No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Contract Administrator Service code 13 | — | $540K |
| CARDAY ASSOCIATES, INC. EIN 53-0257019 NONE | Direct payment from the plan Service code 50 | — | $230K |
| CASE MANAGEMENT SPECIALISTS EIN 61-1688248 NONE | Consulting fees Service code 70 | — | $174K |
| THE SEGAL COMPANY (MIDWEST) EIN 13-1975125 NONE | Actuarial Service code 11 | — | $110K |
| SAMANTHA POSLUSZNY EIN 36-2261990 EMPLOYEE | Employee (plan) Service code 30 | — | $77K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 AUDITOR FOR LOCAL 9 | Accounting (including auditing) Service code 10 | — | $67K |
| BASYS EIN 52-1796473 NONE | Other services Service code 49 | — | $64K |
| REBECCA THAMES-SIMMONS EIN 36-2261990 EMPLOYEE | Employee (plan) Service code 30 | — | $56K |
| SAV-RX PRESCRIPTION SERVICES EIN 47-0527013 NONE | Contract Administrator Service code 13 | — | $54K |
| DALEY AND GEORGES, LTD. EIN 36-3246372 NONE | Legal; Direct payment from the plan Service code 29 | — | $40K |
| CAROLE KRUTILLA EIN 36-2261990 EMPLOYEE | Employee (plan) Service code 30 | — | $36K |
| EMPLOYEE RESOURCE SYSTEMS, INC. EIN 36-3867645 NONE | Employee (plan); Consulting (general) Service code 16 | — | $26K |
| EPLAN LLC EIN 22-3720767 NONE | Other services Service code 49 | — | $23K |
| DENTAL NETWORK OF AMERICA EIN 36-3339483 NONE | Other services Service code 49 | — | $17K |
| VISION SERVICE PLAN NONE | Other services Service code 49 | 3333 QUALITY DRIVE RANCHO CORDOVA, CA 95670 | $16K |
| COMERICA EIN 42-1741646 NONE | Custodial (securities); Other investment fees and expenses Service code 19 | — | $14K |
| US BANK EIN 31-0841368 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $9K |
| SEGAL ADVISORS INC. EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $8K |
| SCREENSAFE, INC. EIN 36-4365279 NONE | Consulting (general); Employee (plan) Service code 16 | — | $6K |
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 | 1,209 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 30 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,239 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY | 1,239 | $0 |
| Other | PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY | 1,239 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,239 | — |
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.
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.