No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICE EIN 91-1363171 NONE | Copying and duplicating; Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $570K |
| AETNA EIN 06-6033492 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $171K |
| QUEST INVESTMENT MANAGEMENT, LLC EIN 98-0880854 NONE | Investment management; Direct payment from the plan Service code 28 | — | $70K |
| PATRIOT GROWTH INSURANCE SERVICES EIN 83-1204744 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $66K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $34K |
| MAXORPLUS EIN 75-2676894 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $25K |
| HEALTHLINX LLC EIN 87-0660214 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $23K |
| NORTH AMERICA PRINTING NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 389 E PALM LANE PHOENIX, AZ 85004 | $21K |
| ALLIANT INSURANCE SERVICES EIN 33-0785439 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $20K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $15K |
| PRINTING TIME INC. NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 2610 WESTERN AVENUE SEATTLE, WA 98121 | $11K |
| UNION BANK EIN 62-0391065 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $10K |
| MEDEXPERT INTERNATIONAL, INC. NONE | Direct payment from the plan; Other services Service code 49 | P.O. BOX 7550 MENLO PARK, CA 94026 | $10K |
| CHANGE HEALTHCARE SOLUTIONS, LLC EIN 20-5731067 NONE | Other services; Direct payment from the plan Service code 49 | — | $8K |
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 | 3,078 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,081 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC. | 1,868 | $15.3M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,031 | $1.5M |
| Vision | VISION SERVICE PLAN | 1,709 | $142K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 4,704 | $99K |
| Stop-loss / reinsurancereinsurance | ALTERNATE RISK SOLUTIONS | 758 | $847K |
| Other | HARTFORD LIFE AND ACCIDENT | 4,704 | $99K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,704 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.