No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF TX EIN 36-1236610 NONE | Other fees; Direct payment from the plan Service code 50 | — | $2.5M |
| CONIFER VALUE-BASED CARE, LLC EIN 52-1964905 NONE | Participant communication; Direct payment from the plan Service code 38 | — | $1.2M |
| PRICE WATERHOUSE COOPERS, LLC EIN 13-4008324 NONE | Consulting fees; Direct payment from the plan Service code 50 | — | $395K |
| OPTUM RX NONE | Other fees; Direct payment from the plan Service code 50 | PO BOX 509075 SAN DIEGO, CA 92150 | $272K |
| UFCW BENEFITS ADMINISTRATION,LLC EIN 77-0613772 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $227K |
| REINHART, ET AL EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $172K |
| U.S. ABLE CORP. EIN 71-0246079 NONE | Direct payment from the plan; Other fees Service code 50 | — | $139K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Custodial (securities); Investment advisory (plan) Service code 19 | — | $98K |
| BRENDA BEITZ EIN 75-1379068 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $75K |
| HEALTH X EIN 35-1928243 NONE | Direct payment from the plan; Participant communication Service code 38 | — | $64K |
| STACY BREWER EIN 75-1379068 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $63K |
| TAMMY ANDREWS EIN 75-1379068 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $53K |
| MARLENE HOPKINS EIN 75-1379068 SPOUSE OF TRUSTEE | Employee (plan); Direct payment from the plan Service code 30 | — | $48K |
| BARBARA ELLIOTT EIN 75-1379068 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| MARY TREVINO EIN 75-1379068 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| YVONNE HUTCHINSON EIN 75-1376068 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| THERESA MALLORY EIN 75-1379068 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $46K |
| SHERRY HILL EIN 75-1379068 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $46K |
| VICKIE GRAHAM EIN 75-1379068 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $46K |
| GUADALUPE GUERRA EIN 75-1379068 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $46K |
| PATRICK FLYNN EIN 76-0385614 NONE | Legal; Direct payment from the plan Service code 29 | — | $45K |
| YANG MEI-LEE EIN 75-1379068 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| LARRY MALLORY EIN 75-1379068 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| LISA GILPATRICK EIN 75-1379068 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $43K |
| MATTHEW MILLER EIN 75-1379068 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $43K |
| NAKITA BROWN EIN 75-1379068 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $43K |
| MELISSA USRY EIN 75-1379068 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $42K |
| LENORA GRAY EIN 75-1379068 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $40K |
| JUDY JETTON EIN 75-1379068 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $38K |
| AMANTHA MAYFIELD EIN 75-1379068 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $38K |
| ANNA CERVANTES EIN 75-1379068 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $37K |
| WILLIAM LESLIE EIN 75-1379068 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $34K |
| SHIRLEY ROBINSON EIN 75-1379068 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $32K |
| MARZETTIA FEIFER EIN 75-1379068 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $31K |
| DENNIS G. JENKINS, C.P.A., LLC EIN 20-5886120 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $31K |
| ROSE NOE EIN 75-1379068 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $29K |
| FALCONS ROCK INVESTMENT COUNSEL LLC EIN 55-0844872 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $12K |
| PPO PLUS EIN 72-1489154 NONE | Direct payment from the plan; Other fees Service code 50 | — | $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 | 13,016 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 13,016 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED HEALTH CARE INSURANCE COMPANY | 8,905 | $1.8M |
| Vision(2 contracts, 2 carriers) | UNITED HEALTH CARE INSURANCE COMPANY | 8,905 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,905 | — |
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.
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.