No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EVERSIDE HEALTH, LLC NONE OTHER THAN CONTRACT | Other services Service code 49 | 1400 WEWATTA STREET SUITE 350 DENVER, CO 80202 | $2.1M |
| CIGNA HEALTH AND LIFE INSURANCE EIN 59-1031071 NONE OTHER THAN CONTRACT | Named fiduciary; Participant communication; Float revenue; Claims processing; Other services; Direct payment from the plan; Contract Administrator; Non-monetary compensation Service code 12 | — | $1.4M |
| BENESYS, INC EIN 38-2383171 NONE OTHER THAN CONTRACT | Contract Administrator Service code 13 | 7180 KOLL CENTER PARKWAY SUITE 200 PLEASANTON, CA 94566 | $800K |
| LYRA BEHAVIOUAL NONE OTHER THAN CONTRACT | Insurance services Service code 23 | 270 EAST LANE BURLINGAME, CA 94010 | $440K |
| DELTA DENTAL EIN 86-0274899 NONE OTHER THAN CONTRACT | Claims processing Service code 12 | PO BOX 61595 PHOENIX, AZ 85004 | $199K |
| THE SEGAL COMPANY EIN 13-1835864 NONE OTHER THAN CONTRACT | Consulting (general) Service code 16 | 1230 W WASHINGTON SUITE 501 TEMPE, AZ 85281 | $130K |
| SEGAL SELECT INSURANCE NONE OTHER THAN CONTRACT | Insurance services Service code 23 | 333 WEST 34TH ST NEW YORK, NY 100012402 | $99K |
| SPENCER FANE LLP NONE OTHER THAN CONTRACT | Legal Service code 29 | 2415 E CAMELBACK STE 600 PHOENIX, AZ 85016 | $98K |
| NUCLEUS MEDICAL NONE OTHER THAN CONTRACT | Other fees Service code 99 | 4455 E CAMELBACK RD A242 PHOENIX, AZ 85016 | $91K |
| SMART SOURCE NONE OTHER THAN CONTRACT | Copying and duplicating Service code 36 | PO BOX 2314 COLUMBUS, GA 319022314 | $84K |
| 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 | $83K |
| GLENDALE MEDICAL PROPERTIES NONE OTHER THAN CONTRACT | Other fees Service code 99 | 2 SUMMITT DRIVE #540 CLEVELAND, OH 44151 | $62K |
| VERUS ADVISORS, INC EIN 91-1320111 NONE OTHER THAN CONTRACT | Investment management Service code 28 | 2321 ROSENCRANS SUITE 2250 EL SEGUNDO, CA 94501 | $56K |
| BALDWIN MOFFITT BEHM LLP EIN 46-4370753 NONE OTHER THAN CONTRACT | Accounting (including auditing) Service code 10 | — | $41K |
| INTERNATIONAL PRINTING COMPANY EIN 86-0528251 NONE OTHER THAN CONTRACT | Copying and duplicating Service code 36 | 2241 S 775 ST PHOENIX, AZ 80534 | $32K |
| SURGE AVALONG HOLDINGS NONE OTHER THAN CONTRACT | Other fees Service code 99 | 2101 CEDAR SPRINGS RD DALLAS, TX 75201 | $26K |
| IR & M RESEARCH NONE OTHER THAN CONTRACT | Investment advisory (plan) Service code 27 | 115 FEDERAL ST 22ND FLOOR BOSTON, MA 02110 | $23K |
| HEALTHWAVES NONE | Insurance services Service code 23 | 1615 W UNIVERSITY TEMPE, AZ 85281 | $12K |
| JENNINGS STROUSS & SALMON EIN 86-0108229 NONE OTHER THAN CONTRACT | Legal Service code 29 | — | $11K |
| US BANK NONE OTHER THAN CONTRACT | Custodial (securities) Service code 19 | 800 NICOLLET MALL MINNEAPOLIS, MN 554027014 | $11K |
| CAPTRUST FINANCIAL NONE OTHER THAN CONTRACT | Investment advisory (plan) Service code 27 | SIX FORKS RD. STE 1700 RALEIGH, NC 27609 | $5K |
| CIGNA | Non-monetary compensation; Direct payment from the plan; Contract Administrator; Other services; Participant communication; Named fiduciary; Claims processing; Float revenue 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 | 3,370 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 197 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,572 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | EMPLOYERS DENTAL SERVICES | 150 | $12K |
| Stop-loss / reinsurancereinsurance | CIGNA HEALTH & LIFE | 10,302 | $395K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 3,000 | $543K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,302 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.