No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS, INC EIN 38-2383171 NONE | Contract Administrator; Direct payment from the plan; Copying and duplicating Service code 13 | — | $2.6M |
| BLUE SHIELD EIN 94-0360524 NONE | Float revenue; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 12 | — | $966K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $454K |
| ZELIS CLAIMS INTEGRITY, LLC EIN 86-1040704 NONE | Direct payment from the plan; Other services Service code 49 | — | $208K |
| NORTHWEST PLAN SERVICES, INC. EIN 91-2090931 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $160K |
| BEAT IT ASSISTANCE EIN 77-0111619 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $96K |
| SMART SOURCE LLC EIN 30-0830429 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $83K |
| WEXHEALTH, INC. EIN 06-1593514 NONE | Direct payment from the plan; Other services Service code 49 | — | $67K |
| KRAW LAW GROUP EIN 32-0465891 NONE | Legal; Direct payment from the plan Service code 29 | — | $58K |
| HEALTHLINX, LLC EIN 87-0660214 NONE | Direct payment from the plan; Other services Service code 49 | — | $55K |
| LINCOLN FINANCIAL EIN 95-3571558 NONE | Direct payment from the plan; Custodial (other than securities); Investment management fees paid indirectly by plan Service code 18 | — | $49K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $45K |
| MAMMINI COMPANY, INC EIN 47-0879697 NONE | Investment advisory (plan); Direct payment from the plan; Consulting (general); Investment management Service code 16 | — | $38K |
| PART D ADVISORS, INC. EIN 20-2595200 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $27K |
| IRON MOUNTAIN EIN 04-3038590 NONE | Other services; Direct payment from the plan Service code 49 | — | $27K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $17K |
| STEPHEN HORN INSURANCE SERVICES EIN 94-3249244 NONE | Insurance brokerage commissions and fees Service code 53 | — | $7K |
| AMERICAN HEALTH HOLDINGS EIN 31-1368946 NONE | 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 | 3,865 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,262 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,127 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 6,416 | $34.4M |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 2,659 | $461K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,416 | — |
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.