No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Participant communication; Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $810K |
| COLUMBIA MANAGEMENT EIN 41-1533211 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $479K |
| DELTA DENTAL EIN 94-1461312 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $290K |
| ANTHEM BLUE CROSS EIN 95-3760980 NONE | Other services; Claims processing; Direct payment from the plan Service code 12 | — | $193K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $131K |
| SUZANNE NEEDHAM EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 1731 TECHNOLOGY DRIVE, SUITE 570 SAN JOSE, CA 95110 | $119K |
| NWPS NONE | Actuarial; Direct payment from the plan Service code 11 | 4025 DELRIDGE WAY SW SUITE 250 SEATTLE, WA 98106 | $103K |
| CHANGE HEALTHCARE NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 424 CHURCH STREET, SUITE 1400 NASHVILLE, TN 37219 | $102K |
| KRAW LAW GROUP EIN 77-0171216 NONE | Legal; Direct payment from the plan Service code 29 | — | $98K |
| NAVITUS HEALTH SOLUTIONS EIN 04-3608530 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $96K |
| NWQ INVESTMENTS EIN 47-0875103 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $86K |
| SMART SOURCE LLC NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 7270 MCGINNIS FERRY ROAD SUWANEE, GA 30024 | $62K |
| RAYMOND JAMES & ASSOCIATES, INC NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 880 CARILLON PARKWAY ST. PETERSBURG, FL 33716 | $61K |
| BEAT IT PROGRAM EIN 77-0111619 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $55K |
| MATRIX TRUST COMPANY EIN 75-3182674 NONE | Float revenue; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $46K |
| PART D ADVISORS, INC. NONE | Direct payment from the plan; Other services Service code 49 | 17199 NORTH LAUREL PARK DRIVE, 400 LIVONIA, MI 48152 | $37K |
| NANCY FERGUSON EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 1731 TECHNOLOGY DRIVE, SUITE 570 SAN JOSE, CA 95110 | $29K |
| CRYSTAL CLEAR RX EIN 23-3009945 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $25K |
| KAUFMANN & GOBLE EIN 94-2614826 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $21K |
| SALTZMAN & JOHNSON LAW GROUP EIN 94-2376174 NONE | Legal; Direct payment from the plan Service code 29 | — | $15K |
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 | 2,116 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 614 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,730 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 2,707 | $248K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 747 | $114K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,800 | — |
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.