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 |
|---|---|---|---|
| KAISER FOUNDATION EIN 94-3203402 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing; Other fees; Other services Service code 12 | 1300 LAKESIDE DRIVE OAKLAND, CA 94612 | $11.8M |
| ANTHEM BLUE CROSS BLUE SHIELD EIN 84-1017384 NONE | Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees; Claims processing; Contract Administrator; Other services Service code 12 | EXPRESS SCRIPTS, INC 1351 WM HOWARD TAFT RD CINCINNATI, OH 452061721 | $11.0M |
| TRUVEN HEALTH ANALYTICS INC EIN 06-1467923 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 777 E EISENHOWER PARKWAY ANN ARBOR, MI 48108 | $310K |
| AON CONSULTING OF NEW JERSEY EIN 22-2232264 NONE | Custodial (other than securities) Service code 18 | 1100 REYNOLDS BLVD WINSTON-SALEM, NC 27105 | $170K |
| ARTHUR J GALLAGHER MGMT SVC INC EIN 36-2102482 NONE | Consulting (general) Service code 16 | 6399 FIDDLERS GREEN CR, SUITE 200 GREENWOOD VILLAGE, CO 80111 | $139K |
| MERCER HEALTH 7 BENEFITS, LLC EIN 34-2015463 NONE | Actuarial Service code 11 | 1225 17TH STREET, SUITE 2200 DENVER, CO 80202 | $111K |
| FITDIGIT, INC EIN 81-0811178 NONE | Other services Service code 49 | 151 NOB HILL LANE VENTURA, CA 93003 | $106K |
| APPLICATION SOFTWARE INC EIN 43-1303571 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Claims processing Service code 12 | 201 W BROADWAY COLUMBIA, MO 65203 | $100K |
| WEIGHTWATCHERS HEALTH SOLUTIONS EIN 52-1656141 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Participant communication Service code 15 | 300 JERICHO QUADRANGLE, SUITE 350 JERICHO, NY 11753 | $72K |
| K & H LLC EIN 26-3845745 NONE | Participant communication Service code 38 | 685 S BROADWAY DENVER, CO 80209 | $62K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing) Service code 10 | 200 S 6TH STREET, SUITE 300 MINNEAPOLIS, MN 554021436 | $49K |
| 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 | $41K |
| WELLS FARGO EIN 94-1347393 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Custodial (other than securities) Service code 15 | PO BOX 63020 SAN FRANCISCO, CA 94163 | $40K |
| M7 BUSINESS SYSTEMS, LLC EIN 20-0401723 NONE | Participant communication Service code 38 | 1313 S HURON STREET DENVER, CO 80223 | $37K |
| BKB LIMITED EIN 84-0863643 NONE | Other services Service code 49 | BUSCH, KELLEY AND BACKIUS LIMITED PO BOX 4184 ENGLEWOOD, CO 80155 | $8K |
| DAVIS GRAHAM & STUBBS EIN 84-0421951 NONE | Legal Service code 29 | 1550 17TH STREET, SUITE 500 DENVER, CO 80202 | $7K |
| MARSHALL HAYES, LLC EIN 46-8155683 NONE | Participant communication Service code 38 | 7947 W BROOK DRIVE LITTLETON, CO 80128 | $7K |
| UNIVERSITY OF COLORADO EIN 84-6000555 BUSINESS UNIT W/IN SPONSR | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 15 | DEPARTMENT OF NEUROLOGY 12700 E 19TH AVENUE, B182 AURORA, CO 80045 | $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 | 31,349 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,202 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 651 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 34,202 | 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.