No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ARIZONA EIN 86-0004538 NONE OTHER THAN CONTRACT | Claims processing Service code 12 | — | $208K |
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-6951948 NONE OTHER THAN CONTRACT | Contract Administrator Service code 13 | PO BOX 43170 PHOENIX, AZ 85080 | $49K |
| THE SEGAL COMPANY EIN 94-1503999 NONE OTHER THAN CONTRACT | Consulting (general); Actuarial Service code 11 | PO BOX 63610 PHOENIX, AZ 85082 | $42K |
| BALDWIN MOFFITT BEHM LLP EIN 46-4370753 NONE OTHER THAN CONTRACT | Accounting (including auditing) Service code 10 | PO BOX 60008 PHOENIX, AZ 850820008 | $10K |
| MERRILL LYNCH EIN 13-3180817 NONE OTHER THAN CONTRACT | Investment advisory (plan) Service code 27 | — | $7K |
| RYAN RAPP PACHECO & KELLEY PLC EIN 86-0767091 NONE OTHER THAN CONTRACT | Legal Service code 29 | 3200 N CENTRAL AVE STE 2250 PHOENIX, AZ 85012 | $6K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE OTHER THAN CONTRACT | Non-monetary compensation Service code 56 | 333 WEST 34TH STREET NEW YORK, NY 100012402 | $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 | 516 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 516 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ARIZONA | 516 | $876K |
| Vision | SIGHTCARE, INC | 516 | $29K |
| Life insurance | TRUSTMARK LIFE INSURANCE COMPANY | 516 | $15K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ARIZONA | 516 | $876K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF ARIZONA | 516 | $876K |
| Other | TRUSTMARK LIFE INSURANCE COMPANY | 516 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 516 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.