No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| KAISER PERMANENTE N/A | Claims processing; Contract Administrator; Other services; Direct payment from the plan Service code 12 | 1650 RESPONSE ROAD, 3RD FLOOR SACRAMENTO, CA 95815 | $8.2M |
| ANTHEM BLUE CROSS N/A | Contract Administrator; Direct payment from the plan; Claims processing; Other services Service code 12 | 2 EMBARCADERO CENTER, STE 1310 SAN FRANCISCO, CA 94111 | $4.8M |
| GALLAGHER BENEFITS SERVICES EIN 36-4291971 N/A | Consulting (pension); Plan Administrator; Direct payment from the plan; Insurance services Service code 14 | — | $3.3M |
| BAS, INC. EIN 23-2635985 N/A | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $2.5M |
| SWIFT PREPAID SOLUTIONS, INC. EIN 36-4104850 N/A | Direct payment from the plan; Other services Service code 49 | — | $2.4M |
| WEBMD EIN 20-2783228 N/A | Direct payment from the plan; Other services Service code 49 | — | $1.7M |
| UNITED HEALTH CARE N/A | Other services; Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | 301 BEDFORD LANE OAKLEY, CA 94561 | $1.5M |
| DELTA DENTAL N/A | Contract Administrator; Other services; Claims processing; Direct payment from the plan Service code 12 | 100 FIRST STREET SAN FRANCISCO, CA 94105 | $1.1M |
| AETNA N/A | Claims processing; Other services; Direct payment from the plan; Contract Administrator Service code 12 | 2850 SHADELANDS DRIVE WALNUT CREEK, CA 94598 | $506K |
| TRICOR PRINT COMMUNICATIONS, INC. EIN 93-1295392 N/A | Direct payment from the plan; Other services Service code 49 | — | $340K |
| LEWIS & ELLIS, INC. EIN 75-1281520 N/A | Direct payment from the plan; Actuarial Service code 11 | — | $326K |
| ARMANINO LLP EIN 94-6214841 N/A | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $321K |
| FITBIT, INC. EIN 20-8920744 N/A | Other services; Direct payment from the plan Service code 49 | — | $264K |
| VISION SERVICE PLAN N/A | Other services; Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | 101 CALIFORNIA STREET, STE 975 SAN FRANCISCO, CA 94111 | $198K |
| BARBARA GOODE N/A | Legal; Direct payment from the plan Service code 29 | 300 MONTGOMERY ST, STE 500 SAN FRANCISCO, CA 94104 | $180K |
| CLEARVIEW LOGIX, LLC EIN 46-2853759 N/A | Consulting (general); Direct payment from the plan Service code 16 | — | $163K |
| WEIGHT WATCHERS NA, INC. EIN 52-1656141 N/A | Direct payment from the plan; Other services Service code 49 | — | $139K |
| ZABIT MEDIA, INC. EIN 81-0926272 N/A | Direct payment from the plan; Other services Service code 49 | — | $126K |
| KMAR CONSULTING, LLC EIN 81-2030790 N/A | Direct payment from the plan; Consulting (general) Service code 16 | — | $118K |
| MOSS ADAMS LLP EIN 91-0189318 N/A | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $79K |
| BEACON POINTE ADVISORS EIN 68-0488677 N/A | Investment management; Investment management fees paid directly by plan Service code 28 | — | $46K |
| US BANK EIN 31-0841368 N/A | Investment management; Investment management fees paid directly by plan Service code 28 | — | $40K |
| MILLIMAN, INC EIN 91-0675641 N/A | Actuarial; Direct payment from the plan Service code 11 | — | $35K |
| HEALTH MANAGEMENT SYSTEMS, INC EIN 13-2770433 N/A | Direct payment from the plan; Consulting (general) Service code 16 | — | $31K |
| BECKER CAPITAL EIN 93-0663104 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $30K |
| PSG CONSULTING, LLC NRAC, LLC EIN 27-2345574 N/A | Consulting (general); Direct payment from the plan Service code 16 | — | $30K |
| ARNERICH, MASSENA & ASSOC. EIN 93-1119723 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $26K |
| MILLIMAN SOLUTIONS, LLC EIN 47-5650627 N/A | Direct payment from the plan; Actuarial Service code 11 | — | $25K |
| CHAMPLAIN INVESTMENTS EIN 20-1367417 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $23K |
| WADE AUBRY, MD N/A | Consulting (general); Direct payment from the plan Service code 16 | 535 REMILLARD DRIVE HILLSBOROUGH, CA 94010 | $20K |
| RSM US WEALTH MANAGEMENT LLC EIN 41-1944416 N/A | Investment management; Investment management fees paid directly by plan Service code 28 | — | $18K |
| KANTOR & KANTOR LLP EIN 20-1049179 N/A | Legal; Direct payment from the plan Service code 29 | — | $18K |
| 48 SECONDS EIN 81-2800498 N/A | Direct payment from the plan; Other fees Service code 50 | — | $16K |
| BAIRD EQUITY ASSET MANAGEMENT EIN 39-6037917 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $8K |
| ADAPTIVE BUSINESS LEADERS EIN 95-1341332 N/A | Other services; Direct payment from the plan Service code 49 | — | $6K |
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 | 20,791 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 140 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 20,931 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | BERKSHIRE HATHAWAY | 20,931 | $2.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 20,931 | — |
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.