No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Contract Administrator; Copying and duplicating; Direct payment from the plan Service code 13 | — | $2.8M |
| CALIFORNIA PHYSICIAN'S SERVICE EIN 94-0360524 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator; Claims processing Service code 12 | — | $908K |
| OPTUM RX INC. EIN 33-0441200 NONE | Other fees; Direct payment from the plan; Claims processing Service code 12 | — | $451K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $425K |
| NORTHWEST PLAN SERVICES, INC EIN 91-2090931 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $179K |
| BEAT IT! PROGRAM, INC. EIN 77-0111619 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $160K |
| PART D ADVISORS EIN 85-3689655 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $159K |
| SMART SOURCE LLC EIN 30-0830429 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $136K |
| KRAW LAW GROUP, APC EIN 32-0465891 NONE | Legal; Direct payment from the plan Service code 29 | — | $95K |
| HEALTHLINX LLC EIN 87-0660214 NONE | Other services; Direct payment from the plan Service code 49 | — | $67K |
| WEX HEALTH, INC. EIN 06-1593514 NONE | Direct payment from the plan; Other services Service code 49 | — | $66K |
| IRON MOUNTAIN INC. EIN 23-2588479 NONE | Other services; Direct payment from the plan Service code 49 | — | $61K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $51K |
| MAMMINI COMPANY, INC EIN 47-0879697 NONE | Direct payment from the plan; Consulting (general); Investment advisory (plan); Investment management Service code 16 | — | $38K |
| COMMONWEALTH FINANCIAL NETWORK EIN 04-2675571 NONE | Other services; Direct payment from the plan Service code 49 | — | $34K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $16K |
| STEPHEN HORN INSURANCE SERVICES EIN 94-3249244 NONE | Insurance brokerage commissions and fees Service code 53 | — | $8K |
| AMERICAN HEALTH HOLDINGS INC. EIN 31-1368946 NONE | Direct payment from the plan; Other services Service code 49 | — | $7K |
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 | 3,499 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,265 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,764 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 5,844 | $38.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,844 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.