No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Contract Administrator Service code 13 | — | $501K |
| CARDAY ASSOCIATES, INC. EIN 53-0257019 NONE | Direct payment from the plan Service code 50 | — | $240K |
| CASE MANAGEMENT SPECIALISTS EIN 61-1688248 NONE | Consulting fees Service code 70 | — | $175K |
| THE SEGAL COMPANY (MIDWEST) EIN 13-1975125 NONE | Actuarial Service code 11 | — | $100K |
| BASYS EIN 52-1796473 NONE | Other services Service code 49 | — | $83K |
| SAMANTHA POSLUSZNY EIN 36-2261990 EMPLOYEE | Employee (plan) Service code 30 | — | $76K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 AUDITOR FOR LOCAL 9 | Accounting (including auditing) Service code 10 | — | $69K |
| REBECCA THAMES-SIMMONS EIN 36-2261990 EMPLOYEE | Employee (plan) Service code 30 | — | $56K |
| CAROLE KRUTILLA EIN 36-2261990 EMPLOYEE | Employee (plan) Service code 30 | — | $41K |
| EMPLOYEE RESOURCE SYSTEMS, INC. EIN 36-3867645 NONE | Consulting (general); Employee (plan) Service code 16 | — | $25K |
| EPLAN LLC EIN 22-3720767 NONE | Other services Service code 49 | — | $25K |
| DALEY AND GEORGES, LTD. EIN 36-3246372 NONE | Legal; Direct payment from the plan Service code 29 | — | $22K |
| 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 | Other services; Float revenue; Other investment fees and expenses; Shareholder servicing fees; Custodial (securities) Service code 19 | — | $10K |
| SEGAL ADVISORS INC. EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $9K |
| US BANK EIN 31-0841368 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $7K |
| HAMILTON LANE ADVISORS LLC EIN 23-2962336 | Investment management fees paid indirectly by plan Service code 52 | — | $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 | 1,259 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,259 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 1,206 | $409K |
| Other | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 1,206 | $409K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,206 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.