No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH SERVICES & BENEFIT ADMIN. EIN 94-3089465 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Claims processing Service code 12 | — | $3.1M |
| ANTHEM BLUE CROSS OF CALIFORNIA EIN 95-4331852 NONE | Other services; Claims processing; Direct payment from the plan Service code 12 | — | $626K |
| HEALTH SERVICES FOUNDATION EIN 94-2260587 NONE | Other services; Direct payment from the plan Service code 49 | — | $282K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $264K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $125K |
| CAREMARK EIN 95-3382344 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $108K |
| BEESON, TAYER, AND BODINE EIN 94-3126136 NONE | Legal; Direct payment from the plan Service code 29 | — | $94K |
| ZIEGLER LOTSOFF CAPITAL MANAGEMENT EIN 27-2347077 NONE | Direct payment from the plan; Investment management Service code 28 | — | $77K |
| HEALTHCARE STRATEGIES, INC. NONE | Direct payment from the plan; Other services Service code 49 | 9841 BROKEN LAND PARKWAY 315 COLUMBIA, MD 21046 | $73K |
| TEAMSTERS ASST. REB. PLAN EIN 94-2875955 NONE | Direct payment from the plan; Other services Service code 49 | — | $52K |
| TRUCKER-HUSS EIN 94-3216063 NONE | Legal; Direct payment from the plan Service code 29 | — | $51K |
| UNION BANK EIN 94-0304228 NONE | Other services; Direct payment from the plan; Custodial (securities) Service code 19 | — | $36K |
| ARRIN CONSULTING EIN 56-7982842 NONE | Claims processing; Consulting (general); Direct payment from the plan Service code 12 | — | $26K |
| U.S. BANK EIN 31-0841368 NONE | Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $21K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $19K |
| AABCO PRINTING EIN 94-1553665 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $17K |
| SONOMA WHEELER PRINTERS, INC. EIN 20-8452680 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $7K |
| JM RESOURCE CO. NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 200 WEST CHURCH ROAD KING OF PRUSSIA, PA 19406 | $6K |
| MICHAEL MENDOZA EIN 92-6284253 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $6K |
| STACEY CUE EIN 92-6284253 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $6K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $6K |
| ADAM OCHOA EIN 92-6284253 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $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 | 2,371 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,525 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,896 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 599 | $3.6M |
| Dental | HEALTH NET | 16 | $128K |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 2,099 | $438K |
| Life insurance | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 2,099 | $21K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 71 | $371K |
| Stop-loss / reinsurancereinsurance | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,978 | $1.8M |
| Other(2 contracts, 2 carriers) | MANAGED HEALTH NETWORK | 2,099 | $368K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,099 | — |
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.