No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS, INC. EIN 38-2383171 NONE | Contract Administrator; Direct payment from the plan; Copying and duplicating Service code 13 | — | $988K |
| CALIFORNIA PHYSICIANS' SERVICE EIN 94-0360524 NONE | Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $213K |
| DELTA DENTAL EIN 94-1461312 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $104K |
| NORTHWEST PLAN SERVICES EIN 91-2090931 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $96K |
| BEESON, TAYER AND BODINE EIN 94-3126136 NONE | Legal; Direct payment from the plan Service code 29 | — | $57K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $43K |
| TARP EIN 94-2875955 NONE | Direct payment from the plan; Other services Service code 49 | — | $32K |
| OPTUMRX, INC EIN 33-0441200 NONE | Claims processing; Direct payment from the plan; Other fees; Float revenue Service code 12 | — | $32K |
| MEDICARE PART D ADVISORS EIN 85-3689655 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $31K |
| HEALTHLINX, LLC EIN 87-0660214 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $19K |
| SMART SOURCE EIN 30-0830429 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $18K |
| MAMMINI COMPANY EIN 47-0879697 NONE | Direct payment from the plan; Investment advisory (plan); Consulting (general) Service code 16 | — | $17K |
| IRON MOUNTAIN EIN 04-3038590 NONE | Other services; Direct payment from the plan Service code 49 | — | $14K |
| LINCOLN INVESTMENT PLANNING, INC. EIN 23-1702591 NONE | Custodial (securities); Investment advisory (plan); Investment management fees paid directly by plan; Consulting (general); Direct payment from the plan Service code 16 | — | $12K |
| MARSH & MCLENNAN AGENCY EIN 36-1436000 NONE | Insurance brokerage commissions and fees Service code 53 | — | $6K |
| OPTUMRX, INC. | Float revenue; Other fees Service code 62 | — | $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 | 986 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 449 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,435 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN, INC. | 956 | $6.1M |
| Dental | NEWPORT DENTAL PLAN | 32 | $17K |
| Vision | VISION SERVICE PLAN | 1,453 | $184K |
| Stop-loss / reinsurancereinsurance | BLUE SHIELD OF CALIFORNIA LIFE & HEALTH INSURANCE COMPANY | 819 | $588K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,453 | — |
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.