No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PATIENTS CARE PARTNERSHIP EIN 86-1005647 NONE | Claims processing Service code 12 | 2550 W UNION HILLS DR STE 290 PHOENIX, AZ 85027 | $269K |
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-0785790 NONE | Claims processing; Copying and duplicating; Contract Administrator; Recordkeeping fees Service code 12 | 2250 W UNION HILLS DRIVE SUITE 290 PHOENIX, AZ 85027 | $154K |
| BLUE CROSS CLUE SHIELD EIN 86-0004538 NONE | Other services Service code 49 | 8220 N 23RD AVE BLDG 2 PHOENIX, AZ 85021 | $93K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial Service code 11 | 1230 W WASHINGTON SUITE 501 TEMPE, AZ 85082 | $55K |
| DELTA DENTAL PLAN EIN 86-0274899 NONE | Other services Service code 49 | 5656 W TALAVI BLVD GLENDALE, AZ 85306 | $29K |
| ENVISION PHARMACEUTICAL SERVICES EIN 05-0570786 NONE | Other services Service code 49 | 2181 E AURORA RD SUITE 201 TWINSBURG, OH 44087 | $29K |
| BALDWIN & BALDWIN PLLC EIN 46-4370753 NONE | Accounting (including auditing) Service code 10 | 701 NORTH 44TH STREET PHOENIX, AZ 85008 | $28K |
| RYAN RAPP & UNDERWOOD EIN 86-0767091 NONE | Legal Service code 29 | 3200 N CENTRAL AVE SUITE 2250 PHOENIX, AZ 85012 | $25K |
| MD SASS EIN 13-2704843 NONE | Investment management fees paid directly by plan Service code 51 | 1185 AVENUE OF AMERICAS 18TH FLOOR NEW YORK, NY 10036 | $19K |
| ALAN BILLER & ASSOC EIN 94-2854958 NONE | Investment advisory (plan) Service code 27 | 535 MIDDLEFIELD RD #230 MENLO PARK, CA 94025 | $19K |
| WELLS FARGO BANK EIN 41-1492157 NONE | Custodial (securities) Service code 19 | 100 W WASHINGTON ST 22ND FLOOR PHOENIX, AZ 85003 | $8K |
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 | 453 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 38 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 491 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | HM LIFE INSURANCE COMPANY | 486 | $52K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 489 | $174K |
| Other | MINES & ASSOCIATES, P. C. | 503 | $21K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 503 | — |
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.