No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ROCKY MOUNTAIN HOSPITAL AND MEDICAL EIN 84-0747736 NONE | Other services; Float revenue; Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 3075 VANDERCAR WAY CINCINNATI, OH 45209 | $13.8M |
| KAISER FOUNDATION EIN 94-3203402 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing; Contract Administrator; Other fees Service code 12 | 1300 LAKESIDE DRIVE OAKLAND, CA 94612 | $8.3M |
| COLORADO DENTAL SERVICE, INC EIN 84-0568337 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | DELTA DENTAL OF COLORADO 4582 S ULSTER ST, SUITE 800 DENVER, CO 80237 | $817K |
| CVS PHARMACY, INC. EIN 05-0340626 NONE | Other services; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees; Contract Administrator Service code 12 | 9501 E SHEA BLVD, MC 019 SCOTTSDALE, AZ 85260 | $734K |
| MERATIVE US L.P. EIN 88-1430661 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 100 PHOENIX DRIVE ANN ARBOR, MI 48108 | $332K |
| HIGHWAY TO HEALTH, INC EIN 23-2903313 NONE | Claims processing; Insurance services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | WORLDWIDE INSURANCE SERVICES, LLC 993 FIRST AVENUE KING OF PRUSSIA, PA 19406 | $236K |
| GALLAGHER BENEFIT SERVICES, INC. EIN 36-4291971 NONE | Consulting (general) Service code 16 | P.O. BOX 95148 CHICAGO, IL 60694 | $188K |
| OVULINE, INC EIN 45-5608650 NONE | Participant communication; Other services Service code 38 | OVIA HEALTH 308 CONGRESS ST. 6TH FLOOR BOSTON, MA 02210 | $167K |
| ARTHUR J. GALLAGHER RISK MANAGEMENT EIN 36-4291971 NONE | Insurance services Service code 23 | 6300 SOUTH SYRACUSE WAY 7TH FLOOR CENTENNIAL, CO 80111 | $164K |
| AON CONSULTING EIN 22-2232264 NONE | Actuarial Service code 11 | 1100 REYNOLD BLVD WINSTON-SALEM, NC 27105 | $125K |
| FITDIGIT, INC EIN 81-0811178 NONE | Other services Service code 49 | 151 NOB HILL LANE VENTURA, CA 93003 | $120K |
| OPTUM BANK, INC EIN 47-0858534 NONE | Participant communication; Custodial (other than securities); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 2525 LAKE PARK BLVD SALT LAKE CITY, UT 84120 | $89K |
| APPLICATION SOFTWARE INC EIN 43-1303571 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Custodial (other than securities); Claims processing Service code 12 | 201 W BROADWAY COLUMBIA, MO 65203 | $88K |
| FORVIS MAZARS LLP EIN 44-0160260 NONE | Accounting (including auditing) Service code 10 | 1801 CALIFORNIA ST, SUITE 2900 DENVER, CO 80202 | $50K |
| METRO CRISIS SERVICES, INC EIN 27-0544143 NONE | Other services; Participant communication Service code 38 | ROCKY MOUNTAIN CRISIS PARTNERS 1355 S COLORADO BLVD, C900 DENVER, CO 80222 | $11K |
| DAVIS GRAHAM & STUBBS EIN 84-0421951 NONE | Legal Service code 29 | 1550 17TH STREET, SUITE 500 DENVER, CO 80202 | $5K |
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 | 23,947 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,634 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,894 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 29,475 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.