No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUM RX EIN 33-0441200 NONE | Float revenue; Claims processing; Other fees; Direct payment from the plan Service code 12 | — | $12.3M |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 NONE | Non-monetary compensation; Direct payment from the plan; Contract Administrator; Other services; Participant communication; Named fiduciary; Claims processing; Float revenue Service code 12 | — | $1.7M |
| COMPUSYS OF UTAH, INC. EIN 84-0869853 NONE | Participant communication; Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $1.6M |
| SEGAL CONSULTING EIN 94-1503999 NONE | Actuarial Service code 11 | — | $177K |
| BLAKE & UHLIG, P.A. EIN 48-0918231 NONE | Legal Service code 29 | — | $174K |
| U.S. BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Custodial (securities); Trustee (bank, trust company, or similar financial institution) Service code 19 | — | $164K |
| WISE PROVIDER NETWORKS EIN 20-3082496 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $103K |
| BENNETT TUELLER JOHNSON & DEERE NONE | Legal Service code 29 | 3165 MILLROCK DR STE 500 SALT LAKE CITY, UT 84121 | $58K |
| FH GROUP CORP. EIN 33-0048033 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $54K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $50K |
| NURTUR HEALTH, INC. EIN 06-1476380 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $39K |
| MELISSA W. COOK & ASSOCIATES EIN 95-3245809 NONE | Legal Service code 29 | — | $21K |
| H.G. SAND & ASSOCIATES NONE | Accounting (including auditing) Service code 10 | PO BOX 6B SUN RIVER, MT 59483 | $21K |
| MARCO CONSULTING EIN 36-3555078 NONE | Investment advisory (plan) Service code 27 | — | $15K |
| HERZFELD & PIOTROWSKI EIN 47-0914076 NONE | Legal Service code 29 | — | $12K |
| MORTENSON & WYATT, LLC EIN 52-9701556 NONE | Accounting (including auditing) Service code 10 | — | $12K |
| BERENBAUM WEINSHIENK P.C. EIN 84-1075194 NONE | Legal Service code 29 | — | $10K |
| ASB CAPITAL MANAGEMENT LLC EIN 80-0618452 NONE | Investment management fees paid directly by plan Service code 51 | — | $9K |
| ROCKY MOUNTAIN CHAPTER NECA EIN 84-0367578 NONE | Other services Service code 49 | — | $7K |
| INTERMOUNTAIN CHAPTER NECA EIN 87-0204772 NONE | Other services Service code 49 | — | $7K |
| WYOMING CHAPTER NECA EIN 83-0199932 NONE | Other services Service code 49 | — | $6K |
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 | 5,754 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 855 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 6,609 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 5,209 | $3.3M |
| Life insurance | STANDARD INSURANCE COMPANY | 5,523 | $264K |
| Other(4 contracts, 4 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 5,814 | $637K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,814 | — |
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.