No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NATIONAL CARE NETWORK, LLC EIN 26-3542849 NONE | Claims processing Service code 12 | — | $394K |
| SOUTHWEST SERVICE ADMINISTRATORS NONE | Plan Administrator Service code 14 | 5251 GREEN ST, STE 200 MURRAY, UT 84123 | $229K |
| IMAGINE HEALTH NONE | Claims processing Service code 12 | 6995 UNION PARK CENTER 610-249-9010 COTTONWOOD HEIGHTS, UT 84047 | $109K |
| SEGAL SELECT INSURANCE SERVICES,INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | 333 WEST 34TH STREET NEW YORK, NY 100012402 | $92K |
| SPENCER FANE, LLP NONE | Legal Service code 29 | 370 17TH STREET 4800 DENVER, CO 80202 | $71K |
| AMERICAN HEALTH GROUP, INC. NONE | Claims processing Service code 12 | 2152 S VINEYARD 103 602-265-3800 MESA, AZ 85210 | $52K |
| WSRP, LLC EIN 87-0517754 NONE | Accounting (including auditing) Service code 10 | 155 N 400 W 400 SALT LAKE CITY, UT 84103 | $32K |
| BLOMQUIST HALE CONSULTING EIN 87-0462684 NONE | Insurance services Service code 23 | 860 E 4500 S STE 202 SALT LAKE CITY, UT 84107 | $31K |
| CAREOPERATIVE LLC NONE | Claims processing Service code 12 | 330 FRANKLIN RD, STE 135A 615-988-5238 BRENTWOOD, TN 37027 | $29K |
| US BANK EIN 93-0826646 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | PO BOX 287 PORTLAND, OR 97208 | $28K |
| AETNA LIFE DBA FIRST HEALTH NONE | Claims processing Service code 12 | 10150 S CENTENNIAL PKWY SANDY, UT 84070 | $26K |
| BEHAVIORAL HEALTH STRATEGIES LLC NONE | Claims processing Service code 12 | 9980 S 300 W, STE 100 801-508-6113 SANDY, UT 84070 | $26K |
| UNI BEHAVIORAL HEALTH NETWORK NONE | Claims processing Service code 12 | 501 CHIPETA WAY 801-537-9321 SALT LAKE CITY, UT 84092 | $26K |
| ALTA CAPITAL MANAGEMENT EIN 77-0650218 NONE | Investment management Service code 28 | 6440 S WASATCH BLVD SALT LAKE CITY, UT 84121 | $16K |
| AGINCOURT CAPITAL NONE | Investment management Service code 28 | 200 S 10TH ST STE 800 804-648-1111 RICHMOND, VA 23219 | $14K |
| PRESCRIPTION CARE MANAGEMENT NONE | Claims processing Service code 12 | PO BOX 34446 650-619-6503 RENO, NV 895334446 | $13K |
| WELLS FARGO ADVISORS EIN 34-1542819 NONE | Investment management Service code 28 | 201 S MAIN ST STE 160 SALT LAKE CITY, UT 84111 | $12K |
| KENNETH B GRIMES, P.C. EIN 90-0188484 NONE | Legal Service code 29 | 480 E 400 S, SUITE 203 SALT LAKE CITY, UT 84111 | $3K |
| CVS CAREMARK/RX AMERICA EIN 87-0548860 NONE | Claims processing Service code 12 | 61E CVS DRIVE WOONSOCKET, RI 02895 | $572 |
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 | 1,011 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 50 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,061 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 1,041 | $419K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,041 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.