No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ENVISION RX EIN 90-1011712 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $367K |
| BENESYS, INC. EIN 38-2383171 NONE | Participant communication; Accounting (including auditing); Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Direct payment from the plan Service code 10 | — | $283K |
| BERRY AND CO., CPA'S LTD. EIN 88-0400174 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $63K |
| KAUFMANN AND GOBLE ASSOC., INC. EIN 94-2614826 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $62K |
| MULTIPLAN, INC. EIN 13-3068979 NONE | Other services; Direct payment from the plan Service code 49 | — | $42K |
| INNOVATIVE CARE MGMT, INC. EIN 93-1087669 NONE | Other services; Direct payment from the plan Service code 49 | — | $38K |
| WELLS FARGO BANK, N.A. EIN 94-1347393 NONE | Direct payment from the plan; Account maintenance fees; Custodial (securities); Other investment fees and expenses Service code 19 | — | $26K |
| BLEIWEISS COMMUNICATIONS, INC. EIN 95-3676526 NONE | Direct payment from the plan; Participant communication Service code 38 | — | $25K |
| CHRISTENSEN JAMES & MARTIN, CHTD EIN 88-0330040 NONE | Legal; Direct payment from the plan Service code 29 | — | $24K |
| INNOVATIVE HEALTHCARE DELIVERY EIN 45-4308529 NONE | Direct payment from the plan; Other services Service code 49 | — | $15K |
| NEW ENGLAND PENSION CONSULTANTS LLC EIN 26-1429809 NONE | Direct payment from the plan; Investment advisory (plan); Consulting (general) Service code 16 | — | $11K |
| ZELIS CLAIMS INTEGRITY, INC. EIN 86-1040704 NONE | Direct payment from the plan; Other services Service code 49 | — | $11K |
| BEHAVIORAL HEALTHCARE OPTIONS EIN 88-0267857 NONE | Direct payment from the plan; Other services Service code 49 | — | $10K |
| THE VIRTUOUS GROUP EIN 27-0365275 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $8K |
| HEALTH SERVICES COALITION EIN 88-0492643 NONE | Other services; Direct payment from the plan Service code 49 | — | $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 | 395 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 82 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 477 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HUMANA INSURANCE CO. | 106 | $98K |
| Dental | ALPHA DENTAL OF NEVADA, INC. | 238 | $121K |
| Vision | VISION SERVICE PLAN | 416 | $5K |
| Life insurance | THE UNITED STATES LIFE INSURANCE CO. IN THE CITY OF NEW YORK | 414 | $22K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE CO. | 353 | $256K |
| Other | THE UNITED STATES LIFE INSURANCE CO. IN THE CITY OF NEW YORK | 414 | $22K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 416 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.