No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX, INC EIN 33-0441200 NONE | Claims processing; Direct payment from the plan; Float revenue; Other fees Service code 12 | — | $24.5M |
| MARATHON HEALTH, LLC EIN 26-0103977 NONE | Direct payment from the plan; Other services Service code 49 | — | $5.2M |
| SAV-RX PRESCRIPTION SERVICES NONE | Direct payment from the plan; Claims processing Service code 12 | 224 NORTH PARK AVE FREMONT, NE 68025 | $1.6M |
| ROCKY MTN HOSPITAL & MEDICAL SERVIC EIN 84-0747736 NONE | Other services; Direct payment from the plan; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator Service code 12 | — | $1.3M |
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Claims processing; Direct payment from the plan; Accounting (including auditing); Contract Administrator; Participant communication Service code 10 | — | $1.3M |
| NEVADA HEALTH SOLUTIONS, LLC EIN 46-2711071 NONE | Consulting (general); Direct payment from the plan; Other services Service code 16 | — | $831K |
| BROWNSTEIN HYATT FARBER SCHRECK LLP EIN 26-1367865 NONE | Legal; Direct payment from the plan Service code 29 | — | $433K |
| CHARTWELL INVESTMENT PARTNERS, LLC EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management; Named fiduciary Service code 28 | — | $299K |
| CHEIRON, INC EIN 13-4215617 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $244K |
| BERRY & CO., CPA'S LTD EIN 88-0400174 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $243K |
| SMART SOURCE EIN 30-0830429 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $221K |
| NAT'L INVSTMNT SVCS OF AMERICA LLC EIN 84-3937993 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $131K |
| BLEIWEISS COMMUNICATIONS, INC EIN 95-3676526 NONE | Participant communication; Copying and duplicating; Direct payment from the plan Service code 36 | — | $124K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432390 NONE | Investment advisory (plan); Consulting (general); Direct payment from the plan Service code 16 | — | $110K |
| HEALTHLINX, LLC EIN 87-0660214 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $82K |
| HEALTH SERVICES COALITION, INC EIN 88-0492643 NONE | Other services; Direct payment from the plan Service code 49 | — | $76K |
| PRINCIPAL BANK EIN 42-1466678 NONE | Custodial (securities); Other investment fees and expenses; Direct payment from the plan Service code 19 | — | $58K |
| HUMAN BEHAVIOR INSTITUTE CLINICAL S EIN 88-0342146 NONE | Direct payment from the plan; Other services Service code 49 | — | $52K |
| F/M INVESTMENTS, LLC EIN 93-4308588 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $51K |
| FOUNDRY PARTNERS, LLC EIN 46-1184506 NONE | Soft dollars commissions; Securities brokerage commissions and fees; Investment management fees paid directly by plan; Investment management Service code 28 | — | $50K |
| MDX MEDICAL, LLC EIN 84-3053271 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $40K |
| GOWLING WLG LLP NONE | Legal; Direct payment from the plan Service code 29 | — | $13K |
| 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 | 4,025 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 822 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,847 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | NEVADA DENTAL BENEFITS LTD | 5,158 | $1.1M |
| Vision | METROPOLITAN LIFE INSURANCE CO. | 12,879 | $739K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE CO. | 4,680 | $271K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE CO. | 5,402 | $833K |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE CO. | 4,680 | $271K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,879 | — |
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.