Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe plan is self-funded and has no stop-loss carrier. A large claim hits the plan directly. Stop-loss carriers can pitch it.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
No insurance carriers on this filing. Self-funded health and benefits plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 12,273 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10,041 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 22,314 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
This filing has no Schedule A insurance contracts. This is typical of fully self-funded plans. The only headcount is the Form 5500 number above.
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $10.0M |
| ANTHEM BLUE CROSS BLUE SHIELD EIN 87-0747736 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $3.3M |
| OPTUM RX EIN 33-0441200 NONE | Other services; Direct payment from the plan Service code 49 | — | $2.4M |
| CARDINAL HEALTH EIN 36-4095179 NONE | Other services; Direct payment from the plan Service code 49 | — | $626K |
| EGAN, RICHARD B EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $368K |
| BARNETT, GREGORY L EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $334K |
| MARSH USA, INC. EIN 36-1436000 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $281K |
| CHANGE HEALTHCARE SOLUTIONS, LLC EIN 20-5716594 NONE | Direct payment from the plan; Other services Service code 49 | — | $268K |
| MIDGLEY-HUBER, INC. EIN 87-0683216 NONE | Other services; Direct payment from the plan Service code 49 | — | $210K |
| NEWMAN, CURTIS C EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $201K |
| PORTER, BRADLEY J EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $200K |
| TAYLOR, JOHN R EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $182K |
| HATCH, MICHAEL T EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $175K |
| TEUSCHER, BRADY G EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $169K |
| ADAMS, SPENCER L EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $168K |
| KREIS, KARA EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $159K |
| ANTHONY, JENNIFER EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $155K |
| WIGHT, DANIEL L EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $155K |
| STEVENS, JOHN P EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $146K |
| TELLIGEN, INC. EIN 42-0992483 NONE | Direct payment from the plan; Other services Service code 49 | — | $137K |
| DONOHUE, RICHARD M EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $134K |
| RAZORMETRICS, INC. EIN 83-0935712 NONE | Other services; Direct payment from the plan Service code 49 | — | $134K |
| BARKER, KIRK T EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $133K |
| PATTEN ENTERPRISES, INC. EIN 87-0560099 NONE | Direct payment from the plan; Other services Service code 49 | — | $131K |
| VANTIV EIN 26-4532998 NONE | Other services; Direct payment from the plan Service code 49 | — | $129K |
| WHITLEY, JACOB EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $128K |
| BIRKETT, JOHANNA EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $127K |
| PARKER, VON EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $125K |
| SMART, JULIE EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $123K |
| COMPUTECH CONSULTING, INC. EIN 87-0557821 NONE | Other services; Direct payment from the plan Service code 49 | — | $118K |
| WHITESIDES, TYSON W EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $118K |
| PUFF, ANDREA EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $118K |
| HENDERSON, MICAH EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $113K |
| DUMAC EIN 84-1370319 NONE | Other services; Direct payment from the plan Service code 49 | — | $110K |
| HAYES, TONYA L EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $105K |
| ARMSTRONG, DARIN C EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $102K |
| WOOD, JEFFREY D EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $101K |
| AHIO, ANNA EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $96K |
| GRIFFIN, MARIA LYNN EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $95K |
| MCGUIRE, KELLY EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $94K |
| REED, MINDI EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $94K |
| HANKS, WADE K EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $93K |
| GUIDEPOINT SECURITY HOLDINGS, LLC EIN 45-3694402 NONE | Direct payment from the plan; Other services Service code 49 | — | $91K |
| ERICKSON, EMILY RUTH EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $90K |
| MCCLELLAN, ROBERT NONE | Direct payment from the plan; Other services Service code 49 | 12063 SOUTH 540 EAST DRAPER, UT 84020 | $86K |
| HUBBART, JENNY EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $83K |
| LAWRENCE, LORI EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $82K |
| FACER, SARAH EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $81K |
| GARNER, JANE C EIN 87-0427760 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $81K |
| TODD, BOBBIE JO EIN 87-0427760 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $81K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
9 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025