No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA EIN 23-2710210 NONE | Consulting (general); Direct payment from the plan; Claims processing Service code 12 | — | $1.8M |
| A.W.REHN AND ASSOCIATES EIN 91-1008626 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $1.2M |
| DELTA DENTAL NONE | Direct payment from the plan; Claims processing Service code 12 | PO BOX 75983 SEATTLE, WA 98175 | $326K |
| PAYDHEALTH NONE | Consulting (general); Direct payment from the plan Service code 16 | 4100 ALPHA RD, SUITE 500 DALLAS, TX 75244 | $299K |
| VALENZ CLAIM (DBA UNITED CLAIM SOLU EIN 81-5149270 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $267K |
| ANASTASI, MOORE & MARTIN PLLC EIN 20-8199084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $156K |
| ENVISION PHARMACEUTICAL SERVICES EIN 05-0570786 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $136K |
| BRIDGEHEALTH NONE | Direct payment from the plan; Claims processing Service code 12 | 4700 S SYRACUSE ST SUITE 900 DENVER, CO 80237 | $124K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $102K |
| WASHINGTON TRUST BANK PARTY-IN-INTEREST | Custodial (other than securities); Direct payment from the plan Service code 18 | PO BOX 2127 SPOKANE, WA 99210 | $92K |
| BUCK GLOBAL NONE | Consulting (general); Direct payment from the plan Service code 16 | 420 LEXINGTON AVENUE SUITE 2200 NEW YORK, NY 10170 | $83K |
| FULLY EFFECTIVE EMPLOYEES EIN 91-1742034 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $80K |
| HEALTHCARE COST MGT CORP OF ALASKA EIN 94-3283661 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $63K |
| TURNER, STOEVE, & GAGLIARDI PS EIN 91-1282506 NONE | Legal; Direct payment from the plan Service code 29 | — | $61K |
| GUARDIAN NURSES NONE | Direct payment from the plan; Other services Service code 49 | 1201 BETHLEHEM PIKE FLOURTOWN, PA 19031 | $60K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $28K |
| RAINIER INVESTMENT MANAGEMENT EIN 91-1457076 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $28K |
| PART D ADVISORS NONE | Direct payment from the plan; Other services Service code 49 | 17199 N LAUREL PARK DR #400 LIVONIA, MI 48152 | $26K |
| ROBBLEE, DETWILER & BLACK, PPLP EIN 91-1534732 NONE | Legal; Direct payment from the plan Service code 29 | — | $18K |
| MZQ CONSULTING, LLC NONE | Consulting (general); Direct payment from the plan Service code 16 | 1829 REISTERTOWN RD, STE 2200 PIKESVILLE, MD 21208 | $14K |
| HIGHLAND CAPITAL ADVISORS NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 485 RAINIER BLVD NORTH SUITE 103 ISSAQUAH, WA 98027 | $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 | 4,463 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,372 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,835 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 4,757 | $298K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,757 | — |
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."
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.