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 | $523K |
| ANTHEM BC LIFE AND HEALTH INS CO. EIN 95-4331852 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator; Claims processing Service code 12 | 1351 WILLIAM HOWARD TAFT ROAD CINCINNATI, OH 452061721 | $260K |
| SIERRA INVESTMENT PARTNERS, INC. EIN 68-0370668 NONE | Investment management Service code 28 | 101 YGNACIO VALLEY ROAD, SUITE 300 WALNUT CREEK, CA 94596 | $198K |
| NAVIA BENEFIT SOLUTIONS EIN 91-1467758 NONE | Claims processing Service code 12 | 600 NACHES AVE SW RENTON, WA 98057 | $69K |
| INNOVATIVE COST MANAGEMENT EIN 77-0119752 NONE | Consulting (pension) Service code 17 | 2391 THE ALAMEDA, SUITE 205 SANTA CLARA, CA 950506011 | $65K |
| SAV-RX PRESCRIPTION SERVICES EIN 86-1323040 NONE | Claims processing Service code 12 | 224 NORTH PARK AVENUE FREMONT, NE 98025 | $49K |
| HEALTHLINX, LLC EIN 87-0660214 NONE | Consulting (general) Service code 16 | 12481 S FORT STREET, SUITE 100 DRAPER, UT 84020 | $49K |
| INEICH & COMPANY, LLP EIN 56-2552172 NONE | Accounting (including auditing) Service code 10 | 950 TOWER LANE, SUITE 780 FOSTER CITY, CA 94404 | $48K |
| AMERICAN HEALTH HOLDING EIN 31-1368946 NONE | Other services Service code 49 | 7400 W CAMPUS ROAD, F-510 NEW ALBANY, OH 43054 | $24K |
| US BANK EIN 31-0841368 NONE | Custodial (securities) Service code 19 | 800 NICOLLET MALL MINNEAPOLIS, MN 55402 | $23K |
| NEYHART, ANDERSON, FLYNN & GROSBOLL EIN 94-2576729 NONE | Legal Service code 29 | 369 PINE STREET, SUITE 800 SAN FRANCISCO, CA 941043323 | $20K |
| MEDEXPERT INTERNATIONAL, INC. EIN 94-3360248 NONE | Other services Service code 49 | 1300 HANCOCK STREET REDWOOD CITY, CA 94063 | $10K |
| MORGAN STANLEY EIN 94-1671384 NONE | Investment advisory (plan); Other investment fees and expenses; Direct payment from the plan Service code 27 | HARBORSIDE FINANCIAL CTR PLAZA II 7TH FLOOR NEW JERSEY CITY, NJ 073113977 | $5K |
| STONERIDGE PMG ADVISORS, LLC EIN 23-2837989 NONE | Investment management fees paid indirectly by plan Service code 52 | 201 KING OF PRUSSIA ROAD, SUITE 200 RADNOR, PA 19087 | $0 |
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 | 1,051 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 360 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,411 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLANS INC. | 833 | $6.7M |
| Dental | DELTA DENTAL PLAN OF CALIFORNIA | 1,258 | $2.1M |
| Vision | VISION SERVICE PLAN | 972 | $136K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,083 | $206K |
| Other(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,083 | $3.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,258 | — |
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.