No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD HEALTHCARE P EIN 58-1638390 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing; Float revenue; Contract Administrator Service code 12 | — | $7.1M |
| HMC HEALTHWORKS, LLC EIN 73-3189468 NONE | Other services Service code 49 | — | $341K |
| SLEVIN & HART, P.C. EIN 52-1708613 NONE | Legal Service code 29 | — | $294K |
| BHA CONSULTING LLC EIN 26-1384808 NONE | Consulting (general) Service code 16 | — | $291K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal Service code 29 | — | $241K |
| OPTUMRX, INC EIN 33-0441200 NONE | Other fees; Claims processing; Float revenue; Direct payment from the plan Service code 12 | — | $76K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $51K |
| GAMCO ASSET MANAGEMENT INC. EIN 13-4044521 NONE | Investment management Service code 28 | — | $28K |
| JOHNSON LEGAL GROUP, P.C. EIN 26-4199186 NONE | Legal Service code 29 | — | $9K |
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 | 24,378 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 24,378 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 15,410 | $5.6M |
| Vision(9 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 11,271 | $1.5M |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 19,425 | $1.2M |
| Other | SYMETRA LIFE INSURANCE COMPANY | 19,425 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 19,425 | — |
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.