No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES EIN 94-1749354 NONE | Contract Administrator; Copying and duplicating; Other fees Service code 13 | — | $723K |
| ANTHEM BLUE CROSS LIFE AND HEALTH EIN 95-4331852 NONE | Claims processing; Contract Administrator; Float revenue; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $264K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing) Service code 10 | — | $118K |
| AMERICAN HEALTH HOLDING, INC. NONE | Other services Service code 49 | 100 W OLD WILSON BRIDGE RD FL 3 WORTHINGTON, OH 43085 | $84K |
| SMART SOURCE OF CA. NONE | Copying and duplicating Service code 36 | 26001 PALU MISSION VIEJO, CA 92691 | $50K |
| J.H. HERRLE & ASSOCIATES, INC. EIN 93-0692196 NONE | Consulting (general) Service code 16 | — | $45K |
| UNION DATA SYSTEMS EIN 77-0418382 NONE | Other services Service code 49 | — | $43K |
| MARK LIPTON EIN 94-2562134 NONE | Legal Service code 29 | — | $41K |
| ALAN D. BILLER & ASSOCIATES, INC. EIN 94-2854958 NONE | Investment advisory (plan) Service code 27 | — | $38K |
| FIRST DENTAL EIN 33-0655193 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $28K |
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 | 2,790 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,790 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLANS, INC. | 4,880 | $24.4M |
| Vision | VISION SERVICE PLAN | 2,790 | $232K |
| Life insurance | STANDARD INSURANCE COMPANY | 2,744 | $97K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 1,177 | $2.9M |
| Other | U.S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH | 2,777 | $630K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,880 | — |
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.