No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other services; Float revenue; Claims processing Service code 12 | — | $307K |
| DELTA DENTAL PLAN OF CALIFORNIA EIN 94-1461312 NONE | Claims processing Service code 12 | — | $305K |
| MARSH & MCLENNAN AGENCY LLC EIN 26-3237576 NONE | Other commissions; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $281K |
| WORKTERRA NONE | Other services Service code 49 | 5934 GIBRALTAR DRIVE, SUITE 206 PLEASANTON, CA 94588 | $204K |
| BURR PILGER MAYER EIN 81-4234542 NONE | Accounting (including auditing) Service code 10 | — | $80K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing Service code 12 | — | $71K |
| LOREN MYERS & ASSOCIATES EIN 95-3879885 NONE | Other services Service code 49 | — | $21K |
| RENGER COMMUNICATIONS EIN 27-0290605 NONE | Other services Service code 49 | — | $18K |
| ALIGHT SOLUTIONS EIN 82-1061233 NONE | Other services Service code 49 | — | $11K |
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 | 3,358 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 68 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,426 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 2,480 | $26.6M |
| Vision | VISION SERVICE PLAN | 2,933 | $589K |
| Life insurance | STANDARD INSURANCE COMPANY | 3,358 | $2.2M |
| Short-term disability | STANDARD INSURANCE COMPANY | 3,351 | $1.4M |
| Long-term disability | STANDARD INSURANCE COMPANY | 3,351 | $1.3M |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 2,480 | $26.6M |
| Stop-loss / reinsurancereinsurance | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,808 | $2.7M |
| Other(5 contracts, 4 carriers) | STANDARD INSURANCE COMPANY | 3,405 | $2.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,405 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.