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 | — | $809K |
| KRAW LAW GROUP EIN 77-0171216 NONE | Legal; Direct payment from the plan Service code 29 | — | $351K |
| BLUE CROSS EIN 95-3760980 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $326K |
| SMART SOURCE CRITICAL COMMUNICATION NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 7270 MCGINNIS FERRY RD SUWANEE, GA 30024 | $127K |
| MILLIMAN EIN 91-0675641 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $95K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $75K |
| FIRST DENTAL HEALTH EIN 33-0655193 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $57K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $51K |
| VOYA INVESTMENT MANAGEMENT EIN 06-1440627 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $50K |
| LOOMIS SAYLES EIN 04-3200030 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $46K |
| BEAT IT EIN 77-0111619 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $43K |
| PSG CONSULTING LLC NONE | Consulting (general); Direct payment from the plan Service code 16 | 14881 QUORUM DR STE 850 DALLAS, TX 75254 | $43K |
| ALLIANCE BERNSTEIN EIN 13-4064930 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $36K |
| INVESTMENT PERFORMANCE SERVICES LLC NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | P.O. BOX 9510 SAVANNAH, GA 31412 | $35K |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $18K |
| MAXOR PLUS, LTD. NONE | Direct payment from the plan; Claims processing Service code 12 | 320 S POLK ST 200 AMARILLO, TX 79101 | $18K |
| POST ADVISORY GROUP, LLC NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 2049 CENTURY PARK E STE 3050 LOS ANGELES, CA 90067 | $14K |
| MATRIX TRUST COMPANY EIN 75-3182674 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $14K |
| NATIONAL INVESTMENT SERVICES OF AME EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $13K |
| IBEW LOCAL 332 EIN 94-0577280 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $13K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $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 | 2,254 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,312 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,566 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 4,432 | $35.0M |
| Vision | VISION SERVICE PLAN | 3,110 | $407K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 3,699 | $239K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 972 | $2.3M |
| Other(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 2,254 | $554K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,432 | — |
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.