No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| KAISER PERMANENTE N/A | Contract Administrator; Direct payment from the plan; Claims processing; Other services Service code 12 | 10121 SE SUNNYSIDE ROAD, STE 125 CLACKAMAS, OR 97015 | $8.2M |
| BLUE SHIELD OF CA N/A | Contract Administrator; Claims processing; Direct payment from the plan; Other services Service code 12 | 2 EMBARCADERO CENTER, STE 1310 SAN FRANCISCO, CA 94111 | $5.3M |
| GALLAGHER BENEFITS SERVICES EIN 36-4291971 N/A | Insurance services; Plan Administrator; Direct payment from the plan; Consulting (pension) Service code 14 | — | $3.0M |
| BAS, INC. EIN 23-2635985 N/A | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $2.5M |
| DELTA DENTAL N/A | Contract Administrator; Direct payment from the plan; Other services; Claims processing Service code 12 | 1333 BROADWAY, STE 800 OAKLAND, CA 94612 | $920K |
| LEWIS & ELLIS, INC. EIN 75-1281520 N/A | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $408K |
| ARMANINO LLP EIN 94-6214841 N/A | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $365K |
| HINSHAW & CULBERTSON, LLP EIN 36-2128133 N/A | Legal; Direct payment from the plan Service code 29 | — | $350K |
| ZABIT MEDIA, INC. EIN 81-0926272 N/A | Other services; Direct payment from the plan Service code 49 | — | $225K |
| ARTHUR J GALLAGHER & CO. EIN 36-4291971 N/A | Insurance services; Direct payment from the plan Service code 23 | — | $209K |
| VISION SERVICE PLAN N/A | Claims processing; Contract Administrator; Other services; Direct payment from the plan Service code 12 | 100 PRINGLE AVE, STE 650 WALNUT CREEK, CA 94596 | $164K |
| WADE AUBRY, MD N/A | Consulting (general); Direct payment from the plan Service code 16 | 535 REMILLARD DRIVE HILLSBOROUGH, CA 94010 | $120K |
| CERIDIAN HCM, INC. EIN 59-3228107 N/A | Direct payment from the plan; Other services Service code 49 | — | $113K |
| BOSTON COMMON ASSET MGMT N/A | Investment management fees paid directly by plan; Investment management Service code 28 | 200 STATE STREET, 7TH FLOOR BOSTON, MA 02109 | $104K |
| BEACON POINTE ADVISORS EIN 68-0488677 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $94K |
| BUNNY ZARUBA DESIGN N/A | Other services; Direct payment from the plan Service code 49 | 19 BOOKER AVENUE SAUSALITO, CA 94965 | $77K |
| MOSS ADAMS LLP EIN 91-0189318 N/A | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $73K |
| LINDY FLEMMING PRODUCTIONS N/A | Direct payment from the plan; Other services Service code 49 | 287 BOLINAS ROAD FAIRFAX, CA 94930 | $61K |
| TACO RAT CLUB EIN 87-1724980 N/A | Other services; Direct payment from the plan Service code 49 | — | $49K |
| US BANK EIN 31-0841368 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $43K |
| SEGALL BRYANT & HAMILL, LLC EIN 41-1788385 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $37K |
| BARBARA GOODE N/A | Legal; Direct payment from the plan Service code 29 | 140 CASTENADA AVE. SAN FRANCISCO, CA 94116 | $30K |
| FIDUCIARY MANAGEMENT, INC. EIN 39-1346018 N/A | Investment management; Investment management fees paid directly by plan Service code 28 | — | $29K |
| STERLING CAPITAL EIN 42-1658828 N/A | Investment management; Investment management fees paid directly by plan Service code 28 | — | $29K |
| CHAMPLAIN INVESTMENTS EIN 20-1367417 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $23K |
| THE PRINTING BUSINESS, INC. EIN 94-1627326 N/A | Direct payment from the plan; Other services Service code 49 | — | $12K |
| INSTITUTIONAL SHAREHOLDER SVS, INC EIN 06-1541449 N/A | Other services; Direct payment from the plan Service code 49 | — | $10K |
| APERIO EIN 68-0436509 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $9K |
| HEALTH EQUITY N/A | Direct payment from the plan; Claims processing; Other services; Contract Administrator Service code 12 | 15 W. SCENIC POINT DRIVE DRAPER, UT 84020 | $5K |
| MY VIRTUAL MISSION EIN 11-9715377 N/A | Other services; Direct payment from the plan 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 | 20,094 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 159 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 20,253 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | BERKSHIRE HATHAWAY | 20,253 | $3.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 20,253 | — |
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.