No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE EIN 59-1031071 NONE OTHER THAN CONTRACT | Contract Administrator; Direct payment from the plan; Claims processing; Other services; Participant communication; Named fiduciary; Non-monetary compensation; Float revenue Service code 12 | — | $798K |
| BENESYS, INC EIN 38-2383171 NONE OTHER THAN CONTRACT | Contract Administrator Service code 13 | 7180 KOLL CENTER PARKWAY SUITE 200 PLEASANTON, CA 94566 | $730K |
| THE SEGAL COMPANY EIN 13-1835864 NONE OTHER THAN CONTRACT | Consulting (general) Service code 16 | 1230 W WASHINGTON SUITE 501 TEMPE, AZ 85281 | $169K |
| JENNINGS, STROUSS & SALMON EIN 86-0108229 NONE OTHER THAN CONTRACT | Legal Service code 29 | — | $147K |
| DELTA DENTAL EIN 86-0274899 NONE OTHER THAN CONTRACT | Claims processing Service code 12 | PO BOX 61595 PHOENIX, AZ 85004 | $118K |
| WARD KEENAN AND BARRETT PC EIN 86-0274260 NONE OTHER THAN CONTRACT | Legal Service code 29 | 38389 NORTH CENTRAL AVENUE SUITE 1720 PHOENIX, AZ 85012 | $63K |
| VERUS ADVISORS, INC EIN 91-1320111 NONE OTHER THAN CONTRACT | Investment management Service code 28 | 2321 ROSENCRANS SUITE 2250 EL SEGUDO, CA 94501 | $51K |
| BALDWIN MOFFITT PLLC EIN 46-4370753 NONE OTHER THAN CONTRACT | Accounting (including auditing) Service code 10 | — | $50K |
| CIGNA BEHAVIORAL HEALTH, INC EIN 41-1648670 NONE OTHER THAN CONTRACT | Direct payment from the plan; Claims processing; Contract Administrator; Participant communication Service code 12 | — | $45K |
| SEGAL SELECT INSURANCE NONE OTHER THAN CONTRACT | Insurance services Service code 23 | 333 WEST 34TH ST NEW YORK, NY 100012402 | $17K |
| INTERNATIONAL PRINTING COMPANY EIN 86-0528251 NONE OTHER THAN CONTRACT | Copying and duplicating Service code 36 | 2241 S 775 ST PHOENIX, AZ 80534 | $15K |
| US BANK NONE OTHER THAN CONTRACT | Custodial (securities) Service code 19 | 800 NICOLLET MALL MINNEAPOLIS, MN 554027014 | $15K |
| GRANDFLOW, INC EIN 94-3211239 NONE OTHER THAN CONTRACT | Copying and duplicating Service code 36 | PO BOX 10217 PLEASANTON, CA 94588 | $15K |
| UA LOCAL 469 PLUMBERS & PIPEFITTERS LABOR UNION | Other services Service code 49 | 3109 N 24TH ST PHOENIX, AZ 85016 | $7K |
| PM PLUMBING & MECHANICAL, INC CONTRACTOR | Other services Service code 49 | 660 EAST MAIN STREET MESA, AZ 85203 | $6K |
| CIGNA | Float revenue; Contract Administrator; Named fiduciary; Direct payment from the plan; Claims processing; Non-monetary compensation; Other services; Participant communication Service code 12 | — | $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 | 1,737 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 143 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,884 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | EMPLOYER DENTAL SERVICES | 120 | $14K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 1,737 | $205K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,737 | $519K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,737 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.