No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES EIN 94-1749354 NONE | Contract Administrator Service code 13 | 6800 SANTA TERESA BOULEVARD SUITE 100 SAN JOSE, CA 95119 | $495K |
| ANTHEM BC LIFE AND HEALTH INS CO. EIN 95-4331852 NONE | Float revenue; Other services; Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 1351 WILLIAM HOWARD TAFT ROAD CINCINNATI, OH 452061721 | $226K |
| SIERRA INVESTMENT PARTNERS, INC. EIN 68-0370668 NONE | Investment management Service code 28 | 101 YGNACIO VALLEY ROAD, SUITE 300 WALNUT CREEK, CA 94596 | $158K |
| INNOVATIVE COST MANAGEMENT EIN 77-0119752 NONE | Consulting (pension) Service code 17 | 2391 THE ALAMEDA, SUITE 205 SANTA CLARA, CA 950506011 | $65K |
| NAVIA BENEFIT SOLUTIONS EIN 91-1467758 NONE | Claims processing Service code 12 | 600 NACHES AVE SW RENTON, WA 98057 | $58K |
| INEICH & COMPANY, LLP EIN 56-2552172 NONE | Accounting (including auditing) Service code 10 | 950 TOWER LANE, SUITE 780 FOSTER CITY, CA 94404 | $45K |
| SAV-RX PRESCRIPTION SERVICES EIN 47-0527013 NONE | Claims processing Service code 12 | 224 NORTH PARK AVENUE FREMONT, NE 98025 | $38K |
| NEYHART, ANDERSON, FREITAS EIN 94-2576729 NONE | Legal Service code 29 | 369 PINE STREET, SUITE 800 SAN FRANCISCO, CA 941043323 | $27K |
| COMPLIANCE AUDIT SERVICES NONE | Accounting (including auditing) Service code 10 | 719 ADAM STREET MOUNTAIN HOUSE, CA 95391 | $25K |
| HEALTHLINX, LLC NONE | Other services Service code 49 | 12481 S FORT STREET, SUITE 100 DRAPER, UT 84020 | $19K |
| US BANK EIN 31-0841368 NONE | Custodial (securities) Service code 19 | 800 NICOLLET MALL MINNEAPOLIS, MN 55402 | $17K |
| AMERICAN HEALTH HOLDING NONE | Other services Service code 49 | 7400 W CAMPUS ROAD, F-510 NEW ALBANY, OH 43054 | $11K |
| MORGAN STANLEY EIN 94-1671384 NONE | Direct payment from the plan; Other investment fees and expenses; Investment advisory (plan) Service code 27 | HARBORSIDE FINANCIAL CTR PLAZA II 7TH FLOOR NEW JERSEY CITY, NJ 073113977 | $5K |
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 | 1,120 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 319 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,439 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLANS INC. | 918 | $5.6M |
| Dental | DELTA DENTAL PLAN OF CALIFORNIA | 1,319 | $2.1M |
| Vision | VISION SERVICE PLAN | 980 | $124K |
| Life insurance | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 853 | $211K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 901 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,319 | — |
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.