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No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 86-0004538 NONE OTHER THAN CONTRACT | Insurance services Service code 23 | — | $879K |
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-6951948 NONE OTHER THAN CONTRACT | Contract Administrator Service code 13 | — | $293K |
| THE SEGAL COMPANY EIN 94-1503999 NONE OTHER THAN CONTRACT | Consulting (general) Service code 16 | — | $86K |
| DELTA DENTAL NONE OTHER THAN CONTRACT | Claims processing Service code 12 | 14850 N SCOTTSDALE RD SCOTTSDALE, AZ 85254 | $78K |
| SPENCER FANE NONE OTHER THAN CONTRACT | Legal Service code 29 | 370 17TH STREET 4800 DENVER, CO 80202 | $52K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Contract Administrator Service code 13 | — | $46K |
| LSV ASSET MANAGEMENT NONE OTHER THAN CONTRACT | Investment management Service code 28 | 155 N WACKER DRIVE CHICAGO, IL 60606 | $45K |
| CVSCAREMARK NONE | Contract Administrator Service code 13 | 9501 E SHEA BLVD SCOTTSDALE, AZ 85260 | $40K |
| VERUS EIN 91-1320111 NONE OTHER THAN CONTRACT | Investment advisory (plan) Service code 27 | — | $26K |
| VISION SERVICES PLAN EIN 06-1227840 NONE OTHER THAN CONTRACT | Claims processing Service code 12 | — | $21K |
| BALDWIN MOFFITT BEHM LLP EIN 46-4370753 NONE OTHER THAN CONTRACT | Accounting (including auditing) Service code 10 | — | $18K |
| SEGAL SELECT INSURANCE BROKERAGE EIN 46-0061919 NONE OTHER THAN CONTRACT | Insurance brokerage commissions and fees Service code 53 | — | $17K |
| LETTERSTREAM NONE OTHER THAN CONTRACT | Copying and duplicating Service code 36 | 8551 E ANDERSON DR 108 SCOTTSDALE, AZ 85255 | $17K |
| CARROLL & SCULLY, INC. EIN 94-2690827 NONE OTHER THAN CONTRACT | Legal Service code 29 | — | $14K |
| OPTUM RX NONE | Contract Administrator Service code 13 | 11000 OPTUM CIRCLE EDEN PRAIRIE, MN 55344 | $8K |
| J&R GRAPHICS NONE | Insurance services Service code 23 | 638 W INDIAN SCHOOL RD PHOENIX, AZ 85013 | $7K |
| PNC BANK EIN 22-1146430 NONE | Custodial (securities) Service code 19 | — | $6K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE OTHER THAN CONTRACT | Legal Service code 29 | — | $5K |
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 | 1,513 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 42 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,555 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF ARIZONA | 1,513 | $304K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 1,513 | $77K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,513 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.