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 | 8220 N 23RD AVE PHOENIX, AZ 85021 | $752K |
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-6951948 NONE | Contract Administrator Service code 13 | — | $193K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE OTHER THAN CONTRACT | Contract Administrator Service code 13 | 2001 W CAMELBACK RD STE B350 PHOENIX, AZ 85015 | $127K |
| THE SEGAL COMPANY EIN 94-1503999 NONE OTHER THAN CONTRACT | Consulting (general) Service code 16 | PO BOX 63610 PHOENIX, AZ 85082 | $86K |
| DELTA DENTAL OF ARIZONA NONE | Claims processing Service code 12 | 14850 N SCOTTSDALE RD SCOTTSDALE, AZ 85254 | $70K |
| WARD KEENAN & BARRETT, PC EIN 86-0274260 NONE OTHER THAN CONTRACT | Legal Service code 29 | 3838 N CENTRAL AVE SUITE 1720 PHOENIX, AZ 85012 | $57K |
| JENNINGS, STROUSS & SALMON PLC EIN 86-0108229 NONE OTHER THAN CONTRACT | Legal Service code 29 | ONE EAST WASHINGTON STREET STE 1900 PHOENIX, AZ 85004 | $43K |
| LSV ASSET MANAGEMENT NONE OTHER THAN CONTRACT | Investment management Service code 28 | 155 NORTH WACKER DRIVE CHICAGO, IL 60606 | $27K |
| VERUS EIN 91-1320111 NONE OTHER THAN CONTRACT | Investment advisory (plan) Service code 27 | 999 THIRD AVE SUITE 4200 SEATTLE, WA 98104 | $24K |
| BALDWIN MOFFITT BEHM LLP EIN 46-4370753 NONE OTHER THAN CONTRACT | Accounting (including auditing) Service code 10 | 8399 E INDIAN SCHOOL RD SUITE 201 SCOTTSDALE, AZ 85251 | $23K |
| SEGAL SELECT INSURANCE EIN 46-0619194 NONE OTHER THAN CONTRACT | Insurance brokerage commissions and fees Service code 53 | 333 WEST 34TH STREET NEW YORK, NY 10001 | $20K |
| BMO HARRIS BANK EIN 36-2085229 NONE OTHER THAN CONTRACT | Custodial (securities) Service code 19 | 111 WEST MONROE STREET CHICAGO, IL 60603 | $16K |
| SPENCER FANE NONE | Legal Service code 29 | 370 17TH STREET 4800 DENVER, CO 80202 | $16K |
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 | 1,486 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 72 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,558 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 1,486 | $18K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 1,486 | $74K |
| Other(2 contracts, 2 carriers) | THE UNION LABOR LIFE INSURANCE COMPANY | 1,486 | $89K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,486 | — |
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."
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.