No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Float revenue; Other fees; Contract Administrator Service code 12 | — | $78K |
| BENESYS ADMINISTRATORS EIN 32-2383171 NONE | Direct payment from the plan; Contract Administrator; Copying and duplicating Service code 13 | — | $77K |
| TRUCKER HUSS, APC EIN 94-3216063 NONE | Legal; Direct payment from the plan Service code 29 | — | $76K |
| AMANDA CASTILLO EIN 94-1254186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $71K |
| ESTHER HERNANDEZ EIN 94-1254186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $68K |
| STACY BOBU EIN 94-1254186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $68K |
| US BANK EIN 31-0841368 NONE | Custodial (securities); Investment management fees paid indirectly by plan; Direct payment from the plan Service code 19 | — | $59K |
| RAEL & LETSON EIN 91-1701048 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $50K |
| MARINE FIREMEN'S UNION EIN 94-0740780 EMPLOYEE ORGANIZATION | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Participant communication; Copying and duplicating; Direct payment from the plan Service code 12 | — | $34K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $29K |
| LEONARD CARDER, LLP EIN 94-2819269 NONE | Legal; Direct payment from the plan Service code 29 | — | $24K |
| SIU PACIFIC DICTRICT PENSION PLAN EIN 94-6061923 NONE | Copying and duplicating; Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication Service code 12 | — | $9K |
| SIU PD SUPPLEMENTAL BENEFITS EIN 94-1431246 NONE | Participant communication; Copying and duplicating; Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $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 | 283 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 110 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 393 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | HEALTH NET | 184 | $814K |
| Dental(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (DENTAL) | 349 | $155K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 400 | $221K |
| Stop-loss / reinsurancereinsurance | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (STOPLOSS) | 198 | $415K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 400 | $221K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 400 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.