No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUM RX EIN 33-0441200 PHARMACY BENEFIT MGT | Direct payment from the plan; Other fees; Claims processing; Float revenue Service code 12 | 2300 MAIN STREET IRVINE, CA 92614 | $24.9M |
| ANTHEM BLUE CROSS BLUE SHIELD OF WI EIN 39-0138065 | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other services; Claims processing; Float revenue Service code 12 | 3075 VANDERCAR WAY CINCINNATI, OH 45209 | $4.2M |
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 | Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator Service code 12 | 3075 VANDERCAR WAY CINCINNATI, OH 45209 | $996K |
| WISCONSIN COLLABORATIVE INSURANCE C EIN 47-5569628 | Contract Administrator; Claims processing; Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 3075 VANDERCAR WAY CINCINNATI, OH 45209 | $442K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 THIRD PARTY ADMINISTRATOR | Contract Administrator Service code 13 | 2801 HOOVER ROAD STEVENS POINT, WI 54481 | $226K |
| EMPLOYEE BENEFITS CORPORATION EIN 39-2044064 THID PARTY ADMINISTRATOR | Claims processing; Contract Administrator Service code 12 | PO BOX 44347 MADISON, WI 53744 | $87K |
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 | 9,049 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 308 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 9,357 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision(3 contracts) | EYEMED | 14,033 | $697K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 16,034 | $3.4M |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 8,532 | $3.2M |
| Other(4 contracts, 3 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 16,034 | $4.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 16,034 | — |
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.