No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA NONE | Direct payment from the plan; Claims processing Service code 12 | 151 FARMINGTON AVENUE HARTFORD, CT 06156 | $130K |
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $117K |
| US BANK NONE | Direct payment from the plan; Consulting (general) Service code 16 | 555 SOUTHWEST OAK ST PORTLAND, OR 97204 | $55K |
| MEDICAL REHABILITATION CONSULTANTS EIN 91-1448997 NONE | Other services; Direct payment from the plan Service code 49 | — | $45K |
| ALASKA USA INSURANCE EIN 91-1014997 NONE | Insurance services; Consulting (general); Direct payment from the plan Service code 16 | — | $44K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $24K |
| STOLL & TUTTLE, PLLC EIN 91-1730364 NONE | Legal; Direct payment from the plan Service code 29 | — | $20K |
| JERMAIN DUNNIGAN & OWENS, P.C. EIN 92-0060242 NONE | Legal; Direct payment from the plan Service code 29 | — | $14K |
| HEALTH CARE COST MANAGEMENT CORP NONE | Direct payment from the plan; Claims processing; Other services Service code 12 | 3000 A STREET, SUITE 300 ANCHORAGE, AK 99503 | $8K |
| PLUMBERS LOCAL UNION 367 EIN 92-0013284 LABOR UNION | Accounting (including auditing); Copying and duplicating; Legal; Direct payment from the plan; Participant communication; Other services; Consulting (general); Account maintenance fees; Claims processing; Plan Administrator Service code 10 | — | $7K |
| WPAS NONE | Plan Administrator; Direct payment from the plan Service code 14 | 2815 2ND AVENUE #300 SEATTLE, WA 98121 | $6K |
| BRIDGE HEALTH NONE | Direct payment from the plan; Claims processing Service code 12 | 6000 E EVANS AVE DENVER, CO 80222 | $5K |
| WILLIS OF WISCONSIN INC EIN 39-0765647 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $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 | 600 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 37 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 14 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 651 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | SYMETRA | 603 | $9K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 651 | $2.2M |
| Other | SYMETRA | 603 | $9K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 651 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.