No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS LIFE & HEALTH INS EIN 95-4331852 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $2.8M |
| EMPYREAN BENEFIT SOLUTIONS, INC. EIN 20-3029813 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $357K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $272K |
| ERNST & YOUNG U.S. LLP EIN 34-6565596 CONSULTANT | Consulting (general) Service code 16 | — | $145K |
| FTBA, INC. EIN 46-4314843 PLAN SPONSOR | Plan Administrator Service code 14 | — | $117K |
| MAGELLAN BEHAVIORAL HEALTH, INC. EIN 87-0300539 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $100K |
| MERCER HEALTH & BENEFITS EIN 34-2015463 CONSULTANT | Consulting (general) Service code 16 | — | $87K |
| VISION SERVICE PLAN EIN 94-1632821 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $72K |
| MOSS ADAMS EIN 91-0189318 AUDITOR | Accounting (including auditing) Service code 10 | — | $57K |
| HAGER STRATEGIC EIN 52-1942556 CONSULTANT | Consulting (general) Service code 16 | — | $56K |
| ORRICK HERRINGTON & SUTCLIFFE LLP EIN 94-2952627 ATTORNEY | Legal Service code 29 | — | $52K |
| TOWERS WATSON EIN 53-0181291 CONSULTANT | Consulting (general) Service code 16 | — | $39K |
| AON HEWITT EIN 36-2235791 CONSULTANT | Consulting (general) Service code 16 | — | $18K |
| CONEXIS EIN 20-0198855 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $17K |
| SONG MONDRESS PLLC EIN 91-1917286 ATTORNEY | Legal Service code 29 | — | $9K |
| U.S. BANK NATIONAL ASSOCIATION EIN 31-0841368 TRUSTEE | Trustee (directed) Service code 25 | — | $7K |
| KAISER FOUNDATION HEALTH PLAN, INC. EIN 94-1340523 INSURANCE SERVICES | Insurance services Service code 23 | — | $4K |
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 | 4,349 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 294 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,643 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. OF CALIFORNIA | 340 | $2.1M |
| Other | MAGELLAN BEHAVIORAL HEALTH | 4,349 | $92K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,349 | — |
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."
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.