No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES EIN 94-1749354 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $751K |
| BLUE CROSS EIN 95-3760980 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $333K |
| KRAW LAW GROUP EIN 77-0171216 NONE | Legal; Direct payment from the plan Service code 29 | — | $183K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $143K |
| PSG CONSULTING LLC NONE | Direct payment from the plan; Consulting (general) Service code 16 | 14881 QUORUM DR STE 850 DALLAS, TX 75254 | $91K |
| SMART SOURCE CRITICAL COMMUNICATION NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 7270 MCGINNIS FERRY RD SUWANEE, GA 30024 | $83K |
| BEAT IT EIN 77-0111619 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $71K |
| JOSEPH HERRLE EIN 93-0692196 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $64K |
| FIRST DENTAL HEALTH EIN 33-0655193 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $58K |
| ALLIANCE BERNSTEIN EIN 13-4064930 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $53K |
| LOOMIS SAYLES EIN 04-3200030 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $50K |
| AMERICAN HEALTH HOLDING NONE | Direct payment from the plan; Consulting (general) Service code 16 | 7400 W CAMPUS RD NEW ALBANY, OH 43054 | $48K |
| CONCENTRA PREFERRED SYSTEMS EIN 36-3715258 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $48K |
| VOYA INVESTMENT MANAGEMENT EIN 06-1440627 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $41K |
| NWPS EIN 91-2090931 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $36K |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC EIN 20-0292745 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $27K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $25K |
| MAXOR PLUS, LTD. NONE | Claims processing; Direct payment from the plan Service code 12 | 320 S POLK ST 200 AMARILLO, TX 79101 | $16K |
| IBEW LOCAL 332 EIN 94-0577280 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $13K |
| MATRIX TRUST COMPANY EIN 75-3182674 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $12K |
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 | 2,310 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,021 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,331 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 4,589 | $39.7M |
| Vision | VISION SERVICE PLAN | 3,167 | $417K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 3,848 | $252K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 966 | $1.9M |
| Other | HARTFORD LIFE AND ACCIDENT | 157 | $504K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,589 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.