No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA EIN 59-1031071 NONE | Claims processing; Contract Administrator; Float revenue; Non-monetary compensation; Named fiduciary; Participant communication; Direct payment from the plan; Other services Service code 12 | — | $2.4M |
| BENESYS, INC. EIN 38-2383171 NONE | Claims processing; Contract Administrator Service code 12 | — | $1.6M |
| LABOR FIRST, LLC EIN 06-1750191 NONE | Participant communication; Direct payment from the plan; Insurance services Service code 23 | — | $522K |
| EPLAN LLC EIN 20-3720767 NONE | Consulting (general) Service code 16 | — | $478K |
| BLAKE & UHLIG, P.A. EIN 48-0918231 NONE | Legal Service code 29 | — | $446K |
| HELLO HEART INC. EIN 84-3489727 NONE | Other services Service code 49 | — | $361K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing) Service code 10 | — | $339K |
| SWORD HEALTH, INC. EIN 37-1849452 NONE | Other services Service code 49 | — | $289K |
| DOCTOR ON DEMAND NONE | Other services Service code 49 | ONE CALIFORNIA ST STE 2300 SAN FRANCISCO, CA 94111 | $220K |
| UNITED ACTUARIAL SERVICES INC. EIN 35-2156428 NONE | Consulting (general); Actuarial Service code 11 | — | $160K |
| ROCKY MOUNTAIN HOSPITAL & MEDICAL EIN 84-0747736 NONE | Claims processing; Float revenue; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $157K |
| SMART SOURCE LLC EIN 30-0830429 NONE | Other services; Direct payment from the plan Service code 49 | — | $136K |
| U.S. BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Other services; Custodial (securities) Service code 19 | — | $135K |
| HEALTHLINX, LLC EIN 87-0660214 NONE | Consulting (general) Service code 16 | — | $114K |
| ASB CAPITAL MANAGEMENT LLC EIN 80-0618452 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $69K |
| ASSET CONSULTING GROUP LLC EIN 26-0887580 NONE | Investment advisory (plan) Service code 27 | — | $45K |
| ROCKY MOUNTAIN CHAPTER NECA EIN 84-0367578 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $7K |
| 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 | 7,774 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 668 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,442 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH & LIFE INS. CO. | 1,140 | $2.6M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 6,898 | $1.2M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 7,286 | $1.2M |
| Other(2 contracts, 2 carriers) | BLOMQUIST HALE | 6,104 | $312K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,286 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.