No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| KAISER PERMANENTE N/A | Claims processing; Direct payment from the plan; Contract Administrator; Other services Service code 12 | 10121 SE SUNNYSIDE ROAD, STE 125 CLACKAMAS, OR 97015 | $11.0M |
| BLUE SHIELD OF CA N/A | Contract Administrator; Claims processing; Other services; Direct payment from the plan Service code 12 | 2 EMBARCADERO CENTER, STE 1310 SAN FRANCISCO, CA 94111 | $7.6M |
| HM LIFE N/A | Direct payment from the plan; Contract Administrator Service code 13 | 10777 NORTHWEST FREEWAY HOUSTON, TX 77092 | $4.7M |
| BAS, INC. EIN 23-2635985 N/A | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $2.7M |
| GALLAGHER BENEFIT SERVICES EIN 36-4291971 N/A | Consulting (pension); Direct payment from the plan; Plan Administrator; Insurance services Service code 14 | — | $2.3M |
| CONCIERGE NURSE NAVIGATOR EIN 85-1793018 N/A | Other services; Direct payment from the plan Service code 49 | — | $1.0M |
| DELTA DENTAL N/A | Direct payment from the plan; Other services; Claims processing; Contract Administrator Service code 12 | 1333 BROADWAY, STE 800 OAKLAND, CA 94612 | $1.0M |
| ARMANINO LLP EIN 94-6214841 N/A | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $491K |
| LEWIS & ELLIS, INC. EIN 75-1281520 N/A | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $474K |
| HINSHAW & CULBERTSON, LLP EIN 36-2128133 N/A | Legal; Direct payment from the plan Service code 29 | — | $346K |
| ZABIT MEDIA, INC. EIN 81-0926272 N/A | Direct payment from the plan; Other services Service code 49 | — | $342K |
| ONE MEDICAL-PEAKMED COLORADO, LLC EIN 81-3891357 N/A | Other services; Direct payment from the plan Service code 49 | — | $281K |
| ARTHUR J GALLAGHER & CO. EIN 36-4291971 N/A | Insurance services; Direct payment from the plan Service code 23 | — | $201K |
| WADE AUBRY, MD N/A | Consulting (general); Direct payment from the plan Service code 16 | 535 REMILLARD DRIVE HILLSBOROUGH, CA 94010 | $187K |
| VISION SERVICE PLAN N/A | Other services; Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | 100 PRINGLE AVE, STE 650 WALNUT CREEK, CA 94596 | $165K |
| QUEST DIAGNOSTICS EIN 38-2084239 N/A | Direct payment from the plan; Contract Administrator Service code 13 | — | $142K |
| BEACON POINTE ADVISORS EIN 68-0488677 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $88K |
| MOSS ADAMS LLP EIN 91-0189318 N/A | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $87K |
| DAYFORCE US, INC. EIN 59-3228107 N/A | Other services; Direct payment from the plan Service code 49 | — | $81K |
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 N/A | Direct payment from the plan; Consulting (general) Service code 16 | — | $57K |
| US BANK EIN 31-0841368 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $40K |
| SEGALL BRYANT & HAMILL, LLC EIN 41-1788385 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $37K |
| STERLING CAPITAL EIN 42-1658828 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $26K |
| INSTITUTIONAL SHAREHOLDER SVS, INC EIN 06-1541449 N/A | Direct payment from the plan; Other services Service code 49 | — | $25K |
| BROWN ADVISORY N/A | Investment management fees paid directly by plan; Investment management Service code 28 | 901 SOUTH BOND STREET, SUITE 400 BALTIMORE, MD 21231 | $21K |
| BANK OF AMERICA N/A | Investment management fees paid directly by plan; Investment management Service code 28 | 100 NORTH TRYON STREET CHARLOTTE, NC 28255 | $21K |
| SURFSIDE COMPUTING LLC EIN 47-5574061 N/A | Direct payment from the plan; Consulting (general) Service code 16 | — | $18K |
| FIDUCIARY MANAGEMENT, INC. EIN 39-1346018 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $17K |
| BAKER TILLY US, LLP EIN 30-1413443 N/A | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $15K |
| CHAMPLAIN INVESTMENTS EIN 20-1367417 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $13K |
| THE PRINTING BUSINESS, INC. EIN 94-1627326 N/A | Other services; Direct payment from the plan Service code 49 | — | $10K |
| HEALTH EQUITY N/A | Other services; Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | 15 W. SCENIC POINT DRIVE DRAPER, UT 84020 | $9K |
| LINDY FLEMMING PRODUCTIONS N/A | Other services; Direct payment from the plan Service code 49 | 287 BOLINAS ROAD FAIRFAX, CA 94930 | $8K |
| COMPENSATION CONNECTIONS LLC EIN 47-1585101 N/A | Consulting (general); Direct payment from the plan Service code 16 | — | $6K |
| CRISP IMAGING EIN 33-0934203 | Direct payment from the plan; 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 | 23,680 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 166 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 23,846 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HM LIFE INSURANCE COMPANY | 23,846 | $4.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 23,846 | — |
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.