No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX, INC EIN 33-0441200 NONE | Claims processing; Other fees; Float revenue; Direct payment from the plan Service code 12 | — | $23.8M |
| MARATHON HEALTH, INC EIN 26-0103977 NONE | Direct payment from the plan; Other services Service code 49 | — | $4.8M |
| ROCKY MTN HOSPITAL & MEDICAL SRVC EIN 84-0747736 NONE | Float revenue; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other services; Claims processing Service code 12 | — | $1.3M |
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Participant communication; Accounting (including auditing); Claims processing; Contract Administrator; Direct payment from the plan Service code 10 | — | $1.2M |
| NEVADA HEALTH SOLUTIONS, LLC EIN 46-2711071 NONE | Consulting (general); Other services; Direct payment from the plan Service code 16 | — | $759K |
| BROWNSTEIN HYATT FARBER SCHRECK LLP EIN 26-1367865 NONE | Legal; Direct payment from the plan Service code 29 | — | $322K |
| AMERICAN REALTY ADVISORS, LLC EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $199K |
| SMART SOURCE EIN 30-0830429 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $186K |
| BERRY & CO., CPA'S LTD EIN 88-0400174 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $155K |
| CHARTWELL INVESTMENT PARTNERS, LLC EIN 36-4776242 NONE | Investment management; Named fiduciary; Investment management fees paid directly by plan Service code 28 | — | $150K |
| CHEIRON, INC EIN 13-4215617 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $126K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432390 NONE | Investment advisory (plan); Consulting (general); Direct payment from the plan Service code 16 | — | $107K |
| BLEIWEISS COMMUNICATIONS, INC EIN 95-3676526 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $94K |
| HEALTH SERVICES COALITION, INC EIN 88-0492643 NONE | Other services; Direct payment from the plan Service code 49 | — | $71K |
| NAT'L INVSTMNT SERVICES AMERICA LLC EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $53K |
| HUMAN BEHAVIOR INSTITUTE EIN 88-0342146 NONE | Other services; Direct payment from the plan Service code 49 | — | $50K |
| PRINCIPAL BANK EIN 42-1466678 NONE | Custodial (securities); Direct payment from the plan; Other investment fees and expenses Service code 19 | — | $44K |
| PRUDENTIAL TRUST COMPANY EIN 81-6699192 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Other investment fees and expenses; Investment management Service code 28 | — | $36K |
| FM INVESTMENT, LLC EIN 93-4308588 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $34K |
| BUCK GLOBAL, LLC EIN 83-1116912 NONE | Consulting (general); Accounting (including auditing); Direct payment from the plan Service code 10 | — | $25K |
| FOUNDRY PARTNERS, LLC EIN 46-1184506 NONE | Securities brokerage commissions and fees; Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $22K |
| HEALTHLINX, LLC EIN 87-0660214 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $20K |
| MDX MEDICAL, LLC EIN 84-3053271 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $8K |
| MCCRACKEN STEMERMAN & HOLSBERRY LLP EIN 94-1709555 NONE | Legal; Direct payment from the plan Service code 29 | — | $5K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $0 |
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 | 3,910 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 722 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,632 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | NEVADA DENTAL BENEFITS LTD | 3,263 | $1.0M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 12,844 | $714K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 4,589 | $265K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 5,335 | $655K |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 4,589 | $265K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,844 | — |
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.