No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA EIN 06-6033492 CLAIMS PAYER NETWORK FEES | Other services; Claims processing Service code 12 | — | $743K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 THIRD PARTY ADMINISTRATOR | Contract Administrator Service code 13 | — | $397K |
| HEALTH CARE COST MANAGEMENT CORP AK EIN 94-3283661 CONTRACT NEGOTIATIONS | Other services Service code 49 | — | $175K |
| HEALTH FITNESS CORPORATION EIN 41-1580506 DISEASE MANAGEMENT | Other services Service code 49 | — | $146K |
| GREGORY STOKES EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $110K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 ATTORNEY | Legal Service code 29 | — | $105K |
| RAEL & LETSON EIN 94-1701048 CONSULTANT, ACTUARY | Actuarial; Consulting (general) Service code 11 | — | $99K |
| BRIDGEHEALTH MEDICAL, INC. EIN 26-0804648 SURGERY MANAGEMENT | Other services Service code 49 | — | $94K |
| ZELIS CLAIMS INTEGRITY, INC. EIN 86-1040704 OON/CLINICAL BILL REVIEW | Other services Service code 49 | — | $87K |
| COLOR ART PRINTING EIN 92-0027042 PRINTING | Copying and duplicating Service code 36 | — | $67K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 ACCOUNTING | Accounting (including auditing) Service code 10 | — | $63K |
| PATTI JANUSIEWICZ EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $60K |
| KPMG LLP EIN 13-5565207 AUDITORS | Accounting (including auditing) Service code 10 | — | $48K |
| PATRICIA VIERNES EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $47K |
| SYLVIA JAMES EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $46K |
| CATHERINE LAURIO EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $44K |
| ASA BELARDE EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $43K |
| VISION SERVICE PLAN EIN 92-0078509 ASO AGREEMENT | Contract Administrator Service code 13 | — | $39K |
| BENJAMIN NEFF EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $38K |
| KIM STEPHENS EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $37K |
| GROH EGGERS LLC EIN 92-0064159 ATTORNEY | Legal Service code 29 | — | $35K |
| JUSTINE BARRIENTOS EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $35K |
| INTERNATIONAL DATA SYSTEMS INC EIN 01-0622708 INFORMATION TECHNOLOGY | Other services Service code 49 | — | $29K |
| EXPRESS BUSINESS SERVICES LLC EIN 91-1807227 MAILING SERVICES | Other services Service code 49 | — | $28K |
| KEY BANK EIN 92-0089306 BANK | Custodial (securities) Service code 19 | — | $26K |
| CVS PHARMACY INC. EIN 05-0340626 RX ASO AGREEMENT | Contract Administrator Service code 13 | — | $24K |
| KEY BANK NATIONAL ASSOCIATION BANK | Investment management Service code 28 | 127 PUBLIC SQUARE, 17TH FLOOR CLEVELAND, OH 44114 | $23K |
| SHORETT COMMUNICATIONS EIN 91-2196270 GRAPHIC DESIGN | Other services Service code 49 | — | $22K |
| RICOH USA INC. EIN 23-0334400 MAINTENANCE | Other services Service code 49 | — | $12K |
| AIM ALASKA EIN 32-0262330 DOCUMENT SHRED/STORAGE | Other services Service code 49 | — | $9K |
| ALLMED HEALTHCARE MANAGEMENT, INC. EIN 93-1302459 MEDICAL REVIEW | Other services Service code 49 | — | $7K |
| KNUTE ANDERSON EIN 92-6005171 TRUSTEE | Trustee (individual) Service code 20 | — | $5K |
| DENALI GROUP DBA PACIFIC MOVERS EIN 92-0021418 MOVING SERVICES | Other services Service code 49 | — | $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 | 2,962 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 915 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,877 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 2,943 | $97K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 3,989 | $3.4M |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 2,943 | $10K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,989 | — |
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.