No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA PPO EIN 06-0303370 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $7.2M |
| VITALITY GROUP EIN 32-0267784 NONE | Direct payment from the plan; Other services Service code 49 | — | $6.2M |
| AETNA US HEALTH CARE PSO EIN 06-6033492 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $4.7M |
| UNITED HEALTHCARE EIN 41-1321939 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $2.4M |
| CREATIVA ASSOC EIN 95-4815352 NONE | Direct payment from the plan; Other services Service code 49 | — | $2.3M |
| QUEST DIAGNOSTICS EIN 38-2084239 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $2.1M |
| BLUE CROSS CALIFORNIA EIN 95-4331852 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $2.1M |
| HEWITT ASSOCIATES, LLC EIN 36-2235791 NONE | Direct payment from the plan; Contract Administrator; Actuarial Service code 11 | — | $1.2M |
| WEIGHT WATCHERS EIN 52-1654141 NONE | Other services; Direct payment from the plan Service code 49 | — | $727K |
| CAREMARK PRESCRIPTION SV EIN 95-3382344 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $617K |
| BEST DOCTORS EIN 04-2908444 NONE | Direct payment from the plan; Other services Service code 49 | — | $302K |
| CASTLIGHT EIN 26-1989091 NONE | Other services; Direct payment from the plan Service code 49 | — | $268K |
| THOMAS REUTERS AKA TRUEVEN EIN 06-1467923 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $238K |
| DELOITTE EIN 13-3891517 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $111K |
| TUFTS HEALTH PLAN EIN 04-2674079 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $67K |
| CCRX EIN 27-3009945 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $67K |
| HEALTH DESIGN PLUS EIN 34-1593929 NONE | Direct payment from the plan Service code 50 | — | $54K |
| PACIFIC BUSINESS GROUP NONE | Consulting (general); Direct payment from the plan Service code 16 | 575 MARKET ST 600 SAN FRANCISCO, CA 94105 | $45K |
| EXTEND HEALTH, DBA TOWERS WATSON EIN 26-0775680 NONE | Direct payment from the plan; Other services Service code 49 | — | $24K |
| ALERE EIN 20-0231080 NONE | Direct payment from the plan; Other services Service code 49 | — | $24K |
| WELLS FARGO EIN 94-1347393 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $17K |
| PREFERRED HEALTHCARE DBA MED ASSOC EIN 16-0610330 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $17K |
| THE DIFFERENCE A2C EIN 26-1133788 NONE | Direct payment from the plan; Other services 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 | 25,623 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,799 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 868 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 28,290 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(11 contracts, 9 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 627 | $10.2M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 4,936 | $1.0M |
| Vision(3 contracts, 2 carriers) | VISION SERVICE PLAN | 23,462 | $4.6M |
| Prescription drug(3 contracts, 2 carriers) | UPMC HEALTH OPTIONS | 267 | $1.4M |
| Other(5 contracts, 3 carriers) | UPMC HEALTH OPTIONS | 4,936 | $2.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 23,462 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.