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 |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD EIN 84-1017384 NONE | Other fees; Contract Administrator; Claims processing; Float revenue; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | RKY MTN HOSPITAL AND MED SERV, INC 1351 WM HOWARD TAFT RD CINCINNATI, OH 452061721 | $15.3M |
| 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 | $11.4M |
| COLORADO DENTAL SERVICE, INC. EIN 84-0568337 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator Service code 12 | DELTA DENTAL OF COLORADO 4582 S ULSTER ST., SUITE 800 DENVER, CO 80237 | $552K |
| TRUVEN HEALTH ANALYTICS INC EIN 06-1467923 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 77 E EISENHOWER PARKWAY ANN ARBOR, MI 48108 | $309K |
| AON CONSULTING OF NEW JERSEY EIN 22-2232264 NONE | Actuarial Service code 11 | 1100 REYNOLD BLVD WINSTON-SALEM, NC 27105 | $211K |
| FITDIGIT, INC EIN 81-0811178 NONE | Other services Service code 49 | 151 NOB HILL LANE VENTURA, CA 93003 | $142K |
| ARTHUR J GALLAGHER MGMT SVC INC EIN 36-2102482 NONE | Insurance services Service code 23 | 6399 FIDDLERS GREEN CR, SUITE 200 GREENWOOD VILLAGE, CO 80111 | $141K |
| ZIPONGO, INC EIN 45-4254935 NONE | Other services; Participant communication Service code 38 | 564 PACIFIC AVE SAN FRANCISCO, CA 94133 | $118K |
| OPTUM BANK, INC EIN 47-0858534 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Custodial (other than securities) Service code 15 | 2525 LAKE PARK BLVD SALT LAKE CITY, UT 84120 | $107K |
| 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 | $96K |
| WEIGHTWATCHERS HEALTH SOLUTIONS EIN 52-1656141 NONE | Other services; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 300 JERICHO QUADRANGLE, SUITE 350 JERICHO, NY 11753 | $46K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing) Service code 10 | 200 S 6TH STREET, SUITE 300 MINNEAPOLIS, MN 554021436 | $39K |
| DAVIS GRAHAM & STUBBS EIN 84-0421951 NONE | Legal Service code 29 | 1550 17TH STREET, SUITE 500 DENVER, CO 80202 | $21K |
| BKB LIMITED EIN 84-0863643 NONE | Other services Service code 49 | BUSH, KELLEY AND BACKIUS LIMITED PO BOX 4184 ENGLEWOOD, CO 80155 | $15K |
| WELLS FARGO EIN 94-1347393 NONE | Investment management; Recordkeeping and information management (computing, tabulating, data processing, etc.); Custodial (securities); Securities brokerage commissions and fees Service code 15 | PO BOX 63020 SAN FRANCISCO, CA 94163 | $10K |
| MARSHALL HAYES, LLC EIN 46-8155683 NONE | Participant communication Service code 38 | 7947 W BROOK DRIVE LITTLETON, CO 80128 | $7K |
| K & H LLC EIN 26-3845745 NONE | Other services Service code 49 | 685 S BROADWAY DENVER, CO 80209 | $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 | 34,435 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,187 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 988 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 37,610 | 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.