938 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator Service code 14 | — | $61K |
| GUARDIAN EIN 13-5123390 NONE | Claims processing Service code 12 | — | $56K |
| HORIZON ACTUARIAL SERVICES, LLC EIN 26-1370698 NONE | Consulting (general); Actuarial Service code 11 | — | $51K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment advisory (plan); Investment management Service code 27 | — | $45K |
| HENNINGFIELD & ASSOCIATES, INC. EIN 54-2189926 NONE | Accounting (including auditing) Service code 10 | — | $23K |
| PAUL HASTINGS, LLP EIN 95-2209675 NONE | Legal Service code 29 | — | $19K |
| LEVY PHILLIPS EIN 47-3697177 NONE | Legal Service code 29 | — | $18K |
| WELLCALL, INC. EIN 94-3245320 NONE | Claims processing Service code 12 | — | $14K |
| US BANK EIN 31-0841368 NONE | Custodial (securities) Service code 19 | — | $8K |
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 | 562 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 214 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 776 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLANS INC. | 417 | $2.5M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 722 | $56K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 722 | $56K |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 570 | $959K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 722 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.