No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS, INC EIN 38-2383171 NONE | Plan Administrator Service code 14 | 7180 KOLL CENTER PARKWAY STE 200 PLEASANTON, CA 94566 | $567K |
| CIGNA HEALTH AND LIFE INSURANCE COM EIN 59-1031071 NONE | Named fiduciary; Float revenue; Claims processing; Non-monetary compensation; Contract Administrator; Other services; Direct payment from the plan; Participant communication Service code 12 | 3900 E MEXICO AVE DENVER, CO 80210 | $221K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Accounting (including auditing); Insurance agents and brokers Service code 10 | 1230 WEST WASHINGTON STREET STE 5 TEMPE, AZ 85281 | $200K |
| HEALTH EQUITY EIN 52-2383166 NONE | Insurance services; Contract Administrator Service code 13 | 15 W SCENIC POINTE DR STE 100 DRAPER, UT 84020 | $123K |
| WISE/IMAGINE HEALTH EIN 26-4343123 NONE | Contract Administrator Service code 13 | 6995 UNION PARK CENTER STE 200 COTTONWOOD HEIGHTS, UT 84047 | $102K |
| DELTA DENTAL INSURANCE COMPANY EIN 94-2761537 NONE | Claims processing; Plan Administrator Service code 12 | 100 FIRST STREET SAN FRANCISCO, CA 94105 | $84K |
| EMPLOYERS RISK SERVICES EIN 20-8115302 NONE | Other services; Direct payment from the plan Service code 49 | 1240 FAIRWAY STREET PO BOX 628 BOWLING GREEN, KY 42102 | $72K |
| HORIZON BEHAVIORAL HEALTH EIN 59-3269144 NONE | Insurance services Service code 23 | PO BOX 840843 DALLAS, TX 75284 | $65K |
| CAREOPERATIVE, LLC EIN 46-4399706 NONE | Other services Service code 49 | 5880 NOLENSVILLE PIKE STE 200 NASHVILLE, TN 37211 | $65K |
| US BANK TRUST CO EIN 93-6157747 NONE | Custodial (securities) Service code 19 | 555 SOUTHWEST OAK ST PL 6 PORTLAND, OR 97204 | $49K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 151 FARMINGTON AVENUE HARTFORD, CT 06156 | $44K |
| ROBERT W HANULA EIN 20-1437847 NONE | Legal Service code 29 | PO BOX 279 CARBONDALE, CO 81623 | $42K |
| PANORAMIC PRESS INC NONE | Other services; Copying and duplicating Service code 36 | 2920 N 35TH ST PHOENIX, AZ 85018 | $31K |
| GALLAGHER FIDUCIARY ADVISORS LLC EIN 36-4291971 NONE | Investment advisory (plan) Service code 27 | TWO PIERCE PLACE ITASCA, IL 60143 | $22K |
| BALDWIN & BALDWIN PLLC EIN 46-4370753 NONE | Accounting (including auditing) Service code 10 | 701 NORTH 44TH STREET PHOENIX, AZ 85008 | $16K |
| HUDSON INSURANCE NONE | Insurance services Service code 23 | 100 WILLIAM STREET NEW YORK, NY 10038 | $10K |
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 | 1,939 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,939 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 194 | $1.0M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 1,764 | $1.9M |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,967 | $1.1M |
| Stop-loss / reinsurancereinsurance | PARTNERRE AMERICA INSURANCE COMPANY (PRAIC) | 1,890 | $843K |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,967 | $126K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,967 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.