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; Float revenue; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | RKY MTN HOSPITAL AND MED SERV, INC 1351 WM HOWARD TAFT RD CINCINNATI, OH 452061721 | $13.1M |
| KAISER FOUNDATION EIN 94-3203402 NONE | Other fees; Other services; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing Service code 12 | 1300 LAKESIDE DRIVE OAKLAND, CA 94612 | $10.0M |
| CVS PHARMACY, INC. EIN 05-0340626 NONE | Contract Administrator; Other fees; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | 9501 E SHEA BLVD, MC 019 SCOTTSDALE, AZ 85260 | $984K |
| COLORADO DENTAL SERVICE, INC EIN 84-0568337 NONE | Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | DELTA DENTAL OF COLORADO 4582 S ULSTER ST, SUITE 800 DENVER, CO 80237 | $745K |
| TRUDATARX, INC EIN 82-0602869 NONE | Consulting (general) Service code 16 | PO BIX 1249 WHITE RIVER JUNCTION, VT 050019998 | $364K |
| 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 | $233K |
| AON CONSULTING OF NEW JERSEY EIN 22-2232264 NONE | Actuarial Service code 11 | 1100 REYNOLD BLVD WINSTON-SALEM, NC 27105 | $231K |
| 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 | $185K |
| OVULINE, INC EIN 45-5608650 NONE | Other services; Participant communication Service code 38 | OVIA HEALTH 308 CONGRESS ST. 6TH FLOOR BOSTON, MA 02210 | $152K |
| 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 | $152K |
| 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 | Claims processing; Custodial (other than securities); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 201 W BROADWAY COLUMBIA, MO 65203 | $95K |
| 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 | $66K |
| METRO CRISIS SERVICES, INC EIN 27-0544143 NONE | Participant communication; Other services Service code 38 | ROCKY MOUNTAIN CRISIS PARTNERS 1355 S COLORADO BLVD, C900 DENVER, CO 80222 | $64K |
| GALLAGHER BENEFIT SERVICES, INC EIN 36-4291971 NONE | Consulting (general) Service code 16 | 2850 GOLF ROAD ROLLING MEADOWS, IL 60008 | $46K |
| FORVIS, LLP EIN 44-0160260 NONE | Accounting (including auditing) Service code 10 | 1801 CALIFORNIA ST, SUITE 2900 DENVER, CO 802022606 | $44K |
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 | 22,383 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,327 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 891 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 25,601 | 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.