No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX EIN 33-0441200 NONE | Float revenue; Claims processing; Direct payment from the plan; Other fees Service code 12 | — | $1.9M |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 NONE | Named fiduciary; Direct payment from the plan; Contract Administrator; Non-monetary compensation; Claims processing; Float revenue; Other services; Participant communication Service code 12 | — | $1.8M |
| COMPUSYS OF UTAH, INC. EIN 84-0869853 NONE | Accounting (including auditing); Claims processing; Plan Administrator Service code 10 | — | $1.7M |
| EPLAN, LLC EIN 20-3720767 NONE | Consulting (general) Service code 16 | — | $819K |
| BLAKE & UHLIG, P.A. EIN 48-0918231 NONE | Legal Service code 29 | — | $431K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $213K |
| UNITED ACTUARIAL SERVICES INC. EIN 35-2156428 NONE | Actuarial; Consulting (general) Service code 11 | — | $112K |
| ASB CAPITAL MANAGEMENT LLC EIN 80-0618452 NONE | Investment management Service code 28 | — | $89K |
| SERVICE PRESS NONE | Copying and duplicating Service code 36 | 722 S 300 W SALT LAKE CITY, UT 84101 | $76K |
| EXPRESS SCRIPTS NONE | Claims processing Service code 12 | 1 EXPRESS WAY ST LOUIS, MO 63121 | $65K |
| CAREOPERATIVE, LLC EIN 46-4399706 NONE | Consulting fees Service code 70 | — | $61K |
| U.S. BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Custodial (securities); Other services Service code 19 | — | $40K |
| ASSET CONSULTING GROUP EIN 26-0887580 NONE | Consulting (general); Consulting fees Service code 16 | — | $30K |
| SPENCER FANE LLP EIN 44-0561981 NONE | Legal Service code 29 | — | $28K |
| IMAGINE HEALTH INC. (WISE) EIN 26-4343123 NONE | Other fees Service code 99 | — | $21K |
| PROPEER RESOURCES LLC NONE | Other services Service code 49 | 500 N MARKET PLACE DR STE 203 CENTERVILLE, UT 84014 | $11K |
| ENVOLVE PEOPLECARE, INC. EIN 06-1476380 NONE | Other services Service code 49 | — | $9K |
| H.G. SAND & ASSOCIATES NONE | Accounting (including auditing) Service code 10 | PO BOX 6B SUN RIVER, MT 594830006 | $9K |
| ROCKY MOUNTAIN CHAPTER NECA EIN 84-0367578 NONE | Other services Service code 49 | — | $7K |
| FH GROUP CORP. NONE | Direct payment from the plan; Claims processing Service code 12 | 10150 S CENTENNIAL PKWY STE 450 SANDY, UT 84070 | $5K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $0 |
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 | 6,352 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 829 | 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) | 7,181 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 5,635 | $3.7M |
| Life insurance | STANDARD INSURANCE COMPANY | 6,045 | $310K |
| Other(3 contracts, 3 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 6,525 | $776K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,525 | — |
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.