No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF ARIZONA EIN 86-0004538 NONE | Consulting (general) Service code 16 | — | $10.4M |
| AETNA EIN 06-6033492 NONE | Insurance services; Plan Administrator; Claims processing; Product termination fees (surrender charges, etc.); Direct payment from the plan Service code 12 | — | $7.6M |
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-0785790 NONE | Claims processing; Consulting (general); Plan Administrator; Other insurance wrap fees Service code 12 | — | $5.2M |
| ACCENT EIN 20-1369131 NONE | Participant communication; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $1.3M |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $1.1M |
| BEACON HEALTH OPTIONS EIN 54-1414194 NONE | Insurance services Service code 23 | — | $929K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing Service code 12 | — | $430K |
| CAMDEN BONDS PLUS FUND LLC EIN 95-4319164 NONE | Investment advisory (plan); Investment management fees paid indirectly by plan; Soft dollars commissions Service code 27 | — | $378K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general) Service code 16 | — | $318K |
| ALAN BILLER AND ASSOCIATES EIN 94-2854958 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $263K |
| RYAN, RAPP & UNDERWOOD EIN 86-0767091 NONE | Legal Service code 29 | — | $261K |
| ARROWSTREET CAPITAL EIN 04-3472863 NONE | Investment management Service code 28 | — | $198K |
| MD SASS & ASSOCIATES, INC. EIN 13-2704843 NONE | Investment management Service code 28 | — | $175K |
| MINES AND ASSOCIATES EIN 84-1028610 NONE | Other fees; Direct payment from the plan Service code 50 | — | $148K |
| WILLIAM BLAIR INTERNATIONAL EIN 27-6331814 NONE | Investment management Service code 28 | — | $95K |
| NWQ INVESTMENT MANAGEMENT EIN 47-0875130 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $87K |
| WELLINGTON CTF SMID CAP RESEARCH EIN 04-2755549 NONE | Investment management fees paid directly by plan Service code 51 | — | $71K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Investment management Service code 28 | — | $71K |
| HENNINGFIELD & ASSOCIATES EIN 54-2189926 NONE | Accounting (including auditing) Service code 10 | — | $68K |
| ARISTOTLE EIN 95-4833644 NONE | Soft dollars commissions; Investment management Service code 28 | — | $66K |
| GOLDEN CAPITAL MANAGEMENT EIN 56-2210064 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $46K |
| AMERICAN HEALTH GROUP EIN 86-0494854 NONE | Other services Service code 49 | — | $30K |
| INTERLINK EIN 93-1164345 NONE | Claims processing Service code 12 | — | $10K |
| BNY MELLON CF DV NON-SL STOCK INDEX EIN 25-6078093 NONE | Investment management Service code 28 | — | $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 | 42,764 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 42,764 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 8,051 | $35.9M |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 3,385 | $590K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,051 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.