No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION ADMIN. SVC., INC. EIN 91-1363171 NONE | Copying and duplicating; Claims processing; Direct payment from the plan; Accounting (including auditing); Contract Administrator Service code 10 | — | $2.8M |
| PREMERA EIN 91-0499247 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $1.6M |
| ENVISION RX EIN 90-1011712 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $227K |
| QUALIS HEALTH EIN 91-1072875 NONE | Other services; Direct payment from the plan Service code 49 | — | $189K |
| CHANGE HEALTHCARE SOLUTIONS LLC EIN 20-5731067 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $125K |
| CIGNA HEALTH & LIFE INS COMP EIN 59-1031071 NONE | Other services; Claims processing; Participant communication; Direct payment from the plan; Named fiduciary; Contract Administrator Service code 12 | — | $98K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $96K |
| RAEL & LETSON EIN 94-1701048 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $80K |
| WASHINGTON CAPITAL MANAGEMENT, INC. EIN 91-1042342 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $44K |
| VERUS ADVISORY INC. EIN 91-1320111 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $30K |
| KEYBANK NATIONAL ASSOCIATION EIN 34-0797057 NONE | Float revenue; Custodial (securities); Shareholder servicing fees; Direct payment from the plan Service code 19 | — | $25K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $23K |
| HCCMCA EIN 94-3283661 NONE | Direct payment from the plan; Other services Service code 49 | — | $18K |
| NORTH AMERICAN PRINTING NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 389 EAST PALM LANE PHOENIX, AZ 85004 | $17K |
| PRINT TIME, INC. EIN 91-1531275 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $7K |
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 | 6,546 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 673 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 517 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,736 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | LIFEMAP ASSURANCE COMPANY | 6,045 | $450K |
| Short-term disability | LIFEMAP ASSURANCE COMPANY | 6,045 | $450K |
| Stop-loss / reinsurancereinsurance | NATIONWIDE LIFE INSURANCE COMPANY | 6,394 | $1.3M |
| Other | LIFEMAP ASSURANCE COMPANY | 6,045 | $450K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,394 | — |
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.