No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELLDYNERX, LLC EIN 84-1515837 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $1.7M |
| MARATHON HEALTH, INC. NONE | Other services; Direct payment from the plan Service code 49 | 20 WINOOSKI FALLS WAY, STE 400 WINOOSKI, VT 05404 | $1.4M |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Contract Administrator; Accounting (including auditing); Direct payment from the plan; Claims processing; Participant communication Service code 10 | — | $1.2M |
| MULTIPLAN SERVICES CORP EIN 06-1533300 NONE | Other services; Direct payment from the plan Service code 49 | — | $293K |
| PATIENT ADVOCATE NONE | Employee (plan); Direct payment from the plan Service code 30 | 2345 RED ROCK STREET, SUITE 300 LAS VEGAS, NV 89146 | $226K |
| BROWNSTEIN HYATT FARBER SCHRECK LLP EIN 26-1367865 NONE | Legal; Direct payment from the plan Service code 29 | — | $131K |
| BERRY & CO., CPA'S, LTD EIN 88-0400174 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $122K |
| TELLIGEN, INC. EIN 42-0992483 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $92K |
| RENALOGIC EIN 22-3857341 NONE | Other services; Direct payment from the plan Service code 49 | — | $91K |
| EXECUTIVE DIRECTOR NONE | Employee (plan); Direct payment from the plan Service code 30 | 2345 RED ROCK STREET, SUITE 300 LAS VEGAS, NV 89146 | $87K |
| INNOVATIVE HEALTHCARE DELIVERY EIN 45-4308529 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $82K |
| CHEIRON, INC. EIN 13-4215617 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $75K |
| HEALTH STRATEGIES, INC EIN 86-0851201 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $60K |
| ASST TO EXEC DIRECTOR NONE | Employee (plan); Direct payment from the plan Service code 30 | 2345 RED ROCK STREET, SUITE 300 LAS VEGAS, NV 89146 | $60K |
| THE URBAN LAW FIRM EIN 75-2986189 NONE | Legal; Direct payment from the plan Service code 29 | — | $53K |
| WELLS FARGO BANK, N. A. EIN 94-1347393 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Custodial (securities); Account maintenance fees Service code 15 | — | $49K |
| PRIMECARE ADMINISTRATORS EIN 26-3486277 NONE | Other services; Direct payment from the plan Service code 49 | — | $46K |
| HEALTH STRATEGIES, INC. | Direct payment from the plan; Consulting (general) Service code 16 | — | $44K |
| ASB CAPITAL MANAGEMENT, LLC NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 7501 WISCONSIN AVE, SUITE 1300W BETHESDA, MD 20814 | $41K |
| BEHAVIORAL HEALTHCARE OPTIONS EIN 88-0267857 NONE | Direct payment from the plan; Other services Service code 49 | — | $34K |
| ATALANTA SOSNOFF CAPITAL, LLC EIN 20-0461050 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $28K |
| DOUGLAS TWILLIGER NONE | Consulting (general); Direct payment from the plan Service code 16 | 1611 CAVALRY STREET PAHRUMP, NV 89048 | $26K |
| HEALTH SERVICES COALITION EIN 88-0492643 NONE | Direct payment from the plan; Other services Service code 49 | — | $22K |
| HEALTH CLAIMS AUDITORS EIN 88-0420540 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $14K |
| PDQ PRINTING EIN 20-3649287 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $14K |
| TRUE CHOICE - AMERICA EIN 46-3256079 NONE | Other services; Direct payment from the plan Service code 49 | — | $12K |
| WEINBERG ROGER & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $9K |
| VIRTUOUS GROUP EIN 27-0365255 NONE | Direct payment from the plan; Other services Service code 49 | — | $8K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $5K |
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 | 1,556 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 132 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,688 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | PRIMECARE ADMINISTATORS | 4,228 | $46K |
| Vision | HM LIFE INSURANCE CO. | 5,328 | $196K |
| Life insurance | THE UNION LABOR LIFE INSURANCE CO. | 3,051 | $317K |
| Stop-loss / reinsurancereinsurance | AMERICAN ALTERNATIVE INSURANCE CORP | 1,528 | $647K |
| Other | THE UNION LABOR LIFE INSURANCE CO. | 3,051 | $317K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,328 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.