No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH & LIFE INSURANCE CO EIN 59-1031071 NONE | Participant communication; Direct payment from the plan; Non-monetary compensation; Claims processing; Contract Administrator; Other services; Float revenue; Named fiduciary Service code 12 | — | $661K |
| BENESYS, INC. EIN 38-2383171 NONE | Plan Administrator Service code 14 | 7180 KOLL CENTER PKWY #200 PLEASANTON, CA 945663184 | $644K |
| 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 | $238K |
| DELTA DENTAL INSURANCE COMPANY EIN 94-2761537 NONE | Claims processing; Plan Administrator Service code 12 | 100 FIRST STREET SAN FRANCISCO, CA 94105 | $74K |
| US BANK TRUST CO EIN 93-6157747 NONE | Custodial (securities) Service code 19 | 555 SOUTHWEST OAK ST PL 6 PORTLAND, OR 97204 | $61K |
| KAY PRINTING NONE | Copying and duplicating; Other services Service code 36 | 220 ENTIN RD CLIFTON, NJ 07014 | $51K |
| HEALTHCARE BLUE BOOK NONE | Insurance services Service code 23 | 5880 NOLENSVILLE PIKE #200 NASHVILLE, TN 37211 | $40K |
| GALLAGHER FIDUCIARY ADVISORS LLC EIN 36-4291971 NONE | Investment advisory (plan) Service code 27 | TWO PIERCE PLACE ITASCA, IL 60143 | $24K |
| SEGAL SELECT INSURANCE EIN 46-0169194 NONE | Insurance services Service code 23 | — | $24K |
| ROBERT W. HANULA EIN 20-1437847 NONE | Legal Service code 29 | PO BOX 279 CARBONDALE, CO 81623 | $21K |
| HEALTH EQUITY EIN 52-2383166 NONE | Insurance services; Contract Administrator Service code 13 | 15 W SCENIC POINT DR STE 100 DRAPER, UT 84020 | $18K |
| BALDWIN MOFFITT PLLC EIN 46-4370753 NONE | Accounting (including auditing) Service code 10 | PO BOX 60008 PHOENIX, AZ 850820008 | $16K |
| IRON MOUNTAIN NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 929 S MEDINA ST SAN ANTONIO, TX 78207 | $6K |
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 | 1,694 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,694 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 1,694 | $987K |
| Dental | DELTA DENTAL INSURANCE COMPANY | 1,694 | $1.8M |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,694 | $1.4M |
| Stop-loss / reinsurancereinsurance | PARTNERRE AMERICAN INSURANCE COMPANY (PRAIC) | 1,694 | $981K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,694 | — |
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.