Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
HealthHMO | HealthHMO |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 3 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 53,732 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 53,732 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 10,876 | $71.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,876 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF ARIZONA EIN 86-0004538 NONE | Consulting (general) Service code 16 | — | $12.9M |
| AETNA EIN 06-6033492 NONE | Contract Administrator Service code 13 | — | $8.6M |
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-0785790 NONE | Other services; Plan Administrator Service code 14 | — | $5.4M |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general) Service code 16 | — | $771K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing Service code 12 | — | $618K |
| COTIVITI EIN 56-2059380 NONE | Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $608K |
| CVS HEALTH EIN 05-0340626 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $516K |
| CAMDEN BONDS PLUS FUND LLC EIN 95-4319164 NONE | Soft dollars commissions; Investment management fees paid indirectly by plan Service code 52 | — | $488K |
| ALAN BILLER AND ASSOCIATES EIN 94-2854958 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $473K |
| KELLEY LAW GROUP EIN 86-0767091 NONE | Legal Service code 29 | — | $393K |
| MD SASS, LLC EIN 13-2703405 NONE | Investment management Service code 28 | — | $198K |
| ARISTOTLE PACIFIC CAPITAL LLC EIN 32-0710746 NONE | Investment management Service code 28 | — | $158K |
| WELLINGTON CTF SMID CAP RESEARCH EIN 04-2755549 NONE | Investment management fees paid directly by plan Service code 51 | — | $154K |
| MINES AND ASSOCIATES EIN 84-1028610 NONE | Direct payment from the plan; Other fees Service code 50 | — | $150K |
| NUVEEN ASSET MANAGEMENT, LLC EIN 27-4357327 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 51 | — | $136K |
| LOOMIS SAYLES NHIT CORE DISCIPLINED EIN 27-6564691 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $127K |
| ARISTOTLE CAPITAL MANAGEMENT EIN 95-4833644 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Securities brokerage commissions and fees Service code 51 | — | $120K |
| LOOMIS, SAYLES & COMPANY EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $106K |
| WELLINGTON CTF INTL CONTRARIAN VALU EIN 04-2755549 NONE | Investment management fees paid directly by plan Service code 51 | — | $79K |
| HENNINGFIELD & ASSOCIATES EIN 54-2189926 NONE | Accounting (including auditing) Service code 10 | — | $61K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Custodial (securities) Service code 19 | — | $59K |
| VIRTA HEALTH EIN 47-1055608 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $57K |
| ALFRED BETTS NONE | Consulting (general) Service code 16 | 282 HILLSIDE AVENUE HILLSIDE, NJ 07205 | $50K |
| ANDREW A MARSHALL CONSULTING LLC NONE | Consulting (general) Service code 16 | 30180 BUCK TAIL DRIVE CANYON LAKE, CA 92587 | $50K |
| BRIAN PERSON NONE | Consulting (general) Service code 16 | 4455 7TH AVENUE SOUTH SEATTLE, WA 98108 | $50K |
| CHRIS LANGAN NONE | Consulting (general) Service code 16 | 2618 CORRAL DRIVE CELINA, TX 75009 | $50K |
| DOUGLAS RUYGROK NONE | Consulting (general) Service code 16 | 2102 LA CANADA CREST DRIVE C LA CANADA, CA 91011 | $50K |
| SEGALL BRYANT AND HAMILL EIN 35-2679129 NONE | Investment management Service code 28 | — | $42K |
| CLAIMS TECHNOLOGIES, INC. EIN 33-3263556 NONE | Accounting (including auditing) Service code 10 | — | $40K |
| AMERICAN HEALTH GROUP EIN 86-0494854 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $39K |
| KRAW LAW GROUP, APC EIN 32-0465891 NONE | Legal Service code 29 | — | $36K |
| CXC SOLUTIONS EIN 93-3177659 NONE | Consulting (general) Service code 16 | — | $36K |
| MEDICAL REVIEW INSTITUTE OF AMERICA EIN 87-0515201 NONE | Consulting (general) Service code 16 | — | $26K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT EIN 47-2614791 NONE | Investment management Service code 28 | — | $23K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan) Service code 27 | — | $18K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance agents and brokers Service code 22 | — | $17K |
| BNYM MELLON CF SL STOCK INDEX FUND EIN 25-6254705 NONE | Investment management Service code 28 | — | $6K |
| NEUBERGER BERMAN | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $2K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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10 filings · 2016 to 2025