No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS, INC EIN 38-2383171 NONE | Plan Administrator Service code 14 | 7180 KOLL CENTER PKWY #200 PLEASANTON, CA 945663184 | $591K |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 NONE | Named fiduciary; Contract Administrator; Direct payment from the plan; Claims processing; Non-monetary compensation; Other services; Float revenue; Participant communication Service code 12 | 3900 E MEXICO AVE DENVER, CO 80201 | $571K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Insurance agents and brokers; Accounting (including auditing) Service code 10 | 1230 WEST WASHINGTON STREET STE 5 TEMPE, AZ 85281 | $349K |
| HEALTH EQUITY EIN 52-2383166 NONE | Contract Administrator; Insurance services Service code 13 | 15 W SCENIC POINT DR STE 100 DRAPER, UT 84020 | $253K |
| DELTA DENTAL INSURANCE COMPANY EIN 94-2761537 NONE | Plan Administrator; Claims processing Service code 12 | 100 FIRST STREET SAN FRANCISCO, CA 94105 | $78K |
| ZELIS CLAIMS INTEGRITY NONE | Claims processing Service code 12 | 2 CROSSROADS DR BEDMINSTER, NJ 07921 | $74K |
| KAY PRINTING NONE | Copying and duplicating; Other services Service code 36 | 220 ENTIN RD CLIFTON, NJ 07014 | $54K |
| US BANK TRUST CO EIN 93-6157747 NONE | Custodial (securities) Service code 19 | 555 SOUTHWEST OAK ST PL 6 PORTLAND, OR 97204 | $53K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Contract Administrator Service code 13 | 151 FARMINGTON AVE HARTFORD, CT 06151 | $49K |
| ROBERT W HANULA EIN 20-1437847 NONE | Legal Service code 29 | P.O. BOX 279 CARBONDALE, CO 81623 | $47K |
| HEALTHCARE BLUEBOOK NONE | Insurance services Service code 23 | 5880 NOLENSVILLE PIKE #200 NASHVILLE, TN 37211 | $35K |
| WISE IMAGINE HEALTH EIN 26-4343123 NONE | Contract Administrator Service code 13 | 6995 UNION PARK CENTER #200 COTTONWOOD HEIGHTS, UT 84047 | $26K |
| GALLAGHER FIDUCIARY ADVISORS LLC EIN 36-4291971 NONE | Investment advisory (plan) Service code 27 | TWO PIERCE PLACE ITASCA, IL 60143 | $22K |
| SEGAL SELECT INSURANCE EIN 46-0169194 NONE | Insurance services Service code 23 | — | $21K |
| BALDWIN & BALDWIN PLLC EIN 46-4370753 NONE | Accounting (including auditing) Service code 10 | 701 NORTH 44TH STREET PHOENIX, AZ 85008 | $16K |
| DOCTORS ON DEMAND NONE | Contract Administrator Service code 13 | 275 BATTERY STREET #650 SAN FRANCISCO, CA 94111 | $13K |
| EMPLOYERS RISK SERVICES NONE | Other services; Direct payment from the plan Service code 49 | 1240 FAIRWAY STREET BOWLING GREEN, KY 42102 | $12K |
| NATIONAL BILL AUDIT SERVICES NONE | Other services Service code 49 | 9075 SEMINOLE BLVD ST PETERSBURG, FL 33772 | $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 | 1,866 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,866 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 59 | $1.0M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 1,489 | $1.8M |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,585 | $1.4M |
| Stop-loss / reinsurancereinsurance | PARTNERRE AMERICA INSURANCE COMPANY (PRAIC) | 1,812 | $950K |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,585 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,812 | — |
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.