No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX, INC. EIN 33-0441200 NONE | Float revenue; Other fees; Claims processing; Direct payment from the plan Service code 12 | — | $30.7M |
| WPAS, INC. EIN 91-1363171 NONE | Other fees; Accounting (including auditing); Direct payment from the plan; Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 10 | — | $3.9M |
| PREMERA BLUE CROSS EIN 91-0499247 NONE | Other services; Claims processing; Direct payment from the plan Service code 12 | — | $2.7M |
| FIRST CHOICE HEALTH NETWORK, INC. EIN 91-1272766 NONE | Other services; Direct payment from the plan Service code 49 | — | $706K |
| ZELIS CLAIMS INTEGRITY, LLC EIN 86-1040704 NONE | Other services; Direct payment from the plan Service code 49 | — | $596K |
| UNITED HEALTHCARE INS. CO. EIN 36-2739571 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $435K |
| CHANGE HEALTHCARE SOLUTIONS, LLC EIN 20-5731067 NONE | Other services; Direct payment from the plan Service code 49 | — | $322K |
| WPAS, INC | Other fees Service code 99 | — | $237K |
| ROBERT W. BARID & CO. INC. EIN 39-6037917 NONE | Investment management fees paid directly by plan Service code 51 | — | $236K |
| RAEL & LETSON EIN 94-1701048 NONE | Insurance services; Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $225K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $126K |
| ANASTASI MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $86K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $82K |
| WITHUM EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $64K |
| BANK OF AMERICA EIN 94-1687665 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $56K |
| TURNER STOEVE & GAGLIARDI, P.S. EIN 91-1282506 NONE | Legal; Direct payment from the plan Service code 29 | — | $51K |
| TRANSCARENT, INC. EIN 84-3296541 NONE | Other services; Direct payment from the plan Service code 49 | — | $35K |
| US BANK, N.A. EIN 31-0841368 NONE | Soft dollars commissions; Custodial (securities); Float revenue; Direct payment from the plan Service code 19 | — | $21K |
| PRINT TIME, INC. EIN 91-1531275 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $19K |
| HEALTH CARE COST MANAGEMENT CORP EIN 94-3283661 NONE | Direct payment from the plan; Other services Service code 49 | — | $19K |
| SEGAL ADVISORS INC. EIN 13-2646110 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $12K |
| MARSH & MCLENNAN AGENCY LLC | Insurance agents and brokers; Insurance services Service code 22 | — | $6K |
| MARSH MCLENNAN AGENCY, LLC EIN 36-2668272 NONE | Insurance agents and brokers; Insurance services Service code 22 | — | $4K |
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 | 8,831 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,544 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,375 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HCC LIFE INSURANCE COMPANY | 1,573 | $568K |
| Dental(3 contracts, 2 carriers) | WILLAMETTE DENTAL OF WASHINGTON, INC. | 1,301 | $550K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $0 |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 16,689 | $372K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 16,689 | — |
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.