No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS, INC EIN 38-2383171 NONE | Contract Administrator; Copying and duplicating; Direct payment from the plan Service code 13 | — | $2.4M |
| BLUE SHIELD EIN 94-0360524 NONE | Direct payment from the plan; Other services; Float revenue; Claims processing Service code 12 | — | $832K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $424K |
| ENVISION RX OPTIONS EIN 05-0570786 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $174K |
| KAUFMANN AND GOBLE ASSOCIATES EIN 94-2614826 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $162K |
| MCMORGAN AND COMPANY EIN 52-2334338 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $139K |
| BEAT IT ASSISTANCE EIN 77-0111619 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $94K |
| GRAND FLOW EIN 94-3211239 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $83K |
| WEXHEALTH, INC. EIN 06-1593514 NONE | Other services; Direct payment from the plan Service code 49 | — | $63K |
| KRAW LAW GROUP EIN 32-0465891 NONE | Legal; Direct payment from the plan Service code 29 | — | $37K |
| BANK OF NEW YORK EIN 95-3571558 NONE | Investment management fees paid indirectly by plan; Custodial (other than securities); Direct payment from the plan Service code 18 | — | $32K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $29K |
| ALAN BILLER & ASSOCIATES, INC. EIN 94-2854958 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $24K |
| IRON MOUNTAIN EIN 04-3038590 NONE | Other services; Direct payment from the plan Service code 49 | — | $15K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $15K |
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 | 4,067 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,142 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,209 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN, INC. | 5,614 | $26.1M |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 3,457 | $194K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,614 | — |
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.
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.