No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS/ BLUE SHIELD EIN 36-1236610 NONE | Other fees; Claims processing Service code 12 | — | $5.9M |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $387K |
| SEAN MADIX EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $372K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial Service code 11 | — | $343K |
| MERCER HEALTH BENEFITS, LLC EIN 34-2015463 NONE | Actuarial Service code 11 | — | $315K |
| LOGICALIS EIN 13-4000122 NONE | Consulting (general) Service code 16 | — | $271K |
| RVK, INC. EIN 93-0910652 NONE | Consulting (general) Service code 16 | — | $250K |
| CORVEL CORPORATION EIN 93-3382819 NONE | Contract Administrator Service code 13 | — | $240K |
| GREAT LAKES ADVISORS, INC EIN 80-0292839 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $239K |
| VITECH EIN 13-3785492 NONE | Other services Service code 49 | — | $232K |
| GOLDMAN SACHS ASSET MANAGEMENT, LP EIN 13-3575636 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $216K |
| HEALTH EQUITY NONE | Contract Administrator Service code 13 | 15 W. SCENIC POINTE DRIVE DRAPER, UT 84020 | $211K |
| WILLIAM BLAIR INV MGMT LLC EIN 47-2614791 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $204K |
| VISION SERVICE PLAN EIN 20-0891619 NONE | Contract Administrator Service code 13 | — | $167K |
| DAN SHEFFIELD EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $162K |
| BAIRD ADVISORS NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 227 W. MONROE ST CHICAGO, IL 60606 | $158K |
| LORI SELJAN EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $148K |
| BANSLEY & KIENER EIN 36-2152389 NONE | Accounting (including auditing) Service code 10 | — | $141K |
| EMPLOYEE RESOURCE SYSTEMS, INC EIN 36-3867645 NONE | Other services Service code 49 | — | $127K |
| TRACY SOHST EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $123K |
| JOHNSON & KROL EIN 36-4342024 NONE | Legal Service code 29 | — | $120K |
| TANYA BAIRD EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $117K |
| MICHAEL KRANTZ EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $111K |
| KELLY HUNT EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $102K |
| MARY VAZQUEZ LORINSER EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $88K |
| CAREMARK PCS HEALTH LLC EIN 05-0340626 NONE | Contract Administrator Service code 13 | — | $86K |
| PILLAR RX CONSULTING EIN 83-0714696 NONE | Consulting (general) Service code 16 | — | $85K |
| OGLETREE DEAKINS EIN 57-1044820 NONE | Legal Service code 29 | — | $84K |
| MEGAN SCHIELD EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $77K |
| ANNETTE GRANGO EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $77K |
| KATHLEEN KERSTOWSKE EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $77K |
| LEE FOSSEY EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $73K |
| MARIA GALINDEZ EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $73K |
| JEAN RYAN EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $71K |
| MARGARET ROBERSON EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $68K |
| PRISCILLA PERRY EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $67K |
| TAMARA LEWIS EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $64K |
| MARA BLUME EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $61K |
| IRIS GOMEZ EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $60K |
| NICHOLAS SCUTTI EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $51K |
| VICTORIA SUAREZ EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $49K |
| JEANINE HOWARD EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $47K |
| SHARON NORMAN EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $45K |
| PART D ADVISORS EIN 20-2595200 NONE | Other services Service code 49 | — | $41K |
| DAVID R. SHANNON ATTORNEY AT LAW EIN 83-1608906 NONE | Legal Service code 29 | — | $39K |
| MANAGED CARE STAFFERS EIN 36-4411050 NONE | Other services Service code 49 | — | $34K |
| WEAVER PARTNERS EIN 38-3661899 NONE | Other services Service code 49 | — | $28K |
| BIS CONSULTANTS, INC EIN 46-4075231 NONE | Other services Service code 49 | — | $21K |
| THE ADDISON GROUP EIN 46-3670661 NONE | Other services Service code 49 | — | $16K |
| DOCUWARE CORPORATION EIN 14-1826943 NONE | Other services Service code 49 | — | $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 | 7,613 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,173 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,786 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN NATIONAL | 7,613 | $577K |
| Other | DEARBORN NATIONAL | 7,613 | $577K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,613 | — |
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.