No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CVS PHARMACY, INC. EIN 05-0340626 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $279K |
| HEALTHEQUITY, INC. EIN 52-2383166 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan Service code 13 | — | $58K |
| EQUIFAX, INC EIN 58-0401110 NONE | Direct payment from the plan; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $21K |
| HEALTH STRATEGY, LLC EIN 20-4944393 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $20K |
| GENESIS CORP EIN 13-4041496 NONE | Direct payment from the plan; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $18K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,731 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,731 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE CO, INC | 2,461 | $832K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,461 | — |
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.